Global Outlook for the Cryptocurrency Market in 2022

2021 is undoubtedly a pivotal year for crypto assets. From corporate endorsement to users, cryptocurrencies are way beyond any other term in their history. Crypto products have seen big gains over the past two years, in part due to the pigeon fancier behavior of the FED, as well as rapid changes to the web3 protocol, helping to engage at-risk participants. What's dangerous is that in this cycle we can understand the popularity of cryptocurrencies in today's media community. Visa bought the funk, Adidas bought the boring red, many companies like TradFi like Jump confirmed the long-term legitimacy of the cryptocurrencies, Crypto.com bought the naming rights for the Staples Center, and FTX bought the rights name of Miami Heat. Looks like. Income grows by millions of dollars every week. Facebook has changed its name to Meta, and the issue of a stable bill is crucial before Congress. Cryptocurrencies have entered the forefront of public opinion, and this time around, they won't go away in the short term.

Due to the re-emergence of this industry, the cryptocurrency industry will continue to be affected and shattered. This is an exception, but from my perspective, I see a lot of Fortune 500 companies trying out this new meta world. All they can do is support existing decentralized processes. If this situation persists, cryptocurrencies will likely become more connected to existing markets, and these developments will force crypto assets to grow slower, and the performance of each method at different times will be the same as the market price. . An example that I have seen for many years has started. The inability to adapt to new cryptocurrency explanations has always been the costliest lesson for investors. Getting on the cutting edge of technology has been very rewarding while trying out new products. To cope with the changing nature of the cryptocurrency market leaders, we can look at our re-emergence of the DeFi protocol that was launched in early 2019 on the strength of LINK and SNX.

Chainlink and Synthetix are two rights that were part of the initial development of DeFi. After ETHereum's market share has grown since early 2019, SNX / ETH and LINK / ETH rallied during the first DeFi Summer in August 2020. Now their ETH crisis has been going on for over a year. After the first DeFi Summer 2020, we successfully completed the second DeFi wave in early 2021. One of the most popular was Sushi. According to the Uniswap curve, the market price for sushi was in November 2020. The lows were multiplied by 40, peaking in February 2021.

At the same time, other DeFi bluechip tokens, Aave, Comp and Uni, also rose against ETH at the same time. After DeFi 1.0 peaked in February and met in the summer, we see the result of a third wave of DeFi protocol led by OHM, DPX, SPELL, TOKE and others. The most important are SPELL and OHM. These contracts also quickly gained ground, increasing the market value by millions of dollars.

Now, the contract has fallen to its peak, but it remains to be seen whether the ETH exchange rate will continue to decline or whether it will be able to handle the price better than before DeFi.

If all of that happens this year, we'll also have a better performing channel ecosystem. Over the past year, many public channels competing with L1 have introduced more new users to DeFi, and the market has affected this user growth directly on the market value of the project. While SNX / ETH fell 92%, Solana's ETH exchange rate has increased tenfold since August 2020. Starting from a low in January 2021, it will be extended by 25. Thus, market participants believe that we will be in. down for next year because some of the tokens are too expensive. I'm blue. For several months.

As we look forward to 2022, we'll see if the specialized economy will continue to operate during the macro-peak cryptocurrency cycle, or if 90% will fall in other major markets, like the previous circle. The challenge for users is figuring out which tokens are currently poorly valued in the market, how to use them incorrectly, and what's new but blooming before everyone else warns.

Here are my 5 favorites for 2022:

The structure of good developers joining web3 from web2 is accelerating, and the use of hardware and blockchain infrastructure / support is increasing.

The diversity of several DeFi channels will continue to expand and the communities formed by the L1 competitive public channel ecosystem and the L0 ecosystem such as Cosmos and IBC will eventually be integrated together.

The modular architecture of the blockchain has approached the mainnet line with the specialization of the execution process / data layer / layer.

As the diversity of the peer-to-peer gaming industry explodes, they seek creative ways to engage non-crypto users in the world of digital assets and finance.

From tech companies to many celebrities and wearables, everyone is trying to join the meta world. In 2022, we will see clear examples of cryptocurrency integration as users want to change in this direction. Get up and race in web3 guys.

FAANG Development → Super Shady Programmer

Another important result of recent benefits recently have many smart people in creating web3 and dapps. I believe the developer that the developer can leave the web3 website will be found more developer. Obviously, if the developer to accelerate the acceleration of the market, it can affect the encrypted benefits, and there are many new opportunities. Especially, the normal development that has been contact encrypted encrypted by more attractive platforms such as Golang and rust. In the past, there is no intention to make a mood to make the encrypted calls for the defense to speak the truth. In the new graduates, you can easily get salary for 6 years of salaries, and new developers will earn more than 300 dollars, and no one will ignore about the stake. Especially, the main application of Tai Square is Crypto Kitties and Ico aluminum chain. The situation has been done without using the scene. Now that the network is useful, the construction is very large in the new animals in this new ordinance. Because people know that people will never get lost, the conversation of the GV technology changes.

