We've outlined the main narratives in the cryptocurrency market for the second half of the year.
1. Per-P DEX
With Hyperliquid leading the pack, followed by @Lighter_xyz and @edgeX_exchange, this sector is essentially the most profitable in the cryptocurrency market. It's proven successful and in line with the broader trend toward on-chain development.
Potential Player: Ethereal, a per-P DEX player trained by ENA.
http://deposit.ethereal.trade/waitlist?ref=GC0RBA
2. Stablecoin Track
Led by @ethena_labs, in addition to @FalconStable, which is about to launch its own token, it seems that dark horse contenders like @OpenEden_X and @hylo_so are also emerging.
3. Hyperliquid Ecosystem
Hyperliquid is clearly a team focused on its ecosystem. If the first half of the year marked the explosive growth of the SUI ecosystem, then the second half of the year and into next year will be a key focus for Hyperliquid's ecosystem.
My key bets here are: @kinetiq_xyz and @Hyperwavefi, which are currently focusing on addressing liquidity issues within the hyper ecosystem.
4️⃣ Integration of AI and the Creator Economy
This is my own personal opinion, and it's probably not yet mainstream. Binance launched @KaitoAI in the first half of the year, and @HoloworldAI a few days ago. I believe the creator economy is the best opportunity to integrate AI and web3. PumpFun is also developing in this area, so I'm looking forward to seeing some of the projects there.
#AirdropDaMao