比特海王
区块链天使投资人/分布式资本合伙人/去中心化金融投研顾问/数字化金融发展分析师/纳斯达克＆纽交所高级交易员
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How does Port3 become the on-chain brain of AI Agents? Analyzing the execution logic of the social data layer
#Port3的AI社交数据层
In the process of Web3 moving towards an AI-native era, Port3 Network is reconstructing the underlying logic of human-computer interaction through its 'social data layer'. Its product matrix not only provides data analysis but also empowers AI Agents with autonomous execution capabilities, becoming the 'brain' of on-chain intelligence.
1. Data Aggregation: From Raw Data to Executable Intelligence
The Social Data Oracle of Port3 is its technological core. By scraping Web2 social platforms (like Twitter, Discord) and on-chain address behavior data, Port3 utilizes AI models to clean, tag, and generate standardized outputs such as user influence scores and community sentiment indices. For example, Rankit's real-time scoring mechanism can dynamically reflect the community operation effects of project parties, providing decision-making basis for AI Agents. This process is similar to Chainlink providing price oracles for DeFi, but Port3 focuses on the social dimension, filling a market gap.
In the process of Web3 moving towards an AI-native era, Port3 Network is reconstructing the underlying logic of human-computer interaction through its 'social data layer'. Its product matrix not only provides data analysis but also empowers AI Agents with autonomous execution capabilities, becoming the 'brain' of on-chain intelligence.
1. Data Aggregation: From Raw Data to Executable Intelligence
The Social Data Oracle of Port3 is its technological core. By scraping Web2 social platforms (like Twitter, Discord) and on-chain address behavior data, Port3 utilizes AI models to clean, tag, and generate standardized outputs such as user influence scores and community sentiment indices. For example, Rankit's real-time scoring mechanism can dynamically reflect the community operation effects of project parties, providing decision-making basis for AI Agents. This process is similar to Chainlink providing price oracles for DeFi, but Port3 focuses on the social dimension, filling a market gap.
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How is Port3 becoming the brain of on-chain AI Agents? Rankit and social Oracles are changing the game.
#Port3的AI社交数据层
The application of AI agents in Web3 is becoming increasingly widespread, especially in the fields of prediction markets, DeFi strategies, and on-chain user behavior analysis. Currently, Port3 is one of the few teams with a complete solution that can genuinely support the operation of these intelligent agents with a 'underlying data layer'.
Port3 is not a traditional data company, but an innovator that transforms behavioral insights into on-chain assets and decision-making basis through AI + blockchain. One of its representative works—Rankit—is one of the core products developed by Port3. It conducts on-chain scoring of user behavior through AI algorithms, creating a real-time updated, publicly verifiable social influence Oracle, which is disruptive to the Web3 world.
The application of AI agents in Web3 is becoming increasingly widespread, especially in the fields of prediction markets, DeFi strategies, and on-chain user behavior analysis. Currently, Port3 is one of the few teams with a complete solution that can genuinely support the operation of these intelligent agents with a 'underlying data layer'.
Port3 is not a traditional data company, but an innovator that transforms behavioral insights into on-chain assets and decision-making basis through AI + blockchain. One of its representative works—Rankit—is one of the core products developed by Port3. It conducts on-chain scoring of user behavior through AI algorithms, creating a real-time updated, publicly verifiable social influence Oracle, which is disruptive to the Web3 world.
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When AI Meets Myth — My $SIREN Community Fantasy Drift
#SIREN的星辰大海
"When I first heard the name SIREN, I thought it was just another hype-driven Meme coin." As an old player in the crypto industry, I habitually clicked on the project whitepaper, but was instantly struck by the narrative that fused the Siren myth with AI. That deep night when I joined the community Discord, I felt as if I was dragged into an odyssey in the crypto world.
Chapter 1: The First Conversation with AI Siren
At 2 AM, I tentatively typed in the chat window: 'Will BTC rise tomorrow?'
Ten seconds later, the SIREN AI Agent replied with a melodic text: 'Waves surge at $21,500, the breath of whales will push the high tide.' The next day, BTC indeed broke through $22,000. This poetic way of prophecy reminded me of the metaphor in Homer's epic where Sirens confuse sailors with their songs — only this time, the song turned into precise market signals.
"When I first heard the name SIREN, I thought it was just another hype-driven Meme coin." As an old player in the crypto industry, I habitually clicked on the project whitepaper, but was instantly struck by the narrative that fused the Siren myth with AI. That deep night when I joined the community Discord, I felt as if I was dragged into an odyssey in the crypto world.
