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After the epidemic in China is lifted, China and its related economies will usher in a recovery. The full recovery of industry, commerce, services, finance and tourism will inject strong impetus into the development of the East Asian economy. Obviously, one side is the recovery expectation of the Chinese economy, and the other is the recession expectation of the European and American economies. I believe that the Fed will not stand by, so the road to recession in the US economy will not be smooth sailing, but the bear market inertia driven by market sentiment will still be at risk in 2023. The capital market goes hand in hand.
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The current total market value of Crypto is 8K US dollars, which has dropped 73% from the peak value of 3 W billion US dollars. The current price of BTC is 16.7K, which has fallen 76% from the peak value of 69K. BTC will not usher in a bull market in 2023, but affected by the macro market, the entire Crypto market will experience monthly rebounds and shocks.
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AltCoins Trend
Attached here is a list of tokens that will usher in a large number of unlocks in the coming year:https://docs.google.com/spreadsheets/d/1 Cbt 58 yiBVL 7 _qeHTn 4 pFRnIV 7 cWgRmx 8 u-QJbtTGBQQ/edit#gid= 1400459975
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The competition for the sovereignty of the public chain will evolve into the Layer 2 competition of Ethereum. After EIP-4844, Layer 2 will usher in a great improvement in performance, and the living space of other EVM chains will be squeezed again. For ETH, using the power of the market to develop Layer 2 is a better strategy than using its own power to expand Ethereum. What the market needs is a secure, decentralized and high-performance infrastructure. Decentralization has no monopoly. If Ethereum+Layer 2 can solve the problem of the impossible triangle, do we still need Alts chain?
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The narrative of the application layer is still the main theme of the next round of bull market, but it will not be led by GameFi. The track closest to the virtual scene, in addition to finance and games, also has social networking. With the completion of social puzzles such as NFT, DID, Socialgraph and AIGC, SocialFi may explode.
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Improved smart contract wallets, MPC wallets, or other Web2.5 wallets with lower thresholds will more easily grab more users, and the emergence of entry-level applications will bring structural market opportunities. In the end, it may not be DEX that kills CEX, but a wallet application with strong openness, compatibility, convenience, and ease of use.
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The LSD (Liquid Staking Derivatives) market will flourish with the entry of ETH. Since PoS, the number of pledges of ETH has gradually increased, but compared with other earlier PoS chains such as BNB, there is still room for growth several times. The assets of ETH The market value is several times the sum of the market value of assets on other PoS chains, so projects such as LDO, SSV, and RPL still have dozens of times the business space.
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DEFI Derivatives
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About Basics Capital
About Basics Capital
