Break away from the bear market in 2023 and move forward with the bull market in 2024
The point
In this article, we will get straight to the point without going into too much detail, and will show you the main content of Bole's layout in the second half of the year (all of which are practical, and it is recommended to collect and forward):
Just-needed series: (risk level: low)
I won’t say much about Btc and Eth, the big whales will definitely hoard them!
L2 narrative of ETH upgrade: arb, op (the two leading TVL in the second layer)
RWA (real world assets on the chain will undoubtedly bring new liquidity to the DeFi market): MKR, COMP, AAVE (old DeFi, leader) are currently at a high level and still have a lot of room, waiting for a pullback!
DEX: Focus on uni (leader, V4 and X versions are advancing, and the moat continues to increase), followed by dydx (V4 network public beta, late stage staking is a hot topic)
Oracle; Link (leader, no matter which chain or dApp is widely used, CCIP is promoted, and whales continue to accumulate)
LSD (liquidity pledge derivatives): the market size continues to expand, ldo (leader, LSD has become the DeFi category with the largest TVL in the entire crypto ecosystem, LDO alone accounts for about 27% of the total TVL), ssv (SSV provides DVT technology, solves the problem of node operator centralization, and has a cooperative relationship with LDO and RPl)
CEX: BNB (BN is the world's leading trading platform, and the current price of BNB is medium to low), OKB (OKX platform currency, closely following the former, with greater room for imagination), OKT (the value carrier of the OKChain ecosystem, currently at a relatively low price)
Btc ecology (2024 halving narrative): brc20 (BRC-20 has become a new starting point for the expansion of the btc blockchain): ordi (leader, extremely high status, a large number of people are optimistic about it, high liquidity), stx, rif (new narrative of BTC native ecology, btc second layer), fork series; bch, bsv
Payment concept; XRP (the tug-of-war with SEC is coming to an end and may win, with great potential), XLM (launched by the former founder of XRP, a linked currency)
There are many narratives about the bull market, and with the characteristics of the flow of funds in the market, all key tracks will perform well. If you can't bet on the best-performing track, diversification is the safest way to avoid missing out on the bull market.
Potential Series: (Risk: Medium to High)
rdnt, gmx (two leading companies in the arb ecosystem, lending, and derivatives protocols)
Op Ecosystem SNX Focus (Old DeFi, Synthetic Asset Leader, RWA Track)
Other L2: lrc, arpa, hbar, ctsi, matic, imx (nft's L2)
Storage: ar (increasingly popular as a uniquely differentiated solution for permanent storage of public data), fil (increasingly adopting usage within the growing Web3 narrative), ankr, storj
Meme series: shib, doge, pepe
Wallet concept; twt, sxp
Domain name series;ens,id
Nft：blur，ape
Ai series: (systems are widely used in various fields) agix, fet, rndr (high-performance distributed cpu rendering network)
New old blockchain: sui, apt, zil, qtum, waves, cfx, sol, near.
The above content revolves around the current visible narrative in the market. It will be supplemented in the Whale Area later, with detailed points and news tracking. Friends can pay attention!
With the background of BTC halving + ETH Cancun upgrade + BTC fresh ETF application + the end of the interest rate hike, whether the market can be ignited remains to be seen. You may not believe it, but there are not many opportunities. A new era will come in the market in 2024~2025. Of course, there will be no shortage of new narratives. We will discuss it again at that time. You are welcome to add to it. Bole will advance and retreat with partners in the Whale Zone!
Mr. Lu Xun once said: Once a person has money, his IQ and EQ will be 86.4% higher, and his worries will disappear 100%. But the question is, where does the money come from? He did not say, only a string of numbers QF06006. Shakespeare said that only a few people in this world can grasp this string of numbers and move towards financial freedom.