Chapter 1: The First Conversation with AI Siren
At 2 AM, I tentatively typed in the chat window: 'Will BTC rise tomorrow?'
Ten seconds later, the SIREN AI Agent replied with a melodic text: 'Waves surge at $21,500, the breath of whales will push the high tide.' The next day, BTC indeed broke through $22,000. This poetic way of prophecy reminded me of the metaphor in Homer's epic where Sirens confuse sailors with their songs — only this time, the song turned into precise market signals.
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Today Binance has a pattern, it's considered inclusive, right! 190 points threshold, quickly claim $soon. #币安Alpha上新 #Soon
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From community consensus to AI productivity, how does $SIREN reconstruct the value logic of Meme coins? #SIREN的星辰大海
$BNB $SOL $ETH
When traditional Meme coins are trapped in the narrative cycle of 'cultural symbols,' $SIREN opens a new track with the dual helix structure of 'AI + community.' This project not only carries the spiritual core of the Siren myth — attracting sailors (investors) with enchanting songs (AI services), but also transforms community consensus into real productivity through technological empowerment. Its value reconstruction path is reflected in three dimensions:
1. Paradigm breakthrough in community data assetization
$SIREN creatively incorporates the interaction data between users and AI Agents into the value system. Every dialogue question, every round of market analysis request, generates on-chain behavioral data while training the AI model. The project returns the ownership of this data to the community through token incentives, making token holders both ecological participants and shareers of data dividends. This mechanism of 'contribution equals mining' creates a positive feedback loop between market capitalization growth and community activity.
2. AI services generate cash flow to benefit the ecosystem
Unlike traditional Meme coins that rely on transaction fees, the $SIREN SIREN AI Agent has achieved commercial implementation. The income generated from its paid subscription services (premium market signals, quantitative strategies) is proportionally distributed to token holders through smart contracts. According to on-chain data, AI service income accounts for 35% of the project's total revenue, and this self-sustaining capability frees it from merely relying on market sentiment fluctuations.
3. Institutional entry verifies the technical valuation model
The continuous increase in holdings by the BNB Chain Foundation and DWF Labs marks the recognition of the 'AI-driven Meme coin' valuation logic by capital. In particular, the $540,000 increase by DWF Labs occurred during the pullback period after the market capitalization surpassed $100 million, highlighting institutional confidence in its long-term technical value. This dual support of 'community consensus + institutional endorsement' provides liquidity assurance for $SIREN to target a market cap of $500 million.
In today's shift towards pragmatism in Web 3.0, $SIREN proves that Meme coins do not have to be a zero-sum game. As AI productivity begins to inject real returns into tokens, a revolution regarding the value carriers of decentralized organizations is quietly unfolding.
$BNB $SOL $ETH
When traditional Meme coins are trapped in the narrative cycle of 'cultural symbols,' $SIREN opens a new track with the dual helix structure of 'AI + community.' This project not only carries the spiritual core of the Siren myth — attracting sailors (investors) with enchanting songs (AI services), but also transforms community consensus into real productivity through technological empowerment. Its value reconstruction path is reflected in three dimensions:
1. Paradigm breakthrough in community data assetization
$SIREN creatively incorporates the interaction data between users and AI Agents into the value system. Every dialogue question, every round of market analysis request, generates on-chain behavioral data while training the AI model. The project returns the ownership of this data to the community through token incentives, making token holders both ecological participants and shareers of data dividends. This mechanism of 'contribution equals mining' creates a positive feedback loop between market capitalization growth and community activity.
2. AI services generate cash flow to benefit the ecosystem
Unlike traditional Meme coins that rely on transaction fees, the $SIREN SIREN AI Agent has achieved commercial implementation. The income generated from its paid subscription services (premium market signals, quantitative strategies) is proportionally distributed to token holders through smart contracts. According to on-chain data, AI service income accounts for 35% of the project's total revenue, and this self-sustaining capability frees it from merely relying on market sentiment fluctuations.
3. Institutional entry verifies the technical valuation model
The continuous increase in holdings by the BNB Chain Foundation and DWF Labs marks the recognition of the 'AI-driven Meme coin' valuation logic by capital. In particular, the $540,000 increase by DWF Labs occurred during the pullback period after the market capitalization surpassed $100 million, highlighting institutional confidence in its long-term technical value. This dual support of 'community consensus + institutional endorsement' provides liquidity assurance for $SIREN to target a market cap of $500 million.
In today's shift towards pragmatism in Web 3.0, $SIREN proves that Meme coins do not have to be a zero-sum game. As AI productivity begins to inject real returns into tokens, a revolution regarding the value carriers of decentralized organizations is quietly unfolding.