Blockchain infrastructure is currently one of the most overlooked areas in cryptocurrency., invisible to many people because users do not directly use these services. Many ETH users know what Metamask is, but few know that Infura was behind the crash that helped Dapps manage most of Ethereum. Infura allows developers to create without having to worry about installing and operating the technology, so they don't have to run their own Ethereum nodes to access blockchain data, but can use the services. provided by Infura. Ethereum's Infura is equivalent to AWS for most existing developers. As we expand into a multi-channel world, many other services have emerged to serve manufacturers of other channels. This track should be faster in 2022. I think.

One of my favorite games of the year that first caught my eye was Pocket Network. The reason I know this group is because it helps solve some of the RPC issues in Peace with Defi Kingdoms. I don't know what POKT was before this incident, but their development improved my personal experience with one of the 10 and the lack of RPC in the old Harmony network root for multiple user access. Similar to Infura, Pocket Network connects developers and service providers, but their business model is focused on supporting all users by managing multiple distributions. Many get and pay developers when they use these services.

There are other interesting infrastructures that we will talk about later. Aleph.im, Aragon, Arweave and Lido.

New world of connectivity: what will L1 look like and what is IBC?

In 2022, I don't believe that AVAX, LUNA, Solana will be EOS 2018.

Compare 2017 altcoins to 2021 blind altcoins. Because 4 years ago, users couldn't do anything on this public channel. Today, users can directly connect with other users in this trading app to access various cryptocurrency apps different from the traditional financial system. Thinking back to 2017, I and many others involved in the industry have less hope for these blockchains. At the time, I had no recollection of using the decentralized app from other L1 racing channels. It's been two months since I started cryptocurrency. After reading the Neo White Paper I thought it was the best, but unfortunately the market value of altcoins dropped a lot after a few months. The reality of these altcoins is very different now, so I don't think this cycle is completely compared to the past.

So which chain of L1 will win? A lot has improved, but there is still room where it stands out. Over the past year, many L1 communities have created passionate communities, but there are still communities in 2017 like this. If you look at the old cryptocurrency tags on Twitter, you can see the old ones that are still there. A passionate community can maintain symbolic value in the short term, but the integration and innovation behind these deals creates a competitive advantage in the long term.

Solina is myself see the first Alt L1. Historically, I started to pay a lot for this job because it is very genetic because I have seen calls on Anatoly (Sol designed) and sbf. The only $ 300 million. It seems wrong in the market value. Their licenses (historical evidence) and unbelievable has been working happy work work more technology than the chain or machinery. The user experience is notyond neon labs wen? (Neon Labs Wen?) This user is first. SBf has a super-powerful strength and market and FTX platforms as a team ideas of Solarara. What do you say about with TRADFI? The pyel is very long to combine is very effective. Many of these critics are combined with the company's resources, but this does not think it is the type good target that declared solara and invest. Their money.

In my opinion, Avalanche is by far the most powerful EVM chain and offers one of the best user experiences of any other L1.The development team has solid and extensive research in the field of blockchain, which has been involved in the products we provide to our customers. A key update is the Snowman Approval Algorithm, which allows consumers to gain approval faster when analyzing businesses using ballots. Although the use of EVM is the focus of the year, it is only a description of the Avalanche C chain and subnets as well as other virtual machines that could be used at the future, apart from the other L1s. In the future, it will be possible to use various specialist Dapp application chains in their own Avalanche subnets, each application chain having a proven functionality of over 4000 tps and less than a second. Like Solana, AVAX has a very strong team in the construction industry and we see this is important for consumers.

Terra Luna is a blockchain developed with Tendermint and Cosmos SDK, and has developed a powerful Dapps ecosystem that connects to other Cosmos chains at IBC, in the decentralized stable currency TerraUSD (eg $ UST). Luna has the best tokennomics of any L1 as it is the same chain with a built-in decentralized stability coin. The formation of the UST is as follows: As the demand for UST increases, LUNA is demolished to launch the UST to meet that demand, keeping the UST peg at $ 1. Stable, like the USDT, has continued to grow in recent years. years with a current market value of $ 80 billion and USDC of $ 40 billion. It is good for you. The simplest prediction. UST has a market capitalization of only US $ 10 billion and has already developed several joint ventures including all Cosmos IBC chains, Ze contracts, Solana and Harmony.

If you want to achieve both the growth of the stable coin and the development of the L1 smart bond ecosystem, TerraLuna is the only symbol in the cryptocurrency realm. For this reason, LUNA is my favorite of all the L1s. By 2022, I am confident that the growth of their ecosystem, their sustainable growth, and the growth of the IBC as a whole will surpass their competition.

