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Web3 Track Segmentation Full Analysis, Unlocking the Future Wealth Password
2 min readJan 13, 2025
1、 What is Web3
- ETH L2 Summer: Intense Competition between Technology Flow and Market Flow With the launch of Starknet/zkSync/Scroll/Blast, the ETH+L2 ecosystem continues to grow. The competition between technology flow and market flow has led to a white hot stage of market competition in L2. Focus on targets such as Starknet, zkSync, Scroll, Blast, Manta, etc.
- Modular public chain: marks the rapid iteration of blockchain towards modularity With the launch of Celestia, there are signs that the market share of the DA layer is breaking away from Ethereum’s exclusive monopoly. OP Stack, Polygon CDK, and others provide mature smart contract architectures, and the industry is also exploring the DA of Bitcoin by combining cutting-edge BitVM papers. The development of sub domains such as shared/decentralized sequencers and RaaS services signifies the rapid iteration of blockchain towards modularity. Focus on targets such as Celestia, Altlayer, Dymension, Avail, Fuel, Espresso, etc.
- BTCfi Explosion: Release Bitcoin Liquidity, Carrying a Billion Dollar Market The value of BTC liquidity release is enormous, and after the narrative of the inscription, there is a wave of BTC L2 and BTC applications. With Bitcoin’s liquidity expected to be released by over 10%, BTCfi will carry…