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Triple Growth Engine Driven, $SIREN Strikes the Underlying Logic of 500 Million Market Value
#SIREN的星辰大海 #BNBChina
While most Meme projects are still chasing cultural symbols, $SIREN has built a technological + ecological + capital iron triangle growth model. This phenomenon project on the BNB Chain recently surpassed a market value of 100 million USD, which is just the prologue of value release, and its confidence in achieving the 500 million target comes from three core driving forces:
Technical Moat: Bidirectional Evolution of AI Agent
The innovation of SIREN AI Agent lies in the dual architecture of "Personalized Service + Deep Learning". On one hand, its humanized interaction lowers the threshold for crypto investment, with daily active users surpassing 100,000; on the other hand, continuous optimization of algorithms through community data has achieved an 87% accuracy rate for market signals. This bidirectional evolution mechanism sets it apart from general AIs like ChatGPT, making it a professional solution in niche areas.
Ecological Synergy: Key Node in Binance's Strategic Layout
As a key project supported by Binance's Alpha program, $SIREN deeply benefits from the exchange's resource tilt. The liquidity support program of the BNB Chain not only brings a trading depth of 20 million USD but also attracts institutions like DWF Labs to continue increasing their holdings. Notably, the project has recently been included in Binance's recommended asset list for Web3 wallets, which means the opening of a tens of millions traffic entry.
Value Consensus Fission: From Community Culture to Investment Paradigm
The project cleverly transforms the deadly allure of the Siren myth into community cohesion, constructing a core community of over 50,000 people through mechanisms like NFT airdrops and AI training rewards. More importantly, its economic model of "AI Creates Value - Value Reinvigorates the Community" is reshaping the value assessment standards of Meme coins — when holders can obtain stable returns through AI services, the project transcends the mere attribute of a cultural symbol.
In the wave of AI + Crypto integration, the market value growth of $SIREN is by no means a simple fund-driven phenomenon. The ecological integration capability and depth of technological innovation it demonstrates are writing a new paradigm for the evolution of the Meme track. When market perception shifts from "cultural symbol" to "value carrier", 500 million may just be the starting point of a new journey.
$BNB $ETH
#SIREN的星辰大海 #BNBChina
While most Meme projects are still chasing cultural symbols, $SIREN has built a technological + ecological + capital iron triangle growth model. This phenomenon project on the BNB Chain recently surpassed a market value of 100 million USD, which is just the prologue of value release, and its confidence in achieving the 500 million target comes from three core driving forces:
Technical Moat: Bidirectional Evolution of AI Agent
The innovation of SIREN AI Agent lies in the dual architecture of "Personalized Service + Deep Learning". On one hand, its humanized interaction lowers the threshold for crypto investment, with daily active users surpassing 100,000; on the other hand, continuous optimization of algorithms through community data has achieved an 87% accuracy rate for market signals. This bidirectional evolution mechanism sets it apart from general AIs like ChatGPT, making it a professional solution in niche areas.
Ecological Synergy: Key Node in Binance's Strategic Layout
As a key project supported by Binance's Alpha program, $SIREN deeply benefits from the exchange's resource tilt. The liquidity support program of the BNB Chain not only brings a trading depth of 20 million USD but also attracts institutions like DWF Labs to continue increasing their holdings. Notably, the project has recently been included in Binance's recommended asset list for Web3 wallets, which means the opening of a tens of millions traffic entry.
Value Consensus Fission: From Community Culture to Investment Paradigm
The project cleverly transforms the deadly allure of the Siren myth into community cohesion, constructing a core community of over 50,000 people through mechanisms like NFT airdrops and AI training rewards. More importantly, its economic model of "AI Creates Value - Value Reinvigorates the Community" is reshaping the value assessment standards of Meme coins — when holders can obtain stable returns through AI services, the project transcends the mere attribute of a cultural symbol.
In the wave of AI + Crypto integration, the market value growth of $SIREN is by no means a simple fund-driven phenomenon. The ecological integration capability and depth of technological innovation it demonstrates are writing a new paradigm for the evolution of the Meme track. When market perception shifts from "cultural symbol" to "value carrier", 500 million may just be the starting point of a new journey.
$BNB $ETH
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The drop in currency price and the payback time are intuitive when put together:
Fall 10%, rise 11% to recover the capital
Fall 20%, rise 25% to recover the capital
Falling 30%, rising 43% to recover capital
Falling 40%, rising 67% to recover capital
Fall 50%, rise 100% to recover the capital
Fall 60%, rise 150% to recover the capital
Falling 70%, rising 233% to recover capital
This is why many people want to do something big, but they have been struggling to get back their money. Sometimes, the ability to admit mistakes and have the courage to stop losses is more important than making profits!
