Original title: "30 protocols with strong catalysts in the coming months
Original compilation: Kxp, BlockBeats
Original compilation: Kxp, BlockBeats
Against the background of multiple factors such as the expected slowdown of the Fed’s interest rate hike, the encryption market has ushered in a round of strong rises. Crypto researchers sort out 30 mainstream projects that need long-term attention this year to grasp the latest developments of mainstream protocols in the next few months trend.
Lido V2:
Staking Router: Allows anyone to become a node operator through a modular plug-and-play model (goal to increase decentralization)
Withdrawal: StETH holders can withdraw funds directly from the beacon chain after the Shanghai upgrade
Velodrome 2.0 will be available in Q1:
· VELO FED: veVELO holders willVELOGaining a voice in monetary policy
· Custom and adjustable currency pair transaction fees
· A new approach to centralizing liquidity pools
· Overall UI/UX improvements
· and some other upgrades
Radiant V2 will be introduced in a few weeks:
· Cross-chain expansion (BNB chain first)
New assets for lending and lending, including StETH, BNB, potentially GLP, gDAI, and more through governance votes
· Reduced RDNT emissions through dynamic mobility
· UI/UX needs to be redesigned
fUSD v2: an on-chain fee system for builders and users (optionally using fUSD as a transaction fee)
FVM: Compatible with Solidity, faster execution speed; test shows about 4500 tps, data storage is reduced by 98%, and the main network is planned to be launched by the end of 2023
· Andre will return
Atlas upgrade:
· Prepare for withdrawal (Shanghai upgrade)
8 ETH mini-pools (remaining 24 ETH provided by the protocol to operate validators); lower barrier to entry + higher level of decentralization
· Gas fee optimization (40% reduction)
Atlas is scheduled to go live in March/April.
PLS V2 tokenomics will be launched in late March: this will allow users to lock theirPLSto gain multiplier points for the vault. By doing so, they can earn real money from rewards, receive esPLS Token, and more.
· In addition, PlutusDAO is planning to incorporate more governance tokens into its platform, and plsRDNT is the next token to be added. The PlvRDNT vault is also planned for a future launch.
GMX will launch V2 at some point this year (probably Q1/Q2, currently undergoing audits), which will introduce a host of new tradable assets, not just Crypto (synthetic currency pairs).
There are also notices about cross-chain expansion after V2 in Discord.
Optimism is building the OP stack: a modular blockchain framework for easily building various scalable rollups (OP chains). Coinbase's Base will be the first to leverage this technology with its first phase being Bedrock (Q1'23).
· Cross-chain extension to BNB chain
Liquidity book V2：
· forsJOEV2 pool fee conversion provided by stakers
· Limit orders and permissionless liquidity book pools
· Upgrade to GLP High Risk Appetite Vault: Hedging Trader's P&L
· GLP v2 integration (after GMX synthetics upgrade)
· Cross-chain expansion
Rage perp v2: potential new collateral options in addition to tricrypto
Synapse is building an Ethereum-native optimistic rollup (Synapse chain):
Cross-chain information transfer: call a contract on one chain and execute it on another chain
· Built for cross-chain Dapp with Synapse bridge
· Coming soon
frxETH continues to grow as Frax has the most competitive staking yield
· FIP-188:FRAXWill be fully collateralized (from 92% to 100%)
Overall growth of FRAX and the Frax ecosystem (FPI, veFPIS, FraxSwap, Fraxlend frxETH, etc.)
Pendle provides a very high rate of return by dividing assets into principle tokens and income tokens, and TVL will show an upward trend throughout 2023.
They recently used GLP to cross-chain to Arbitrum, and will add gDAI and additional assets in the future.
Synthetix V3：
· Use ETH and other assets as collateral for synthetic assets
· Liquidity providers will be able to choose which synthetic assets to allocate liquidity to (high risk = high fees)
· Greater adoption of products built on top of Synthetix (Kwenta, Lyra, Thales, etc.)
Conic provides omnipool on Curve (distributes users' liquidity into different fund pools and pledges them on Convex), and users can earn CRV + CVX + CNC. The agreement reached a TVL of 65 million within 1 week.
Driving factors:
· Wider adoption due to high yield
· Additional assets
rDPX v2: Ability to mint synthetic Tokens with rDPX as part of the collateral (rDPX’s deflationary pressure), the first asset will be dpxETH (not LSD).
· Dopex OpFi products: DeFi products that utilize on-chain options in the background.
Polygon is building various chains:
· Polygon Supernets
· Polygon Avail
· Polygon Zero, Miden & zkEVM
· Polygon Nightfall
zkEVM will launch on mainnet on March 27th.
dYdX is launching their own application chain (v 4 ), built with the Cosmos SDK, to create similar performance to centralized trading platforms in a decentralized way, including:
· No gas fee for transactions
· Off-chain order books run by validators
· DYDXAs native Gas Token
As stablecoins gain wider adoption, Curve will benefit greatly as the largest on-chain stablecoin liquidity center.
The launch of crvUSD is approaching, which creates additional income for Curve/veCRV.
· More protocol integrations (launchpad and liquidity pools)
· Improved xGRAIL version with so-called "plug-ins"
Long-term, DeFi options have a lot of potential, and as adoption expands, Lyra could be one of the major protocols to benefit from it.
The first part of the Interchain Security (ICS) upgrade was approved by governance a few days ago and will launch on March 15th.
ICS allows the application chain to borrow the Cosmos central validator set to ensure security without starting its own validator (which requires payment).
Maker is advancing several projects, including:
Spark Protocol: The first product is Spark Lend, inspired by Aave V3, with a direct Maker line of credit (coming live in April)
EtherDAI: Native ETH LSD to supportDAI
After launching on Arbitrum and adding new assets such as commodities and indices, gTrade has become one of the leading decentralized perpetual contracts, experiencing a huge spike in trading volume. While there is no official roadmap, there is plenty of teaser info on Discord.
Aave is launching their native stablecoinGHO：
· Overcollateralized by assets on Aave
· The asset supply is controlled by a "facilitator" (an entity elected by the DAO)
· AAVEStakers have a GHO minting discount
Game Builders Program (GBP) in partnership with Arbitrum: incentivizing game developers to build within the Treasure DAO ecosystem
· MagicSwap v2: the future of the in-game economy, supports ERC-20 Token and NFT pools, and plans to launch in the second quarter of this year
Uniswap recently announced their upcoming mobile app.
Uniswap remains the leading DEX, with roughly 50,000 daily users as of March.
Mobile applications can better attract users to join.
Filecoin will launch the Filecoin Virtual Machine (FVM) and Filecoin EVM (FEVM) on March 14th.
FVM will allow custom smart contracts to be built on the basis of Filecoin, opening up various new use cases, such as Tokenized data, data DAO, etc.
· Significant increase in number/users since V2 launch in February
Some upcoming features in Q1/Q2:
· Lyra Partnership
· Cross Margin v2
· Kwenta SDK
· Fee conversion for stakers
· UI/UX revamp
... and more
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