@Wangcai said:
There has been a continuous discussion about the foundation and development direction of web3. One interesting point is the concept of Mass Adoption. Some investors assume that the current blockchain architecture, which involves redundant storage, is expensive. They believe that if efficiency is improved and costs are reduced, more people will use it. Based on this assumption, they aim to improve efficiency and reduce costs from both ends of the impossible triangle, gradually compromising on security, or, to put it nicely, making a tradeoff.
In my opinion, mass adoption of web3 is a very passive development model. It is not actively pursued by web3 itself. The entire web3 technology stack is not designed to attract users based on efficiency. The web3 technology stack serves as a real-time backup. We can consider BTC as a backup solution for value storage and ETH as a backup solution for value transactions. No one would stop using it just because of poor efficiency, as efficiency is not the main concern for most people. Therefore, when ETH is expanding, it clearly positions itself as the underlying layer for security and delegates the execution layer to more market participants. In other words, security is 1 and efficiency is 0. Security is the top priority. Good efficiency leads to exponential growth, but without security, there is no race. Thinking about and understanding security is a race-level consideration, not a linear extrapolation of existing structures. These two aspects are not contradictory, but they have a sequence.
From the perspective of P2P communication and social interaction, Musk has also started taking action. It is worth noting that encrypted point-to-point communication is not a new product, but due to geopolitical pressures and changes, it has become a frontier for explosive growth. The narrative of web3 sovereignty for individuals is a reaction to an extremely adverse external environment, indicating that most people do not trust centralized institutions. From the current perspective, the timing is not yet mature for mass adoption. Therefore, mass adoption must quietly wait for changes in the external environment instead of boasting about its own efficiency. The amount that efficiency can convert is only the interest users in the crypto peripheral, and it cannot attract a broader range of peripheral users.
Main Observations#
- Sun Ge's entry into the market
- Lady's influence
- KAVA's counter-trend 15% TVL growth
- Lady leverages 1M liquidity to drive 100M trading volume
Performance Data#
Market Heat#
TVL#
Kava is worth paying attention to
Observation Pools#
Worth Paying Attention to:#
There has been a continuous discussion about the foundation and development direction of web3. One interesting point is the concept of Mass Adoption. Some investors assume that the current blockchain architecture, which involves redundant storage, is expensive. They believe that if efficiency is improved and costs are reduced, more people will use it. Based on this assumption, they aim to improve efficiency and reduce costs from both ends of the impossible triangle, gradually compromising on security, or, to put it nicely, making a tradeoff.
In my opinion, mass adoption of web3 is a very passive development model. It is not actively pursued by web3 itself. The entire web3 technology stack is not designed to attract users based on efficiency. The web3 technology stack serves as a real-time backup. We can consider BTC as a backup solution for value storage and ETH as a backup solution for value transactions. No one would stop using it just because of poor efficiency, as efficiency is not the main concern for most people. Therefore, when ETH is expanding, it clearly positions itself as the underlying layer for security and delegates the execution layer to more market participants. In other words, security is 1 and efficiency is 0. Security is the top priority. Good efficiency leads to exponential growth, but without security, there is no race. Thinking about and understanding security is a race-level consideration, not a linear extrapolation of existing structures. These two aspects are not contradictory, but they have a sequence.
From the perspective of P2P communication and social interaction, Musk has also started taking action. It is worth noting that encrypted point-to-point communication is not a new product, but due to geopolitical pressures and changes, it has become a frontier for explosive growth. The narrative of web3 sovereignty for individuals is a reaction to an extremely adverse external environment, indicating that most people do not trust centralized institutions. From the current perspective, the timing is not yet mature for mass adoption. Therefore, mass adoption must quietly wait for changes in the external environment instead of boasting about its own efficiency. The amount that efficiency can convert is only the interest users in the crypto peripheral, and it cannot attract a broader range of peripheral users.
A certain D_MM posted by the community, highlighting LADY and XCXN.
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