2024 Predictions, Ledger OpSec, Inscriptions Run Wild - The Beacon Roundtable Dec 20 2023

Описание: Join Chris and Jangle every week as they look at the biggest and most relevant news in the crypto investing space.

We’ve talked about 2023 as a whole. But let’s take a minute to talk about what we think is coming in 2024. Jangle, what do you think of some narratives are going to be? What are the hottest blockchains to look for, the hottest coins and projects?
Chris’s picks/thoughts:
Modular and zk blockchains (Celestia, Mantle, Linea, Scroll and Sync) vs. ETH L2s (OP, Arbi, Polygon and all their CDK descendants) have an epic battle of finality versus volume
Avalanche, Solana and Cosmos chains run wild
dydx, Kujira and Injective lead the way
More L1 chains use their TPS in different ways
NEAR DA
Fantom Sonic DA
Polkadot DA
More countries offer “digital residency”
More NFT projects go mainstream
Coinbase Wallet becomes the funnel for normies into DeFi
GameFi roars its head for like. 2 months.
Shitcoins get an ETF
Airdrops get even bigger based on staking specific wallets
Liquid Restaking booms
More tokenization comes on-chain
USDC, EURC, and a major asian stablecoin become native, maybe SGPC or DUBC
All US-based companies move offshore
Jangle’s picks/thoughts:
Airdrops
As market heats up more projects will want to launch their token,
cosmos eco airdrops is to stake *tia* across multiple wallets, atom, inj
eth ecosystem airdrops is eigenlayer staking, hold blue chip NFTs maybe a pudgy
Solana; likely solana phone and using apps on the chain
jupiter, marginfi, madlads
DEX volume with reach 50% of CEX volume
at least 1 DePIN project reaches escape velocity and gets non-crypto native users to become customers
helium, akash, hivemapper
AI will get write access (currently only read via chat gpt), will be able to send emails and take actions, and the first AI executed crypto transaction will occur
BTC dominance goes higher than 65%, but doesn’t crack 74% (prev cycle high)
There is an “ETH is dead” narrative around .04-.045 ETH/BTC (similar to march 2020 BTC maxi vibes when ETH/BTC was .03) and then ETH/BTC ultimately reaches ATH


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