Web3 Main Line: The Rise of Stablecoins, AI, and Memes

Looking back at the predictions made a year ago about the main trends in Web3, half of them were accurate. Currently, the main development directions and secondary trends in the industry are as follows:

Stablecoin and Real-World Asset Tokenization (RWA)

The most noteworthy projects in this field currently include:

• A certain stablecoin issuer: As one of the major players in the stablecoin market, although the price of its token is still not cheap, considering the potential 5-8 times growth in the stablecoin market over the next 5 years, combined with the recent significant correction, it may be a good investment opportunity.

• A certain stablecoin public chain project: As the most关注 stablecoin public chain at present, its financing scale, ecological construction, and social influence far exceed its competitors. Although the current valuation is relatively high, with the mainnet launch, its locked value (TVL) is expected to reach 3-4B USD. In the coming years, with the expansion of the stablecoin market, the development prospects of stablecoin public chains are worth looking forward to.

• A certain decentralized stablecoin project: as a representative of decentralized stablecoins, its issuance has exceeded 13.5B, and various fundamentals are stable. In addition, the project is also developing centralized stablecoins and RWA public chains, with considerable growth prospects.

• A certain RWA project: As the only project that currently enables 24/7 trading of US stocks without KYC thresholds, it has received endorsements from large institutions, making it relatively safe and reliable. If you are optimistic about the borderless trend of US stocks on the blockchain, this project is one of the few investable targets.

AI Agent

Last year's hot AI agency projects mostly proved to be a flash in the pan, but this year, there are indeed some AI agencies that show potential product market fit (PMF). Some excellent projects in the Web3 field are also gradually emerging.

It is worth noting the halving event of a certain AI network project at the beginning of next year. As a leader in the industry, this project currently has multiple sub-networks generating revenue, and overall it is the most promising project to make breakthroughs in the Web3 AI field.

Meme coin

Meme coins have been popular since last year and have even led to a situation this year where various launchpads are competing for market share with a well-known platform. However, the established platforms still maintain their leading position and have begun to venture into the live streaming sector, following the Web3 version of Douyin. The Alpha in the Meme coin sector changes daily, but the Beta seems to only have this one option.

Prediction Market

In addition to the three major lines mentioned above, prediction markets are becoming a potential emerging field. Data from a well-known prediction platform has been steadily growing, while another platform has performed even more impressively, with data in the past month far surpassing its competitors. Dozens of new prediction market projects have emerged in the primary market, and a certain derivatives trading platform has also proposed a prediction market for events. Experts believe that the development of prediction markets could disrupt the current insurance industry, as it allows users to directly engage with and hedge transparent probabilities and risk exposures.

However, this track lacks investable targets in the secondary market, and investors can only wait for the possible token issuance from a well-known platform.

Conclusion

From another perspective, the main focus of this round may be on projects that “have real income, profits, and buy back tokens.” Under this standard, the investment options seem to become more limited.

In addition, there is another project worth noting in the stablecoin/RWA field. Although it was not mentioned earlier, mainly due to uncertainty about whether it would issue tokens. However, recent news suggests that it may eventually issue coins. This project is backed by well-known payment service providers and top cryptocurrency venture capital, and it may play an important role in the To B sector.

With the development of the stablecoin market, a dual-line pattern of To C and To B may emerge in the future, which is worth continuous attention.