The Cosmos ecosystem can be the most incomprehensible of all crypto spaces. It turns out that industry participants don't even know when to use the chain design with the Cosmos SDK, and no one knows the role of the IBC.IBC stands for Inter-Blockchain Communication (Inter-Blockchain Communication Protocol), which allows different blockchains to communicate.Recently there has been a lot of talk about Ethereum and modularity, but in fact the Cosmos ecosystem has been formed from the ground up by the fundamental concept of distribution and change. The Keplr wallet is still a minor key as it has nothing to do with Cosmos DeFi, but now the Cosmos channel is connected to IBC and we will see 12 futures when shipping to Earth. The bridge connects ETH and IBC. Monthly consumption increases.

In the first half of this year, Umee, Shade Protocol and Astroport will be the first major trials to start.

Modular blockchain and ETH 2.0

Modular blockchain design describes a system architecture that is distinguished from each other, a blockchain design by creating chains for multiple layers such as execution, data acquisition and approval, and trading.Since L1 blockchains now perform the above tasks at one level, we have seen low cost in some blockchains as many users join the network. In order to measure cryptocurrency at the level of the global population, modularization appears to be the last step in its recognition, and except for another reason, all of these technologies need to be optimized.

For most of 2021, Ethereum will not be available to users with small wallets because the cost of joining the DeFi protocol on the base is very high. The market took this into account and the emergence of several L1 smart contract platforms solved this problem for users. Ethereum's journey to a modular blockchain group that uses ETH-based payment and data processing, as well as other Rollup L2 scaling solutions such as zkRollups and Optimistic Rollups that work in a transparent, will end this year. Once this transition is complete, users will be able to use the L2 solution while retaining the security benefits of the Ethereum base layer.

My favorite hobby to focus on developing this modular blockchain architecture is Celestia.

They strive to make the most efficient and distributed data available at the level, creating a complete system that can be linked to other processes and payments. vigorCelestia only focuses on available and business data, and credentials can easily block the use of the process.It is important to note that each part of the network must sample a small part of each block for use, and by this example the network is trusted. As a result, more nodes were added to the network, access to all systems increased, allowing the network to benefit from as many distributions as possible.

Earn money playing, playing digital games

(Gaming for remuneration, gamification of digital assets)

In 2021, Axie Infinity was accomplished like no other cryptocurrency property available and created a community game that millions of users interact with on a daily basis. They are the first to get many users to interact with cryptocurrencies in a variety of ways, showing how powerful these transactions can be while being risky. In the Philippines, more people are making more money playing Axiinfinity than working hard, highlighting the potential market for new consumer profitability. The challenge according to this difference going forward is how to drive the long-term business cycle to attract new customers.

NFT Madness is Mad in 2021. People pay millions of dollars for Crypto Punks, Bored Apes, and even EtherRocks. We see big sales because NFTs first appeared on the channel or were the most popular at the time. During the summer the cost of ETH was very high, but the new 10k profile option project (i.e. 10k profile option project, 10,000 NFT avatar projects limited) sold out and opened immediately on OpenC. Several times the first price problem. While we can see the interest in NFTs grow in 2021, the next renewal will be to provide consumers with digital devices. As the field grows and revenue continues, I believe 2022 will see the emergence of stronger teams. .

One of the main demands of web3 on web2 is that the users are no longer the product, but the network partners who benefit from their participation.The best project in 2022 is Defi Kingdoms. He has been in the midst of three major developments for cryptocurrencies over the past few years.Multi-channel collaboration DeFi NFT (multi-channel collaboration)... The DFK address is first recycled who was considered more protection in competition with AS infinity. Axie's user-based only one small portion, but only in the peaceful time, two elements of cryptographic treasure, I have called other heroes, and Eventually it is another types of mammals with other players, their market and the hero has been good for users. Users who can access jewelry from utensils to housefance in the relationship to Dex can get 30% of all changes. For those who put the money done, they get the most paid payment from the lock to the completion of VCS and others of the seeds. Even if you use a single hero ecosystem in the game, most of the costs associated with the new hero is associated with the system. Each cost of the chair is 30% and given to missionaries, and 10% of each amount that referred to the treaswel stakers. Since the project will improve various improvements from avalanche and the future, it will provide public players for the present mixing. In the future roadmap milestones, some land shopping and other uniforms of the game only improve their business level. Now, there are many issues of Project Defi Project that are now, and the player can create good and gifts and can be the participant.

Meta-Universe Fanaticism: Modern Web3 Style Enterprise with NFT

(Metaverse Mania: The Modern Web3 Enterprise with NFT)

FOMO, or the fear of abandonment, is now occurring in many companies in the financial and other industries. In 2019, when Tom Brady says he'll be the star of the best cryptocurrency exchange and Visa will buy NFTs on Ethereum, I'm sure you'll think you're crazy. High-end businesses in the NW, high-end businesses, sports businesses, sports businesses - all of these businesses are trying to catch up with Web3 and decide what role they can play in this new world. NFTs provide these businesses with an easy way to connect with this young target. This year we will see more smart devices being used.

