#TOKEN2049 - Sự kiện tiền điện tử tiên phong của châu Á với nhiều tên tuổi lớn trong lĩnh vực tham gia và một loạt các sự kiện bên vệ tinh. Rất nhiều alpha đã được chia sẻ, tôi đã có cơ hội ngồi và lắng nghe và đạt được một số hiểu biết tương đối có giá trị.
Bài viết này sẽ tóm tắt những hiểu biết về alpha trong một danh sách để mọi người hiểu chính xác và thuận tiện tìm hiểu thêm bằng cách định hướng các từ khóa.
Hy vọng mọi người sẽ thiết lập thói quen nghiên cứu các từ khóa xu hướng, điều này sẽ giúp ích rất nhiều trong thời gian dài với thị trường tiền điện tử.

1 / Alpha về dự án

BitMEX co-founder Arthur Hayes is very optimistic about AI and is also holding $FIL.
He shares the "Double Happiness" formula for the next Bull season:
"No children and no excess debt will create a bull market for fiat liquidity + AI will drive a bull market for the tech industry and AI needs crypto, so the crypto market will also prices will increase."
Three problems are associated with traditional data storage:
Poor data management
Poor data control and visualization
Pricing is too high and not transparent
→ For AI to develop maximally, it is necessary to have a decentralized data storage system (Decentralized Storage). So Arthur Hayes revealed a "choose a shit coin" formula related to AI as follows:
Meets the following standards:
Must be an issued token
Down more than 90% from its 2021 ATH
Must be directly related to computing power or data storage
→ Based on these conditions, Arthur Hayes shilled the Filecoin decentralized storage network. FIL has dropped from nearly $200 in 2021 to around $3 currently.

2/ The trend of "avoiding America"

According to observations, in the current period, all large and small projects in crypto are facing many problems caused by difficult regulations in operating activities in the US. Binance and Coinbase face accusations and lawsuits; Bybit left America; SEC Targets Crypto in a Very Extreme and Messy Way;…
Big companies abandoning America is only possible in Crypto and further proves that Crypto's freedom of decentralization cannot be controlled. This is a fatal blow to America if it maintains its current antipathy!
Rune Kek - co-founder of MakerDAO, revealed that MakerDAO has decided to ban US IPs from accessing the product's user interface. This dodge is related to Ripple!
@bgarlinghouse boldly declared: "The US is the only country that crypto startups should avoid." He criticized the SEC and called on the US to learn from countries like Singapore and the UK in regulating crypto. @bgarlinghouse also believes innovation should be discouraged and consumers should be protected rather than crushed.

3/ New concept - Can become a future Narrative

a) Cyber ​​Nation
Former CTO of Coinbase, Mr. Balajis introduces the concept of Cyber ​​Nation (decentralized country)
He compares the Cyber ​​Nation to the DAO when manifested into the physical world
→ Cyber ​​Nation represents population, income and real estate realized globally. Cyber ​​Nation like Bitcoin will provide a cross-border and unrestricted advantage aimed at the public good. Thus, given the chain of development trends in recent years, El Salvador may be the first country to reach this goal!
b) Flatcoin
It is no coincidence that the vision of a Cyber ​​Nation will require a suitable cryptocurrency. And Flatcoin could be designed to prepare for that scenario.
Flatcoin is a concept proposed by Coinbase CEO Brian Armstrong, aiming for a non-inflationary currency scenario. Here is my simple personal understanding:
What is Flatcoin?
Flatcoin is like a cryptocurrency whose value changes based on the cost of important things we need every day, like food, rent, or transportation.
Why use Flatcoin?
The value of money we use like dollars can decrease over time because of inflation. When inflation occurs, we cannot buy as many things with the same amount of money as before. Flatcoin is designed to be inflation-proof, which means that the currency ensures its value does not decrease, so we can still buy the same amount of items/assets even when inflation occurs.
How does Flatcoin work?
Imagine we have a shopping cart of goods, consisting of things we need on a daily basis from different categories such as food, housing or transportation. The value of one Flatcoin unit is linked to the total cost of this cart. So if the cost of all the goods in the basket increases, the value of Flatcoin also increases, protecting us from inflation.
That's how Flatcoin is designed to work. However, because it is quite new and the technical aspect is quite deep, involving many complex asset series, we still have to wait and see how effective it is compared to traditional currencies or stablecoins that we use. use today.
c) Account Abstraction
Vitalik once again publicly presented the idea of ​​realizing Account Abstraction at the Token2049 event. The concept of AA wallet has been gradually realized by names such as AgentX, Braavos, Blocto, Plena... If you regularly use the AgentX wallet on StarkNet, you may have noticed that the current login can use email to represent the wallet, making payments on a different wallet entirely.

