Review and Outlook of Mainline Predictions in the Web3 Field

Looking back at the predictions for the main line of Web3 made a year ago, the current main development directions present the following characteristics:

1. Stablecoins and Real World Asset Tokenization (RWA)

Projects worth paying attention to in this field include:

• A certain stablecoin company: As one of the leaders in the stablecoin market, its equity value reflects expectations of 5-8 times growth in the stablecoin market over the next 5 years. The recent price correction may provide a good entry opportunity.

• A certain stablecoin public chain project: Leading competitors in terms of financing scale, ecological construction, and social influence. With the mainnet launch, its total value locked (TVL) is expected to reach 3-4 billion USD. The trillion-scale growth of the stablecoin market in the coming years will bring enormous imagination space for the stablecoin public chain.

• 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. It also ventures into the centralized stablecoin and RWA public chain fields.

• A certain RWA project: The first project to achieve 24/7 trading of U.S. stocks without KYC requirements, backed by large institutions. If you are optimistic about the borderless trend of U.S. stocks on the blockchain, this project is one of the few selectable targets.

2. AI Smart Agent

Although some AI agent projects predicted last year were short-lived, this year has indeed seen a batch of AI intelligent agents with potential product-market fit (PMF). Notably, a well-known Web3 AI project is approaching a halving event, which may present investment opportunities. As a leading player in the industry, this project has already seen multiple subnetworks starting to generate revenue, and overall, it is the most likely to achieve breakthroughs in the Web3 AI field.

3. Meme Tokens

The popularity of meme tokens has continued from last year to the present, even triggering a market competition between various launchpads and a leading platform. However, the leading platform still maintains its position and has begun to venture into the live streaming sector, heading towards the "Web3 version of Douyin". In the meme token space, short-term opportunities are abundant, but in the long run, only this platform will dominate.

4. Prediction Market

Prediction markets are gradually becoming a new mainstream. Data from a well-known prediction platform continues to grow, while another platform has recently shown even better performance. Dozens of new prediction market projects have emerged in the primary market. Some experts believe that the development of prediction markets may disrupt the traditional insurance industry, as it allows users to directly engage with and hedge transparent probabilities and risks, rather than relying on the opaque pricing of insurance companies.

However, this sector currently lacks investable secondary market targets, and investors can only wait for a leading prediction platform to issue tokens.

Conclusion

From another perspective, the main theme of this round may focus on projects that "truly have revenue, profits, and buyback tokens." Based on this criterion, the selection of tokens worth paying attention to in the market is very limited.

In the stablecoin/RWA sector, in addition to the aforementioned projects, there is an emerging project worth paying attention to. Although it is not yet confirmed whether tokens will be issued, it is backed by a well-known payment service provider that serves millions of merchants, as well as top venture capitalists directly involved in its development. This may indicate that the future of stablecoin public chains could form a dual track of To C and To B.