Some of the tokens I'm looking at. My biggest topic this year is infrastructure. Here's an explanation of why.
At the beginning of 2024, the three dominant areas are GameFi, Modularity, and Artificial Intelligence, all of which are related to infrastructure.
The bot category and depin saw good growth of around 35%. In the middle are RWA, Depin, $eth, $btc, and Layer 2, which have a trend of around 22%.
The areas where the losing edge seems to be re-collateralization and derivatives.
The derivatives market was calmer, and re-collateralization went from the best narrative to the worst narrative.
Here are my arguments for the best narratives for 2024.
Currently, building a single application is very expensive, and you need to build the infrastructure, make sure it's secure, and then you can focus on its application. This solution is impractical.
When you're making a game, you should focus on the actual game, not the infrastructure. That's why modularity can play a role in a variety of areas.
In software engineering, modularity is crucial. Taking advantage of the opportunity to reuse components can save time and money. Here you can apply the "fat thesis theory" - investing in the infrastructure layer. Similar to $tia.
Gaming, social networking, artificial intelligence - they all need infrastructure!
Two very good options:
CyberConnect - Cyber - Provides a network for developers to build social applications.
Brand new narrative socialfi.
Bullish technical analysis.
Strong supporters, including Binance Labs.
Twitter also has a marketing phenomenon.
x10 potential.
XAI - XAI - Layer 3 game on Arbitrum.
Co-developed with Arbitrum. Will follow the success of Arbitrum.
It is a layer (stable) combined with gamefi (stimulus). Get gamefi without risking too much.
The valuation is much lower compared to some games that don't make a substantial contribution to the industry as a whole.
x10 potential.
Bullish technical analysis.
In the future, everyone can start using decentralized cloud computing.
Currently, many AI projects are in a bubble and may not have any practical applications. That's why maybe it's a good idea to focus on infrastructure + AI.
Benefit from AI trains while staying safe in the base game. Artificial intelligence infrastructure.
$rndr will have a hard time competing with all altcoins:
NetMind AI - NMT - Shared computing resources
Cheap version of the RNDR.
Artificial intelligence narrative.
Small market capitalization, very new. Potential x50.
An excellent team.
Edge Matrix Computing - EMC - Shared Computing Resources
Another project that competes with $RNDR.
An excellent team.
It offers some advantages over its competitors.
Very high global digital value. Potential x2.
$akt - Open Source Cloud Computing - Good performance in technical analysis, potential x2
$api 3 - Institutions are currently selling, and it is a good time to sell
GPU projects to be launched in the next few months:
ionet_official
GPU infrastructure on Solana.
Fastest chain + GPU
gaiminio
GPU infrastructure.
al + depin + cloud + gamefi
I will publish a separate article on artificial intelligence.
Some test investments:
metis - metis -layer 2
It could be that ETH+L2S will be one of the main narratives in the coming months, with the DenCun update.
Good fundamentals.
A lot of money is invested in the ecosystem, but with native tokens. This led to an initial sell-off in a sideways trend, followed by good growth.
The announced airdrop led to ***
There may be a period of sideways action until ecosystem statistics start to show up.
Kujira - L1 on Cosmos
The fundamentals are even stronger than starknet.
Closed source. The developer community is smaller.
Looks harder to buy $kuji.
There may be a lack of foreign investment.
Low APY staking and rewards.
The bear market outperformed. Test-based investments.
Potential x10. A good project to keep an eye on.
Unibot $unibot - Typically rotates from weaker technical analysis of $Banana.
Nice on-chain metrics.
Outperforms in a bear market sideways**.
Take a high-risk strategy in trading.
Based on the time span between $unibot news and $banana. The hype will also leak to Twitter in advance:
News emerges $unibot** Weaker technical analysis -> rotate to $banana hype -> weaker technical analysis -> rotate to $unibot.