This is a project that will be beneficial in the next few months. It is for reference only and has no meaning of buying or selling.
BTC, ETH: Needless to say, spot can be bought in batches.
lqty、tru
The stablecoin protocol project has potential benefits, and Binance is looking for stablecoin projects to cooperate with.
CFX、KEY
Hong Kong sector project. There will be many crypto events and conferences in Hong Kong in April. CZ will attend and speak online. New crypto policies will be implemented on June 1st.
AGIX、FET、OCEAN
AI section, Chatgpt upgrade, bing promotion
LDO: Lido V2 Upgrade Staking Router + Withdrawal
Staking Router: A new modular architecture that allows anyone (including individual stakers) to become a node operator.
Withdrawals: The upgrade allows stETH holders to withdraw funds directly from the beacon chain.
VELO: Velodrome 2.0 to be launched in Q1
VELO FED: veVELO holders have a say in $VELO monetary policy
RNDT:Radiant V2 will be available in the coming weeks:
Cross-chain expansion (BNB chain first)
New assets for lending, including stETH, BNB, potentially GLP, gDAI, and more via governance vote
Reducing RDNT emissions through dynamic mobility
FTM; fUSD v2: On-chain fee system for builders and users (option to pay transaction fees with fUSD)
FVM: Solidity compatible, faster execution. Tests show ~4500tps and 98% data storage reduction. Mainnet is scheduled to go live by the end of 2023
PLS: PLS V2 Token Economics by late March
Lock $PLS to gain multiplier points for the treasury, earn real money from bribes, receive esPLS, and more
More governance token integration with upcoming $plsRDNT and plvRDNT vaults
GMX: GMX will launch V2 sometime this year
Probably Q1/Q2, an audit is currently underway, which will introduce a whole host of new tradable assets, not just cryptocurrencies (synthetic pairs).
OP:Optimism is building the OP stack:
A modular blockchain framework for easily building various scalable rollups (OP Chains)
Coinbase’s Base is the first company to use this technology. The first phase is Bedrock (Q1 23’)
SYN: Synapse is building an Ethereum-native optimistic rollup (Synapse Chain):
Cross-chain messaging: call a contract on one chain and execute it on another
Built for cross-chain dapps with Synapse bridging
MATIC:Polygon is building a wide variety of chains:
zkEVM will launch on mainnet on March 27th. Read more about it in my thread below.
DYDX: dYdX is launching their own application chain (v4) built using the Cosmos SDK
Creating CEX-like performance in a decentralized manner. This includes
No gas fees for transactions
Off-chain order book run by validators
$DYDX as the native gas token
Crv: As stablecoin adoption increases, Curve is expected to benefit significantly by becoming the largest on-chain stablecoin liquidity hub.
crvUSD is getting closer to launch, creating additional revenue for Curve/veCRV.
GRAL:Camelot strives to bring a novel and sustainable approach to DEX token economics by extending the custody model.
LYRA: Lyra recently launched the “Newport” upgrade with $ETH and $wBTC options
Arbitrum deployment with integrated GMX perps.
In the long run, DeFi options have huge potential, and as adoption increases, Lyra could be one of the leading protocols to benefit from it.
The first part of the COSMOS: Interchain Security (ICS) upgrade was approved by governance and will be launched on March 15th.
ICS allows application chains to borrow the Cosmos hub validator set for security without having to bootstrap their own (for a fee).
MKR: Maker has several things in the future, including:
• Spark Protocol: First product is Spark Lend, inspired by Aave V3 with direct Maker credit lines (April)
• EtherDAI: Support for native ETH LSD $DAI
AAVE:Aave is launching their native stablecoin $GHO
• Overcollateralized by assets on Aave
• Supply is controlled by “Facilitators” (entities chosen by the DAO)
• $GHO $AAVE minting discount for stakeholders
VGX: Waiting for Binance acquisition details and official acquisition
To find a 100x coin, you first need to find the right track. If the track is right, even a pig can take off. As for which tracks will stand out in the next bull market, we believe that first of all, new narratives and new tracks will have more opportunities, as well as tracks that have experienced one or two bull and bear cycles but have not yet taken off. We will elaborate on this later.
The second is to look for the top 100-300 in terms of market capitalization, preferably those that have been listed on major exchanges, such as BN and CB, and KUCOIN and OKX are also good options. These have a certain ability to survive in a bear market, and most projects have died before they survived the bear market.
The lower the unit price of a project, the higher the potential. Then it depends on the institution. Projects with institutional investment are generally more powerful. The most important thing is the timing of buying, which is difficult for most people to grasp. They want to sell at a loss and chase high prices when the price rises. They also have no certain understanding of cycles and trends. Therefore, the best way to grasp the timing is to invest in batches of projects you are optimistic about.
The current bear market is still a long way off, and the bull market will not come so soon. It is very important to keep your cash safe, and never play with leverage in contracts, as most people fall before dawn.
As for the counterfeit sector, the rotation is very fast at present. We are mainly optimistic about the next few directions, only for the counterfeit spot.
Stablecoins are a hot topic and something to watch out for if CPI + macroeconomics don’t support us.
DeFi stablecoins will become a hot rotation in March and April. The second is the Hong Kong sector. The most important thing is to stabilize Bitcoin. In March, we published an article. Although the black swan thunderstorm had a great impact, it also showed people that the core attribute of Bitcoin is a financial hedging tool. In the end, it is still the same sentence. Just hold the spot and be a long-term bull. No matter how bearish the market is, we are unswervingly optimistic about the future development of blockchain and web3.