What crypto narratives will lead the next bull market?

Here is a breakdown of the main narratives in crypto and how well I think they will perform out of 10 when the 2024/2025 bull run comes around (assuming it does come around).

AI (FET, AGIX etc.). Seems like a bit of a bubble. Had a huge pump when ChatGPT came on the scene. Can it run again? I think it can just on hype alone. 9/10

Metaverse (SAND, MANA etc.). Had its time last bull market. Will many of us actually hang around on the Metaverse and live our lives like this? I am not too sure. 5/10

Gaming (ILV, GALA etc.). Is crypto suitable for gaming? I think the next bull run will make or break crypto gaming as a narrative. Last bull had AXIE Infinity pump and that was a pretty poor game. If a few good games are released, the whole sector could go mental. 8/10

L1s (ETH, SOL, etc.). This will always be around. 9/10

L2s (MATIC, ARB etc.) Many new kids on the block here. Lots of competition as well between them. Optimistic networks v. Zero Knowledge. Hard to see which project will come in on front especially with ZKSync, Scroll and Starknet coming out still, but either way, this will be arguably the main one right now. 10/10.

Interoperability (ATOM, DOT etc.). Like gaming, make or break this next bull. 8/10

DEFI (AAVE, GMX etc.). Had its time during the last bull run. Not sure it will be a strong narrative this time around. 6/10

Storage (FIL ARWEAVE etc.). Not sexy, but still needed in the space. 6/10

Supply chain (VET, MNW etc.). Can't see it taking off like the last bull. 6/10

Real World Assets (RIO, LEOX etc.). Could be a strong narrative seeing it is the new kid on the block. Tokenisation of real world assets will transform many industries. 9/10

Payment (LTC, NANO etc.). Old, been done before. All coins do this. 3/10

NFTs. Was big the last bull run. But cannot see them rising up again. Then again Cryptokitties were two cycles ago. Hard to say. 5/10.

Any other narratives and ideas how they will go? Agree or disagree with my breakdown?

EDIT: Just seeing replies now. Trying to counteract the downvoting bastards that do it for no reason.