Fall 10%, rise 11% to recover the capital
Fall 20%, rise 25% to recover the capital
Falling 30%, rising 43% to recover capital
Falling 40%, rising 67% to recover capital
Fall 50%, rise 100% to recover the capital
Fall 60%, rise 150% to recover the capital
Falling 70%, rising 233% to recover capital
This is why many people want to do something big, but they have been struggling to get back their money. Sometimes, the ability to admit mistakes and have the courage to stop losses is more important than making profits!
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There is a prediction in the market recently: the price of Sol in this bull market will reach the level of the previous round of Ethereum (ETH). At first, I thought this idea was exaggerated, but now I think it is possible. Sol performed well in the last bull market and is regarded as a leader among new public chains, so its potential is huge.
In every bull market in the capital market, a new "darling" will emerge. The darling of the last bull market was Ethereum, and this round may be Sol. Looking back at the last bull market, if we count from March 20, 2020, ETH has risen from a historical low of $84 to $4,814, an increase of nearly 60 times.
Coincidentally, Sol’s current weekly support is around $65, which is similar to ETH’s lowest point at the beginning of the bull market in early 2020. Judging from the monthly trend, Sol’s price trend seems to be replicating the price trend of ETH in the previous round.
During the period from April to June this year, Sol may break through the historical high price of $126 and continue to hit $138 and $150, forming an upward band in the second quarter, with a target price of $126 to $204. This is a trend I can see currently.
The consensus in the market is that anything can happen in the future.
#内容挖矿 #热门话题 $SOL
In every bull market in the capital market, a new "darling" will emerge. The darling of the last bull market was Ethereum, and this round may be Sol. Looking back at the last bull market, if we count from March 20, 2020, ETH has risen from a historical low of $84 to $4,814, an increase of nearly 60 times.
Coincidentally, Sol’s current weekly support is around $65, which is similar to ETH’s lowest point at the beginning of the bull market in early 2020. Judging from the monthly trend, Sol’s price trend seems to be replicating the price trend of ETH in the previous round.
During the period from April to June this year, Sol may break through the historical high price of $126 and continue to hit $138 and $150, forming an upward band in the second quarter, with a target price of $126 to $204. This is a trend I can see currently.
The consensus in the market is that anything can happen in the future.
#内容挖矿 #热门话题 $SOL
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① In the last round, the leading market price of the big pie was 10,000 to 40,000. When it fell back to more than 30,000, Grayscale and Musk came in, which was the biggest benefit to the entire pie circle. There is no one. The biggest benefit is that the main force takes the opportunity to ship goods. The best tool is good for cashing out, but when the good is gone, the bad starts. For a year in 2021, the pie only rose to 69,000, becoming the worst-performing currency in the entire currency circle. .
② Now, on the contrary, the bull market has not yet come, but 500,000 Grayscale units are being sold, which has become the biggest negative. When the negative is exhausted, it will be the beginning of a positive, and it is estimated that it is the beginning of the bull market. Therefore, the grayscale sell-off is a good thing. After the grayscale sell-off, if the price goes lower, it will definitely be the time for stud.
#BTC #ETH $BTC $ETH
② Now, on the contrary, the bull market has not yet come, but 500,000 Grayscale units are being sold, which has become the biggest negative. When the negative is exhausted, it will be the beginning of a positive, and it is estimated that it is the beginning of the bull market. Therefore, the grayscale sell-off is a good thing. After the grayscale sell-off, if the price goes lower, it will definitely be the time for stud.
#BTC #ETH $BTC $ETH
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Let’s talk about three reasons why you are optimistic about ORDI SATS RATS!
1. I am optimistic about ordi because he is the leading player in BRC20. When the big pie rises, he will definitely not be bad. Coupled with the approval of the big pie ETF, breaking new highs is a sure thing!
2.SATS is now the pricing unit for inscription transactions. It is used for pricing. It has the greatest exposure and unlimited traffic! In addition, there is an actual 2-layer gas fee application for BTC! b'an's WEB3 inscription wallet will be released soon, and a large number of users will enter the market later.
3.RATS is mainly strong in the community! Mouse’s community is the most powerful in BRC Inscription. High community popularity will lead to high market popularity, and it is inevitable to leave the circle!
