Which one will be the first to revive?
Written by: Haotian
After Bitcoin broke the $100,000 mark, the market revival was driven by a pump, and here are the top 10 hot narratives that could explode at any moment:
- Modular expansion;
- Ordinals inscription, runes;
- Ethereum Layer2;
- Restaking;
- Bitcoin Layer2;
- Intent centric;
- Chain abstraction;
- AI +;
- zkVM;
- PayFi;
If you were to rank the above hot narratives, which one do you think will revive first?
1) Modular expansion —> Ignited the business expansion scenarios of DA, AltVM, shared Sequencer, decentralized Storage, etc. —> Stuck in a capital quagmire with severe infra homogeneity, high FDV, and a generally bearish market;
2) Ordinals inscription —> Became a "diversification" innovation singularity for issuing assets on Bitcoin —> Stuck in a situation where assets are numerous, leading to a chaotic aftermath of FOMO with no "empowerment";
3) Ethereum Layer2 —> From Plasma, Validium to the Rollup paradigm debate, then to the Rollup layer2 standard debate (OP/ZK), normative discussions (orthodoxy), TPS disputes, Compatible standards (type0, 1, 2, 4), RaaS (one-click chain issuance) —> Criticized for infra > application failing to effectively transfuse Ethereum;
4) Restaking —> Sparked a wave of on-chain TVL Farming points, bringing a business model for AVS output security consensus —> Stuck in the slow landing of the AVS business closed loop, with the post-coin issuance in the ecological points battle overdrawn expectations;
5) Bitcoin Layer2 —> Took over the latter half of the inscription movement, introducing EVM-Compatible chains, homomorphic binding RGB++, ZK General underlying, Native cross-chain bridges, MoveVM, BTCFi-related Stablecoins, lending, and other DeFi infrastructure layout trends —> Stuck in overly diverse technical specifications, still reliant on DeFi, with no BTC-specific application scenarios emerging;
6) Intent centric —> Triggered discussions on a new trading paradigm driven by AI, introducing decentralized Solver networks, stimulating new trends in AMM on-chain market making —> Hindered by the early stage of AI Agent executing trades, limited demand for Solver network slicing, and the chain abstraction infra still not being complete, unable to translate into experience-level "intent";
7) Chain abstraction —> Driven by the integration trend aimed at user experience, infra, contract standards, unified accounts, etc., preparing to onboard more users —> Currently still in the early market stage, criticized for being more conceptual than substantive, needing a breakthrough with phenomenal applications;
8) AI Narrative (AI +) —> Comes with a large user base and business scenario demands from web2, connecting with Crypto to generate decentralized cloud computing power, distributed reasoning, DePIN, TEE, FHE, Blind Compute, AI Agent, and many narrative spaces —> AI large models are not yet mature in the web2 field, and the demand overflow to web3 is still too small, requiring more time;
9) ZK General-Purpose (zkVM) —> Utilizes the trustless characteristics of ZK technology for message passing between homogeneous/heterogeneous chains, perfectly separating off-chain computation and on-chain verification scenarios, thus becoming the next generation of unified infrastructure connecting chains, applications, and liquidity —> Stuck in overly "upstream" technology, needing a long time for application scenario exploration and landing;
10) PayFi (related to RWA) —> Attempts to break the divide between traditional off-chain business scenarios and on-chain basic infra, overcoming compliance, mass adoption, and other limitations, to introduce robust income demands for on-chain funds —> Stuck in the integration of compliance qualifications and business scenarios, which is not a one-day effort, with scattered efforts making it difficult to form scale effects in a short time.
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