Txawm hais tias muaj kev tshwm sim xyoo fraught nrog crypto tsoo thiab tus nqi poob, Steven Goulden, tus kws tshawb fawb laus ntawm crypto lag luam tuam txhab Cumberland tau taw qhia rau ntau qhov "ntsuab tua" txhawm rau rhuav tshem qhov chaw hauv crypto hauv 2023.
Hauv 14-nplooj "Xyoo Hauv Kev Ntsuam Xyuas" tsab ntawv tshaj tawm tshaj tawm rau Lub Kaum Ob Hlis 24, Goulden tau hais tias nws pom plaub "cov lus qhia tshiab" nyob rau xyoo 2023 uas yuav ua rau "kev nce qib tseem ceeb" rau crypto ntau rau rau 24 lub hlis tom ntej.
Cov no suav nrog non-fungible tokens (NFTs) dhau los ua "txoj kev mus rau" ntawm tokenizing lub hom phiaj kev txawj ntse (IP), Web3 apps thiab games ua "nrov nrov," thaum Bitcoin (BTC) thiab Ether (ETH) tuaj yeem dhau los ua ntau dua los ua lub teb chaws cov khoom muaj nqis cia.
Xyoo 2023, peb cia siab tias peb yuav pom muaj txiaj ntsig ntsuab tua tawg ntawm ntau qhov chaw tseem ceeb, uas yuav ua rau txoj hauv kev rau kev nce qib tseem ceeb hauv 6-24 lub hlis tom ntej. Hnov los ntawm tus kws tshawb fawb laus ntawm cov lus piav qhia tshiab rau xyoo 2023: https://t.co/8E0cZOp6Ta pic.twitter.com/rO1KKvxIdA ib
— NWS Cumberland (@CumberlandSays) Hlis ntuj nqeg 23, 2022
Goulden tau sib cav tias thaum NFTs muaj txog rau lub sijhawm no, tau "loj heev nyob rau hauv qhov chaw kos duab," nws ntseeg hais tias cov kauj ruam tom ntej rau NFTs yuav pw hauv kev sib yuav ntawm NFTs thiab cov khoom lag luam kev txawj ntse.
Tus kws tshuaj ntsuam tau sau tseg tias ntau lub tuam txhab tsis-Web3 twb tau ua "kev vam meej tseem ceeb" rau Ua kom tau nyiaj IP thiab txhim kho kev koom tes nrog cov neeg siv khoom siv NFTs.
Ntawm cov no suav nrog Starkbucks koom tes nrog Polygon los tsim NFTs rau Starbucks cov neeg siv khoom, thiab Nike's launching Swoosh, uas tso cai rau cov neeg siv los tsim kho cov khau ntaub NFTs.
Goulden tau hais tias "Mloog cov tuam txhab no tham txog Web3 kev pib, nws yog qhov tseeb tias lawv pom kev koom tes nrog cov neeg siv khoom thiab cov kiv cua yog qhov tshiab ntawm kev muag khoom muag," Goulden hais.
Nws kuj tau sau tseg tias "muag NFTs rau cov neeg siv khoom muag muaj peev xwm tsim cov khoom siv, cov nyiaj tau los siab." Nike yog ib phau ntawv piv txwv ntawm qhov ntawd, tau tsim $ 200 lab los ntawm cov khau ntaub digital ib leeg. Tus kws tshuaj ntsuam xav tias Polygon's MATIC, LooksRare's LOOK thiab 0xmon's XMON token los coj txoj hauv kev rau pem hauv ntej.
Tus kws tshuaj ntsuam Cumberland tseem tau hais tias NFTs yuav dhau los ua "txoj kev mus rau ntawm tokenizing IP", sib qhia tias muaj nyob ib ncig ntawm $ 80 trillion ntawm cov khoom muaj nqis uas muaj nyob hauv cov tuam txhab sib npaug hnub no.
Cov khoom siv hluav taws xob tiag tiag hauv ntiaj teb kom tau txais traction
Goulden kuj pom qhov kev saws me nyuam ntawm Web3 platforms muab "kev siv hluav taws xob hauv ntiaj teb tiag" pib nce traction hauv 2023, lees paub tias nws tau "tshaj heev" los cuam tshuam Web2 monopolies txog tam sim no:
"Qhov tseeb yog tias nws yuav siv sij hawm los tsim thiab bootstrap tej yaam num zoo li no, thiab yog li peb cia siab tias cov ntaub ntawv traction yog tej zaum 12+ lub hlis tawm, nrog rau cov neeg siv loj yuav siv sij hawm 2-5 xyoos tam sim ntawd."
Qee qhov "muaj txiaj ntsig tiag tiag hauv ntiaj teb" platforms uas Goulden tau hais txog suav nrog IT recruitment platform Braintrust, Internet of Things raws tu qauv Helium, GPU rendering service Render, ntiaj teb daim phiaj phiaj xwm Hivemapper thiab caij sib koom app Teleport.
Web3 kev ua si nyiam cov neeg ua si "loj".
Tus kws tshuaj ntsuam kuj tau pom zoo txog Web3 kev ua lag luam kev ua lag luam, sau tseg tias muaj nyob ib ncig ntawm peb billion gamers nyob hauv lub ntiaj teb, 200 lab ntawm cov uas yog "loj" - sawv cev ntawm $ 200-300 billion hauv tag nrho cov chaw lag luam.
"[…] tsis tau cov neeg siv no feem ntau tsis muaj cov khoom hauv-kev ua si thiab tsis muaj kev tswj hwm lossis kev tswj hwm ntawm cov gaming ecosystems," Goulden hais.
Related: 5 cryptocurrencies kom saib xyuas hauv 2023
Goulden hais tias qhov kev ua si-rau-nyiaj tau ntawm kev ua si hauv blockchain yuav ua rau muaj txiaj ntsig zoo rau cov neeg tsim khoom tab sis hais ntxiv tias vim tias nws yuav siv sijhawm "nyob ib ncig ntawm 2-3 xyoos los tsim qhov triple A (zoo tshaj plaws blockbuster) game," peb zaum yeej yeej. 'tsis pom "Web3 game uas dhau los ua lub hnub qub" txog 2023 lossis 2024.
BTC thiab ETH raws li cov khoom muaj nqis
Thaum kawg, tus kws tshuaj ntsuam xyuas tau hais tias yuav tsum tau ua tib zoo saib xyuas ntawm BTC thiab ETH lub luag haujlwm muaj peev xwm ua ib qho cuab yeej cuab tam, tshwj xeeb tshaj yog rau cov teb chaws tsom rau kev xa tawm.
Goulden tau hais tias ntau lub tebchaws xa tawm siab thoob ntiaj teb tuaj yeem xaiv khaws nws cov reserves nrog lwm cov cuab tam xws li cryptocurrency es tsis txhob US treasury bills raws li ib tug txhais tau tias depress lawv tus kheej cov nyiaj tawm tsam US Dollar.
"Txawm tias lub tuam txhab nyiaj hauv nruab nrab me me faib rau BTC lossis ETH yuav yog cov khoom siv thiab tej zaum yuav ua rau lwm lub xeev xa tawm tom qab tsim nyog."
Tau qhov twg los: https://cointelegraph.com/news/4-emerging-narratives-in-crypto-to-watch-for-trading-firm