The 2024 forecast is pure conjecture and has many biases and cannot be used as investment advice.

1. L2 such as arb, op, zksync, starknet, and blast compete with other public chains in all aspects, and with the landing of EIP-4844 and the evolution of the DA layer, they will keep pace with high-performance public chains in terms of cost and speed, and the ecological competition between arbitrum and solana will be an important attraction in 2024.

2. zksync will launch an economic mechanism in 2024 and become an important force to promote the outbreak of L2.

3. If Starknet achieves a breakthrough, it will start with the full-chain game narrative.

4 In 2024, one L2 project will exceed $100 billion in diluted total Market Cap, and in an optimistic scenario, one L2 diluted total Market Cap will exceed $300 billion at the peak of the cycle. The final shape of the L2 market is uncertain in 2024, but it will be a foregone conclusion after this cycle.

5. The BTC ecosystem has opened the magic box after the battle of inscriptions, and there are many teams exploring in terms of expansion, including the Decentralization of the index, the evolution of the inscription system, the DecentralizationCross-Chain Interaction, zk proof, L2 and many other exploration Ethereum s. The exploration of the BTC ecosystem is one of the most striking evolutions of this cycle.
6. In addition to the Ethereum and BTC ecosystems, the cosmos and solana ecosystems will continue to develop, which is consistent with the forecast at the beginning of last year. Cosmos will make progress through modularity, and Solana will make progress through some applications. In addition, with the maturity of modular Blockchain, one of the evolutionary directions of solana is to participate in the broader crypto ecology like other L2s, and the integration with Ethereum will be higher, so as to capture greater value.