What projects are favored by the prediction market?

- Is there any relationship between the ZK mentioned in "Ethereum's Scaling through ZK Becomes a Reality" and the already issued ZK?

Both use similar technologies, but there is no direct relationship. The project that issued tokens is the second-layer scaling solution zkSync on Ethereum. The technology discussed in the article is from another team, @brevis_zk.

In the crypto ecosystem, many teams are exploring the application and promotion of ZK technology, not just those based on ZK technology for second-layer scaling.

As for whether this will benefit ZK tokens, I think if we look at it from a long-term perspective, it’s still unclear. Ultimately, whether it will be beneficial depends on how the zkSync ecosystem develops.

Moreover, there are now more than just zkSync utilizing ZK technology to build second-layer scaling solutions. Even if ZK technology itself is promising, the future will depend on which specific ZK second-layer scaling can develop well.

So it’s still too early to make a judgment.

- How about the ETHS project for scaling? The public chain is almost complete.

From what I understand, ETHS is an inscription project on the Ethereum ecosystem from a few years ago. I’m not sure if the project the reader is referring to is this ETHS?

If it is, I haven’t followed it for a long time. From what I know, the development of this inscription project has been quite average. Since its inception, it has been at least over a year, and it seems there hasn’t been a particularly outstanding ecosystem on it.

- Which projects in the prediction market are promising?

Currently, I only see potential in Polymarket.

Although some capital has started pouring money into various clones, I think the innovations of those clones are quite mediocre. This situation gives me the impression that capital is too eager, and there are too few new tracks in the ecosystem, so when a slightly promising and potential track emerges, capital rushes in, leading to fierce competition and a lot of casualties.

- From the perspective of payments, is current crypto payment insufficient?

This is a comment following the article "Understanding the X402 Protocol."

I resonate with this question and the reader.

If we break down the potential payment scenarios in future society, I think there are probably three types:

Payments between humans;

Payments between humans and AI Agents;

Payments between AI Agents and AI Agents.

Among these three payment scenarios, I believe that in the future, payments between AI Agents and AI Agents are likely to be the main focus or even mainstream, while the other two types will not account for a high proportion.

In these three payment scenarios, if it’s purely payments between AI Agents and AI Agents, I think the current blockchain-based crypto payments are sufficient, and there’s no need to additionally use HTTP's X402.

Therefore, X402 is more about solving the payment issues using crypto assets between humans and AI Agents, as well as between humans.

- The big A has broken through 4000 points. Will crypto friends see a nice increase from November to December? I heard NFTs are rising again, and there’s a new 402 innovation, plus the interest rate cut cycle. I hope there will be good performance after November.

I have always believed that many people overestimate the impact of the interest rate cut cycle on crypto assets. I’m not saying it’s unimportant, but it doesn’t seem as significant as imagined. These are all external factors, and external factors can only provide temporary stimulation; whether it can lead to a bull market ultimately depends on internal momentum.

Not to mention crypto assets, even for U.S. stocks, if the earnings of those seven major companies do not keep up during the upcoming interest rate cut cycle, I am not optimistic about their future trends.

As for the current 402 innovation, I think it’s still too early to judge its direction; we need to continue observing to see if it can truly foster applications and create genuinely valuable services.

This also reminds me of many so-called "experts" in the industry predicting Bitcoin and Ethereum's performance at the end of this year. I am really curious about what basis they have to shout out such exaggerated prices?