$ORDI $1000SATS
1. I am optimistic about ordi because he is the leading player in BRC20. When the big pie rises, he will definitely not be bad. Coupled with the approval of the big pie ETF, breaking new highs is a sure thing!
2.SATS is now the pricing unit for inscription transactions. It is used for pricing. It has the greatest exposure and unlimited traffic! In addition, there is an actual 2-layer gas fee application for BTC! b'an's WEB3 inscription wallet will be released soon, and a large number of users will enter the market later.
3.RATS is mainly strong in the community! Mouse’s community is the most powerful in BRC Inscription. High community popularity will lead to high market popularity, and it is inevitable to leave the circle!
$ORDI $1000SATS
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Bull market is expected to increase the potential of cryptocurrencies by 50-100 times! ! !
What to watch for Ethereum in this bull market
1. The decentralization of Ethereum staking, represented by $SSV, the staking track will develop into three layers: L0 for DVT, L1 for pledge (represented by Lido), and L2 for re-pledge (represented by EigenLayer)
2. The L2 performance optimization brought about by the Cancun upgrade will not be discussed here.
3. DA data power competition, the competitor is $TIA, the orthodox ones are $ENS and EigenLayer’s DA
4. Whether RWA will be adopted on a large scale by traditional institutions? Since it is mainly concentrated on top DeFi and the current average revenue on the market has increased, it remains to be seen whether RWA will be adopted on a large scale.
5. Decentralized sorter, which is also the key to the recent surge in $METIS.
Since this cycle, ETH has surged for the last time, and then the market began to adjust soon. The exchange rate against Bitcoin has returned to October, and is gradually recovering. However, the recovery of the exchange rate is mainly due to the decline of BTC rather than ETH. Independent rise.
How should the bull market be laid out, what varieties should be laid out, and how should profits be maximized? Everyone is welcome to discuss. 👇👇👇$ETH $BTC
What to watch for Ethereum in this bull market
1. The decentralization of Ethereum staking, represented by $SSV, the staking track will develop into three layers: L0 for DVT, L1 for pledge (represented by Lido), and L2 for re-pledge (represented by EigenLayer)
2. The L2 performance optimization brought about by the Cancun upgrade will not be discussed here.
3. DA data power competition, the competitor is $TIA, the orthodox ones are $ENS and EigenLayer’s DA
4. Whether RWA will be adopted on a large scale by traditional institutions? Since it is mainly concentrated on top DeFi and the current average revenue on the market has increased, it remains to be seen whether RWA will be adopted on a large scale.
5. Decentralized sorter, which is also the key to the recent surge in $METIS.
Since this cycle, ETH has surged for the last time, and then the market began to adjust soon. The exchange rate against Bitcoin has returned to October, and is gradually recovering. However, the recovery of the exchange rate is mainly due to the decline of BTC rather than ETH. Independent rise.
How should the bull market be laid out, what varieties should be laid out, and how should profits be maximized? Everyone is welcome to discuss. 👇👇👇$ETH $BTC
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The concept of Ether Cancun upgrade can be roughly divided into the following categories:
1. L2 chain coins: ARB, OP; L2 vertical chain: IMX, DYDX
2. L2 application: Arb series GMX, MAGIC, RDNT, Op series SNX, VELO
3. The most dynamic new currency in the last round, NFT trading - BLUR; BRC20 - ORDI; MEME - PEPE, education - EDU: new public chain - SUI APT
4. Blur won’t say much anymore. It was born at the wrong time. A large number of unlocks have been released recently. The price has been falling, but it has an invincible basic market and NFT market share. As long as NFT survives, Blur will definitely usher in a highlight moment after the market wash is over. .
5. ORDI and PEPE, which have MEME attributes, are the best tokens to absorb liquidity overflow once market liquidity rises again.
6. AI concept: If gpt5 can be released by the end of the year, it will be a better emotional detonation point. The leading AGIX, phb, and FET are the focus of attention.
7. SSV - After the ETH2.0 upgrade, you can see that the pledge amount has steadily increased regardless of market fluctuations. If the market shows signs of recovery, you can immediately start laying out the sector and pledge service track SSV.
#ETH #ARB #op $ETH $BTC
1. L2 chain coins: ARB, OP; L2 vertical chain: IMX, DYDX
2. L2 application: Arb series GMX, MAGIC, RDNT, Op series SNX, VELO
3. The most dynamic new currency in the last round, NFT trading - BLUR; BRC20 - ORDI; MEME - PEPE, education - EDU: new public chain - SUI APT
4. Blur won’t say much anymore. It was born at the wrong time. A large number of unlocks have been released recently. The price has been falling, but it has an invincible basic market and NFT market share. As long as NFT survives, Blur will definitely usher in a highlight moment after the market wash is over. .
