Recently, major blockchain institutions have released their outlook for 2024:

Among them, the 10 predictions released by #Vaneck are worth noting.

1. The onset of a U.S. economic recession, with the first appearance of a spot Bitcoin ETF
2. Bitcoin reaching a historical high in the fourth quarter of 2024
3. Ethereum's market position lagging behind Bitcoin in 2024
4. Dominant position of ETH 2 layer after EIP-4844
5. NFT activities reaching new heights
6. Decentralized exchanges' spot trading market share reaching a historical high
7. Bitcoin profit opportunities driven by remittance and smart contract platforms
8. Emergence of leading blockchain games
9. Solana surpassing Ethereum with the recovery of DeFi TVL
10. Meaningful adoption of DePin Networks

Combining the predictions with our analysis, the key opportunities to be discussed are:

1. In this cycle, specific public chains will shine. For example, #SOL will focus heavily on the #AI and #DEPIN tracks. For example, #AVAX will focus heavily on the #RWA and #GAMEFI fields. So far, I have not seen #ETH or second-layer representatives #ARB and #OP focusing on directions and focal points. There will likely be significant innovations after the Cancun upgrade.

2. With the expected short-term recession in the U.S. next year, a new round of QE is expected to bring historic opportunities to risk assets, especially new cryptocurrencies in the institutional era. With the rise of global populism, anti-government sentiment, utopianism, and decentralization are becoming increasingly prevalent. #BTC will become a globally sought-after darling, including some government support for encryption, and will be willing to try new sovereign currency architectures.

3. GAMEFI will produce flagship projects, similar to the enduring economic model of games like "Journey to the West" over the past 10 years, combined with new technology #XR, bringing completely unexpected user experiences. Don't forget, Apple's XR glasses will be released in the first quarter of next year.

4. DEPIN track is a good direction. Sharing, privacy, low cost, mining, and capital support. Always remember, the direction of capital is the most likely correct direction for long cycles. Previously, we thought #HNT was basically useless after being delisted by Binance and its mining machines being cracked by Huaqiangbei. However, after a $200 million investment, the new narrative brought by capital has begun to flourish and become stronger.

5. Pay attention to the #NFT market. With the increasingly strong narrative of #RWA, combined with some regions benefiting from real estate and new technology exploration, such as a 15% increase in real estate prices in the UAE over the past year and a 22% increase in Tokyo. The combination of RWA+NFT as asset certificates is becoming a new trend, including real estate NFTs, luxury goods NFTs, and NFT applications, as #RWA is becoming the new mainstream.

Original link: https://t.co/ZnZfWSBtOR

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