Tracks to ambush in advance before Cancun upgrades
1. Ethereum. The Cancun upgrade will greatly increase the transaction cost and throughput of the Ethereum network, consolidate its position in the Web3 field, and can be said to be the biggest beneficiary. #ETH , heavy warehouse configuration.
2,L2. While the Cancun upgrade significantly reduces L2's interaction gas fees, it can also speed up the final confirmation of transactions and greatly improve the user experience. L2 we can mainly focus on #ARB and OP
3. AA (Account Abstraction) wallet. The biggest pain point of smart contract wallets at present is the slow confirmation speed of transactions. The network optimization brought by the Cancun upgrade will greatly reduce the creation and interaction gas fees of AA wallets and optimize the user experience. Therefore, the wallet track can also take advantage of the upgrade in Cancun and focus on the leader $TWT $SFP $C98.
4. Cross-chain bridge. The cross-chain bridge benefits from the 4788 proposal in the Cancun upgrade. This proposal improves the structure of the cross-chain bridge and the pledge pool, making the cross-chain bridge safer and more efficient. At the same time, 4844 will also directly reduce the cost of using cross-chain bridges. By then, the low handling fees will greatly weaken the Dokdo effect of L2, and the usage and status of cross-chain bridges will also be greatly increased. Pay attention to the leading indicators: $RUNE $AXL $STG $CELER $SYN.
5. Decentralized storage. The new 4844 protocol allows the data on the chain to be saved for only one month, but this does not mean that these data are garbage data. In fact, these data are gold mines for MEV robots, market makers and data companies, so decentralized storage can be used Save this valuable data, but the data is relatively large. Therefore, Yiming is more optimistic about warm storage protocols such as $AR and $CRU, while $FIL is a big data cold storage, and there is not much room for use here.
1. Ethereum. The Cancun upgrade will greatly increase the transaction cost and throughput of the Ethereum network, consolidate its position in the Web3 field, and can be said to be the biggest beneficiary. #ETH , heavy warehouse configuration.
2,L2. While the Cancun upgrade significantly reduces L2's interaction gas fees, it can also speed up the final confirmation of transactions and greatly improve the user experience. L2 we can mainly focus on #ARB and OP
3. AA (Account Abstraction) wallet. The biggest pain point of smart contract wallets at present is the slow confirmation speed of transactions. The network optimization brought by the Cancun upgrade will greatly reduce the creation and interaction gas fees of AA wallets and optimize the user experience. Therefore, the wallet track can also take advantage of the upgrade in Cancun and focus on the leader $TWT $SFP $C98.
4. Cross-chain bridge. The cross-chain bridge benefits from the 4788 proposal in the Cancun upgrade. This proposal improves the structure of the cross-chain bridge and the pledge pool, making the cross-chain bridge safer and more efficient. At the same time, 4844 will also directly reduce the cost of using cross-chain bridges. By then, the low handling fees will greatly weaken the Dokdo effect of L2, and the usage and status of cross-chain bridges will also be greatly increased. Pay attention to the leading indicators: $RUNE $AXL $STG $CELER $SYN.
5. Decentralized storage. The new 4844 protocol allows the data on the chain to be saved for only one month, but this does not mean that these data are garbage data. In fact, these data are gold mines for MEV robots, market makers and data companies, so decentralized storage can be used Save this valuable data, but the data is relatively large. Therefore, Yiming is more optimistic about warm storage protocols such as $AR and $CRU, while $FIL is a big data cold storage, and there is not much room for use here.