CHAIN ECOSYSTEM PLAYBOOK: The 3-Wave Value Capture 🌊
Breaking down the real public chain growth mechanics:
PHASE 1: TOKEN MOMENTUM
• Key Action: Native token pump
• Goal: Create viral attention
• Wealth Effect: First wave
Current Example: MOVE/SUI
PHASE 2: INSIDER ECOSYSTEMS
• Key Action: 'Friends & Family' projects
• Catalyst: Missed token rally FOMO
• Wealth Effect: Second wave
Current Example: TON
PHASE 3: TRUE INNOVATION
• Key Action: External dev influx
• Catalyst: Proven profit potential
• Sustainability: Real value creation
Current Example: SOL
CRITICAL INSIGHT: Phase 1 token stability = ecosystem foundation. Whales must transition from token exits to ecosystem value capture.
Are you watching these mechanics? 👀