M-Ventures Tus khub Leo Zhao hais lus ntawm 2023 Cov Txheej Txheem thiab Cov Sijhawm hauv Web3

Hauv kev hais lus tsis ntev los no, Leo Zhao, tus khub ua lag luam ntawm M-Ventures uas yog MEXC, thoob ntiaj teb kev sib pauv cryptocurrency, tau tham txog ntau lub sijhawm thiab kev cia siab rau kev lag luam cryptocurrency tuaj yeem muab rau cov koom haum hauv 2023.

Leo tau tshawb nrhiav cov ntsiab lus tseem ceeb hauv qab no:

• Yuav ua li cas blockchain txheej-2 kev daws teeb meem thiab Zero Knowledge Proofs thev naus laus zis tau loj hlob.
• Lub xeev ntawm crypto mainstream saws
• Transparency thiab kev ua raws cai

Kev tshuaj xyuas ntawm Kev Ua Lag Luam Tam Sim No

1. LUNA thiab FTX

1. Kev poob qis hauv Crypto Market cap thiab Defi TVL
2. Kev txo qis ntawm crypto developer kev ua ub no

1. VCs pheej nqis peev hauv kev lag luam
2. Lub Ethereum Merge, lub boom ntawm L2 TVL, muaj nqis nyob rau hauv tus nqi
3. NFT tau txais kev tsom teeb tseem ceeb

Txhawm rau xaus lub xeev tam sim no ntawm kev lag luam crypto hauv 2022, nws tau muab piv rau xyoo tas los cov xwm txheej rau Box Office movie, Qhov Zoo, Phem, thiab Dab Ntxwg Nyoog. Hauv nws qhov kev ntsuam xyuas, cov yeeb yaj kiab zoo tshaj plaws tau sau tseg txhua yam uas tau nthuav tawm xyoo tas los. Los ntawm cov ntaub ntawv sau tseg-siab nce nyiaj txiag, qhov txuas ntxiv ntawm FED cov paj laum nce siab, thiab cov txiaj ntsig nce nyiaj tau los ntawm kev lag luam peev, uas thaum kawg ua rau poob qis heev xyoo tas los.

Feem ntau, nws pom tias, thaum txoj cai tswj hwm "tide" thim rov qab, kev lag luam nyiaj txiag zoo li de-leverage sai heev, thiab nws tau pom tseeb xyoo tas los. Thaum cov kab nrib pleb tau nthuav dav, feem ntau cov tuam txhab pom lawv tus kheej ua luam dej liab qab. Hauv Terra thiab LUNA rooj plaub, nws hnyav dua. Thaum lub siab tshaj plaws, lawv tau muaj nuj nqis ntawm $ 40 billion thiab $ 20 billion, feem. Lawv tsoo, thiab tib neeg, suav nrog cov tsev kawm ntawv uas raug cuam tshuam, poob nyiaj. Hauv FTX cov ntaub ntawv, lawv tau nce $ 2 nphom, tsuas yog rau lawv kom rho tawm $ 8 nphom ntawm cov nyiaj tau los ntau qhov xav tau los ntawm gapping crypto lag luam. Cov kev ceev, kev puas tsuaj sequels no tau punctured investor ntseeg nyob rau hauv kev lag luam. Kev ntseeg siab tuaj yeem rov qab los ntawm kev ua haujlwm tiag tiag.

Liquidity yog tam sim no qis thiab cov tub ua lag luam tau ua si nyab xeeb. Saib ntawm daim duab crypto, tag nrho cov peev txheej lag luam tau nqis los ntawm $ 3 trillion ntawm 2021 peaks mus rau ib ncig ntawm $ 800 billion, poob 73 feem pua. Ntawm qhov tod tes, tag nrho tus nqi kaw (TVL) thoob plaws DeFi cov txheej txheem hauv txhua qhov blockchains poob qis los ntawm $ 218 billion rau $ 54 billion, sawv cev rau 75 feem pua ​​​​poob.

Hauv kev xav txog kev txhawj xeeb thoob plaws hauv pawg thawj coj, cov haujlwm tsim tawm rau Ethereum Virtual Machine (EVM) thiab cov tsis-EVM blockchains kuj tau cog lus loj heev.

Txawm li cas los xij, qhov no yog ib qho kev zam loj. Txawm tias muaj kev lag luam poob qis, crypto venture capitalists nrog cov hnab ris tob yog ob npaug. Lawv zoo li yog scooping tsim nyog tej yaam num. Raws li daim duab qhia, dais kev lag luam yog keeb kwm lub sijhawm zoo tshaj plaws los nqis peev.

