The Investment Guide of DeFi Degen: Mastering the Bull Market Script (Nine Ecosystems and 50 Targets)
DeFi Research’s Ignas Publishes In-Depth Analysis
How DeFi Degen Analyzes and Positions in a Bull Market, with an Introduction to the Nine Ecologies and Targets Mentioned by Ignas.
Table of Contents:
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Investment Secrets for DeFi Degens
Tips for Exploring Emerging Ecosystems
Maximizing Airdrop Strategies
Nine Ecologies DeFi Degens are Bullish On
Starknet: Technological Innovation and Wealth Creation
Solana: Seizing Ecosystem Opportunities
Injective: Small but Great Opportunities
Stacks: Anticipated Upgrades Bring New Opportunities
Celestia and SEI: Enormous Future Potential
Ethereum L2 and Restaking Strategies
And… Bitcoin BTCFi
To maintain competitiveness, investors can focus on ecosystems that offer technological innovation, currency creation opportunities, and compelling narratives. Solana is an exemplar of such an ecosystem, constantly providing new opportunities, but there are other ecosystems worth paying attention to.
Using a simple cross-chain strategy: Connect ecosystems through multiple cross-chain bridges.
Exchange and provide liquidity on DEX: Exchange (swap) and provide liquidity on top decentralized exchanges (DEXs) without participating in their tokens.
Borrow and lend based on demand: Borrow or lend certain tokens as needed.
Invest in NFTs: Purchase popular PFP NFTs, especially those favored by the community for Twitter avatars, and receive airdrops from using the NFT market.
Ignas believes that most protocols now offer tokens to make it easier to identify which protocols will distribute rewards.
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It is important to assess one’s risk tolerance and participate early. After receiving airdrops, it is common to sell a portion and switch to the main token of the ecosystem, while using the rest for providing liquidity, staking, and farming to receive more airdrops.
Ignas emphasizes that the challenge in selecting ecosystems is not to overly diversify one’s funds and attention. While some ecosystems have already flourished, there is still room for investors to participate. Additionally, there are upcoming ecosystems that allow investors time to prepare.
Technological Innovation:
Starknet
Stands out with its ZK-Rollup technology and STARKs verification system, providing a trustless decentralized solution with quantum resistance. Its Cairo programming language further enhances its uniqueness and scalability.
Wealth Creation: Starknet’s STRK airdrop and 50M STRK ecosystem rewards will bring funds into DeFi protocols, incentivizing ecosystem growth. At the same time, compelling narratives such as “quantum resistance” and “SNARKs vs STARKs” are expected to further increase its market evaluation.
The Solana ecosystem is already in a flourishing stage, but it is not too late for investors to participate in the airdrop frenzy. From Wormhole to Grass, each protocol offers different ways to participate, whether through lending, trading, or unique applications like Parcl’s real estate marketplace, providing opportunities to receive airdrops.
The $INJ price of Injective has already soared 2880% this year, presenting an excellent opportunity. Although TVL is relatively small, upcoming airdrops offer an investment opportunity not to be missed for INJ holders and testnet users.
With the upcoming Nakamoto upgrade, Stacks is expected to bring 5-second transactions and more trust-minimized sBTC functionality, providing an excellent opportunity for investors to position themselves. Various DEXes and financial applications, from Alex Lab to Zest, offer a wealth of investment options.
Celestia and SEI represent the future direction of blockchain technology. Celestia’s low-barrier participation and SEI’s technological innovation offer opportunities that should not be overlooked by investors. Particularly, SEI’s anticipated v2 version will bring more optimistic parallelization and storage optimization.
For Ethereum’s L2 and Restaking strategies, Manta and Blast offer unique airdrop opportunities. Additionally, platforms like Kelp DAO and Swell provide different reward strategies for Eigenlayer credits.
(Read the complete steps and targets)
Ignas adds that BTCFi is another ecosystem he is bullish on, but one that he pays less attention to outside the nine major ecosystems. He personally bets on BRC20 tokens such as ORDI, MUBI, and Bitmaps. He said, “I still feel that I lack an advantage in the rapidly developing BRC20 market, which is mainly dominated by Chinese and Asian players and some insiders.”
Celestia
Injective
Restaking
Sei
Solana
Stacks
StarkNet
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