Review of the forecast of major trends one year ago

A year ago, the forecast for the current main trend roughly hit half. The current main and minor trends are roughly as follows:

1. Tokenization of Stablecoins and Real Assets (RWA)

Several projects worth paying attention to in this field at present are:

• Circle - As one of the major players in the stablecoin market, although its token is not cheap at the moment, considering the potential expansion of the stablecoin market in the next few years, it may still be a good investment opportunity.

• A stablecoin public chain project - As an emerging stablecoin public chain, its ecological construction and community attention are leading. It is expected to have a considerable amount of lock-up after the mainnet goes live. Although the current valuation is high, considering the huge potential of the stablecoin market, it is worth paying attention to the opportunity after its spot listing.

• Ethena - As a representative of decentralized stablecoins, its USDE has exceeded a circulation of 13.5 billion US dollars, and various fundamental indicators are stable. At the same time, it is also laying out new businesses such as centralized stablecoins and RWA public chains, with broad development prospects.

• A certain RWA project - currently the only project that realizes 7*24-hour trading of US stocks, with no KYC threshold, and endorsed by large institutions. If you are optimistic about the trend of borderless US stocks going on-chain, it is one of the few investment targets available.

2. AI intelligent agent

Some AI agent projects predicted last year did experience a brief hype, but later turned out to be mostly hype. This year, some AI agent projects with actual application prospects have indeed emerged, including several representative projects in the Web2 and Web3 fields.

I am particularly concerned about the halving event of a certain AI network early next year. Perhaps it will be a good entry opportunity if a low point can be formed at that time. As a leading company in the industry, multiple subnets have already started generating revenue, and overall, it is still one of the most promising projects in the Web3 AI field.

3. Meme Token

The Meme token has been hot since last year, and even this year, there is a situation where major issuance platforms are competing for the market. However, the leading project is still far ahead and has begun to layout new tracks such as live broadcasting, following the Web3 version of short video platform. The opportunities in the Meme track are changing every day, but there is currently only one leading project in the Beta level.

4. Predictive Market

Predictive markets may become the new major trend. The data of a leading platform is steadily growing, while another platform has shown more impressive performance recently. Dozens of new projects have emerged in the primary market, and a derivative trading platform has also put forward a proposal for a predictive market. Some experts believe that the development of predictive markets may revolutionize the traditional insurance industry.

However, the secondary market of this track temporarily lacks investment targets, and can only wait for the leading platforms to issue coins. It is rumored that its valuation has reached 30 billion US dollars, which is equally expensive.

From another perspective, the main trend of this round may be projects that are "truly profitable, have income, and repurchase tokens". From this perspective, only two tokens are worth investing in.

In addition, in the stablecoin/RWA field, in addition to the projects mentioned earlier, there is another project worth paying attention to. Although it was previously thought that it might not issue tokens, after listening to the latest podcast, it is believed that it will eventually issue tokens. The positive outlook is primarily based on its strong merchant service channels and the direct involvement in construction by top investment institutions.

The stablecoin 'ZhaoShang' battle on a certain derivative platform has proven the importance of stablecoin channels. In the future, stablecoin public chains may form a dual dominance pattern of To C and To B.