WLFI MVP Battle: Trump Family Accepts $5 Billion, Chain Whales Enjoy “Rice Reaping Moment”Recommended Articles | Bee Network
Login熱門新聞AI 代理商Meme LaunchpadDeSci熱門鏈瀏覽器新人必讀衝百倍幣蜜蜂遊戲必備網站必備APP必關大神DePIN新人必備教我避坑基本工具深度網站交易所NFT 工具Web3宇宙遊戲DApp蜂巢增長平台生態Coins儲值登入Web3大學遊戲DApp蜂巢生態家分析分析懷亞特@web3加密貨幣stated in a statement that監控moonmanifest根據市場東WLFI MVP Battle: Trump Family Accepts $5 Billion, Chain Whales Enjoy “Rice Reaping Moment”Recommended ArticlesRelated: IOSG Ventures: Insights and thoughts on the consumer application track
Original author: MaxWong@IOSG TL;DR Infrastructure is saturated; consumer applications are the next frontier. After years of pouring money into new L1s, roll-ups, and development tools, the marginal gains in technology are minimal, and users are not automatically flocking in just because the technology is “good enough.” Value is now created by attention, not architecture. Liquidity is stagnant and retail investors are absent. The total market value of stablecoins is only about 25% higher than the historical high in 2021. The recent increase mainly comes from institutions purchasing BTC/ETH for their balance sheets, rather than speculative capital circulating within the ecosystem. Core conclusion Friendly regulatory policies will unlock the “second wave” of development. Clearer US policies (Trump administration, stablecoin bill) will expand TAM and attract Web2 users who only care about…#分析# 加密# 脫機#以太坊#交換#市場#代幣# 網路3上一篇
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- By Golem ( @web3_golem ) Yesterday, the market