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43 Pre-TGE projects reveal eight major development trends in Crypto, with AI becoming the hottest track.
Analysis of the Evolution Trends of Crypto Projects
In order to study the development direction of current Crypto projects, we selected 43 active projects that have not yet conducted a token generation event (TGE) as research samples. By analyzing these projects, we discovered some interesting data and the main development trends in current Crypto projects. Here are the 8 major trends we summarized:
1. AI Becomes the Hottest Track
In the sample, AI-related projects account for as much as 25.5%, with a total of 11 projects. These projects are mainly divided into three categories: AI-specific Layer 1 blockchains, decentralized AI (DeFi Agent), and AI infrastructure. Among them, AI-specific Layer 1 blockchain projects received the most funding.
2. Layer 1 Blockchains Show Trends of High Performance and Verticalization
Layer 1 blockchain projects account for 23.2%, second only to AI projects. These projects are mainly divided into three categories: high-performance Layer 1, AI-customized Layer 1, and dedicated data Layer 1.
3. The full-chain application becomes a new trend
The proportion of full-chain infrastructure and application projects has reached 18.6%. These projects include multi-chain deployment dApp Web3 operating systems, customized Rollup platforms, and one-stop multi-chain financial platforms.
4. Vertical Layer 2s Are Emerging
General Layer 2 projects have almost disappeared, replaced by vertical Layer 2 projects focused on specific areas, such as Layer 2s that support EVM and SVM, and Layer 2s that focus on the DeFi ecosystem.
V. The number of Bitcoin ecological projects has decreased
The number of Bitcoin-related projects has significantly decreased, with only 4 projects remaining, including Bitcoin ZK-Rollup and DeFi protocols that bring BTC into multiple chains.
6. ZK technology is still in the infrastructure and technical service stage
ZK-related projects mainly focus on the infrastructure and technical services fields, such as general ZK protocols, ZK proof infrastructure, etc.
7. Marginalization of Traditional Track Projects
The number of once-popular projects in sectors such as GameFi, SocialFi, DID, and Depin has significantly decreased, showing a trend of marginalization.
8. Financing hotspots focus on Layer 1, AI, and full-chain projects
Layer 1, AI, and full-chain projects have become hotspots for financing, representing the main development direction of current Crypto projects. Among them, high-performance Layer 1 projects have received the highest amount of funding.
Summary
By analyzing these 43 Pre-TGE projects, we can see that Layer 1 and Layer 2 are developing towards a vertical direction, with a large amount of financing concentrated in the vertical Layer 1 and Layer 2 fields. AI blockchain has become the hottest track, and the full chain is the mainstream trend of chains and applications. At the same time, many traditional tracks are gradually declining, and a new round of the Crypto cycle is forming. These trends reflect the main development direction of current Crypto projects and the evolution trends of the industry.