2017's ICO and 2020's DeFi and NFT achievements established Ethereum;
2024's meme and the currently popular AI agents established Solana;
Whoever can seize the next round of ecological opportunities will be able to stand tall. AI agents are the major direction of the future; although the main battlefield is currently Solana, Ethereum's L2 Base can barely hold its ground.
Most of Ethereum's L2s can compete with Solana in performance, but they operate independently and are too fragmented for Ethereum.
Another major ecological opportunity in the future lies in RWA; due to the high compliance and security requirements of RWA, Ethereum has an advantage with its higher underlying security.
AI agents and RWA are the most important forms for cryptocurrency to achieve large-scale implementation. If Ethereum misses this opportunity again, it will head towards confusion.
2024's meme and the currently popular AI agents established Solana;
Whoever can seize the next round of ecological opportunities will be able to stand tall. AI agents are the major direction of the future; although the main battlefield is currently Solana, Ethereum's L2 Base can barely hold its ground.
Most of Ethereum's L2s can compete with Solana in performance, but they operate independently and are too fragmented for Ethereum.
Another major ecological opportunity in the future lies in RWA; due to the high compliance and security requirements of RWA, Ethereum has an advantage with its higher underlying security.
AI agents and RWA are the most important forms for cryptocurrency to achieve large-scale implementation. If Ethereum misses this opportunity again, it will head towards confusion.