4/ Bitcoin Narrative

@nic__carter, the father of smartcontract, believes that there is great potential in developing a native stablecoin on Bitcoin. Technically, Bitcoin can take advantage of zk-Rollups technology to deploy infrastructure. I list some outstanding applications developed on Bitcoin to have a perspective on the future of the rolling ecosystem. around this king's coin.
Bitcoin's Layer2 networks are diverse:
Payment Infrastructure:
Lightning Network has just been directly integrated on Coinbase. Previously, Lightning Network was integrated on Binance and some other major CEX exchanges, in addition Lightning Network also supported Bitcoin payments.
OmniBOLT is a pretty OG payment layer along with Lightning Network, focusing on stablecoins (stablecoins from Ethereum, not native)
Newly launched Bitbolt aims to improve payment applications on Bitcoin and Ordinals

Layer2 extensions:
Stacks (STX): The largest L2 currently on Bitcoin, a potential network to develop smart contracts on the system.
Rootstock Infrastructure Framework (RIF): Another extended L2 on Bitcoin with TVL double $STX but capitalization only 1/10
Tectum (TET): New L2 solution launched this year, aiming to simplify and reduce the volume of operations on Bitcoin

New innovative innovations: BRC20, Ordinals, Incriptions, etc.

5/ Token/Airdrop Hint

zkSync and LayerZero continuously show signs of releasing tokens towards the end of this year and early next year. With official announcements on cooperation plans, system improvement and recent sharing articles on anti-Sybil:
zkSync will soon issue tokens after zkPorter goes into stable operation. Expected by the end of this year or at the latest Q1/2024!
LayerZero co-founder said it will take at least 2 to 8 months to have a TGE plan
StarkNet is almost certain to have TGE in November later this year, which means there will be an airdrop around then. After the upcoming update that improves speed + fees, there will be an acceleration phase. Currently, few people plow StarkNet because they criticize the system for being slow and expensive. This is an opportunity for us because of the least competitive system!
Shardeum does not have a plan to reward Nodes (as easy as Aptos because the allocation includes rewards for Nodes). Also expected to be TGE at the end of this year, currently TGE T6 has been delayed so the end of the year is reasonable. But the airdrop is 2% which is not much!
Venom will also TGE soon, planning a detailed plan by the end of this year but it is not specific whether it will be released immediately or a plan for a few more months. Basically, the founder does not deny that there will be an Airdrop, just saying that he has not thought about that part, now he is worried about the matter. other!

6/ Web3 gameplay

Daniel Alegre of Yuga Labs expressed that it is not feasible to borrow Web3 and put it into Web2 games to make money. Web3 games require core gameplay development on Web3, and “everything is still on track.”
Meanwhile, if you take the time to update, you will see that the proportion of investment capital calling for the GameFi segment is always in the top 3 although the number of projects is very modest, only 1-3 monthly according to statistics, but this further proves that the Projects are carefully selected and tend to receive much larger investments than other segments.
→ Thus, the Game segment in crypto needs innovation projects or new clothes. And the new bull season will definitely be in his portfolio.

7/ Mobile + RWA is the deciding factor for crypto adoption

Veradittakit của Pantera Capital nhấn mạnh vai trò quan trọng của công nghệ di động đối với việc áp dụng tiền điện tử toàn cầu. Ông nhấn mạnh rằng tiền điện tử là các lớp tương tác giữa các ngành công nghiệp trong nền kinh tế toàn cầu trong tương lai.
Veraditttakit thấy tiềm năng trong việc phát triển các lĩnh vực DeFi như:
▪ Sản phẩm tài chính phái sinh phi tập trung
▪ Thanh toán xuyên biên giới
Mã thông báo trái phiếu chính phủ
Sản phẩm có lợi nhuận
Trong khi đó, nhãn hiệu RWA đã được lặp lại nhiều lần sau khi thành lập Liên minh tài sản mã hóa ( TAC ) vào đầu tháng 9 bởi 6 tên tuổi nổi bật trong ngành bao gồm Aave Enterprises, Centrifuge, Circle, Coinbase, Base, Credix, Goldfinch và RWA.xyz là thành viên sáng lập.
Cùng với đó là lần ra mắt chính thức của trao đổi Mauve, DEX đầu tiên chuyên tuân thủ pháp luật cho RWA đã chính thức đi vào hoạt động vào ngày 14 tháng 9. Mauve là một trong những sàn giao dịch không giam giữ đầu tiên được phê duyệt là nhà cung cấp dịch vụ tài sản ảo ( VASP ) bởi Cơ quan tiền tệ Quần đảo Cayman. Và Coinbase đầu tư $ 15M vào Mauve cho thấy tiềm năng của mạng RWA là vô cùng lớn.
→ RWA + Di động + Blockchain + AI = Thông qua tiền điện tử

8 / Kết luận

#Token2049 nhằm mục đích giáo dục những người mới đến, khơi dậy sự hiểu biết về tương lai của tài chính và công nghệ blockchain. Nó có thể được hiểu là "nuôi gà" trên quy mô lớn, nhưng công nghệ cốt lõi là hoàn toàn khả thi.
Chúng ta có thể thấy thị trường tăng mạnh lần cuối cùng trong tương lai và sau đó đi vào pha loãng và bão hòa. Các lớp ứng dụng thực tế và các quy định pháp lý sẽ là những vấn đề chính cần được giải quyết.
Và cho dù chúng tôi nhận được nó như thế nào, đây là một cơ hội tuyệt vời để chúng tôi bắt kịp thị trường và thay đổi vị trí của chúng tôi!