Analysis of the future prospects of cryptocurrency: What are the seven emerging trends in cryptocurrency

加密貨幣的七大新興趨勢是什麼？我感覺加密貨幣市場即將發生大事，非常看漲。雖然我不確定具體會發生什麼，但市場正在經歷顯著變化。利率開始下降、ETH ETF 獲批、BTC ETF 資金流入增加、Stripe 啟動穩定幣支付…

就像軍隊在決定性戰役前布陣一樣，主要的加密公司和傳統金融機構正在為即將到來的牛市做準備。同時，加密貨幣內部機器並未停止運作。是的，價格正在下跌……但市場總是在變化，新敘事和新趨勢不斷湧現，並隨著其影響力的增強而影響市場。就像MakerDAO在「DeFi」一詞出現之前就已經上線一樣，目前市場上也出現了一些新趨勢，這些趨勢還不夠大，無法形成連貫的故事。

今天本站小編給大家詳細介紹加密貨幣的七大新興趨勢，需要的朋友一起看看吧！

1.重新包裝

老幣很無聊，賭徒想要新東西。

如果你可以改變品牌名稱，創建一個新代幣標記，並用新圖表重新開始，那聽起來更令人興奮！

Fantom → Sonic

這正是Fantom透過Sonic升級所做的。

Sonic是一個新的L1，帶有與以太坊的原生L2橋接。它將擁有新的Sonic Foundation & Labs以及全新的視覺標誌。

更重要的是，新的$S代幣「確保了$FTM到$S的兼容性和遷移，比例為1:1。」

這是一個聰明的舉動，因為Sonic遷移比簡單地稱其為「Fantom 2.0」產生更多的市場炒作。這使得Fantom可以拋開其多鏈橋接問題，重新開始。

Connext → Everclear

類似地，Connext正在重新命名為Everclear。

在加密貨幣中重新命名並不新鮮，但這裡的新興趨勢是將重大升級重新包裝為新產品。

這比另一個v2或v3升級向市場發出的訊號更強。人們對僅僅是另一個「v4」升級並不感興趣。

透過從Connext轉變為Everclear，團隊傳達了這不僅僅是簡單的重新命名，而是技術進步的重大進展。

Connext從簡單的橋接基礎設施轉變為第一個清算層。它就像一個內建在Arbitrum Orbit rollup上的鏈（透過Gelato RaaS）並使用Hyperlane與Eigenlayer ISM連接到其他鏈。

連接任何鏈，任何資產，為模組化加密貨幣未來鋪路。

NEXT代幣在這一消息發布後上漲了約38%（但未持久）。 Fantom的$FTM再次火爆，其在X上的認知度也有所提升。

我預計更多協議將重新命名以適應2024年的市場趨勢和技術進步。

例如，IOTA正在重新命名為真實資產的L2。

此外，合併可能會變得更加常見，例如Fetch ai、Ocean protocol和SingularityNet合併為一個$ASI代幣，成為一個新的加密超級AI項目。

關鍵在於專注於新品牌項目和新標記（如果推出）的價格表現。雖然現在還言之過早，但FTM和NEXT以及FET、AGIX和OCEAN的初始價格表現是樂觀的。如果市場開始再次上漲…

還有更多重新包裝/重新命名即將到來嗎？

2.支持加密的監管

監管一直是個大問題，尤其是在美國，SEC瞄準了Coinbase、Kraken和Uniswap等主要參與者。儘管Ripple和Grayscale取得了一些勝利，並批准了比特幣ETF，但監管環境仍然充滿敵意，更多地關注合法項目而非徹頭徹尾的騙 局。

但情況有所改變：特 朗 普口頭上支持加密貨幣，迫使民 主 黨改變其反加密策略。拜登接受了加密貨幣捐款。現在SEC撤銷了對Consensys的訴訟，實際上承認ETH是一種商品。

現在，加密貨幣的短期未來將取決於選舉。我喜歡Felix（Hartmann Capital）在下面文章中的分析。

這裡是主要觀點。

如果Gensler被罷免或其權力受到法院和國會的限制，預計加密資產將急劇上漲30%以上，隨後是一個持續的牛市。如果他繼續掌權，預計將出現長期低迷，律師事務所受益，加密貨幣和納稅人受損，只有比特幣和迷因幣相對不受影響。

監管明確可能帶來有史以來最大的牛市，以幾種方式改變數位資產市場：

• 從敘事轉向產品市場契合：加密項目將專注於創造有價值的產品，而不僅僅是炒作，導致更高品質的發展。

• Clear Success Metrics: Valuations will rely more on actual product-market fit and earnings, less on speculation, and highlight fundamentally strong tokens.

• Easier financing environment: Stronger fundamentals will make it easier for digital assets to obtain financing and reduce the cyclical rise and fall of altcoins.

• Thriving M&A Market: Well-funded projects may acquire undercapitalized but valuable DeFi protocols, driving innovation and closer adoption, with some Tier 1 blockchains turning acquisitions into public goods to increase network value.

3. BTC Arbitrage Trade: BTC ETF + BTC Short

Leverage always finds new ways into the system. Whether it’s Grayscale’s “widowmaker exchange” or CeFi (Celsius, Blockfi, etc.)’s unsecured loans.

The mechanism of each cycle is different. But where is the leverage hidden now?

The obvious target is Ethena’s risk-free neutral strategy. As long as the funding rate is positive, everything is fine, but what happens if/when the funding rate becomes negative and the USDe position needs to be closed?

Another goal is the remortgage of LRT.

But another target is our beloved BTC ETF buyers.

