Outlook 2022 (part 1): what are the top trends in the blockchain industry?

Previously, I wrote an article titled “2021 Pre-emptive Review: An Introduction to the 4 Benefits of Blockchain: Beta and Alpha”. After reviewing, let's talk about today's expectations. In fact, the feeling is still harsher than ever. Since most tests contain the thoughts of God, fans of reviews can identify a specific point or two based on an existing fact, and then search for the main stem and branch. ..

Looking to the future, most people think their future is fuzzy or troubled, and the direction is uncertain. So what can we doContinued until the last 2021, add reasons for thoughts and feelings, find the open line, the dark line, the line of the coming 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.

01The current state of the cycle at this point:simple beta

In 2022, the default beta collection can be changed from BTC itself to BTC ETH DeFi, which needs to be done with the current cycle environment and patterns.

From 2020 to 2021, ETH can be considered high level beta and DeFi can be considered alpha.Only DeFi works, DeFi only works with ETH.. Now it's different, the era of ETH control is over and the time of many global chains has been recognized.

The wave speed of these channels varies completely from 17-18. At the time, they were all rushing to the EOS assassination team represented by EOS. this wave,Some speed generators are more technologically advanced, but their behavior is inferior.

In the end, ETH did well.

Among them, EVM compatible chains such as Avalanche, Fantom and Ze are "closer" to ETH and more "competitive" with layers 2 such as Polygon (formerly Matic), Optimism, Arbitrum and ZK-Sync.

Cosmos and Polkadots usually send chains and cross chains,And ETH creates a relationship of “competitive advantage”., Solana and Dfinity are based on different technologies and design different models of ETH.

In many worlds, ETH will gradually move closer to BTC.Insurance can only gain beta increases..

After the rise of NFT and GameFi, DeFi can be really desirable.The store didn't pay much for DeFi for the small build.Last year, DeFi summer was no longer in full swing.

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 recognized unicorns and unicorns in the market, but the token has reached its conclusions profitably and profitably enough.Basically it starts with the rise and fall of BTC and ETH., it's hard to see the continuation of the alpha in any way.

Of course, DeFi is the path with the fastest pace of innovation. It's hard to say what kind of work will be available right away.Not the whole DeFi sector, but the potential of a project).

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's in full swing this year is MakerDAO's world's first DeFi-based heritage loan using the Centrifuge protocol, and only Polymath, NAOS Financial, and Centrifuge currently operate fractions.to wantThe future is bright but the road is difficult, which is very difficult to determine, especially here.

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

02 Advanced BetaLayer2, public broadband channel,application chain infrastructure

It's a bright line for the next 1-2 years. When the time is right, you can take advantage of the higher levels of the beta. Let's go through them alone.

First, set 2

Arbitrum released in September can be considered a major event with only a few days remaining on TVL (Total Money Lock).He overtook the previous leader, Polygon., but now he is behind Polygon, but the performance at the time is enough to show that silver was recognized as "true layer 2".

Next year, Layer2 will be in a situation like fast chain 2021 and everyone will be busy switching to their own ecosystem, but more people are optimistic, so the start is very high, so it can only be high. - beta level and can not enter alpha instrument.

After all, Alpha is rightIt's something most people never see until it's called alpha.. Next, let's talk about some of the Layer2 situations.

the judgeCurrently, the 2 most popular series, TVL, are original and both ethnic and migratory are available.

expectations:It was originally a red and red optimistic roll-up, but as a result, I don't think it's affected by the arbitration. Currently, all measures such as popularity and TVL are lagging behind Arbitrum.

Site:The first plasma had a handle, but it was completely forgotten.Come with a quick withdrawal bridgeHelp overcome the 7 day withdrawal period.

The challenge facing the entire OP suite is that the ZK system is expected to be finished online in six months, and only six months to rely on “soil in the sand” for the green setup. . Ultimately, God V says it's up to OP himself to decide. After short-term ZK and long-term ZKLocation and survival of the OP seriesIt is something that must be carefully considered.

But even though ZK series is a better solution, I have a feeling that OP series and ZK series will stay together for a long time ...

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

Synchronisation ZK :Previously, the most anticipated debuts of the ZK series carry handle were supposed to be 2.0 available in August.Universal ZK-Rollup model, but the complex process is large and takes longer than necessary. 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 planned release of Dydx and Immutable X, the competition between Starkware and ZK-Sync will be similar to that of Optimism and Arbitrum.

Hermes:Arguably the shortage of 'Real Process 2' was further compounded by the abandonment of many ZK-Rollups, which were the most difficult in the past, and ZK-Rollup specializing in exchanges, and later received by Polygon. However, because it is not universal Layer 2In front of ZK-Sync and Starkware, this is still not enough..

Aztec:Rollup focuses on privacy like ZK-Sync, but not ZK-Sync.The advantage is that the confidentiality is guaranteed, but the disadvantage is that the confidentiality increases.. 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 with the advantages of the pre-configuration,The long withdrawal time was also reduced by several bridges.;

The Ethereum Foundation is developing its own ZKEVM, which is top notch and in theory the APP can be placed directly on the second layer of ZK-Rollup without any modification or interpretation. Regarding ZK-Sync and the Zinc language from Starkware, the Cairo language is in competition;It's "Ultimate ZKEVM". It may take 1 to 2 years to develop..

All in all, four big star roll-up players Arbitrum, Optimism, Starkware and ZK-Sync may well grow if the time is right.

Let's look at the high-speed chains, their main competitor is no longer ETH, but the above, but compared to the straight winding line, now the high-speed chain also has its own characteristics.

Near:The shards temporarily dropped by the ETH2.0 expansion are nearby, but currently only one shard, and the multiple and cross shards are still in development.

Solana :Solana, which has established itself this year as the most beautiful high-speed channel, has embarked on a different journey from ETH by taking advantage of its speed. AMM as an add-on.

Next year the game masterpiece StarAtlas will be released,to wantsolana mus??professional commercial games chain??style. In addition, Solana is currently investing in most of the NFT data archives on Arweave.

Cardano :It's a miracle he manages his current market value and rankings without a smart contract.Battle of the New Civil Chain,Cardano can finally join the game.

Phantom:Currently, AC rarity game is very popular, and DAG (Direct Acyclic Graph) data format is still good, butThe DeFi and NFT ecosystems as a whole are still weak., he can evolve into a competitive game like Ronin.

avalanche:In recent years, prices have increased with the investment and support of many large capitals, and the proposed avalanche in particular is largely dependent.The current ecosystem is also rich., but no real heat and taps.You still need time to prove yourself.

Front:It is a chain which is easy to see, but in fact the capital behind it is very strong,The main focus is Moblie APP and various stable tokens., was necessary for his attitude towards Libra that year.

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? Although the cost of running a single chain is more expensive and stressful,Running the chain yourself makes it easy for you., if you watch the growing explosion of Axie Infinity every day since Ronin went live, you'll see what I'm talking about.

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

2. Create an ETH sidechain from SKALE (run the Ethereum Dapp at 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 emerging as good starters for the chain application, in the next 1-2 years we'll see for sure.More and more application chains are appearing before our eyes., pay attention to the application chain infrastructure. It can be beneficial. SKALE, Cosmos, Polkadot, and Octopus Network are all worth paying for.

03Contents

I wrote here earlier because of the location. Derivatives, Cross-Channel Links (that's the dark line), Web3, Multiple Wallets, and ZK-Snark Forecasts for 2022 (below) Wait a minute, anyone can listen.