Come back to the last market in 2021 and explore the potential of blockchain in 2022

I have already written an article titled "Proactive Remarketing in 2021: A Statement on the Benefits of 4 Blockchains Including Beta and Alpha". After the reopening, today we will talk about this expectation. In fact, the prospect is always more difficult than the reopening. Because of the reopening. Pans usually have a divine view, and depending on pre-existing facts, one or two specific points can be identified, and then the main stems and branches can be seen.

Looking to the future, most people think their future is fuzzy or troubled, and the direction is uncertain. So all we can do is continue along the main line for 2021, add reasons and ideas, and find the open line, the dark line, the line for next year.

Here is a brief description of alpha and beta to help you understand:

Alpha (Alpinecom): This means that the asset management strategy largely depends on the ability to manage the president. The advantage of several hedge funds or hedge funds, for example, is that the fund manager benefits from good governance and that the return does not change with the performance of the company.

Beta Income: Beta Income is the average return on a market. For example, government grants, especially mortgages, often seek beta returns and trade returns with the market.

01 Circle status: basic beta

In 2022, the simple increase in beta will shift from BTC itself to BTC ETH DeFi linked to the environment and structure of the current cycle.

From 2020 to 2021, ETH can be considered an advanced beta and DeFi is Alpha. Indeed, for cycles, only DeFi is available and DeFi is only available on ETH. Now it's different, the era of ETH regulation is over and the era of many global chains has been recognized.

The wave of this fast chain is completely different from what it was in 17-18. At the time, they were all rushing towards the ETH killer represented by EOS. In this wave, several high-speed chains are more technologically advanced, but their behavior has been reduced.

Finally, ETH has found its rightful place.

Among them, EVM compatible chains such as Avalanche, Fantom and Ze are more "closer" to ETH and more "competitive" with Polygon (formerly Matic), Optimism, Arbitrum and ZK-Sync.

Cosmos and Polkadot usually deliver chain cuts and cross chains and establish "race" relationships with ETH.

In many parts of the world, ETH is slowly reaching BTC, and insurance is only gaining beta benefits.

Since the rise of DeFi and GameFi, it can be seen that the market has not paid much attention to DeFi for small-scale development, and it was not the happy medium of last year DeFi. .

For example, recent mortgage deals such as Yield Farming, mainframe title contracts and other industries have been put to the test.

Uniswap, AAVE and Compound have become unicorns. Although the market recognizes a high level, the token has profitably completed its conclusion, the price quoted is high enough and begins to follow the rise and fall of BTC and ETH. To see the continuation of alpha.

Of course, DeFi is the path with the fastest pace of innovation. It is difficult to say where the projects will come from here. Major upgrades to AMM that year directly tied to Alpha revenue. One project, not all DeFi sections).

Now the only thing I can see in the general direction that can take DeFi to the next level is the pristine region connected to the physical world.

What is germinating is the world's first DeFi-based heritage loan from MakerDAO via Centrifuge Bond this year. Currently, only Polymath, NAOS Financial and Centrifuge operate this. The future looks bright, but time is running out, especially when the road is twisty.

Therefore, the BTC ETH DeFi board is essential if you want to have a beta written by 2022.

02 Advanced Beta Layer2, public broadband channel, application chain infrastructure

Basically, the idea of ​​a year or two is light. If the time is right, you can get a high level of beta rewards. Let's go through them alone.

First, set 2

The launch of Arbitrum in September is a milestone, in a few days TVL (total pay-up-over) on the existing polygon, but now it's on par with Polygon, but the performance at the time has been funded like "Real 2" This is enough to show you are insured.

Next year, Layer2 may be similar to the 2021 high-speed chain, vying for ecosystem territory, but a lot of people are happy that the start is too high and not good. Only high level betas can be created and there is a high probability that you will not be able to advance to alpha level.

After all, alpha is something that most people don't see until you can call it alpha. Next, let's talk about some of the Layer2 situations.

Arbitrator: Currently, the most popular layer, TVL, is first place, with both race and immigration space.

Optimism: Originally the deepest and most popular optimistic rollup, it's like a cut in arbitration because of the results. Now the fame, TVL and other market indicators behind Arbitrum.

OmiseGo: The original Plasma had a twist, but was completely forgotten. He was initially captured, renamed Boba, rollup ready, and came with a quick pullout bridge to help overcome the 7 day pullout period.

The challenge facing the entire OP suite is that the ZK system is expected to be finished online in six months, and Optimism “landing on the sand” for the green layout only six months. Finally, God says he himself trusts OP. The location and survival of the OP series after the release of both short-term ZK and long-term ZK are things to consider.

