Analysis of Major Trends and Key Projects in Web3

Looking back at the predictions for the Web3 main line a year ago, the main and secondary trends are roughly as follows:

1. Stablecoins and Real-World Asset Tokenization (RWA)

Several projects in this field are worth paying attention to:

• A company's token: Essentially, it's a bet on the company's leading position in the stablecoin market. Although the current price is not cheap, considering the potential 5-8 times expansion of the stablecoin market over the next 5 years, along with a recent significant pullback, it may be a good entry opportunity.

• A certain stablecoin public chain project: As the only investable stablecoin public chain project at present, its financing scale, ecological construction, and social influence are all ahead of its competitors. The TVL after the mainnet launch is expected to be around 3-4B. Although the current valuation is relatively high, considering the future trillion-scale stablecoin market, it is worth paying attention to.

• A certain decentralized stablecoin project: As a representative of the decentralized camp, its issued stablecoin has surpassed 13.5B, with various fundamental indicators being robust. In addition, the project has also ventured into the fields of centralized stablecoins and RWA public chains.

• A certain RWA project: Currently the only project that allows 24/7 trading of US stocks without KYC requirements, backed by large institutions. If you believe in the borderless trend of US stocks on the blockchain, this project is one of the few investable targets.

2. AI Agent

Last year's hot AI agent projects mostly proved to be fleeting, but this year there are indeed some real AI agent projects with potential product-market fit. Notably, a well-known Web3 AI project is about to have a halving event, and if a price low can be established at that time, it may be worth considering entry. As a leader in the industry, this project already has multiple subnets generating income, and overall, it is the most promising project to achieve breakthroughs in the Web3 AI field.

3. Meme Coin

The meme coin craze has continued from last year to now, with major launchpads competing with a well-known platform for market share. However, that platform still maintains its leading position and has begun to venture into the live streaming field, taking the Web3 version of Douyin route. In the meme coin sector, short-term opportunities are abundant, but in the long run, that platform remains the only project worth paying attention to.

4. Prediction Market

As a potential emerging mainline, prediction markets have recently shown impressive performance. Data from a well-known prediction platform continues to grow, while another platform has surpassed it, showing even more outstanding performance. Dozens of new prediction market projects have emerged in the primary market. Some experts believe that the development of prediction markets could disrupt the traditional insurance industry, as it provides users with the opportunity to directly engage with and hedge transparent probabilities and risk exposures. However, there is currently a lack of investable assets in the secondary market, and one can only wait for a certain prediction platform to issue tokens.

From another perspective, the main focus of this round may be on projects that "have real income and profits and buy back tokens". From this angle, only two tokens are worth investing in.

In addition, in the stablecoin/RWA sector, there is another project worth paying attention to, aside from the ones mentioned above. Although it was not previously mentioned that it might issue tokens, according to the latest information, this project may ultimately issue tokens. The optimism about this project is mainly based on its strong business service channels behind it, as well as the advantage of well-known venture capitalists being directly involved in its development (rather than just investing).

The "招商" stablecoin battle of a certain trading platform has proven the importance of channels in addition to issuance for stablecoins. In the future, stablecoin public chains may form a pattern where both To C and To B coexist.