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Original author: Adrian Original translation: Luffy, Foresight News The greatest returns on investment in every crypto cycle throughout history have been achieved by betting early on new underlying infrastructure primitives (PoW, smart contracts, PoS, high throughput, modularity, etc.). If we look at the top 25 tokens on Coingecko, we see that there are only two that are not native to L1 blockchains (excluding pegged assets): Uniswap and Shiba Inu. This phenomenon was first theorized in 2016 by Joel Monegro, who proposed the Fat Protocol Theory . Monegro believes that the biggest difference between Web3 and Web2 in terms of value accumulation is that the value accumulated by the cryptocurrency base layer is greater than the sum of the value captured by the applications built on it, and the value comes…Analisis #Pasar #上一篇
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