January 2022 (January 2022)

One of the main goals is the integration of Layer 1 and Layer 2 solutions, blockchain intermediaries and the DeFi metaverse.The largest address in the first quarter will be the LP Jewelry Grill and Cosmos Ecology. Clearly for ecology, 800 million ecological economic, group growing groups of technology k line, and their healing is very higher than 100 days. The cosmos ecosystem has many main themes in the first month, including the cosmos defi agosess, EVMO on-cosmos are very well, and cosmos will make the client ecosystems very well, and the other development discussed and discussion of payment by the Owner's Notice. Blocked infrastructure and represents the most non-consumer, but it is still Bigstandar responds in phone calls. Pocket and Alpeph.IM and Defi king is MMORPG move as the drive and did in the world interaction. You can use the Timevese Founder to complete the item with NFTMER . Defi kingdoms is the best way to go to the exchange n out the place. It is also a lot of chain game. Users can work with DFK Heroes to be a guild. Improve the level, improve other levels, improve other levels, and pvp challenges in the future and future.

Investment portfolio allocations

Layer 1 / Layer 2

??NEAR protocol

NEAR is a developer-centric, user-centric, partitioned, Layer 1 point-of-sale blockchain., there is a very strong tech team, and a bit of hype in the press ... When I got out of poverty in 2018 and didn't pay a lot for crypto, this year I quickly remark. Smart people create modern devices. If you, like me, discovered cryptocurrency in 2017 when the market value fell, you would have forgotten about it and are now trying to catch up. So if you are such a person you can come back!

In short, the biggest difference between NEAR and other channels is the emphasis on usability for users and developers. One of the issues for new entrants to cryptocurrency is the difference in user experience: it forces people to learn blockchain technology, manage their own keys, avoid hackers, and visit a website. legitimate. ) is a high starting point for users. Details of BAYC users and their monkeys are still being stolen. To do this for end users, NEAR will allow developers to create a NEAR account to take the stress out of interfering with multiple blockchain dapps. Users don't have to choose a wallet all the time, they can sign up easily, allowing users to manage it. Each app policy masks real estate costs by allowing developers to pay for usage on behalf of users and provide estimated prices for transactions. Friendly for new developers: NEAR node running WASM, which can be integrated into popular languages ​​such as RUST, one-click push, shared testing, and sharing Integrate simple front-end debugging.

Aurore

The Aurora Engine is a powerful EVM built on the NEAR protocol blockchain.Prices for Aurora are provided by users and are easily accessible via Aurora Bridge and other bridges (eg Allbridge). Currently, the bulk of the NEAR project is in Aurora, but hopefully that will change with the work created after the $ 800 million NEAR ecosystem.

Octopus Network

Octopus Network is an interconnected network which aims to create a transparent collaboration between communications using the security features of the Octopus network. Octo does not have its own chain and is a set of smart contracts running on NEAR's Octopus Relay. Its model is similar to Polkadot, but for application chains, the starting price of the Octo network is lower than the starting price of Parachain de Polkadot. The plan for this application chain is to build it with a substrate framework and an application front-end. Following the successful completion of the Substrate-IBC palette, Octo Bridge will distribute the NEP141 contract for each chain application token, so these application chains will also be IBC compatible and able to comment with other NEAR projects. .

This project is interesting because he has a passion for the niche, and now I haven't seen anyone else do it well. If the Octo network can efficiently manage multiple application chains, the OCT token will greatly benefit from all the chains that require the security sharing of the Octo validator configuration. Indeed, the ecosystem was designed to work with the IBC chain. Cohesive multi-chain partnerships will have room for growth. Terra and NEAR have announced an important partnership as UST will fit into the entire NEAR and Aurora ecosystem, and it's no surprise that this relationship continues into the future.

Meat Bus / DeFi

▣ Challenge the Kingdom [Jewel]

Defi Kingdoms is a DEX, NFT trading platform and the best game to play and make money. Basically, DEX running on the Harmony ONE blockchain allows users to trade a wide range of crypto assets.Jewel is a DFK Certification Admin and users can deposit Jewel into the DFK Vault and receive 30% of the total exchange rate on the platform. In addition to the possibility of depositing money in the museum, users can also access recipes from different heritage areas in the garden (the farm pond on the DFK platform). ). Currently the annual interest rate is high, as the goal of Defi Kingdom is to promote early. Participants lead the development of the ecosystem. DFK is a fair community that has started to lack the capacity to participate, and rewarding players is key to the team's long-term vision.

The concept of the LP award is as follows. There are open and locked gifts, and they are paid for in the form of gems. Gift locks are available immediately, and gift packages are closed before July 2022, then lock lines through July 2023. With the result of each period, the percentage of open gifts has increased, the current percentage is 30 % lock / 70% lock.

