Are the 10 Web3 directions released by LianGuairadigm really the future of the industry?

Are LianGuairadigm's 10 Web3 directions the industry's future?

Author: Blockchain Knight

Last week, the well-known Web3 investment institution LianGuairadigm announced 10 Crypto areas that it has been exploring on its official website, which has attracted widespread attention in the industry. What is LianGuairadigm and why are their views so valued?

First, let’s take a brief look at LianGuairadigm. LianGuairadigm was co-founded by Matt Huang, a partner at Sequoia Capital, and Fred Ehrsam, a co-founder of Coinbase, in 2018. The initial funding came from donations from Harvard, Yale, Stanford, and a $400 million injection from Sequoia. Over the past few years, they have successfully invested in well-known projects such as Uniswap, MakerDAO, Compound, Optimsim, and Starkware.

Next, we will briefly comment on these 10 Web3 directions for the readers to enjoy.

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1. Intent-based protocols and infrastructure

After several years of development, Web3 seems to have met the basic needs of many businesses. However, we have to admit that in the face of large-scale applications, Web3’s programs are still fragile and the infrastructure needs to be improved. Especially in terms of operational aspects, they often keep people at a distance. Therefore, if we can meet user needs while reducing entry barriers, it may bring new vitality to the industry.

2. Hooks based on Uniswap v4 (especially those focusing on LP profitability, loss, and rebalancing)

Regarding the topic of “hooks,” there is a simple understanding: if Uniswap is Taobao in 2013, as a small brand, would you like to open a store on it?

3. Rollup-centric infrastructure for a multi-chain world

It is less than three months away from the Ethereum Cancun upgrade. The story of L2 should be the most important direction in the mainstream narrative this year. As long as the core logic and value points of Ethereum remain unchanged, Rollup is the source of the new story. After all, “Flying” and “Prince” are both Maotai brands.

4. Shared sequencers

As a supplementary direction for L2, Sequencers can review or reorder certain transactions technically before transmitting them from L2 to L1 to gain benefits. Therefore, a decentralized approach is needed, and shared sequencers may effectively solve this problem.

5. On-chain games (the kind we would love to play)

GameFi will not die. The author thinks it is similar to “CryptoKitties” in 2017. Of course, if it is only “Fi,” perhaps it is not worthy of commendation. Therefore, LianGuairadigm also emphasizes playability.

6. Crypto-native social applications

Web3 social, as a huge narrative, has already emerged high-profile protocols such as Lens. But this is just the beginning. With the improvement of infrastructure, including the development of decentralized storage and computing, the spring of Web3 social may not be too far away.

7. Prediction Markets (Creating markets with real liquidity)

Prediction markets have been a topic of discussion for a long time, and since 2018, they have been mentioned by some hardcore players. However, so far, we haven’t seen anything truly interesting emerge, except for an increase in the frequency of mentions of “decentralized options” this year.

8. Stablecoin Payments/FinTech (As stablecoins mature and banking becomes more complicated)

Stablecoins are a battleground that everyone wants to conquer, no need to say more. But perhaps this direction may not be suitable for small players?

9. On-chain Treasury (A natural step after stablecoins and before other real-world assets)

From my observation, Polkadot seems to be the one that has played with the “treasury” the most, but will it be an essential part of the next entrepreneurial narrative? I have my doubts.

10. ZKP Applications (Currently, there is an oversupply of ZKP capabilities: application development lags behind scientific and applied research)

The Holy Grail, the Holy Grail, who will obtain it?

Looking at these 10 directions, LianGuairadigm seems to encompass all the mainstream narratives. However, I believe that innovation may not necessarily come from a specific direction. Perhaps sparks can be seen more at the “connections” between various sectors, just like BRC20 suddenly became popular a few months ago, as if no one mentioned it last year?

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