Spot Bitcoin ETFs have seen 19 consecutive days of inflows, with 5.2% of BTC in circulation being held by ETFs (although this record has now been discontinued).

So, why isn’t BTC soaring?

It turns out that hedge funds are shorting Bitcoin via CME futures in record numbers.

“What if a lot of leverage with low funding rates is the leverage of this cycle and already exists” - Kamizak ETH

The possible explanation is that hedge funds bought spot and shorted BTC, doing 15%-20% Neutral strategy.

Same strategy as Ethena. “What if a lot of leverage with low funding rates is the leverage of this cycle and already exists” - Kamizak ETH

What happens when funding rates go negative (as gamblers stop being bullish and close long positions)?

Will Ethena (led by retail investors) and spot BTC + shorting CME futures (led by institutions) cause a major crash when these positions need to be unwound?

Worrying. But perhaps there is a simpler answer: Institutions are arbitraging the positive price (currently 2.3%) between different BTC spot and BTC futures.

In any case, these new developments brought about by spot ETFs require close attention, because so-called "risk-free" arbitrage often ends up being "more risky" than initially thought.

4. Point Farm Gamification

Our points addiction is getting worse and worse, but we don’t know how to stop.

Protocols require points to attract an initial user base. They help boost adoption statistics and raise capital at higher valuations.

We are tired of points but don’t have a better replacement yet.

Instead, I've noticed a trend towards points gamification, adding extra elements to make the boring point farming strategy more interesting.

Sanctum introduces Wonderland, where you can collect pets and gain experience points (EXP) to upgrade them. As a community, you need to come together to get things done.

It’s not too different from other points programs in that your airdrops are heavily dependent on deposited SOL, but… the community loves it!

Sanctum’s month-long first season also lifted people’s mood. I'd like to see 0-to-1 innovation in point farms, but even with point fatigue, our addiction to them is too strong.

Instead, I expect there will be more attempts at gamification to bring some fun to the farm.

5. Counter-trend of low float, high FDV (fully diluted valuation) issuances

Everyone hates low float, high FDV issuances. Except for the VC and the team, they can sell it at a higher price. Oh, and there are airdrop hunters, who get more tokens in airdrops.

But what about retail investors? No. 26 of the 31 coins recently listed on Binance are in the red.

Binance used to be the place to buy hot new coins, but not anymore. Centralized exchange listings are sell news and cash out events.

Not surprisingly, Binance recently announced a token listing at a modest valuation, prioritizing community rewards over internal allocations.

We haven’t seen words translate into action yet, but this would be a step in the right direction.

VC are taking their due responsibilities. Large VC investments that were once viewed as a positive sign are now viewed by the crypto community as extracting value. The concern is that VCs aim to profit by selling their large allocations, which they obtain at minimal cost.

The project team must also take action to avoid a forever falling price chart.

The agreement parties also have more experiments. For example, Ekubo on Starknet allocates 1/3 of the tokens to users, 1/3 to the team, and 1/3 to be sold by the DAO within two months. Not everyone is a fan of the two-month sell-off, but it’s kind of like a community token sale, similar to ICOs of the past.

Similarly, Nostra on Starknet launched NSTR at 100% FDV, with 25% allocated via airdrop and 12% sold during the Liquidity Launch Pool event. They called it the fairest launch in DeFi, but it raised concerns about low-circulation tokens (teams, VCs cashing out early and exiting). Nostra said team and VC tokens will be tokenized on-chain.

If you see them selling, you’d better sell too.

We also have 100% airdrop experiments such as Friendtech and Bitcoin Runes which are mostly minted by the community for free (although Runes also allow for pre-mining).

What is the result? uncertain. But there are areas of hope.

Watch for new token issuance models – a new type of successful issuance could become the new dollar trend in this bull market. If you find one, please share it in the comments.

6. McKinsey Enters DeFi

DeFi allows for self-sovereignty, enabling you to own and use your assets regardless of national borders.

But DeFi has become very complicated! There are many strategies available, the complexity of which increases with every % we want to squeeze out.

Additionally, governing these increasingly complex protocols requires specific knowledge.

Therefore, consulting companies similar to traditional finance have emerged to help protocols deal with security, governance and optimization issues. The most famous example is Gauntlet, whose clients pay millions in fees every year.

More importantly, DeFi protocols are adapting to allow DeFi’s McKinsey to manage user assets or/and external risk management.

Morpho Blue permissionless lending allows the McKinsey of DeFi to create markets with any asset and risk parameters without relying on governance.

7. Getting started with DeFi similar to Web2

I really like this one.

While Friend tech may have issues, it has successfully popularized Privy to create and manage wallets using Web2 accounts.

During the NFT craze, I helped a friend purchase an NFT on OpenSea. Teaching how to use Metamask is a real pain.

But now, you can use Privy to create a wallet on Opensea with email and 2FA code. Seriously, go give it a try. It took me a minute.

Fantasy Top is leveraging Privy and other user-facing applications.

This trend extends beyond Privy.

Infinex, developed by Synthetix, allows the creation of wallets using keys, so you only need to use a password manager for your wallet.

Coinbase has launched a smart wallet that can pay gas fees on behalf of users, supports batch transactions, and allows wallet creation using Web2 tools.

Now, complex user onboarding is no longer an excuse for lack of cryptocurrency adoption. We just need unique consumer applications.

The above is the detailed content of Analysis of the future prospects of cryptocurrency: What are the seven emerging trends in cryptocurrency. For more information, please follow other related articles on the PHP Chinese website!