In a complete bull market, the pattern of capital rotation in the sector is usually BTC——ETH and public chain/L2——current hot sectors——Web 3 infrastructure——GameFi/Metaverse——NFT——MEME coin/Animal coin——end of bull market

Looking back at the last round of thousand-fold coins such as MATIC and AXS, they were trading sideways at the bottom for one or two years before the outbreak, and even Bitcoin did not rise after breaking through its historical high. This tests the patience and vision of the holders of coins, so it is particularly important to invest in spare money. Bubbles always float on the water, but pearls are buried deep under the water.

The bear market is a good time to plan and pick up bargains. I hope that when the next bull market comes, we will all gain something.

Today we will review the popular track narratives that everyone is familiar with

1. ARB Ecosystem

The Arb ecosystem has been hyped since October 2022

The most popular ones are: MAGIC, GMX, GRAIL, RDNT

Some people say Magic is Nintendo, which means it is a game platform. The earliest way to play it is that you can mine if you have Loot and AGLD, which is similar to hot start, and airdrop to attract seed users

GMX is a futures exchange on Arb, similar to dYdX. I have played GMX before. There are a few varieties, but the depth is quite sufficient. There are a lot of pledges, pledges, and re-pledges in the backend panel that I don’t understand. It probably means that you can get various returns.

To be honest, GMX is getting better and better. I bought some this year. Do you think it is a good time to buy now? The market value is not small anyway, so it is similar to buying other stocks.

2.OP Ecosystem

In 2022, I thought Optimism was very weak, and then OP launched its coin

Then we organized some lively activities, called Optimism Summer, where all protocols can be mined and OP

There was a big news this year. Coinbase built a second-layer Ethereum chain based on the Optimism protocol stack and named it Base

Coinbase directly uses the Optimism basic library to launch the chain

Base is very popular recently because of a social app called friend.tech. I played it for a while and it was quite interesting. If you haven't played it yet, go play it now. You can get some airdrops later.

There are many people in the market who are optimistic about OP.

Judging from the data, Arb is still the largest on the second floor, accounting for half of the second floor

But the Op ecosystem has sister chains like Base, which is also quite lively.

The native ecosystem on the Op chain is not as strong as Arb, and the few relatively native projects are relatively weak. The leading VELO does not have a project as strong as GMX.

3

RWA (Real World Assets) refers to assets with real value that are tokenized through blockchain technology.

The underlying assets that support its value are usually real estate, stocks, bonds, etc. In fact, the crypto industry has already had successful cases of RWA. For example, the commonly used stablecoins USDT and USDC are RWA.

However, RWA also faces some challenges in the process of digitization. The biggest challenge is compliance. The tokenized RWA needs to comply with various laws and regulations and be approved by regulators.

Currently optimistic about two projects

MKR (five times expected)

MakerDAO issued the world's first real-asset loan based on DeFi, and laid out the RWA track early. In 2020, MakerDAO officially included RWA in its strategic focus and released guidelines and plans for introducing RWA.

Currently, MakerDAO's total RWA assets have reached 3.246 billion US dollars

Ondo Finance public bonds (not yet launched, the project is quite strong)

Ondo Finance is a large, highly liquid ETF managed by asset management giants BlackRock and Pacific Investment Management Company (PIMCO). It has launched four tokenized funds: U.S. Money Market Fund (OMMF), U.S. Treasury Bonds (OUSG), Short-Term Bonds (OSTB), and High Yield Bonds (OHYG).

4. Binance IEO Project

Binance Launchpad project can be said to be the cradle of 100x coins - few targets, high hit rate

Among the 35 projects on Binance, there are 3 1,000x coins and 7 100x coins. The average ATH return on investment is about 18,481%

There are currently four eligible

TKO: Indonesian exchange platform currency. Binance holds nearly 100% of the shares of Tokocrypto exchange

C98:  DeFi one-stop platform, including exchanges, wallets and cross-chain bridges, announced in August that it received a seven-digit investment from DWF Labs

LOKA: A multiplayer online strategy game, backed by many well-known VCs, with many gamers. DC has about 2,000 people online every day

VOXEL: A free 3D turn-based game. Every time Loka rises, Voxel will rise with it. It is considered a sister currency. DC has more than 1,000 people online every day. It has fallen below the IEO price. The team is operating normally and updating the game.

Today's sharing ends here. Thank you very much for taking the time to read this article in your busy schedule. I hope the article is helpful to you. You can follow me and leave me comments to communicate with me.