After Bitcoin surpasses $100,000, which use case will be the first to take off?

Original Author: Haotian, Crypto Researcher

After Bitcoin broke the $100k mark and the market saw a Pump-driven recovery, let's take stock of the top 10 hot narratives that could erupt at any time:

- Modularity;

- Ordinals Inscription;

- Ethereum Layer2;

- Restaking;

- Bitcoin Layer2;

- Intent Centric;

- Chain Abstraction;

- AI +;

- zkVM;

- PayFi;

If we were to rank the above hot narratives, which one do you think would recover first?

1) Modular Expansion —> Ignited the DA, AltVM, Shared Sequencer, Decentralized Storage, and other business expansion visions —> Stuck in a capital quagmire with severe infrastructure homogenization, high FDV, and a generally bearish market sentiment;

2) Ordinals Inscription —> Became the "diversification" innovation hotspot for issuing assets on Bitcoin —> Stuck in a dilemma of abundant assets leading to a mess after FOMO with no "empowerment";

3) Ethereum Layer2 —> From the Plasma, Validium, to Rollup paradigm battle, to the Rollup Layer2 standard battle (OP/ZK), standardization debates (orthodoxy), TPS battles, Compatible standards (type0, 1, 2, 4), RaaS (one-click chain creation) —> Criticized for the inability of infrastructure> application to effectively transfuse Ethereum;

4) Restaking —> Sparked the on-chain TVL Farming craze, bringing the AVS output security consensus business model —> Stuck in the slow implementation of the AVS business closed-loop, with expectations of coin issuance after the ecosystem points battle;

5) Bitcoin Layer2 —> Continued the second half of the inscription action, introduced EVM-Compatible chains, homogenous binding RGB++, ZK General base, Native cross-chain bridges, MoveVM, BTCFi-related Stablecoins, lending, and other DeFi infrastructure layouts —> Stuck in overly diverse technical specifications, still relying on DeFi, with no emergence of BTC-specific use cases;

6) Intent-Centric —> Sparked the discussion on an AI-driven new transaction paradigm, introduced a decentralized Solver network, and stimulated the on-chain AMM liquidity provision trend —> Hindered by the early stage of AI Agent transaction execution, limited demand for the Solver network's slice, and the incomplete chain abstraction infra, unable to translate into an experiential level of "intent";

7) Chain Abstraction —> Drove the trend of user experience-oriented infrastructure, contract standards, unified accounts, etc., to prepare for onboarding more users —> Currently in the early stages of the market, criticized for being more of a concept than substance, requiring a breakthrough in phenomenal application;

8) AI Narrative (AI +) —> With the massive user and business scenario demands of web2, aligning with Crypto has led to various narrative spaces such as decentralized cloud computing power, distributed reasoning, DePIN, TEE, FHE, Blind Compute, AI Agent, etc. —> Large AI models are still immature in the web2 domain, and the demand overflow into web3 is still too small, requiring more time;

9) ZK General-Purpose (zkVM) —> Leveraging ZK technology's trustless messaging between homogeneous and heterogeneous chains, it can perfectly separate off-chain computation and on-chain verification scenarios, thereby becoming the next-generation unified infrastructure bridging chains, applications, and liquidity —> Stuck in being too "upstream" technologically, requiring long-term exploration and implementation of use cases;

10) PayFI (RWA-related) —> Attempting to bridge the gap between off-chain traditional business scenarios and on-chain foundational infrastructure, breaking through restrictions like compliance and mass adoption, introducing a robust interest-bearing demand for on-chain funds —> Hindered by the gradual assimilation of regulatory qualifications and business scenarios, fighting solo, making it difficult to achieve economies of scale in the short term;

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