Topic: Forecasting the areas that will receive cash flow in 2024 (Read 150 times)

That's why it's called memecoins as it will be relevant, the question is are people going to invest it or not? For me, yes, there will be investors willing to pour their money on it because it's either they know what they are doing and they know that they can make a lot of money in short period of time, or newbies falling for the trick. As for what could be the next hype, yeah AI based could be the biggest thing in this bull run, AI or VR or anything that will change our life experience as this technology could be applied in every facets of our lives.

Of course, as Bitcoin Spot ETF has been approved, many are gambling that it will be the version of ETH that will be approved next. And so if that happens consider another huge bull run for ETH and other altcoins might follow it and the effect will trickle in the market.

So many people are hoping for the ETH Spot ETF. Just like how BTC was approved, I think this will also be approved but I wouldn't expect too much to happen this May. SEC might put up a fight again before it is approved, they need to see whether it will have a huge demand.

It is proven to get a huge flow of cash as we can see with BTC. The institutions would need to see SEC give a nod for all to happen. I think most of ERC tokens will also be climbing up

Maybe you've got a little confused here. As far as I know, the SEC has never considered Ethereum a security, although there has been no official conclusion yet. However, since the previous chairman of the SEC, there was a statement by William Hinman, director of the SEC's corporate finance division, who said: "Ethereum will not be controlled by the SEC as a security" at the summit "Global peak in Finance" of Yahoo. Therefore, accepting EThereum ETF is only sooner or later, and stories surrounding Ethereum such as Staking or Restaking certainly cannot be ignored because with the explosion of the upcoming Restaking trend, Ethereum will deflation extremely strongly. Along with the influx of money from ETFs, I predict Ethereum's price will explode extremely strongly in the upcoming cycle.
I think GameFi will always exist in parallel with this market, it is not a temporary trend, it will just be upgraded and more beautiful than before. LSD-fi is a ticking time bomb, I think it will explode at the end of the bull cycle followed by a series of collapse, but now is just the beginning of the bull cycle, so this will be the place attract extremely strong cash flow from the market. Real World Asset (RWA) is a field that will definitely explode and go long with the market as blockchain and digitization of assets increasingly develop, it is an essential need.

Why is this in the list, even when they have not been approved yet? Do you have any slightest Idea it too for the Bitcoin ETFs to be approved?
Just so you know, SEC still has mixed feelings about Ethereum is a security or not. Imagine after all that time of Ethereum's existence, there is no clear boundary regarding it being a security or not, and you think they are just going to approve an ETF overnight just because the recently approved Bitcoin Spot ETFs?

Yep, Celestia is one of the most prominent projects when it comes to Modular and I'm seeing it being marketed very strongly. Technology is the story for the MM team to build the price line, and they have built a good story for pushing prices in the future. Therefore, this is a project not to be missed this year and 2025.
I also think that the ETH ETF will not be approved soon in May. This is a story that may be more relevant in 2025, but like the Bitcoin ETF, this is a huge narrative for both the Etherum ecosystem in particular and Altcoin in general.

I have a feeling that the manipulators will shave a lot of hamsters on the spot Bitcoin ETF this year, but the final phase is only a few months away or less.
If this happens, then investor excitement for other cryptocurrency ETFs that will appear after will greatly decrease.

3. Modular Blockchain - this is very new to the market, I will not be against this, but I can see there's still a lot of growth.

2. Spot Ethereum ETF - this is the most awaited for me. Just like Silver after Gold ETF. So I am expecting ETF Ethereum but we will need to wait longer.

Is memecoin still relevant? If it is then as we see currently solana tokens dominate the sector, but i guess it is more of a traders hype than big money hype. And i agree it will be mostly bitcoin L2 and modular blockchain. Then maybe later it will be bitcoin meme token 🤣 i sure there will be one


Not sure as i feel AI hype is already gone.

A high amount of money will go into AI based coins and tokens as well. Not just have it in the name, not just something that would be "AI is in our roadmap", I mean something that people already built and want money for it. So, if you can use it and get good results then they could do it.