5. ORDI and PEPE, which have MEME attributes, are the best tokens to absorb liquidity overflow once market liquidity rises again.
6. AI concept: If gpt5 can be released by the end of the year, it will be a better emotional detonation point. The leading AGIX, phb, and FET are the focus of attention.
7. SSV - After the ETH2.0 upgrade, you can see that the pledge amount has steadily increased regardless of market fluctuations. If the market shows signs of recovery, you can immediately start laying out the sector and pledge service track SSV.
#ETH #ARB #op $ETH $BTC
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Why is it said that the United States will cut interest rates this year? Because the United States cannot sustain it, and the central bank has suffered huge losses.
The Fed's interest income in 2023 will be US$163.8 billion and interest expenses will be US$281.1 billion.
Interest income in 2022 will be $170 billion, and interest expense will be $102.4 billion.
In 2022, it will earn US$70 billion in interest differentials, but in 2023, it will lose US$120 billion in interest differentials.
There are more savings and less loans. The annual interest rate on deposits is 5.5%. The world's money rushes into American banks to earn interest, and the United States cannot resist it.
$BTC $ETH $BNB
The Fed's interest income in 2023 will be US$163.8 billion and interest expenses will be US$281.1 billion.
Interest income in 2022 will be $170 billion, and interest expense will be $102.4 billion.
In 2022, it will earn US$70 billion in interest differentials, but in 2023, it will lose US$120 billion in interest differentials.
There are more savings and less loans. The annual interest rate on deposits is 5.5%. The world's money rushes into American banks to earn interest, and the United States cannot resist it.
$BTC $ETH $BNB
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2024 prediction [3] is purely conjecture and contains many biases. It cannot be used as investment advice. It is only for entertainment and does not need to be taken seriously.
14. The advancement of modular blockchain and cross-chain technology will lead to the integration of the Ethereum ecology, the Bitcoin ecology, and the Solana ecology. This cycle will see the emergence of many projects that are not yet well-known. According to the current ecological evolution of Bitcoin, one of the paths may be Ethereum carrying the second layer of Bitcoin. If it comes true, the integration of Bitcoin and Ethereum will gradually increase. No matter what, the expansion of Bitcoin needs to follow its own native path. Similar to protocols such as atomicals, if AVM can be implemented, it will have an important impact on the development of the Bitcoin ecosystem.
15.depin has made some breakthroughs in solana and arbitrum. This track is still in the early stages of construction, and more exploratory projects will come out.
16. AI is still a long way from actual implementation, but this does not affect it from becoming one of the important narratives in 2024. AI protocols based on L2 and high-performance public chains will gradually emerge.
17. The Ethereum remortgage track will become one of the important narratives at some point this year.
18.NFT, MEME and inscriptions will recover at some point, which will also bring about an increase in NFT DEX trading volume and provide a market basis for the launch of NFT Perp.
19. Some celebrities have entered the fields of nft, meme, and inscriptions.
20. With the development of L2 and the exploration of high-frequency applications, smart contract wallets have the opportunity to start to emerge in 2024.
14. The advancement of modular blockchain and cross-chain technology will lead to the integration of the Ethereum ecology, the Bitcoin ecology, and the Solana ecology. This cycle will see the emergence of many projects that are not yet well-known. According to the current ecological evolution of Bitcoin, one of the paths may be Ethereum carrying the second layer of Bitcoin. If it comes true, the integration of Bitcoin and Ethereum will gradually increase. No matter what, the expansion of Bitcoin needs to follow its own native path. Similar to protocols such as atomicals, if AVM can be implemented, it will have an important impact on the development of the Bitcoin ecosystem.
15.depin has made some breakthroughs in solana and arbitrum. This track is still in the early stages of construction, and more exploratory projects will come out.
16. AI is still a long way from actual implementation, but this does not affect it from becoming one of the important narratives in 2024. AI protocols based on L2 and high-performance public chains will gradually emerge.
17. The Ethereum remortgage track will become one of the important narratives at some point this year.
18.NFT, MEME and inscriptions will recover at some point, which will also bring about an increase in NFT DEX trading volume and provide a market basis for the launch of NFT Perp.
19. Some celebrities have entered the fields of nft, meme, and inscriptions.
20. With the development of L2 and the exploration of high-frequency applications, smart contract wallets have the opportunity to start to emerge in 2024.
See original
2024 prediction [2] is purely conjecture and contains many biases. It cannot be used as investment advice. It is only for entertainment and does not need to be taken seriously.
