2022 is expected to be the last year in which the pandemic will have a significant impact on the world. In the second half of the year, various countries and industries may gradually return to normal, of course, including the blockchain industry. I expect fed monetary policy clarity in the first quarter of 2022, particularly in early February. The U.S. CPI is expected to fall. That may signal to global markets that the outbreak is easing. Of course, past trading practice suggests that there is no causal relationship between the blockchain bull market and fed rate hikes.
In terms of supply and demand, it is expected that following El Salvador, other countries will adopt Bitcoin as legal currency in 2022, as more and more high net worth individuals, institutions and countries recognize the value of Bitcoin and demand for its stores of value increases.
2021 "Web3.0" products are already on the horizon. In 2022, more developers and users will begin to accept this concept, and storage computing, content distribution, social platform investment, etc. based on "Web3.0" will be all the rage in 2022. For example, in 2021 GameFi (decentralized finance as a game) and the public chain influenced the game industry, with some GameFi revenues surpassing those of traditional games. The traditional TRIPLE-a game maker has already launched in the second half of 2021, and will launch GameFi products with strong playability and high precision play to Fun in 2022.
In the blockchain world, bitcoin, Ethereum and other digital currencies are Beta returns (market average returns), which seek to capture the average returns of the market. Other public chains, Web3 concepts, DeFi, GameFi, NFT and so on belong to Alpha income. The asset investment strategy mainly depends on the active management ability of the manager.
Under the existing regulatory regime, NFT is one of the few tracks where China and the rest of the world have reached some consensus in the field of blockchain. Overseas NFT transactions in August exceeded the combined value of the first and second quarters of 2021, or $2.5 billion. Brands are also involved. Nike, Adidas, Budweiser Disney and other brands have set up NFT programs. In 2022, NFT will be launched in areas where NFT has not yet been launched in large scale, including the music industry and sports industry, which are in urgent need of revival. The NFT online community will also take on a new look, such as NFT artist Pak's NFT project "Merge" launched at the end of 2021, which attracted 28,983 collectors to spend $91,806,519, setting a new SALES record for NFT.
In China, similar digital art works with profound meanings, well-known creators and strong originality (legitimacy) have not yet appeared, but the author believes that they will take a different path.
For example, Through high starting point involvement in the field of immersive interactive entertainment, investment in NFT related companies, promoting shenzhen Shekou "Big silo" project and other ways, Araya Design is committed to creating cutting-edge digital art punching holy land and meta-cosmic experience space. L&a design put forward the concept of "digital landscape", with the aid of computer technology, the integrated use of multimedia technology, Internet technology, artificial intelligence technology, virtual reality technology and sensor technology should be more digital technology, the landscape information acquisition, monitoring, analysis, simulation, create, online is different from the traditional paper, pictures or real object to express the landscape.
Again as some digital collection platform, will cast on the digital collection of IP rights granted to buy collectors of digital collection, let them printed on their products, or to do IP operations (e.g., joint with some brands sell products), finally let whole series is a collection of IP value for promotion, to form a good interaction of IP and operators.
From the above cases, it can be seen that the application of blockchain in China must be a combination of virtual and real, and only with actual application scenarios can it be suitable for long-term promotion.