??LP 포지션: Jewel-Matic, Jewel-Avax, Jewel-Luna

Polygon [Matic] is a research team working on various zkRollup solutions for ETH 2.0 while running their own Layer 1 POS chain.The monthly chart is now near all-time highs after peaking last year in May and rallies for most of half of the year, while another L1 is in the works.

Avax and Luna can also join the LP partner if Solana has it for the reasons mentioned above.

DFK spent a lot of time in the fourth quarter. I remember playing WoW when I was young, but it was DApp on the blockchain. A key feature of DFK is Heroes, which can be used to explore and level up, summon other Heroes, and ultimately compete with other PVP players in the game. Given the potential for the long-term approach would completely cover multiple blockchains, the upper limit for this project is very high. He expects more guilds to be created in DFK in 2022. Because players will compete against each other for the strongest team and kingdom in cryptocurrency. Entering the castle is a CT circle mantra, but with DFK you can join other players to build your castle.

Infrastructure Blockchain (Infrastructure Blockchain)

??fork network

As the industry integrates seamless integration with blockchain API applications, Pocket Network is a critical Web3 infrastructure.Their business model is set up to encourage all vendors to pay when developers have to use the network to access information. Many developers need to get good data / write data directly through the blockchain, but they don't need to get RPCs for their applications. Speaking of, Pocket doesn't know which server to connect to when polling the network, but since it handles all blockchain service requests, Pocket describes itself as an "Uber in server response." Provide your customers with what they need. . As more and more developers use Pocket Network, node providers make more money joining the network and encourage more providers to join the network.

The handheld network industry is very intelligent, and its design can reduce the cost of network equipment developers. It has three main roles: POKT staking, advertising and burning. On the application side, the POKT can be integrated into the hosting when using the process. - Use the network until you withdraw your POKT loan and escrow. Because Pocket Network is not a middleman that has to pay any fees or charges for cloud hosting services, all of those costs have been eliminated and it's cheaper for developers. . At the request of the developer, we promise POKT to obtain network authorization for the Pocket Network nodes that provide the services, and we receive a certain amount of POKT for each service request request.

I'm thinking about how to attract non-cryptocurrency developers to the cryptocurrency arena, and it seems like one of the best ways. For me, POKT is one of the best ways to bet on the growth of developers, users and professionals in the cryptocurrency space. As the web development community grows, more and more Web3 applications will need access to blockchain data, and more and more users of these applications.

??Arweive

Arweave is a decentralized network focused on regular data storage, many NFT projects use Arweave as a backup for data storage, and many blockchains use Arweave to store exchange data.Instead of using AWS to store data, teams can use Arweave to store all of their app data. Arweave's BlockWeave architecture and SPoRA approval mechanism make it potentially larger than other solutions such as Filecoin. One of my favorite companies for next year is AR / FIL. From the point of view, Arweave has been gathering at its peak since May for the past three months, and believing this to be the first breakthrough, we can see new highs soon.

??Pool

Lido is a multifaceted financial solution. This allows a user to borrow tokens through the Lido platform and receive tokens representing exclusive products, which can be used in other DeFi ecosystems.Lido works great because there is no competitor in this area and can be used quickly on multiple blockchains. In a world where users operate on multiple blockchains and have access to all the capital, this cannot be overstated. By the direction of the candlestick, the Lido is approaching the lower level and the support level is important. They are releasing the code very quickly, but they haven't caught most of the people in the crypto space, I think that will change more and more people who start using the service.

??aleph u

Aleph.im is a distributed weather platform that provides services including archiving, archiving and archiving. One of the key applications of Aleph.im is to provide solutions for the Solana blockchain.We are building a very strong partnership, but he does not know. They have teamed up with game company Ubisoft to launch the first NFT storage solution in the game "Tom Clancy's Ghost Recon Breakpoint". This is one of several AAA game company and cryptocurrency builder joint ventures that we'll see in 2022. Their other major venture is their partnership with the team at Neon Labs to bring EVM to Solana. Neon Labs will use Aleph.im as a solution to get all data from Ethereum and Solana.

Cosmos ecosystem

??atom

ATOM is a native version of the Cosmos Hub, which connects all the other blockchains created with the Cosmos SDK via a communication interface.One of the main grievances people have with ATOM is that the token industry is developing well, as the team focused on developing the Tendermint and Cosmos SDKs to allow the team to build their own ecosystems. unique such as the Cosmos region. happen. Now the team is focused on connecting all ecosystems to each other and connecting their collective benefits to the Cosmos Hub. Along with Cosmos Network Pledge, the contract will ensure not only the security of the Cosmos Hub, but also other small blockchains connected to the IBC. Gifts for each necklace.

