Hot narratives in the crypto world! If Bitcoin breaks 100,000, which 10 tracks will explode first?

After BTC broke the $100,000 mark, the market recovered and the pump pushed it up. Here are the top 10 hot narratives that could explode at any time:

Modularity;

inscription, rune;

Ethereum Layer2;

Restaking;

BTC Layer2;

intent centric;

Chain abstract;

AI +;

zkVM;

PayFi;

If the above popular narratives are ranked, which one do you think will be the first to recover?

Modular expansion（模組化）——>Ignited the commercial expansion vision of DA, AltVM, shared Sequencer, Decentralization Storage, etc.——>Trapped in the severe homogenization of infrastructure, high FDV, and the general bearish capital quagmire of the market;

Became a "diversified" innovative point for BTC issuance assets

From the debate between Plasma, Validium, and Rollup paradigms, to the debate over Rollup layer2 standards (OP/ZK), specification disputes (orthodoxy), TPS disputes, Compatible standards (type0, 1, 2, 4), RaaS (one-click chain creation)

Restaking (re-stake) -> triggered a TVL Farming trend on the chain, bringing a business model of secure Consensus output AVS -> trapped in the slow landing of the AVS business closed loop, the launch of the coin overdrawn expectations after the ecological credit war;

Bitcoin Layer2 (BTC Layer2) —> undertakes the latter part of the inscription action, introducing EVM-Compatible chain, homomorphic binding RGB++, ZK General underlying layer, Native cross-chain bridge, MoveVM, BTCFi related Stablecoin, lending, and other Decentralized Finance infrastructure layout wave —> trapped in too many technical specifications, still relying on Decentralized Finance, no BTCSpecific application scenarios have emerged yet;

intent centric—>Triggered a discussion of the new transaction paradigm driven by AI, introducing the Decentralization Solver network, stimulating the on-chain AMM market-making trend—>Due to the early stage of AI Agent execution, the slice demand of the Solver network is limited, the chain abstract infra is not yet complete, and it cannot be transformed into an experiential level 'intent'.

Drives the trend of integration with user experience as the goal, such as infrastructure, contract standards, unified accounts, etc., to prepare for onboarding more users

It has a huge user and business scenario demand with web2, and it intersects with Crypto to generate Decentralization cloud Computing Power, distributed inference, DePIN, TEE, FHE, Blind Compute, AI Agent, and many other narrative spaces

ZK General-Purpose (zkVM)——>Leveraging the Trustless nature of ZK technology for message passing between same/heterogeneous chains, it can perfectly separate off-chain computation and on-chain verification scenarios, thereby becoming the next generation unified infrastructure connecting chains, applications, and Liquidity——>Stuck in technology being too 'upstream', requiring long-term exploration and implementation of application scenarios;

Trying to break the gap between off-chain traditional business scenarios and on-chain infrastructure, breaking through limitations such as Compliance and Mass Adoption, and introducing stable interest demand for on-chain funds

【Disclaimer】There are risks in the market, and investment needs to be cautious. This article does not constitute investment advice, and users should consider whether any opinions, viewpoints, or conclusions in this article are suitable for their specific situation. Invest at your own risk.

This article is authorized to be reproduced from: "Rhythm Blockbeats"

Original author: Haotian, encryption researcher

"Popular narratives in the crypto world! If BTC surpasses 100,000, which of these 10 tracks will explode first?" This article was first published in "encryption city".