Qhov cuam tshuam ntawm Ethereum Merge kuj yog qhov tseeb. Lub Merge yog keeb kwm rau Ethereum thiab nws cov teebmeem tau hnov ​​hnub no. ETH yog maj mam ua ultrasound nyiaj. Hauv 97 hnub tom qab kev txhim kho, tsuas yog 2000 ETH tau ntxiv rau kev ncig es tsis yog 1.1 lab tus nqi $ 1.2 nphom uas tuaj yeem tau ntxiv, thiab tejzaum nws muag los ntawm cov miners.

Yees duab: Ultrasound.Money

Dab tsi Crypto Yuav tsum kov yeej

1. Kev txwv hauv infrastructure
2. Cov neeg siv tsis zoo interface thiab kev paub dhau los
3. opaqueness thiab ua raws

Txhawm rau daws cov teeb meem no thiab tsim cov cib fim, cov teeb meem yuav tsum ua ntej kom ntxaws. Leo Zhao tau saib ua ntej tias peb qhov teeb meem tseem ceeb tau hais los saum toj no yuav tsum tau daws kom txaus siab.

Qhov kev xav tsis zoo tam sim no hauv crypto thiab blockchain scenes, nws hais tias, yog qhov kev xav tias kev tsim kho tsuas yog encapsulated txheej-1 thiab txheej-2 platforms. Hauv nws txoj kev xav, muaj cov ntsiab lus tseem ceeb ntawm blockchain uas yuav tsum tau ua ntej. Nws hais txog GitHub, lub chaw cia khoom uas tuaj yeem yooj yim censor Tornado Cash codes. Tsis tas li ntawd, muaj cov kab txuas txuas txuas txuas txuas txuas ntxiv mus, raug nqi ntau lab daus las.

Tsis zoo li web2 qhov twg navigation thiab kev sib cuam tshuam zoo, nws yog qhov txaus ntshai rau cov tib neeg uas tsis yog-techie siv cov kev daws teeb meem blockchain. Qhov nruab nrab, txawm tias khaws cov noob kab lus tuaj yeem txaus ntshai rau cov neeg siv nruab nrab.

Zhao kuj tau teeb meem nrog cov koom haum hauv nruab nrab hais tias yuav tsum muaj kev pom tseeb dua thiab cov txheej txheem kev tswj hwm kom pom tseeb dua los ua kom muaj kev saws me nyuam.

Trends and Opportunities in 2023

• L2 thiab ZK Technology rau scaling blockchains yog maturing:

1. TVL ntawm nrov Ethereum L2s zoo li Arbitrum thiab Optimism yog nce
2. ZK
3. Lwm cov kev daws teeb meem modular blockchain

1. NFT txhua yam. Cov tib neeg tsis tas yuav nug "NFT yog dab tsi", hloov "Kuv yuav tsum tau txais NFT twg?" Gaming, Social thiab Suab paj nruag
2. MPC hnab nyiaj thiab Smart Contract Wallet
3. Kev tsiv teb tsaws ntawm Web2 cov neeg siv

• Transparency thiab ua raws

1. CEXs tam sim no yuav tsum tau pob tshab ntau dua los yog tau hloov chaw los ntawm DeFi
2. Muaj ntau qhov pom tseeb ntawm crypto cov cuab tam txoj cai
3. Hong Kong

Txhawm rau txhim kho cov txheej txheem, Zhao tau hais tias cov qauv hauv qab no thiab lub sijhawm tuaj yeem nce siab hauv 2023 thiab xyoo tom ntej:

Ua ntej, nws sau tseg tias cov kev daws teeb meem loj zuj zus thiab tau txais yuav. Txawm hais tias TVL poob rau hauv cov ntsiab lus USD, ntau tus neeg zoo li yuav kaw lawv cov cuab tam hauv DeFi raws tu qauv txij li tus lej tau nce los ntawm 250k mus txog ze li 4 lab ETH. Ntawm qhov nrawm no, nws kwv yees ntau cov haujlwm uas yuav tsum tau tsiv teb tsaws ntawm lub mainnet mus rau txheej-2 raws li cov hauv kev nthuav dav tshwm sim, xws li txheej-2 raws li kev pabcuam rau cov ntawv thov tshwj xeeb. Zhao kuj tau hais tias cov neeg tsim khoom tseem yuav saib kom tso cov txuas ntxiv txhim khu kev qha thiab sib sau ua ke.

Dhau li ntawm L2, ZK Rollup cov kev daws teeb meem tau ntes, tshwj xeeb nrog zkSync thiab StarkWare xa cov kev daws teeb meem. Raws li kev lag luam booms, Zhao pom cov hauv kev hauv ZKP Hardware, cov ntaub ntawv tus kheej kev lag luam, thiab ZK-powered cross-chain txuas hniav.