8. As predicted in 2023, modularization will still be an important narrative in 2024, especially fierce competition at the DA level. The Ethereum re-pledge field will also enter the DA layer for competition. In the field of modularization, there is competition and integration between the Cosmos ecosystem and the Ethereum ecosystem. There will be competition between third-party DA and native DA. Before danksharding was implemented, the urgent market demand of L2 led to a certain scale of demand for third-party DA.
9. In addition to the Ethereum and BTC ecology, the cosmos and solana ecology will also continue to develop, which is consistent with the prediction at the beginning of last year. Cosmos will make progress through modularity; Solana will make progress through some applications. In addition, as the modular blockchain matures, one of Solana's evolutionary directions is to participate in the broader encryption ecosystem like other L2s, and its integration with Ethereum will be higher, thereby capturing greater value.
10. Web3 games have achieved breakthroughs in L2/L3 (arb, starknet, etc.), and one game has more than one million users (this has not been achieved in 2023, but it should be mature in 2024). Arb-based game chains will become the forefront of web3 game breakthroughs. Magic will be launched in 2024 with the interoperability of game chain + more games, which will have important implications for the evolution of web3 games.
11. In addition to integrating nft dex, nft lending, and blast, blur is expected to enter nft perp this year, and even the nft market of L2, btc, and sol ecology. Blur still has the opportunity to play one of the most important industry disruptors in 2024.
12. In addition to the explosion of projects on L2, the Ethereum ecosystem is also expected to produce large-scale deflation, thereby achieving value capture. Unlike other L1 chains where additional issuance + fees go to miners as security fees, all new additions and fees are fed back to staking and holding users, which will encourage more users to pledge/re-pledge, thereby further locking in the eth in circulation.
13. Perp in defi will develop on a large scale in 2024, and snx, gmx, gns, dydx, etc. will all generate at least 5 times the transaction volume in 2023; perp may not be an important narrative in the bull market, but it is most likely to be the most fundamental one One of the good tracks.
8. As predicted in 2023, modularization will still be an important narrative in 2024, especially fierce competition at the DA level. The Ethereum re-pledge field will also enter the DA layer for competition. In the field of modularization, there is competition and integration between the Cosmos ecosystem and the Ethereum ecosystem. There will be competition between third-party DA and native DA. Before danksharding was implemented, the urgent market demand of L2 led to a certain scale of demand for third-party DA.
9. In addition to the Ethereum and BTC ecology, the cosmos and solana ecology will also continue to develop, which is consistent with the prediction at the beginning of last year. Cosmos will make progress through modularity; Solana will make progress through some applications. In addition, as the modular blockchain matures, one of Solana's evolutionary directions is to participate in the broader encryption ecosystem like other L2s, and its integration with Ethereum will be higher, thereby capturing greater value.
10. Web3 games have achieved breakthroughs in L2/L3 (arb, starknet, etc.), and one game has more than one million users (this has not been achieved in 2023, but it should be mature in 2024). Arb-based game chains will become the forefront of web3 game breakthroughs. Magic will be launched in 2024 with the interoperability of game chain + more games, which will have important implications for the evolution of web3 games.
11. In addition to integrating nft dex, nft lending, and blast, blur is expected to enter nft perp this year, and even the nft market of L2, btc, and sol ecology. Blur still has the opportunity to play one of the most important industry disruptors in 2024.
12. In addition to the explosion of projects on L2, the Ethereum ecosystem is also expected to produce large-scale deflation, thereby achieving value capture. Unlike other L1 chains where additional issuance + fees go to miners as security fees, all new additions and fees are fed back to staking and holding users, which will encourage more users to pledge/re-pledge, thereby further locking in the eth in circulation.
13. Perp in defi will develop on a large scale in 2024, and snx, gmx, gns, dydx, etc. will all generate at least 5 times the transaction volume in 2023; perp may not be an important narrative in the bull market, but it is most likely to be the most fundamental one One of the good tracks.
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2024 prediction [1] is purely conjecture and contains many biases. It cannot be used as investment advice. It is only for entertainment and does not need to be taken seriously. #BTC #etf #ETH
1. L2 will still be one of the most important narratives in 2024. With the arrival of the dencun upgrade, the significant drop in L2 fees will lead to the explosion of the L2 ecosystem. On L2, in addition to games, perp, defi, nft, social, depin, etc. will also usher in an explosive period.
2. L2s such as arb, op, zksync, starknet and blast compete with other public chains in all aspects, and with the implementation of EIP-4844 and the evolution of the DA layer, they are keeping pace with high-performance public chains in terms of cost and speed. The ecological competition between arbitrum and solana will be an important highlight in 2024.