??Moon

LUNA is one of the other most powerful tokens in 2021. Indeed, our main applications have seen strong growth. UST is a good stable product. The main product that Terra Luna offers to its customers is its commercial product, an annual interest savings of 20% on anchor contracts.Currently, LUNA is focused on developing a Multi-Challenge ecosystem and connecting other parts of the Cosmos chain through IBC. The launch of Astroport, Mars Protocol, Levana Protocol and other protocols will bring enthusiasm to an already thriving community. In 2022, UST's growth will be faster than Terra Luna amid the global multi-channel it is developing.

??SCRT

Secret Network is a privacy-focused layer 1 blockchain network.. Compared to other popular personal information media, it performed best in the fourth quarter of 2021, and its market value is still low. The SCRT ecosystem will see major improvements in 2022. The first is to establish the Shade protocol as a DeFi hub and launch the NFT commercial Stash network. The preference for privacy among DeFi users is huge, and the entire operating history of DeFi is now visible through the blockchain. One of the big problems with web3 compared to web2 is that there are currently no private users, and the way the blockchain analyst works changes over time.

??ant

Aragon aims to provide teams with all the tools and processes they need to create their own CAD.DAOs have become increasingly popular in recent years as Canadian ethnic cryptocurrency traders look for more ways to engage with strategic and selected organizations to model in this way rather than not investing in companies. traditional.

There are many other small cap coins in the Cosmos ecosystem, and they have found their way into the ecosystem as well. Most of these have been in development and focused elsewhere in the cryptocurrency space, but many can be r / r entry points as interest in IBCs changes. Usually easy to find if you look closely.

THE T.V

??triverse

Triverse is developing an interactive MMORPG game with NFTs as the primary gaming device. They first focused on building systems on Android, then on the iOS system, and then on the PC / Mac system.The group has raised $ 25 million in seed capital led by Animoca Brands. ROOT will be the symbol of control of the game, and SEED will be the symbol that can be earned through the game. The graphics and videos that the group have released so far are excellent and we look forward to following the development of the game ahead of its release. exit.

??strange test

Game of Thrones Clan will be the first meta-location for the Cosmos ecosystem. The 3D world is created on the backend by the Passage3D team using Unreal Engine and Akash's decentralized cloud computing network.In-game characters can complete tasks, buy and sell equipment, land in the NFT market, find their character's animal mounts, and join mount guilds.

??aurora project

Aurora is a game developer based on the Solana blockchain. We've completed our first sale and released our first set of NFTs available for in-game use.Currently, annual interest rates are around 33%, and $ AURY can be guaranteed. If the letter goes through June of this year, the annual interest rate is around 75%. Many games that were released by NFT before the game's release are now in an odd state as they see how the price difference will increase when the game is close to release is important because if the user does not have much to do now, the color is lost. It's gonna be fun.

Watch another project

??Solana

Solana has two key features in Q1: the Phantom wallet and the Neon Labs EVM compatible app.In the short term, given that Solana's retail is higher than other non-BNB L1s, I think it will be better in the short term R / R, but I still think now Solana's value is reproducible. before getting up., do not divide. Thoughts for Solana DeFi parts are high and low. In the years to come, we believe that more and more manufacturers will join the Solana ecosystem and that the return value of many leading applications will exceed Solana. There have been a lot of hackathon highlights recently. We hope to be able to transfer income from other companies to Solana. Because these catalysts will bear fruit after a quarter.

??avalanche

A major catalyst for Avalanche this quarter is the launch of DeFi Kingdoms. In the first half of this year, the performance of fixed-line AVax users outperformed almost all other channels. Combining it with a game like DFK is a great collaboration. After Jewel a profit contract, the AVAX / Crystal contract will be my biggest business in the second quarter. The release time for operations using a subnet architecture is unknown, but this could be another key enabler different from other chains.

??Boomercoin, alias Bitcoin

Bitcoin is in a very different position. It is the riskiest asset but safe enough for traditional financial firms, but at the same time the riskiest investment for former cryptocurrency investors.Like I said before, I think Bitcoin regulation is a measure of the upside and downside risk of the cryptocurrency market, but I still think it's the most obvious. As cryptocurrencies mature, there will be many competing smart bond platforms that will achieve a large portion of the total cryptocurrency market value, but no platform can compete with Bitcoin because Bitcoin fulfilled its role of fiat money. A role, something no other channel can do. So as the altcoin market grows like at its peak, the btc market is likely to decline, but upon reversal the btc markets will rise dramatically. This is because the market value of Bitcoin almost always decreases less. Alt's market value is usually incredibly high several times over in the short term.

In the fourth quarter, the BTC went to the new heart early on October and November, but it does not break every time. One thing I don't know if every BTC BTC is actually matched the local year ET / BTC recipe. I don't think this is a match. In my opinion, investors and money market has changed the contract. The result of defi and nft is the main element of food for several years, and BTTMpted currency in the growth quickly. I think there is rapid growth even if a person is quiet and old encrypted money. There are many small coins and don't ask for other secret items. Many holders take small coins holders still start to transform the danger in altcoin by financial products. If you are the merchant like me, you can easily use the capital of the an encrypted investment, but you can't worry about BTC problems.

