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Rocky_Bitcoin
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Focus on SOL and its ecology in 2024!
Why we should bet on#SOLand its ecosystem#AIand #DePIN
As investors, we are very concerned about the overall potential market of a track’s TAM (Total Addressable Market).
From the perspective of traditional public chain innovation, there are four directions that are the prelude to this round of application explosion: AI, Depin, RWA, and Gamefi. I have always advocated that this cycle will be an era of thin protocols and fat applications, and top applications like WeChat, Alipay, and Facebook will be born. However, there are still many public chains building their own protocols or modular solutions, which are actually lagging behind. Many times our investment research team holds brainstorming meetings and often discusses whether we need so many L2s, so many modular layers, and so much staking logic?
As investors, we are very concerned about the overall potential market of a track’s TAM (Total Addressable Market).
From the perspective of traditional public chain innovation, there are four directions that are the prelude to this round of application explosion: AI, Depin, RWA, and Gamefi. I have always advocated that this cycle will be an era of thin protocols and fat applications, and top applications like WeChat, Alipay, and Facebook will be born. However, there are still many public chains building their own protocols or modular solutions, which are actually lagging behind. Many times our investment research team holds brainstorming meetings and often discusses whether we need so many L2s, so many modular layers, and so much staking logic?
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