In today’s briefing:
- A Comprehensive Analysis of Zetachain (Executive Summary)
- Year Ahead for DeFi 2024 (Executive Summary)
- ‘Clippy’ Having the Last Laugh? Microsoft’s Design Change to Drive AI PC Adoption; Dell Trade Update
A Comprehensive Analysis of Zetachain (Executive Summary)
- Zetachain is building a bridge into a smart contract platform in a bid to create a platform for omnichain smart contracts.
- Omnichain smart contracts enable applications to live on multiple chains but still be connected and share liquidity.
- There is opportunity for Zetachain to seize across DeFi, NFTs, and Ordinals. Whether this will happen comes down to strategy execution and ecosystem building.
Year Ahead for DeFi 2024 (Executive Summary)
- EigenLayer emerges as a protocol reshaping the staking paradigm. Going beyond Ethereum’s security, EigenLayer greatly extends the utility of staked ETH.
- UniswapX and other intent based apps will break DEXs out of their growth plateau.
- Scalability advancements through rollapps and UX improvements from next-gen wallets will make DeFi more viable for end users.
‘Clippy’ Having the Last Laugh? Microsoft’s Design Change to Drive AI PC Adoption; Dell Trade Update
- On January 4th, Microsoft announced a design change for PCs whereby a new physical key will be added to PC keyboards; the Microsoft Copilot key.
- Microsoft Copilot will become a must-have for companies in our view. Initial Copilot capabilities can dramatically improve worker productivity and this should help drive AI PC upgrades for the industry.
- CES 2024 Jan 9th – 12th will showcase AI PC models sporting Intel’s Core Ultra processors and Microsoft’s new Copilot key. We also update our Dell vs. Taiwan PCs trade.
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