20 research narratives to focus on for Go2Mars in 2024

Source: WEB3 research by GO2MARS

Narrative 1: Parallelized EVM

Sei made an upgrade announcement in November to be the first parallel EVM Chain, neon and sei all exploded at the same time in December. They are currently taking a short break, but the battle for public chain performance continues.
Projects of concern include @SeiNetwork  @monad_xyz  @Neon_EVM  @EclipseFND

Narrative 2: Modular Blockchain

DA\Consensus\Execution @TheDeFISaint's weekly modular roundup is a good source.

Narrative Three: Solana Ecology

In the previous paragraph, solana meme was flying around and dex infrastructure was built For example, raydium and orca also have good gains, but they should not stop there. It mainly focuses on projects in the chain of asset issuance-circulation-leverage.

Narrative 4: DePin

Although I don’t know how the wind blew up for depin a while ago, depin can still come up with some good gameplay. The hardware mining machine is used as an entry-level investment in ponzi to create an excellent dividend disk design. It is recommended that the project party repeatedly study the ponzi course of @thecryptoskanda.

Narrative 5: Restaking

I talked about it two months ago when I was designing the narrative for the project. DeFi is about constant vampire attacks using interest rates between projects. . Ethereum POS brings a risk-free interest rate of 3%, which can reach 8% with leverage. Lido distributors such as Blast and Manta said that I have native yield and suck the blood of DeFi. After EigenLayer went online, Ethereum-based DeFi took 10% long-term risk-free interest rate and sucked it back from Blast @retakefi @agilely_io

Narrative 6: Sei Ecology

Similar to Solana, v2 will focus on asset issuance-circulation-leverage chain projects after its launch.

Narrative 7: Starknet Ecology

It’s time to issue coins after so long delay. There are two main lines: DeFi and full-chain games. DeFi mainly depends on the attitude of Starknet DeFi Commitee. @Real_Maxlion is a full-chain game. Look for @AW_Research. If you are lazy, just watch @LootRealms.

Narrative 8: Atomics

Compared with brc20, it is more orthodox. Just buy some dragon head atom quark and hold it. The other inscriptions will depend on the mood. But this is not what we are good at.

Narrative 9: GameFi

Last year there was a large wave of excellent games in Q4, which are gradually going online this year, @GasHeroOfficial and @Matr1xOfficial @playSHRAPNEL @LumiterraGame @ Seraph_global But for details, you may have to find friends at the Goldsmith Studio.

Narrative 10: On-Chain Game

Of course, playing games requires using assets to maximize dopamine, but we haven’t studied it yet. Also check out @AW_Research their content would be good.

Narrative 11: Pow

Miners always have to find something to dig, and the machines cannot sit idle. A very simple strategy is to look at what mining machines the mining machine companies have released. After Bitmain launched the Kaspa mining machine in May last year, $kas increased by up to 10 times.

Narrative Twelve: Cosmos

To be honest, we haven’t done much research on cosmos, but the vitality of the entire ecosystem has always been there, and good projects can be produced .

Narrative Thirteen: Derivative

Nowadays, defi agreements are more and more complicated, and people who don’t have a financial background can’t understand them at all. But it is still a relatively comfortable battlefield for traders, who can complete some more complex arbitrage\hedging on the chain. @symm_io The fundamental data is really good. @IntentX_ is also more comfortable to use.

Narrative Fourteen: Intent (AI)

Paradigm became popular for a few months after proposing this concept, and then fell silent, but the project still needs to be Keep paying attention. @dappOS_com @anoma @intentessential

Narrative Fifteen: berachain

Proof of Liquidity will be a battlefield where economic models and tokenomics designs compete to maximize capital efficiency< /p>

Narrative Sixteen: De-Science

Messari mentioned this narrative, but I don’t know when he will exaggerate this narrative. At present, it seems that the main Mainly medicine and AI projects. @DataLakeToken is still looking for others

Narrative Seventeen: Stablecoin

@LiquityProtocol v2

@ethena_labs

New architecture, new capital efficiency, new interest rates

Narrative 18: Ponziness

ohm fork The story goes on forever, there have been two 20×s in the last 30 days.

Narrative Nineteen: ZK-Proof Handware Accelerating 

I didn’t find any projects. Maybe I was too early. Anyway, grab a kid to study it. .

Narrative Twenty: ZK Coprocessor

I haven’t understood it yet.