# Cookies Market Thoughts | 24 March 2024

**Published by:** [Cookies Research](https://paragraph.com/@cookies-research/)
**Published on:** 2024-03-24
**URL:** https://paragraph.com/@cookies-research/cookies-market-thoughts-24-march-2024

## Content

The market has been moving like Usain Bolt in a marathon - Narratives are perpetually changing, at an extremely fast rate. Jotting down some notes on the trends/conversations I’ve seen on Twitter and ideating on trade ideas/solutions it could potentially translate into eventually Trends / ConversationsData Been seeing more talk around cloud and data - case in point here with Georgios Comprehensive data ecosystem map can be found here - useful to identify some potential tokens - thinking of $POKT as a strong contender Co-processors might also benefit from this narrative, given its ‘data access’ Others would be DePIN x AI plays like $MOBILE / $HONEY / $DIMO etc.Solana L2 Discussion can be found here Very interesting to see that the community is almost exactly 50/50 split at the idea of Solana L2 Think the play here could be $NEON - since it is an EVM that capitalizes on Solana tx ordering mechanism to increase throughput - similar to the concept of L2s improving execution Areas that might be interesting to keep an eye out for should Solana L2s come to fruition would be composable solutions like shared sequencers (Rome Protocol), and perhaps bring some attention to ZK in Solana (Light Protocol)L3s Market seems to be looking towards L3s for more use cases - is it a natural progression to L2s / is it a narrative - maybe it’s both Projects to keep a look out for would be $XAI and Stack, the recent L3 built using OP Stack for maintenance of points systemsState Bloat Discussion thread here Hasu and Jon discussed this topic in-depth in Uncommon Core podcast - will need to revisit it to find opportunities within this spaceExecution Tickets Something is going on here but I have yet to figure out what is going on hereRWA $ONDO condo strong after BlackRock announces tokenizing of a fund with $BUIDL token. Clearpool has been performing very well We still have more to see from RWA chains like Plume and perhaps more from AvalancheUpcoming EventsElectra Upgrade MaxEB will likely affect DVTs and LSTs, perhaps LRTs as well. - will have to listen to Jungle by Christine Kim to figure out opportunities there It is a 6 - 9 months timeframe before the upgrade rolls around - an opportunity to see price action similar to $OP and $ARB before EIP-4844 rolled aroundArbitrum Gaming Fund $400 mil gaming fund approved - $XAI seems to be the low-hanging fruit High-hanging fruit might be… actually playing the game and farming? A list of Arbitrum games can be found hereLiquid Staking / Restaking on Solana Sanctum launched - I see it as an opportunity to serve as liquidity layer of Solana - which is huge considering the amount of airdrops coming to the ecosystem soon (e.g. Kamino, Tensor, Parcl etc.) $JITO might catch a bid after they announce StakeNet - which is likely a piece of infrastructure for restaking

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