Yees duab: Dune Analytics

NFT cov kev siv tej zaum yuav poob qis rau xyoo 2022 tab sis Zhao xav tias lub lag luam me tuaj yeem vam meej hauv 2023. Raws li cov ntaub ntawv qhia, tus naj npawb ntawm cov neeg siv nrog Lens Profile tau nce. Lens Protocol yog ib daim duab uas tsis tso cai, ua tau, thiab muaj kev sib raug zoo. Tag nrho cov duab kos duab no yog NFTs, txhais tau tias tag nrho koj cov kev ua ub no tuaj yeem koom ua ke los ntawm cov neeg tsim khoom. Txoj kev Lens Protocol yog tsim los, cov thev naus laus zis no tuaj yeem hloov kho txoj hauv kev sib raug zoo apps, thaum tseem cuam tshuam rau suab paj nruag thiab kev ua si.

Yees duab: Dune Analytics

Web3 dApps, tshwj xeeb tshaj yog cov hnab nyiaj, yuav zoo li yuav muaj cov qauv tsim zoo dua hauv 2023. Ib yam li yuav ua li cas muaj kev sib raug zoo, kev nkag mus, thiab kev tswj hwm ib nrab ntawm cov nyiaj hauv cov platforms xws li Google thiab Facebook, nws yuav ua tau rau web3 cov neeg siv caw cov neeg siv los koom nrog. - tswj cov nyiaj los ntawm email thiab lwm txoj kev.

Foto: 1 kx

Tseem yuav muaj kev hloov pauv hauv kev ua si. Txawm hais tias ib txwm siv desktop thiab mobile gaming muaj $ 90 nphom nyiaj tau los txhua xyoo, Play-to-Earn (P2E) blockchain games tseem tab tom txhim kho thiab nyob hauv "web page" gaming era. P2E thiab blockchain gaming tau pib ua lawv cov kev tsim kho vaj tse, suav nrog cov kev faib khoom zoo dua, kev lag luam, thiab cov cav tov, tab tom tsim.

Thaum kawg, qhov xav tau kom muaj kev pom zoo dua thiab ua raws li cov cai tau teev tseg yuav yog qhov tseem ceeb hauv xyoo 2023. Yog tias cov koom haum hauv nruab nrab tsis ua raws li, lawv txoj kev lag luam tuaj yeem raug gnawed los ntawm lub tshiab DeFi raws tu qauv, launched nyob rau hauv lub blockchain, muab siab dua transparency. Raws li qhov no tshwm sim, ntau tsoom fwv yuav tsum tau muab kev qhia meej ntxiv ntawm cov txheej txheem tswj hwm rau crypto thiab blockchain yuav tsum tau txais los ntawm cov neeg siv ntau lab tom ntej.

xaus

Raws li nws xaus lus, Zhao qhia cov neeg tsim khoom kom xaiv cov cib fim no thiab tsim rau lawv. Nws tau hais kom cov neeg ua lag luam crypto venture khaws cia kev nqis peev hauv cov tswv yim zoo saum toj no vim tias lawv yuav ua rau lub neej yav tom ntej thiab muab lub ntiaj teb nyiaj txiag zoo dua.

Hais txog M-Ventures

M-Ventures yog ib qho nyiaj crypto txiaj hauv MEXC Ntiaj Teb, nrog $ 100m + AUM thiab 300+ kev nqis peev. Peb niaj hnub kawm txog kev ua lag luam thiab cov haujlwm sib txawv ntawm kev lag luam crypto los tshawb nrhiav cov tswv yim tom ntej billions. Kuv zoo siab los siv lub sijhawm no los qhia rau koj qee qhov ntawm peb cov kev soj ntsuam.

Hais txog MEXC

MEXC yog lub ntiaj teb ua lag luam cryptocurrency ua lag luam platform, muab ib qho kev pabcuam cryptocurrency kev lag luam rau qhov chaw, ETF, yav tom ntej, Staking, NFT Index, thiab ntau dua. MEXC tam sim no ua haujlwm rau ntau dua 10 lab cov neeg siv thoob ntiaj teb thiab tuav lub tswv yim ntawm "Cov neeg siv ua ntej, MEXC's Hloov rau koj".

tom ntej no Xov Xwm Blockchain, Cryptocurrency xov xwm, Xov Xwm

Thov mus saib cov xov xwm tshiab, cov lus tshaj lij ntawm cov kws tshaj lij thiab kev paub lag luam los ntawm Coinspeaker cov neeg ua haujlwm.