New narratives tend to outperform.
• ERC-20 → BRC-20 $ORDI
• Monolithic → Modular $TIA
• AI → Machine Learning $TAO
• LSD → Restaking $EIGEN
And, L2➡️zk-Rollup $STRK
Next 10x plays likely found in Starknet.
Reasons to think so🧵
18
131
515
Replies
1/ ZK-Rollup
Currently, $ARB & $OP dominate the L2 landscape.
However, from 2024, ZK-rollups will start capturing more market share in the L2 space, as Vitalik Buterin said.
Starknet is the Front-running in the ZK Narrative and is set to launch in Q1.
1/
@Starknet
Backers: Polychain, Pantera, Paradigm, Sequoia, Coinbase Ventures
January: Starknet team published a page on GitHub for the airdrop
Additionally, there have been recent developments that suggest a $STRK launch is imminent 👇
1⃣ Airdrop test…
2
2
7
2
0
15
2/ Why $STRK?
I believe that among the numerous ZK-Rollup projects at the moment, Starknet has the most competitive edge.
The reason isn't merely that Starknet is a big project.
I'm focusing on Devs & Ecosystem.
1
0
24
3/ Developer count indicates a "Project's potential".
Additionally, a "Layer's success" depends on strong dApps.
Starknet recognized this early, investing in its developers & ecosystem.
As a result, bootstrapping looks progressing successfully.
1
0
5
4/ Devs
Starknet leads in monthly devs growth and has the strongest devs growth among the top 30 chains over the last one and two years.
This is noteworthy considering that Starknet uses its own programming language, Cairo, which makes it less accessible to devs.
1
0
7
5/ Seed Investment
Starknet has opted for a unique strategy in contrast to typical projects.
Instead of prioritizing token launches, they have chosen to initially invest in ecosystem projects through seed investments.
Upcoming Narrative 2024:
1 - StarkNet Ecosystem
2 - ?
3 - ?
$STRK is close.
Even if $STRK snapshot is done, don't miss Starknet ecosystem.
Like Arbitrum SZN, there will likely be ~10x gems in this ecosystem.
Starkware-Related Projects👇
1/ $STRK token launch is anticipated…
19
120
291
1
1
9
6/ Ecosystem Fund
Starknet's innovative approach doesn't end with Seed Investment.
Similar to $OP $ARB, Starknet has also introduced an ecosystem grant program.
- 10M STRK (EAG)
- 50M STRK (ECMP)
1
0
8
7/
This approach unveils the potential for additional incentive programs even post the launch of $STRK.
Given Starknet's substantial funding of $283M, there's every reason to adopt the marketing strategies of projects like $OP and $ARB.
1⃣ Best Case: $OP, $INJ, $METIS, $SUI, $SEI, $ARB
In the best cases, there is a commonality in the large scale of funds, and the following characteristics are observed:
1) Active Public discussion:
@Optimism
,
@arbitrum
2) Increase of sub-projects:
@SeiNetwork
,
@SuiNetwork
,…
3
2
22
1
0
6
8/ Conclusion
The upcoming $STRK launch is reminiscent of last March's "Arbitrum Season".
Several of Ecosystem projects are yet to launch their tokens - likely to coincide with the $STRK launch.
Some projects will probably be listed on CEXs.
** $LORDS $RBX has achieved 10x.
4
1
10
My Starknet Ecosystem Watchlist:
AMM
-
@EkuboProtocol
-
@JediSwap
-
@mySwapxyz
-
@FibrousFinance
DEX
-
@tanXfinance
-
@SithSwap
-
@avnu_fi
-
@StarkDefi
Perp DEX
-
@rabbitx_io
-
@zkxprotocol
-
@tradeparadex
Wallet
-
@argentHQ
-
@myBraavos
Lending
-
@zkLend
-
@nostrafinance
…
8
9
37
I hope you've found this thread helpful.
Follow me
@layerggofficial
for more.
Like/Repost the quote below if you can:
New narratives tend to outperform.
• ERC-20 → BRC-20 $ORDI
• Monolithic → Modular $TIA
• AI → Machine Learning $TAO
• LSD → Restaking $EIGEN
And, L2➡️zk-Rollup $STRK
Next 10x plays likely found in Starknet.
Reasons to think so🧵
18
131
515
0
1
13
@layerggofficial
@Starknet
Great, I see that Starknet as well as the Starkware team have shared a lot about gaming in the past weeks, this is quite interesting, right? 🤔
0
0
1
@layerggofficial
@Starknet
Defrogs and erc404 new narratives as well! Great updates as always 🐐
1
0
2
@layerggofficial
@Starknet
Do you think projects with currently a token (Like $RBX) will outperform whom still didn’t launched one?
@layerggofficial
0
0
1
