Why don't they take over each other?
It is very important to know the reason. At the current stage of crypto, the vision and technology of the public chain are not the most important, but are determined by the market. Technology will become obsolete, but population will not. Everyone is trapped in the entire currency circle ups and downs cycle affected by the "halving" cycle, and is forced to be short-sighted. Institutions and investors have requirements for the time of return. It is not conducive to the faster and wider growth of the number of currency users.
Different public chain users are like the population of a country
The speed of the public chain is like the speed of resource transportation, and the public chain ecology is like the national resource reserves
Public chain publicity is like the national media, and the difference of public chains is like the national industrial structure
Public chain stability is like the military power brought by the country's scientific and technological level
Public chain operation and development reference is like the national historical and cultural orientation, the contract restrictions of the founding team, the nature of the route tending to public welfare, and the openness of the contract, just like attracting foreign investment and then bringing in users
The problems of the public chain are like the problems and stability that may arise in the country.
Technical reserves and underlying contracts are the country's scientific and technological level and R&D capabilities.
The daily activity of the public chain is related to the ecology, production, user interests, and company interests.
The war between public chains is a war of project operation.
Therefore, the development of public chains will also be restricted by the direction of market capital flow and sentiment, and some public chains with underlying rigid demand capabilities will become the key in this cycle and through future cycles. The target user portrait and clear positioning of public chains can better obtain population. However, the biggest difference between public chains and countries is that user mobility is very strong, and there will be different living cost gaps, income gaps, and cognitive threshold gaps between countries. Wallets are our means of transportation. Therefore, if the impossible triangle is possible, it will be more in a relatively closed environment. And the population is very important. Closure can stably stick to users. There needs to be a balance between decentralization and closure. The market does not need too many new public chains, but needs to stabilize public chains with different positioning, responsible for different underlying demand industries, and form a healthy structure of the entire digital activity flow closed loop. The public chains that have seized some major underlying rigid demand services and products may become large chains with relatively large user clusters and daily active users, just like a powerful country, but also allow small chains with different characteristics and different resource services to exist.
From this, we can infer that our observation and investment ambush targets are public chains that have mastered some core technologies and service resources that are still active in the downturn cycle, rather than just "new". The ability to cross different cycles is the key to survival. Only by surviving can there be growth.