我已经厌倦了加密市场缺乏创新，希望看到更多新颖的项目。本周农场难以找到值得投资的协议，但Sanctum和Elixir是值得关注的。加密市场需要吸引大众，如Fantasy Top和Polymarket等新型消费者应用。Farcaster和Lens是有潜力的平台，可以通过空投奖励早期用户。Gamefi领域也备受关注，Nyan Heroes、金属核和弹片等游戏具有吸引力的代币经济学。虽然加密社区对这些游戏充满期待，但要吸引主流用户仍需努力。Polymarket has just raised $70 million from Vitalik Buterin and Founders Fund (Peter Thiel’s venture capital firm). I wouldn’t be surprised if they launch an airdrop soon.
But the consumer app that I’m most excited about is Farcaster. Farcaster, a decentralized Twitter, has reportedly raised $150 million at a valuation of $1 billion! Compared to other funding rounds in 2024, Eigenlayer raised $100 million, Optimism raised $89 million, and Berachain raised $69 million.
Farcaster is a 0 to 1 innovation in this cycle, combining the best features of social media (Twitter) with the functionalities of cryptocurrencies. It has the potential to become a super crypto app, integrating social interactions with financial transactions such as payments and trades.
That’s already impressive, so if X suddenly disappears, all Crypto Twitter users can immediately migrate to Farcaster. Join Farcaster through my referral link and get 50 WARP tokens for free.
In February, Farcaster experienced a significant growth in user numbers when $DEGEN community tokens were airdropped to early users. Surprisingly, daily active users continued to grow and reached 59k.
Lens Protocol, on the other hand, is another layer of decentralized social media with 19,000 daily users.
Although Lens has fewer users, it is actually the only network that stores user-generated content and identities on the blockchain. Farcaster’s posts and interactions are off-chain (while user profiles are on-chain).
Lens unexpectedly announced a migration from Polygon PoS to zkSync, one of the ZK Stack chains. This is a significant win for zkSync and a loss for Polygon.
Which consumer apps do you think have potential? I asked on X and received some interesting comments.
I’m bullish on consumer apps because they innovate in user reward mechanisms and token economics, providing a way to address the low liquidity, high FDV issues that plague this cycle.
The problem is, there are still too few popular consumer apps!
Furthermore, speculating on the growth of Farcaster or Lens might seem complex, but one thing I know about crypto is that it always finds unique ways to reward early users.
As an early user of Farcaster, I received thousands of dollars in DEGEN airdrops. In fact, Farcaster has 47 “Scenecoins” (social memecoins) that you’ve probably never heard of.
Lens has its own memecoin, but I’m confident that Lens will eventually launch an airdrop for $LENS. I’m less certain about Farcaster.
Your airdrop will depend on your engagement, so posting once or twice won’t earn you much. However, these platforms provide an exit from the current “rich get richer” metaverse, where your airdrop depends on the size of your pockets.
Even in Fantasy Top or Polymarket, rewards are more focused on elitism: if you’re smart enough, you can earn extra returns.
These consumer apps may have different token economics and may escape the low liquidity, high FDV trap. Friend Tech airdropped 100% to the community. I hope other consumer apps follow FT’s footsteps.
A fair and generous Polymarket will disrupt the market, attracting more venture capital funding and attention from infrastructure products to consumer apps.
Honestly, this cycle needs more successful consumer apps! For our industry. I like Picolas’ point here, believing that we need something to break crypto out of its current slump.
Other areas also have the potential to attract a large number of new users. Telegram <> Ton integration and new crypto games.
You can read more optimistic points about the Ton ecosystem and dApps here:
5 Low-key Layer 1s to Watch
Ignas | DEFI Research
· May 1
Read full article
Another sector is GameFi.
To understand the latest hot GameFi games and their innovative token economics and incentive mechanisms, I collaborated with our Pink Brains researcher Skipper.
Be sure to follow him on Twitter for more GameFi content.
GameFi: 3 Top Web3 Games Worth Early Adoption
Let’s face it. Most previous GameFi projects lack the “play” in “play to earn.”
Additionally, the “earn” element often involves paying users utility tokens that don’t generate any value—because these games that can’t be played lack appeal.
This will change in 2024.
We’re seeing for the first time player-centric Web3 games that are able to attract mainstream attention.
Here are 3 early Web3 games worth your attention:
1. Nyan Heroes
Nyan Heroes is like Overwatch, but with cats piloting giant mechs. This Solana-based first-person shooter game attracts players with its rich arsenal of weapons and dynamic actions like climbing.
