Dalam jangka panjang, ancaman terbesar bagi Btc bukanlah ETH
Ini adalah CryptoPunks
Keduanya adalah NFT pelopor yang nilainya sebagian besar berasal dari nilai mimetik menjadi yang pertama
Keunggulan Btc - Blockchain pertama - Memecoin pertama - Premine Satoshi kemungkinan sudah hilang selamanya
Keunggulan CryptoPunks - Kelangkaan yang lebih baik (10k vs 21j) - Batas pasokan yang dijamin dibandingkan dengan harapan dan doa batas pasokan Btc - Dapat digunakan sebagai foto profil, sehingga menjadi barang Veblen
Berapa lama sampai kapitalisasi pasar CryptoPunks melebihi Btc?
This is a screenshot from a tweet from a rollup founder.
Rollups need to stop thinking that their tech differentiates them.
None of your tech is 10x your competitors, sorry. None of you. Not even close. We're talking percentage differences, not magnitudes. None of you are even trustless yet.
Ethereum doesn't have a BD team. Which means that we have 42 BD rollup teams that go talk to institutions and governments, and none close the sale because they all muddle each other's messages. The whole process sours some institutions on Ethereum even when ETH is obviously the best choice for them.
Startups and tech generally have traditionally underrated marketing. "The product should sell itself."
Ethereum is even worse about this. Vitalik is culpable for overrating tech and tinkering with the protocol rather than doing the hard work of figuring out distribution.
Ethereum needs to focus on winning. Real apps for real users.