Author: Rui Source: The starting narrative is SOL Layer2, and the general logic is to use Anza Lab's SVM standard to develop more extended functions to adapt to different users. There are currently three relatively representative projects:

The first project is Sonic, which focuses on the route of attracting users from outside the exchange to the exchange, directly leading to the Korean exchange. The highest FDV is close to 3B. The future perspective is that more outside users will be introduced and converted into buying orders, similar to the logic of Ton ecology.

The second project is Soon, which focuses on gameplay flow. It is a bit like Manta at the end of last year. They are Layer2 concepts from different angles and are created through activities such as NFT. Popularity and pricing for airdrops and pre-market tokens. There are two premises for this phenomenon. One is the deregulation and the rise of Echo, which makes people dare to do cross-border behaviors such as ICO. The other is that the market does not not buy VC coins, but does not buy VC coins projects that cannot get cheap TGE chips. . This derived thinking is that future projects may reduce the proportion of airdrops and adopt the method of direct fundraising + airdrops to KOL marketing tools such as Kaito. This trend of changes in the logic of TGE chips may make it increasingly difficult for airdrop players.

The third one is Solayer, which is a very interesting project. It has transformed from a revenue stream project to a technology stream project. Originally, this project was a pledge-type project for SOL revenue. , the focus is on generating revenue as a shovel for SOL, and Binance Lab invested. However, when profit-making projects were generally not expected, they chose to acquire Fuzzland and then transformed into orthodox technical projects. Fuzzland is a tool that uses fuzzy verification to predict whether transactions will cause security issues. Now it cooperates with Solayer to preprocess transactions using fuzzy verification, and then uses hardware + sharding to achieve ultra-high TPS. The card is a SOL technology-based ultra-fast chain. narrative. This is a combination of a project that is good at causing trouble and occupying core resources + a team that can develop in a down-to-earth manner. It may also be one of the trends in VC coins after this combination.

To sum up, the three traffic routes outside the circle / traffic within the circle + distribution method route / core resources + popular technology transformation routes have become the currentThree major trends in VC coins.