EvanWeb3
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In web3, many metrics don't translate directly to valuation. That's why people are often surprised by disconnects - e.g. high payment volume, low TVL, low FDV
In the traditional web2 model, being an intermediary can be very profitable. In addition to the take from facilitating asset swap, they are paid for providing convenience/safety or by monetizing customer data/relationship
In web3, chains are paid minimum gas fees. Their valuations are derived from the value of the assets at work. Being an exceptional medium of transfer/exchange gets customers through the door. But it's the secondary offerings that keep the customers, and their assets, active on chain
In the traditional web2 model, being an intermediary can be very profitable. In addition to the take from facilitating asset swap, they are paid for providing convenience/safety or by monetizing customer data/relationship
In web3, chains are paid minimum gas fees. Their valuations are derived from the value of the assets at work. Being an exceptional medium of transfer/exchange gets customers through the door. But it's the secondary offerings that keep the customers, and their assets, active on chain
Evolving fast, responding fast - all part of Suiโs DNA. Devs love it, users like it. This is how the platform delivers impact. Not going to change.
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