According to BlockBeats, on July 10, Pima, partner of Continue Capital, shared his insights on encryption on the X platform:
In the long run, MEV is the fundamental indicator for measuring the development prospects of a chain. FDV is not MEME, but TVL is a MEME, and economic security is also a MEME, which is not reliable (refer to LUNA/ATOM). The execution layer is the biggest value capture place, and the dex data of a chain can better reflect the prosperity of the ecosystem. However, if we put aside the data of stablecoin exchange pairs and L1 Token-U/ETH pairs, 60% of the trading volume of some Dex is of the above two types;
The target customers of L1 and L2 are Dev, not community users. Don’t develop strategies around the community, but around Dev. The market value concentration of 7 stocks in the US stock market is inevitable, and the market value and trading volume of the cryptocurrency circle will also be greatly concentrated. The number of users is not as important as revenue. The ultimate goal of acquiring users is to find a business model to monetize users and introduce traditional investment systems and valuation models into the cryptocurrency circle. Value is the foundation of prosperity.