Crypto KOL: Which sectors are worth our continuous attention?
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Crypto KOL: Which sectors are worth our continuous attention?
So in the next bull market, which sectors could offer us 100x returns?
Navigating Web3 tides with focused insightsAuthor: Lady of Crypto
Translation: TechFlow
In 2021, the L1 and metaverse sectors delivered substantial returns.
So in the next bull market, which sectors could bring us 100x gains?
Layer 2
With the successful Ethereum merge, we are entering the era of Layer 2.
The merge didn't reduce gas fees, but it will increase demand for the $ETH network, meaning we need L2s to maintain low costs.
Therefore, new L2 projects emerging during the bear market could deliver 500x returns—similar to how Solana performed in the last bull run.
I'm particularly optimistic about existing mid-cap projects with solid technology, such as METIS and LRC.
While $MATIC has performed well, achieving a 50x return from its current $7 billion market cap would be extremely difficult.
ZK rollups also represent a major narrative. Any new L2 project advancing the ZK story—with strong teams, tokenomics, and community support—is worth watching.
Decentralized Perpetual Exchanges (DPEs)
You can engage in leveraged trading directly through EVM wallets on decentralized perpetual exchanges.
Unless regulators crack down hard, I believe projects like $GMX, $GNS, and Spin will perform exceptionally well.
Most traders want to minimize intermediaries and prefer leveraged trading on DEXs rather than CEXs. This ties into privacy, decentralization, ownership, and other values cherished by the crypto community.
Many new DPEs are emerging, and if this narrative takes off, selecting the right one could yield astonishing returns.
X To Earn
The X-to-earn sector emerged during the bear market, with $GMT leading the charge and delivering numerous absurd rallies. Many claim this hype is over, but I disagree.
People love earning money effortlessly—especially this generation.
I'm closely monitoring Move-to-Earn and other "X-to-earn" concepts—such as cycling, dancing, singing, or doing things people enjoy—that clearly incorporate metaverse elements.
Imagine an app where you earn money by dancing or singing, showcasing your talents in the metaverse and getting paid. People will build such platforms, and they're likely to become highly popular because everyone loves effortless earnings—a space definitely worth watching.
Regulation
This topic may seem dull, and most will overlook it because it sounds less exciting than others—but it could become one of the main narratives in the next cycle.
I know of projects focused on building regulatory frameworks. Imagine an incubator or launchpad that handles all legal and regulatory requirements for new projects launching on its platform or ecosystem.
Many new projects lack the budget to hire expensive Web3 lawyers, but some incubators/launchpads are creating simple frameworks to ensure compliance with regulations.
When that happens, new projects will flock to these types of launchpads/incubators.
Moreover, following ETH's merge, we'll see more Web2 companies migrating to Web3—all of which will require regulatory services.
Whether you love it or hate it, regulation will be a powerful narrative. Projects capable of providing regulatory frameworks—especially launchpads—will experience massive traffic and price surges.
P2E and Metaverse
Yes, I know—they had their moment in 2021, but that doesn’t matter.
We've already seen major game studios like Ubisoft, EA, and Rockstar enter the P2E space with their latest games.
With their virtually unlimited funding, advancing this sector will be effortless. I don’t think anyone wants to miss another surge in P2E and the metaverse.
Evergreen Sectors
Finally, there are evergreen industries such as L1s, launchpads, infrastructure (oracles, etc.), and DeFi.
If you have lower risk tolerance, allocating more capital to these evergreen sectors makes sense, as they carry less risk—though they’re unlikely to deliver spectacular returns.
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