15 Tweets 13 reads Mar 29, 2022
In crypto, time is of the essence.
Being early to an emerging sector is your best chance at one day striking it rich.
Below is a list of potential narratives I see growing significantly over the coming years..
Liquid staking
ETH's switch to PoS will be a game changer.
However, it has limitations.
Users need to stake 32 ETH & will have their funds locked up.
With protocols like Lido, users can deposit ETH & receive a tokenized representation of their stake that can be traded freely.
NFT Fractionalization
What if 1m people could own the Mona Lisa?
With physical objects, this is impossible
However, NFTs can be divided into thousands of pieces
This opens up the art industry to a larger pool of investors & eliminates the barrier of high entry costs for users
Social Tokens
Influencers need better ways to monetize their work & interact with fans.
Creators are bounded by platforms & forced to give up profits to intermediaries.
With social tokens, creators can tokenize communities & reward both themselves & their fans for their work.
Options
There is nearly $500B in options traded 𝐞𝐯𝐞𝐫𝐲 𝐝𝐚𝐲 in stocks.
In 2021, there was $387B in options traded between BTC & ETH for the 𝐞𝐧𝐭𝐢𝐫𝐞 𝐲𝐞𝐚𝐫.
Options are a nascent industry in crypto.
As the market matures this, this sector will grow exponentially.
ZK Proofs
Vitalik has stated that ZK Rollups will process the vast majority of Eth transactions long-term.
These technologies allow for L2 chains to instantly confirm their state to the Ethereum L1, and enable the privacy guarantees and scale for mass adoption.
DAO Tooling
DAOs still have many problems to solve from an operational and managerial perspective, which will require innovations in DAO tooling.
Protocols that help solve decentralization, accountability, legal, and contribution issues in DAOs will be a hot area in 2022.
Bridges
The top blockchains today store trillions in value
However, these ecosystems remain divided
As these ecosystems continue to grow, the need for a scalable, decentralized, widely integrated protocol that moves value and data across blockchains will become more apparent
Forex
The FX market represents an estimated $2.4 quadrillion in value.
Despite its immense size, crypto has captured little of this value, predominately in USD stables.
Incorporating non-USD stablecoins will be a key driver to onboard billions of users to the crypto ecosystem.
Ungovernance
As DAOs grow, their constraints become more apparent
When humans are in control of a system, you open up a point of failure
A potential solution to this is ungovernance, introduced by Reflexer, which aims at progressively removing human control over time.
Airdrops
Airdrops are an efficient way to bootstrap a community around a protocol.
Recently, airdrops have served as vampire attacks against other platforms, such as $LOOKS.
I expect these to vampire attacks to increase in popularity by users trying to replace centralized orgs
PoS MEV
The transaction ordering process in ETH 2.0 will be the same as the current PoW Ethereum.
This means that MEV opportunities will still exist in ETH2.0, with the only difference being validators, instead of miners are in charge of the transaction ordering process.
Rollups
With Ethereum's rollup centric roadmap, rollups will play an increasingly important roll after the switch to PoS.
The merge to PoS will make it the most secure and decentralized consensus layer, while data sharding & rollups will enable up to 100k TPS.
Token-gated Communities
The platform-less nature of crypto allow for some interesting use cases to be incorporated
For example, @guildxyz allows you to create gated access to any platform with advanced logic of requirements such as NFTs, attributes, tokens, whitelists, & more.
The blockchain ecosystem has constant innovation and moves at a rapid pace.
Although no one can predict the future, one can infer the direction we're going.
Advancements in NFTs, DAOs, and interoperability protocols are at the face of this new exciting era.

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