Post-80s: opportunities in Bitcoin
Post-90s: opportunities in Ethereum
Post-00s: opportunities in on-chain top applications and foundational protocols
It’s not an exaggeration that, 10 years from now, we’ll see top application foundational protocols with a market cap of 200 billion USD.
Maybe in six years, we’ll be able to see application protocols with a size comparable to today’s Ethereum. Of course, the fastest timeline could be around three years.
For the Post-00s generation, what’s truly worth关注 may not be the next L1, but rather the top on-chain applications and foundational protocols.
If over the next decade blockchain gradually becomes global financial and internet infrastructure, then the valuation of today’s leading application protocols may still be at a very early stage.
Ten years from now, looking back, it wouldn’t be surprising to see one—or even multiple—top application foundational protocols with a market cap of 200 billion USD.
And it may not even require waiting ten years.
According to how fast the crypto market has evolved in the past, in about the next three years, the first batch of truly large-scale application protocols may emerge.
In three years, seeing an application protocol with a size close to today’s Ethereum market cap may not be unimaginable either.
In the industry, many veteran players who rose through L1s will still appear—just like the Bitcoin miners and institutions that once shorted Ethereum—placing a deep, painful bet in favor of application protocols.
$BTC $ETH #btc #eth
Post-90s: opportunities in Ethereum
Post-00s: opportunities in on-chain top applications and foundational protocols
It’s not an exaggeration that, 10 years from now, we’ll see top application foundational protocols with a market cap of 200 billion USD.
Maybe in six years, we’ll be able to see application protocols with a size comparable to today’s Ethereum. Of course, the fastest timeline could be around three years.
For the Post-00s generation, what’s truly worth关注 may not be the next L1, but rather the top on-chain applications and foundational protocols.
If over the next decade blockchain gradually becomes global financial and internet infrastructure, then the valuation of today’s leading application protocols may still be at a very early stage.
Ten years from now, looking back, it wouldn’t be surprising to see one—or even multiple—top application foundational protocols with a market cap of 200 billion USD.
And it may not even require waiting ten years.
According to how fast the crypto market has evolved in the past, in about the next three years, the first batch of truly large-scale application protocols may emerge.
In three years, seeing an application protocol with a size close to today’s Ethereum market cap may not be unimaginable either.
In the industry, many veteran players who rose through L1s will still appear—just like the Bitcoin miners and institutions that once shorted Ethereum—placing a deep, painful bet in favor of application protocols.
$BTC $ETH #btc #eth