3. zksync will launch an economic mechanism in 2024 and become an important force in promoting the explosion of L2.
4. If Starknet achieves a breakthrough, it will start from the full chain game narrative.
5. There will be an L2 project with a diluted total market value exceeding US$100 billion in 2024; under optimistic circumstances, there will be an L2 project with a diluted total market value exceeding US$300 billion during the peak period of the cycle. The final pattern of the L2 market cannot yet be determined in 2024, but it will be basically a foregone conclusion after this cycle.
6. The btc ecology has opened the magic box after the inscription battle. Many teams are exploring expansion, including decentralization of the index, evolution of the inscription system, decentralized cross-chain, zk proof, L2 and many other explorations. Once progress is made, firstly, its own ecology will develop; secondly, the integration with the Ethereum ecology will also be accelerated. The exploration of Bitcoin ecology is one of the most striking evolutions of this cycle.
7. Ethereum L1 has gradually evolved into a B2B chain. Most of the interactions of ordinary users will occur on L2/L3 and a few high-performance L1s. Ethereum has gradually become the underlying asset in the encryption field. At the same time, with the evolution of modular blockchain, Ethereum will become the most important settlement layer, and most of the execution layer and part of the DA layer will be outsourced. But in the end, due to the lowest level security requirements, ETH will still capture the overall The value of ecological growth.
1. L2 will still be one of the most important narratives in 2024. With the arrival of the dencun upgrade, the significant drop in L2 fees will lead to the explosion of the L2 ecosystem. On L2, in addition to games, perp, defi, nft, social, depin, etc. will also usher in an explosive period.
2. L2s such as arb, op, zksync, starknet and blast compete with other public chains in all aspects, and with the implementation of EIP-4844 and the evolution of the DA layer, they are keeping pace with high-performance public chains in terms of cost and speed. The ecological competition between arbitrum and solana will be an important highlight in 2024.
3. zksync will launch an economic mechanism in 2024 and become an important force in promoting the explosion of L2.
4. If Starknet achieves a breakthrough, it will start from the full chain game narrative.
5. There will be an L2 project with a diluted total market value exceeding US$100 billion in 2024; under optimistic circumstances, there will be an L2 project with a diluted total market value exceeding US$300 billion during the peak period of the cycle. The final pattern of the L2 market cannot yet be determined in 2024, but it will be basically a foregone conclusion after this cycle.
6. The btc ecology has opened the magic box after the inscription battle. Many teams are exploring expansion, including decentralization of the index, evolution of the inscription system, decentralized cross-chain, zk proof, L2 and many other explorations. Once progress is made, firstly, its own ecology will develop; secondly, the integration with the Ethereum ecology will also be accelerated. The exploration of Bitcoin ecology is one of the most striking evolutions of this cycle.
7. Ethereum L1 has gradually evolved into a B2B chain. Most of the interactions of ordinary users will occur on L2/L3 and a few high-performance L1s. Ethereum has gradually become the underlying asset in the encryption field. At the same time, with the evolution of modular blockchain, Ethereum will become the most important settlement layer, and most of the execution layer and part of the DA layer will be outsourced. But in the end, due to the lowest level security requirements, ETH will still capture the overall The value of ecological growth.
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From today on, you are no longer a speculator! After the adoption of the Bitcoin ETF, it will become a formal investment product that can also be traded in the traditional financial system. Who will ask you what you do in the future? Please tell the other person generously that you are:
Blockchain angel investor
Fenbushi Capital Partners
Decentralized finance investment research consultant
Digital financial development analyst
Senior Trader at NASDAQ & NYSE
$BTC $ETH #BTC #ETH
Blockchain angel investor
Fenbushi Capital Partners
Decentralized finance investment research consultant
Digital financial development analyst
Senior Trader at NASDAQ & NYSE
$BTC $ETH #BTC #ETH
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A resolution recorded in human history!
Bitcoin is approved as a stock to be listed on exchanges around the world! This resolution has been awaited for 8 years!
The BTC spot ETF has been officially approved by the U.S. Securities and Exchange Commission (SEC) for stock listing!
Are you all in the car? What to hold? #BTC #etf #ETH $BTC $ETH
Bitcoin is approved as a stock to be listed on exchanges around the world! This resolution has been awaited for 8 years!
The BTC spot ETF has been officially approved by the U.S. Securities and Exchange Commission (SEC) for stock listing!
Are you all in the car? What to hold? #BTC #etf #ETH $BTC $ETH
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