According to Odaily Planet Daily, Pima, partner of Continue Capital, put forward his views on the development prospects of the chain: 1. In the long run, MEV is the fundamental indicator for measuring the development prospects of a chain; 2. TVL is a Meme coin. You raise the price of L1 Token by 5x-10x to align with ETH, and then measure the capital turnover rate; 3. FDV is not a Meme coin; 4. Economic security is a Meme coin and is unreliable (refer to LUNA/ATOM); 5. The execution layer is the biggest value capture; 6. The dex data of a chain can better reflect the degree of ecological prosperity, and it is necessary to remove stablecoin exchange trading pairs and L1 According to the data of Token-U/ETH trading pairs, 60% of the trading volume of some Dex is of the above two types; 7. The target customer group of L1/L2 is Dev, not community users. Don’t develop strategies around the community, but around Dev; 8. The seven sisters of the US stock market are inevitable, and the market value and trading volume of the currency circle will also be greatly concentrated; 9. Don’t just tell me how many users you have, tell me how much your revenue is. The ultimate goal of acquiring users is to find a business model to monetize users; 10. We are committed to introducing the traditional investment system/valuation model into the currency circle. Value is the foundation of prosperity.