Bitcoin is always a long term investment for me. In my opinion, it is better to save your BTC savings for next year. Because I don't think there are better perks that can keep the price up for a long time, but I think it is better to use it to avoid loss of activity of your star.

??ethereum

Ethereum until the middle of this yearETH must have all the necessary infrastructure extensions to realize the vision of a functional and modular blockchain group.If there is no delay in the integration, Ethereum will need to move from Proof of Operation (POW) to Proof of Stake (POS) in the spring and early summer, and complete and deploy products in zkRollup. solution such as zk. -sync 2.0, Polygon Hermez, Polygon Miden and Starknet. Currently only a few zkRollups are running, such as dYdX and Immutable X, but none of the existing solutions use EVM as well as future solutions. zkRollups will allow Ethereum users to benefit from lower costs. Because rollup uses zero evidence, operations can be performed from strings and credentials can be entered into the product. You can use the algorithm to identify these changes. I tried ZigZag one of the dex zkr it was very fast and easy to use and hope the user experience of this app will be similar to other dapps in L1.

It will be interesting to see if users of other L1 blockchains will use this competitive process instead of the chains they already know. In my opinion, ETH's expansion plans are unlikely to take this industry out of L1, which engages unencrypted users directly into DeFi without friction, unless users are more familiar with these solutions than the others. Blockchain is better. Take Arbitrum for example, the speed is the same as other L1s, and the price is slightly higher, so you can see the slowest growth in the comparison.

So why are users unhappy with Layer 2 solutions? Specifically, why are you not satisfied so far? I think there are two main reasons.

The first reasonETH TVL mainly focuses on ETH rich users of cryptocurrency people, they rarely have issues with high ETH value.. If your 8-figure fixed income farm is unaffected and you think your money is safe on the mainnet, you don't have to worry about paying more GAS to be reliable. No problem waiting for the entire transition to POS, and you have 32 ETH ready to run the node. So, for these users, using the same application on a tier basis is not very cost effective, although Arbitrrum offers lower costs. These users aren't looking for 100 times more development goals since Ethereum already exists. Older ETH users are different from Moonboi Ape User 123, who joined in August 2021. They are not keeping up with the upcoming OHM fork project, new stable algorithmic coins or any other creative pvp game.

The second reason reveals the image of a new group in the cryptocurrency space looking for a higher recovery target in the future. These groups are looking for the brightest and freshest, and what they think can get them back to normal in the shortest time is not seen on Ethereum. Now Solana and Abax are watching movies with friends and paying with cool uncles at meals, but Ethereum says kids who complain don't respect their elders and will tell their mom about their dad. Let you and your friends drink and eat hot dogs in the park.

What makes Ethereum famous is the security and distribution of the network.While this is important for medium to long term communication, it is not catchy in attracting new users. For users, as long as their experience is not compromised, managing network security should be of primary concern to developers and developers rather than consumers. In my opinion, all of these networks seem to be spread out over time, as long as manufacturers focus on this importance for long-term expansion and multiple L1 racing chains available in a year or less. There are professional users. The current business goals for Web3.0 are young people who want to know more in their 60s who have saved money for Fidelity Pension Fund, Wells Fargo (Wells Fargo) and Chase (Chase). So if your reseller is "built-in and secure where users can interact with your DeFi app and earn 5% per year instead of 0.01%", you can persuade some babies who don't understand (if you have a DeFi app. integration, you get back). ), but cannot attract many new investors because it is now the place where all smart contracts are set up.

In the short term, I don't think ETH is a good market for the following reasons:

1) The market value is higher than other L1 monomers, but the user experience is worse than other L1 monomers.

2) In order for L2 to compete with L1, it will need to experience a new seamless user experience, and like any other ecosystem, it will need to attract new users, so that the best L2s will have their tokens and go straight to them on the exchange medium. It is better to run this network of tokens than to own ETH, unless you think those tokens are worthless.

3) ETH is not optimized for modular architecture, there are other chains that are more in development with the same team development potential and similar system architecture, and there are other groups that are focusing on the modular architecture part of ETH. Start .. NEAR is a fragmented PoS blockchain compatible with EVM on Aurora, and soon you will be able to connect multiple application chains through the Octopus Network. Although the design of ETH 2.0 is similar, it is more difficult to complete quickly due to the existing design and the many values ​​present in the network. The integration has been delayed several times because it is necessary to meet all the requirements available in Ethereum and other L1s can be created without this interference.

4) Currently, ETH is a blockchain-only system, but it is moving towards payment and data processing with Rollup as a layer. There are also groups like Celestia that focus on organized data, but similar to NEAR. Because it was created from scratch, so you can promote something and do your best.

