6 narratives that could take off in the next bull market

Author: @lou_markets Compiler: Felix, PANews

Any popular narrative will affect market sentiment and attract users to enter the market. The choice of narrative may be more important than the choice of assets.

The encryption industry is constantly developing in various narratives, and any popular narrative will affect market sentiment and attract users to enter the market. But the key to the problem is to get in early. The difference between entering sooner or later is probably the difference between making 50 times the profit and buying at the top of the mountain. Therefore, this article will take stock of the 6 major narratives that may take off in the next round of bull market to help you predict in advance.

Risk warning: This article is only to share market information, and does not provide any investment advice.

LSDFi

LSDFi is considered the "next" most promising track by most cryptographers. The reason is easy to understand: investors want to use LSD to maximize their returns (the current TVL of LSD is about 17 billion US dollars), rather than earning "only" 4% returns. Everything from lending, trading and even L2 will be collateralized and secured by LSD.

The following are the high-quality projects that the author Louis took stock:

• Lybra Finance
• Tenet Protocol
• Parallax Finance
• Asymetrix
• Cat-in-a-Box Finance

zk**-Tech (Zero Knowledge)**

After the Arbitrum airdrop, the market began to pay attention to zk-Tech, hoping to get the airdrop reward immediately by making a few interactions. zk-Tech is a classic example of short-term overvaluation and long-term undervaluation. A strong narrative will take time, but the fundamentals are in place.

TVL：

*zkSync ERA: $154 million

• Polygon zkEVM: $26 million

Scroll: 35 million+ transactions

While zk-Tech is not yet fully mature, it is time to pay more attention.

Fusion Narrative

• artificial intelligence
• privacy
• Passive income
• MEV protection

MEV protection: The era of emoji economy has begun, and the future will gradually develop , Ordinary retail investors have long been tired of the sandwich attacks launched by the "clip king" jaredfromsubway.eth (Note: MEV robot who loves Meme coin transactions). Fortunately, MEV protection aims to solve these problems.

Artificial intelligence and privacy: It has become a mainstream concept.

**Passive income: **The favorite of ordinary users, you can make a profit just by holding it. For better or worse, these coins have performed well cycle after cycle. Those numbers seem mind-boggling and rarely match reality, but they support the project's medium-term prospects. At present, the watershed of the track has appeared.

Regarding being an early project sniper, you can consider Unibot (Note: a trading robot on Telegram that can intelligently snipe and copy whale transactions), a tool that allows you to enter the market as soon as possible. After seeing early BTC, presale, and pepe investors make millions, regular users should understand the importance of getting in early. Anything that makes money for the average user has staying power.

wallet

This year will be a turning point for the wallet track. The Ledger incident proves that crypto wallets are not as secure as they were supposed to be. Accessing DeFi is still too complicated. Account abstraction is the future, and you can see the shadow of the future in Avocado (AVO) and Rabby (DeBank's wallet application). The wallet war in the future will be as fierce as the L1 war.

Options

Options are growing at a slower pace, but OptionFi is on the horizon, and anything that allows speculation will eventually have a place in crypto. The first platform that simplifies the transaction mechanism so that ordinary users can participate in it will stand out. The author is more optimistic about Aevo and Lyra. Of course, this is the competition of all projects, and it is unknown who will win in the future.

in conclusion

Narrative selection may be more important than asset selection in the encryption industry, and the key is to enter the market as early as possible. Each of these six narratives has a chance to break out in the next bull market. Pay attention to keep abreast of dynamic changes, adapt and ride the bear market.