1、隨著大規(guī)模人工智能模型的出現，超級應用將會出現，比ChatGPT更出圈的體驗、更直接的體驗。

尋找體驗和場景救贖的哲學意義，必須逐步與算力的競爭進行較量。

必須清楚地認識到，本輪人工智能升級是機器語言智能能力的飛躍提升，是真正的圖靈智能。

然而，Powe AI 需要一個具有更好感官的身體。

這意味著無論歷史上多么優(yōu)秀的編程語言，它都必須有像 VSCode 這樣一流的 IDE。

無論操作系統(tǒng)能力的邏輯多么簡單優(yōu)雅，它仍然需要喬布斯在桌面和移動設備上提倡的更加扁平化的UI/UE。

你有沒有想過，新型電動汽車之所以引起我們大眾的關注，是因為它們首先以跑車、皮卡的身份走上街頭。

技術精英不僅僅是穿著格子襯衫的程序員。

2、在加密貨幣領域，Web3錢包的價值更加凸顯。

新一輪的Web3移動門戶競爭已經開始，Metamask很可能會失去主導地位。

這讓人想到互聯網時代，從門戶到搜索，最后像微信這樣的一站式應用占據主導地位。

人們想要最便捷的一站式入口。

誰提供的更好，誰就能占據市場主導地位。

這個錢包不是那個錢包，甚至我們對CEX和DEX流動性能力的分析也會逐漸讓位于Web3錢包體驗和能力的討論。

更令人擔憂的是，追趕Web3錢包的市場領導地位比CEX的現貨、合約和IEO交易戰(zhàn)要困難得多。

不要以為Web2信息門戶來理解Web3金融門戶。

因此，我不認為純粹的社交產品會成為第一門戶。

3、比特幣突破15萬美元。

更多上市公司持有BTC，更多金融機構支持BTC。

4、埃隆·馬斯克也將參加加密貨幣秀，使得狗狗幣的價格和關注度再次暴漲。

這個就不多說了，看過《馬斯克傳》的人都會明白，童年和青少年時期一直被邊緣化的鋼鐵俠，有著書中所闡述的對關注的熱愛和對溝通的超強理解” “引爆點”的力量也得到了杠桿作用。

無論如何，命運讓狗狗幣找到了馬斯克這樣的主人，狗狗也不用擔心自己的身價。

4、現有Web2游戲公司近1/3將進入Web3游戲，例如A或N

A super game IP enters GaneFi. Among them, there is the market influence inspired by the successful GameFi, the natural diversion, and the second gathering of a large number of outstanding local game production teams in China after they had to go overseas.

5. One of Ordi or Sats, the total circulating market value has entered the TOP20, exceeding 10 billion US dollars. Back then, many people switched to BTC after playing with Ethereum or even EOS. The new generation of investors who can earn BTC the fastest starts by holding Ordi or Sats. The inscription ignited the ecological fire of the Bitcoin network. This fire, like every time in history that disrupted governance, actually wanted better fairness.

6. The Bitcoin ecosystem continues to prosper, and various narratives continue, but the Lightning Network and the second layer have become the driving force. If you want to develop applications, Bitcoin's opcode (OP_Code)-based programmability has always been a bottleneck, but the programming bottleneck has never been a problem. The fundamental question is where we (the mob) are going. However, many people still do not understand that the greatest value consensus in the Web3 field comes from the idea of ??decentralization, rather than improving production or communication efficiency. On the road to decentralization, whoever betrays the revolution will be abandoned. In history, a boy who slays a dragon becomes an evil dragon, and the boy around him has a sense of mission and kills him instead. This is the spirit and value driven by more and more developers and communities pouring into BTC ecological construction.

7. Perhaps, the ecosystem of the zk system should suddenly emerge and regain the voice of the Ethereum second-layer network, which is dominated by Arbitrum/OP Stack. However, it may not necessarily be directly driven by the existing zk main network. The ecological construction of the second-layer network must have builders, investors and ambitious pioneers who are more active in operations. As for Solana, they never talk about correct values. They will not stop pulling the strings and the market will accept it. This is also another survivor bias of the anti-fragile route in the decentralized world. Solana is a strange thing. From a historical perspective, Regardless of its flowers and cow dung, it is almost impossible to imitate, and it is also something that the META Move public chains coming out of the greenhouse do not understand.

8. The narrative of the combination of AI and Web3 will not stop. AI concepts/robot trading are gradually integrated into scenarios beyond DeFi, GameFi, etc., and may even be ubiquitous. If you ignore the combination of AI and Web3, you will miss the opportunity. Web3’s technical team, from single protocol to heavy application, technology and product design Comprehensive capability requirements will put a small team of ordinary engineers out of reach.

9、史上最大NFT交易市場宣布出售，也可能破產。

過去，NFT市場必須將流動性與ERC20代幣結合起來。

下一步，銘文也將與NFT無縫對接。

過去，Web3項目使用ERC20代幣進行融資，Web3項目都是冷啟動的，從傳統(tǒng)ERC20代幣的ICO，到參與NFT launchpad，再到如今最流行的社區(qū)幣持有銘文地址。

如果你不明白，請看信號。

清晰的趨勢變化就像在噪音的干擾下觀看神奇的變化。

我真是個烏鴉嘴。

10、有可能我們2023年的很多分歧都會在2024年的大牛市中匯聚。畢竟，一旦賺錢了，人們就會互相喜歡。

2024年也是中國年，龍入海。

龍的傳人一定要拿回我們一半的市場份額。

融合是我2024年的愿望。

熱點：nft王峰 比特幣推特 推特NFT nft推特 推特元宇宙