Author: Crypto KOL Minty Compiler: Meteor, ChainCatcher Crypto KOL Minty summarized his views on the 2024 Crypto narrative. After sorting and compiling by ChainCatcher, the following is the 2024 Crypto narrative Summary that Minty is concerned about: BTC ETF ETH Eigenlayer & Liquid restaking GameFi Perps DePin SocialFi ZK and Multichain Bitcoin ETF BTC spot ETF is likely to be launched in the first quarter of 2024. It is speculated that the approval of the ETF before the BTC halving in April may become a catalyst to start the next bull market.But the actual impact of BTC spot listing on the market is still unknown. Spot ETFs may take time to attract a large number of users and capital inflows. However, in the long run, I think this kind of news will bring BTC to the next ATH. ETH I firmly believe that ETH will usher in a new high in the first quarter of 2024: -ETH has performed well in the first quarter in history. -After the BTC ETF is approved, the next hot spot will be the pending ETH ETF. -Dencun upgrade will further reduce the cost of L2.Because L1 has received so much attention recently, L2 will also be affected. Here are the L2 networks I am watching in 2024: - Optimism - Arbitrum - MetisDAO - Base Liquidity Re-staking With the launch and development of Eigenlayer, ETH re-staking will become the next big narrative in the industry. We have seen liquidity re-staking protocols trying to build a strong ecosystem around shared security. In addition to liquidity re-staking, EigenDa is also building its own data availability layer. Token airdrops may inject a lot of liquidity into the new narrative, thereby accelerating the development of the ecosystem.Here are the liquidity staking projects I’m interested in: - redactedcartel - Frax Finance - Kelp DAO - ether.fi - Lido Gamefi With the innovation of blockchain technology, the new generation of GameFi projects may also become the next major narrative. Unlike before, more new chains offer lower costs that can make real on-chain games a reality.One of the issues with GameFi is the fragmentation of liquidity between games. Cross-chain interoperability and gaming ecosystems can create stronger cohesion between projects, which can drive Gamefi forward.   Gamefi to watch in 2024: - Parallel - Treasure - Illuvium - GameSwift Perps While some people think that Perp Dex is outdated, there are concepts that can improve order efficiency, such as order books and user intent. Perpetuals have always been a real use case that generates real returns, and this statement is likely to make a comeback in 2024.Here are the Perps platforms I’m watching for 2024: - RabbitX - IntentX - Hyperliquid - Aevo DePin Decentralized infrastructure is a real use case that can prove to be a legitimate service alternative that benefits all users. There are many use cases, from streaming to generative art, but I think the most interesting ones are storage and compute. Here are the DePin platforms I’m watching for 2024: - Arweave Ecosystem - Filecoin - The Render Network - Helium Socialfi Although SocialFi has not yet attracted a large audience, it can attract many users as long as there are incentives. For projects like Lens and Farcaster that have raised huge amounts of money, it’s hard to believe that there won’t be token airdrops, so it’s worth paying attention to.ZK and Multichain I think 2024 will be an important year for airdrops. The most popular projects are new zk chains such as Starknet, zksync, Scroll, and cross-chain layers such as Layerzero and Wormhole. Due to unsatisfactory market conditions, many projects have postponed token airdrops, but as long as the market performance improves in 2024, you will start to see more projects release airdrops to attract users.