What are the next hotspots in the crypto space and are there any early layouts?

1. Meme Track

The Meme track is a hotspot in the 2024 crypto market, not only driving community consensus but also combining with areas like GameFi to create new use cases.

2. AI Track

The AI track is also gaining attention in 2024, with dozens of AI sub-tracks emerging, including ZK/OPML to help bring AI on-chain, AI data crowdsourcing, decentralized computing power leasing, AI data trading, AI gaming, and AI agents.

3. Ethereum Layer 2

Ethereum Layer 2 has become an emerging hotspot in the primary market this year, with several related projects such as Babylon, Taro, BounceBit, Corn, etc., completing financing this year, primarily bringing smart contracts and scalability features to the Bitcoin network.

4. RWA Tokenization

RWA tokenization is expected to see significant growth, reaching $13.5 billion by December 1, 2024. It is developing rapidly in 2024, with applications expanding to private credit, commodities, and more.

5. DeFi Revival

DeFi has shown stronger resilience after experiencing shocks, with lending protocol TVL reaching new highs and DEX trading volume hitting peaks. Optimized U.S. regulation and on-chain verification are paving the way for traditional institutions to enter and expand the influence of DeFi.

Currently optimistic about the meme and RWA tracks, and have made some preparations for layout.

The meme track has already low-positioned with Musk's concept dog PP, which has undergone a period of consolidation and is expected to have more than a tenfold increase in the following period.

On the 27th of this month, I will go to Hong Kong to attend a conference on RWA to gain a deeper understanding and make decisions.