Within just 2 quarters of pre-alpha testing, Nyan Heroes made it into the top 5 most popular games on the Epic Games Store.
The free-to-play game launched its $NYAN token on May 21, with a market cap of $25 million. It’s already listed on Bybit, Gate.io, HTX, MEXC, and Backpack Exchange—a good sign for future price trends as long as the team keeps working on it.
The studio behind the game, 9 Lives Interactive, raised $3 million in a funding round in early March.
Nyan Heroes catalysts:
Ranked among the top 30 most popular games on the Epic Games Store.
Over 200,000 downloads within the first two weeks of the pre-alpha release.
Full game integration with NFTs scheduled for early 2025.
How early players can earn rewards:
Stay tuned for the announcement of the next pre-alpha season.
Play the game’s third season.
Earn CATNIP points by improving your MMR ranking.
Follow Nyan Heroes on Twitter.
2. Metalcore
Metalcore is a combination of Battlefield and Star Wars: Legends, supported by a Web3 open economy with play-to-earn potential.
Thanks to Unreal Engine 5, Metalcore is one of the first Web3 games that can truly compete with mainstream games in terms of graphics and overall aesthetics—though the game is still in closed testing.
This first/third-person territorial warfare shooter game combines PvP and PvE elements.
Metalcore catalysts:
Highest graphics quality in Web3 games thanks to UE5.
Winner of the Global Blockchain Awards 2024 for Best Blockchain Game.
Metalcore has raised a total of $20 million and received support from Delphi Digital, Arrington, and Spartan Group.
How early players can earn rewards:
Start playing Metalcore once access is granted.
Focus on high-quality collaborative gameplay, not just scoring.
Players can also earn $MCG tokens through strategic gameplay and tactical decisions.
Follow Metalcore on Twitter.
3. Shrapnel
Shrapnel is a first-person shooter game based on Unreal Engine 5, with play-to-earn elements.
This Avalanche-based FPS is still in early development, but its game airdrop with a prize pool of over $100,000 has garnered great interest from Web3 creators and is starting to attract attention from Web2.
Shrapnel catalysts:
$100,000 prize pool for the game’s airdrop event.
Emmy award-winning team members from works like Halo, Call of Duty, and Westworld.
Shrapnel has one of the largest creator communities in the Web3 gaming space.
How early players can earn rewards:
Purchase Shrapnel extraction pack NFTs to play.
Play during the next game airdrop event (to be announced).
Top 1,000 players on the leaderboard can share the prize pool.
Don’t get too optimistic.
Consumer apps need to attract mainstream users beyond the crypto community.
But Brave provides a valuable lesson: the success of a protocol is not necessarily tied to token performance.
Despite being one of the most successful consumer apps, BAT’s token price is still at its 2017 level.
Any dApp mentioned in this blog has a low probability of surpassing BAT in the long term.
So, do your research on when to profit.
Tags:
2023 market trends
BAT
BUSD
gamefi
LEND
SOL
tokens
Ethereum
platform coins
Bitcoin
bull market
airdrop
Source link:
https://news.marsbit.cc/20240601151010609510.html
Disclaimer: The views expressed in this article by the author do not constitute investment advice.
Original article link:
https://www.bitpush.news/articles/6834242
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A new way to earn money
I’m bullish on consumer apps because they innovate in user reward mechanisms and token economics, providing a way to address the low liquidity, high FDV issues that plague this cycle.
The problem is, there are still too few popular consumer apps!
Furthermore, speculating on the growth of Farcaster or Lens might seem complex, but one thing I know about crypto is that it always finds unique ways to reward early users.
As an early user of Farcaster, I received thousands of dollars in DEGEN airdrops. In fact, Farcaster has 47 “Scenecoins” (social memecoins) that you’ve probably never heard of.
Lens has its own memecoin, but I’m confident that Lens will eventually launch an airdrop for $LENS. I’m less certain about Farcaster.
Your airdrop will depend on your engagement, so posting once or twice won’t earn you much. However, these platforms provide an exit from the current “rich get richer” metaverse, where your airdrop depends on the size of your pockets.
Even in Fantasy Top or Polymarket, rewards are more focused on elitism: if you’re smart enough, you can earn extra returns.
These consumer apps may have different token economics and may escape the low liquidity, high FDV trap. Friend Tech airdropped 100% to the community. I hope other consumer apps follow FT’s footsteps.
A fair and generous Polymarket will disrupt the market, attracting more venture capital funding and attention from infrastructure products to consumer apps.
Honestly, this cycle needs more successful consumer apps! For our industry. I like Picolas’ point here, believing that we need something to break crypto out of its current slump.
