Go2Mars: 20 research narratives to focus on in 2024

Sirius, our Principal Analyst, has compiled 20 key narratives that our team will be focusing on this year, from the underlying infrastructure to the top-level applications, which is destined to be a busy year.

Narrative 1: Parallelized EVM

Sei made an upgrade announcement in November to make the first parallel EVM chain, and neon and sei exploded at the same time in December, so they are currently taking a short break, but the battle for public chain performance continues.
The items of interest are @SeiNetwork @monad_xyz @Neon_EVM @EclipseFND

Narrative 2: Modular Blockchain

DA\Consensus\ution @TheDeFISaint weekly modular roundup is a good source

The Modular Blockchain Landscape

Narrative 3: The Solana Ecosystem

In the previous paragraph, Solana Meme flew around, and DEX infrastructure such as Raydium and Orca also had good gains, but they should not stop there. It mainly focuses on the projects in the chain of asset issuance, circulation and leverage

Narrative Four: DePin

Although I don’t know how to blow the wind of depin a while ago, depin can still run out of some good gameplay. The hardware Mining Rig made an excellent Dividend design as an input to Ponzi, and suggested that the project team repeatedly learn @thecryptoskanda Ponzi courses.

Narrative Five: Restaking

When I designed the narrative for the project two months ago, I talked about Decentralized Finance is the constant Vampire Attack between projects with Intrerest Rates. Ether POS brings a risk-free Intrerest rate of 3%, and leverage can reach 8%. A number of Lido distributors such as Blast and Manta said that I have a native yield, sucking the blood of Decentralized Finance, and after EigenLayer is launched Ether the Decentralized Finance will take 10% long-term risk-free Intrerest Rate and then suck back @restakefi @agilely_io from Last

Narrative 6: Sei Ecology

Similar to Solana, V2 focuses on the issuance-circulation-leverage chain of assets after its launch

Narrative 7: The Starknet Ecosystem

After so long, it’s time to issue coins. There are two main lines: Decentralized Finance and omnichain gaming. Decentralized Finance mainly depends on the face of Starknet Decentralized Finance Commitee @Real_Maxlion full-chain game, if you are looking for @AW_Research if you are lazy, you can watch @LootRealms Okay.

Narrative 8: Atomicals

Compared to the BRC 20, the legitimacy is stronger, just buy some faucet atom quark and hold it, and the other inscriptions will depend on the mood at that time, but this is not what we are good at.

Narrative Nine: GameFi

There were a lot of excellent games in Q4 last year, and they are gradually going to be launched this year, @GasHeroOfficial and @Matr1x Official @playSHRAPNEL @LumiterraGame @Seraph_global But you may have to find friends from the gold strike studio.

Narrative 10: On-Chain Game

Of course, playing games is to play with assets to maximize dopamine, but we haven’t studied it yet, and we also look at @AW_Research Their content will be good.

Narrative Eleven: Pow

Miners always have to find something to dig into, and machines can’t be idle. A very simple strategy is to see which mining rigs are produced by the mining rig company. After Bit launch of the Kaspa Mining Rig in May last year, the $kas increased by up to 10 times.

Narrative XII: Cosmos

To be honest, we haven’t studied Cosmos much, but the vitality of the whole ecosystem has always been there, and good projects can be produced.

Narrative 13: Derivative

Now the DeFi protocols are more complex than the other, and I can’t understand them at all if I don’t have a financial background. But it is still a relatively comfortable battlefield for traders, able to complete some more complex arbitrage \ Hedging on the chain. @symm_io Fundamental data is really good @IntentX_ It’s also comfortable to use.

Narrative 14: Intent (AI)

Paradigm came up with the concept for a few months and then fell silent, but the project still needs to stay in focus. @dappOS_com @anoma @intentessential

Narrative Fifteen: Berachain

Proof of Liquidity, it feels like it will be a battlefield where economic models and tokenomics design compete for capital efficiency to the extreme

Narrative Sixteen: De-Science

Messari mentions this narrative, but doesn’t know when he’ll make it bigger, and it seems to be mostly about medicine and AI projects at the moment. @DataLakeToken Still looking for others

Narrative XVII: Stablecoin

@LiquityProtocol v2

@ethena_labs

@agilely_io

New structure, new capital efficiency, new Intrerest rate

Narrative XVIII: Ponziness

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

Narrative 19: ZK-Proof Handware Accelerating

I didn’t find any projects, maybe I was too early, anyway catch a child to study

Narrative Twenty: ZK Coprocessor

I haven’t read it yet, but ABCDE is a very well-written @Wuhuoqiu

The direction has been preliminarily set, and our investment research team and project team are also expanding their recruitment, and we will strive to take another step in 2024~