5) Some changes to easy layers in settlement, part of a trade-based combat Different lines of eCosystem. ZKSYSYNCTCTCTCTCTCTCTCE 2.0, users can choose zk rollups using the data available in the chain, and you can also use the information chain by selecting the face zk Porter. ZK Porter contains high exchange and amounts of money, but the account of the zk porter should be protected by guardians. The guardian represents the viewer of ZK SYC Continthator. Due to the UT focus on Rollup, it is used to track the state's payer and the information available on this account. Thus, the plan will run the most investors outside the chain. Zkpender and other similar structures must have a mortgage to maintain security of these additional computers. I hope that there is a measure of a different scale of the process of contention and the equivalent of the modification model will be effective when it is placed on the main website. However, in the first time, I hope the use of different layers began since the beginning, so you can get more.

6) I believe the future of Defi is not only available on the blockchain, but we have yet to see the end state of these smart promises. In my opinion, in the area of ​​rapid innovation and iteration, we are more likely to have a multi-chain network ecosystem. One solution works well, but all systems are working at the same time and not everything is working. . Decentralization applies not only to the design and application of network security management systems, but also to the diversity of ideas, users and developers in the field of encryption.

Other things that I think are worth considering but are unclear are:

1) War curve: CVX / CRV / YFI / BTRFLY;

2) The locking system;

3) Spell and MIM Sushi;

4) FXS ;

5) INV ;

6) GMX / dYdX / PERP / MNGO / drift protocol;

7) DPX/RBN/Options Psy ;

8) Twilight;

9) Métis Magic (TreasureNFT);

10) Ninja Sol ;

11) protocol Revana;

If you are a crypto expert you can understand what this is about, but if you are still a new user this is a good file worth looking for.

concludes

At the end of my last post for Q4 2021, I asked a few questions for many years to think about.The killer app of the 2020s? Amazon in the 2010s, Facebook in the early 2000s, how was it in the meta-universe? How do you get millions of users to be encrypted?"

I'm still pondering this question, but I believe the answer will be here. Currently, Axi Infinity is the only Dapp that has attracted millions of daily users. DFK is still in its infancy, but it is the first justice app that connects DeFi and games in a very pleasant way for users. Uniswap is an exchange, but it is not happy to click on other ETH / USD LPs and then count on the downtrend and further gains. We don't know how many identical dex users participated in the administration of these platforms or used their real tokens for anything other than speculation. Gaming and mobile access to key DeFi features is the next step that can unlock a wide range of DeFi business goals as users enjoy it and participate in the ecosystem instead of just guessing. Moreover, since users are frequently involved in the ecosystem, the tokens for these games, if properly defined, are more efficient than the management system.

"Invisible markets will become more popular in the months or years to come.?"

To answer these questions, I think at least a discussion is needed.The most important business part is the solid underlying process for Dapps.. It is important to expect unencrypted users and developers to participate, but not to provide the necessary tools for the interaction. If we want to have full integration, we need to make it easy for users to join without the knowledge of older engineers or to live in an encrypted world every day for ten years. . Also, if there are too many developers interested in participating in this site, we should provide the necessary tools and materials for all of these systems to make paper easier to use. ask for updates, and we have a happy community to help and answer questions. This is all important.

Looking back to 2021, there are a few negatives and I can't wait to see more progress in the New Year.

1) Excessive market share in an unstable economy;

2) Sell products early without a long-term business plan

3) I need to be stronger when my ideas don't correspond to the essentials and are denied.

4) It is not set up on each channel at the start of the year, so it would be useful to know which wallet / bridge to use.

5) Works poorly with the journal, but when I write everything I will write it more clearly and concisely.

Preferred exchange rate:

1) Avax long / Ada court

2) Bijou long / Axe court

3) atome long / point court

Here are some predictions for this year:

1) The number of Keplr users exceeds the metamask.

2) The top 10 by market cap will be DeFi Kingdoms.

3) Phantom will have over 20 million users by 2023.

5) DeFi performance in the SOL ecosystem is better than that of Solana.

6) DAOs with hidden merchants will become more common.

7) There will be at least one P2E guild in the top 25 by market cap.

8) By the end of next year, more people will be using encrypted mobile apps than Chrome plugins.

9) SoL / Luna / Avax runs and stores Ethereum.

10) The market value of the atom is reaching new heights.

11) The DeFi option is getting a lot of attention.

12) Large fixed funds have passed the law allowing banks to hold fixed funds on their balance sheets.

13) One of the tech companies started using the AVAX subnet as a network upgrade for blockchain development.

A few days ago, on Twitter, I mentioned the key issues for 2022 and the coming years: modular blockchain architecture and cost improvement.

In a modular blockchain group, which layer should capture the highest value, or should each layer be the same??

Honestly, I don't have an answer to this question, but as it measures over the next few years, I think this will be one of the most important things a trader should consider and how to deal with them. My first impression was that the team was focused on quality design and the special channel would be great, so I liked zkSync and Celestia later this year.