At the current moment, building something close to chatgpt and midjourney is not impossible, a very good developer (or better team of developers) could develop something close, not the same thing, but worthy enough for investment. What can they do in that case? Ask for more funding to develop further and have more data centres, that way they could promise for better results, but first they need to show something to people as well.

I guess the celestia hype is real narrative for the 2024 roadmap. Most of the projects that even do their platform has now been mentioning modular even though they arent really on the path but its not that hard to implement the tech though many can actually adopt it. Celestia will bring too many partnership and this will be a good narrative for them.

I think one could add the Bitcoin L2 market. There are both solid projects with a long history, like Stacks or RSK, and others which look a bit more dubious (S****VM) focusing on this market. However the current projects have still a lot of problems and most do not even operate on mainnet (or do so in a centralized/"federated" fashion), so I would look for new players here. In particular, if there's a market participant which could attract die-hard Bitcoiners to conduct their transactions on a L2/sidechain/rollup, that could become an interesting option to invest. I personally think for this to happen, a decentralized coin distribution would be crucial.

About 2, it's a gamble, it's known that the SEC doesn't really consider Ethereum the same kind of "commodity" than Bitcoin. However, the fact that they haven't outrightly rejected the ETH ETF proposals may indicate that there's a possibility for approval. Generally I think however that ETH will underperform in relation to Bitcoin in this bull cycle.

Things like LSD-fi could generate short term hypes but I think the market potential is limited. I'm more optimistic when it comes to GameFi, this seems to be a solid market. AI, in my opinion, isn't too correlated with the blockchain/crypto space to really be interesting. RWA is an interesting field I wondered for a long time why there was no boom already, it finally could arrive in this cycle.

Forecasting cash flow in the market will help us optimize profits better. Why do I say that? As you know, there are currently many Altcoins in many different segments in this market, unlike previous cycles when most Altcoins will increase together when the growth cycle comes. But now, the story of Altcoin season is much different because they are quite fragmented, so capital will not be able to flow into all Altcoins like before but will prioritize Altcoins in areas with stories. fits the trend and has a large flow of money flowing in. Therefore, the following are my personal speculations about the areas that will be prioritized by large cash flows, which may help you somewhat:

1. L2 extension solution:
These are platforms that help increase the scalability and reduce the operating costs of Ethereum's network . Blocks on Ethereum will also double the data storage from 1MB to 2MB. This is an area I will prioritize as we can see the recent explosion of Layer 2 projects, and the migration of Dapps to the L2 layers. It shows that the upcoming story will be a battle between Layer 2 projects , which reminds me of the battle between Layer 1 projects of the previous cycle.

2. Spot Ethereum ETF
After the Bitcoin ETF is approved, there is a high possibility that the Ethereum ETF is only a matter of time. So ETH itself will be the big narrative for the upcoming cycle along with important upgrades incoming of its. Maybe if it gets crazier, Ethereum could surpass Bitcoin in terms of capitalization this cycle.

3. Modular Blockchain
Initially, Vitalik and his colleagues chose the Sharding solution for Ethereum. But because the technical difficulty required is too great, along with many risks for the network, they have gradually converted Ethereum from the Monolithic Blockchain model to the Modular Blockchain. Some prominent projects that can benefit from this narrative are TIA, DYM...
Modular Blockchain will be divided into 4 parts: Execution, Data Availability(DA), Consensus and Settlement. 2024 will not only take place a battle between Layer 2, but in parallel there will be a battle between Data Availability (DA) solutions with prominent names such as: TIA (integrated with Optimism's OP Stack and Arbitrum's Orbit , EigenDA (not released token yet, integrated with Optimisim's OP Stack), Avail (not released token, separated from Polygon Avail)..

In addition, Modular Blockchain narrative has been mentioned quite a lot by large investment funds in their reports, so we should not ignore this narrative in 2024.
There are many other narratives such as AI, Bitcoin defi, Gamefi, LSD fi, RWA... But I will personally focus on the 3 main narratives above. How about you?