Technical Trends in Various Blockchain Tracks

Public Chain

The new trends in public chains mainly focus on three directions: ETH + L2, Move language, and modularization.

ETH+L2

ETH Future Development Roadmap:

• Merge(
• EIP4488 - Reduce L2 costs
• EIP4844 - Proto-Danksharding
• Danksharding - Sharding

L2 Development:

• OP series: Arbitrum, Optimism, etc. further optimize performance
• ZK series: zkSync, Polygon and other projects accelerate launch
• Fuel: Uses UTXO model to enhance concurrency performance

) Move Language and Modularity

• Projects like Aptos and Sui use the Move language, focusing on high TPS and parallel processing.
• Celestia and others promote the modular trend, separating data availability, execution, and settlement layers.
• Polkadot, Cosmos, etc. continue to improve their ecosystems

DeFi

DEX

• Impermanent loss is considered a feature rather than a problem.
• Uniswap has become infrastructure, and derivative projects are increasing.

Lending

• Asset isolation pools have become standard.
• Multi-chain deployment has become a trend
• Innovative models such as peer-to-peer lending matching have emerged.

Derivatives

• On-chain derivatives have not yet seen the "Uniswap moment".
• The rise of derivative projects based on Uniswap V3
• Synthetic asset projects are worth paying attention to.

Stablecoin

• Algorithmic stablecoins face setbacks, returning to traditional models
• USDC status enhancement
• Over-collateralized stablecoin projects are worth looking forward to.

RWA

• The progress of real-world assets on the blockchain is slow.
• Projects like MakerDAO are exploring

NFT and Storage

NFT trend

• Application scenarios: The prospects for SBT and in-game items are promising.
• Financialization: Increased liquidity tools, but market space is limited.
• Market competition intensifies, leading platforms begin to consolidate.

storage

• Storage projects are starting to extend into the computing field.
• AR, Filecoin and others exploring new technological paths

GameFi

• X2E model faces bottlenecks
• Possible future directions:
  1. Return to the traditional free model, skill profit
  2. Explore Blockchain Native Game Forms

GameFi still has a lot of room for development, but the specific path is not yet clear.