However, although ZK series is a better solution, I have a feeling that OP series and ZK series will stick together for a long time ...

Next, let's take a look at the ZK series.

ZK-Sync: The ZK is the best ZK handlebars. The 2.0, a prototype of the first-generation ZK-Rollup, was released in August, but it's technically more difficult and takes longer than expected. Fortunately, it's not far, and the first phase of the "Polaris" test network will begin in the coming weeks.

Starkware: The hottest ZK series right now is due to the popularity of Dydx and the already ready time of Immutable X. The rivalry between Starkware and ZK-Sync is expected to be similar to that of Optimism and Arbitrum.

Hermez: Nicknamed "Hermès" in a circle. ZK-Rollup, specialized in transport, first offered the most complex and versatile ZK-Rollup, then acquired by Polygon to overcome the shortcomings of "real layer 2". However, since it is not an international standard, I think it is still not at the forefront of ZK-Sync and Starkware.

Aztec: This privacy boost rollup is similar to ZK-Sync, but not just ZK-Sync. There are advantages to ensuring confidentiality, but the disadvantages of confidentiality increase. Stacking to achieve a more cost effective and internationally compatible EVM is more difficult than ZK-Sync and Starkware.

There are two tournaments facing the whole ZK family.

The Optimism series was first brought online to benefit from the pre-configuration, and the long removal time has also been reduced with multiple bridges.

The Ethereum Foundation itself creates the most difficult ZKEVM. In theory, we want the application to be directly on two ZK-Rollup layers without transitions or translations, it can interact directly with the Zinc language. ZK-Sync and Starkware Combination Cairo go head-to-head, but that "ZKEVM finale" won't be seen for a year or two.

Overall, the top four star roll-up players Arbitrum, Optimism, Starkware, and ZK-Sync may do well if the time is right.

2. High speed saw

Looking back on the fast chain, their biggest competitor is no longer ETH, but a few recently mentioned roll-ups, but compared to straight winding, High-speed chains now also have their own characteristics.

Close: Shards temporarily abandoned by ETH2.0 continue to be nearby, but currently only one shard, and multiple shards and cross-shards are still in development.

Solana: Solana, which has established itself as the most beautiful high-speed channel this year, is starting to take advantage of its speed and bring a different kind of ETH. Alcohol which uses MA as an additive.

Next year the StarAtlas game masterpiece will be released, and I think it looks like Solana will follow the “industry racing game” style. In addition, Solana now accounts for the majority of NFT data stored on Arweave.

Cardano: The forest of uncertainty. It's a miracle that he manages his current market value and rankings without any smart commitments. Fortunately, smart contracts have finally hit the market. With the battle for the new public channel, Cardano can finally step into the game.

Fantom: AC's Rarity Game is trending right now. The Direct Acyclic Graph (DAG) data formats still work well, but the DeFi and NFT ecosystems as a whole remain very dangerous. Upgrade to a special game like Ronin.

Avalanche: Recently, prices have increased due to large investments and support. The greatest dependence is on the special avalanche pact. The current ecology is also rich, but it lacks real explosives and big players, and it takes time to prove itself.

Celo: The channel is easy to watch, but actually the capital behind it is very strong, and the core is the Moblie app and a lot of stable tokens. .

3. Application chain infrastructure

With Axie Infinity's Ronin side chain and the rise of Terra, people will see another use of blockchain in the 2021-AppChain (Application Chain).

One or more tasks during installation have additional options. Are you looking for public channel interest to fulfill the contract? Or do you want to start your own channel? To operate one by one is expensive and technically difficult, but it is also necessary to facilitate the operation of the chain alone. After Ronin goes live, take a look at the daily life of Axie Infinity and you'll know what I'm talking about. .

So what are the options for building a chained app? Now there are five by default.

1. Learn from Ronin and build the ETH sidechain. It must be the most expensive drug. You need the team's star capital.

2. Create an ETH sidechain from SKALE (Dapp runs Ethereum 1000 times faster).

3. Create chains using the Cosmos SDK.

4. Napolkadot's substrate designed chain and is connected to Polkadot (Polkadot is designed to use substrate).

5. Napoca's substrate creates chains and connects to the nearby Octopus network.

Ronin and Terra are good starters for applying chains. In the next 1-2 years, we will see more application channels appearing before our eyes. Pay close attention to your chain application. There is a good chance that you will be rewarded. , SKALE, Cosmos, Polkadot and Octopus Network are all worth listening to.

03 points

I'll write here first for the sake of the site, in preparation for 2022 (below), write about alpha and get some super alpha perks including gear, chain crossing (where that's the dark line), Web3 and more wallets. . And ZK-Snark Wait, anyone can listen.