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2024 Highlights: Spotting Market Trends Before They Became Headlines
“Solana (SOL) is one we’ve been talking about for a while as a candidate primed to outperform this cycle. It reminds us of ETH last cycle, with plenty of upside potential if its ecosystem continues to grow as fast as we anticipate.”
Dec 14, 2022 - The Year Ahead For Markets
✨ SOL/ETH price on Dec 14, 2023: 0.03
✨ Liquidity across L2 chains has become increasingly fragmented.
“Moving forward, we expect the value capture of token bridges to be limited to the long tail assets (e.g. LayerZero OFTs) or exceptional cases like BTC (Bitgo’s WBTC) where the intention is to use the asset on another chain rather than transferring value cross chain.”
Dec 14, 2022 - The Year Ahead For Infrastructure
“At the time of writing, there are fewer than 100 active blockchain games on the platform. The good news is that gaming is one of TON’s core focuses for 2024, and there is a lot to look forward to in the near future.”
Dec 21, 2022 - The Year Ahead For Metaverse
✨ Daily transactions for TON increased throughout 2024 driven by retail demand for games and apps such as NOTcoin and Hamster Kombat.
✨ Lido stETH marketshare dropped from 80% as LRT's ate into marketshare.
“As liquid restaking cements its role in the market, money markets and CDP protocols stand to benefit from it. Liquid restaked ETH, offering higher yield rewards than traditional staked ETH, positions these protocols advantageously to impose higher borrowing fees.”
Dec 14, 2022 - The Year Ahead For Markets
NEW FOR 2025
As we approach 2025, we recognize the need for a report that covers sectors that have really begun to flourish over the past year. This is why, for Year Ahead 2025, we will be including an AI & DePIN research report. In 2024 Delphi released multiple pieces of research on the role of AI & DePIN in crypto and how these technologies will shape the future of the industry.
✨ Can't wait to see what's in store? Check out our Crypto x AI Q4 Conference.
