DForce founder discusses Solana meme craze and Ethereum's infrastructure advantages
Yang Mindao, founder of dForce, and 0x992, a senior figure in the field of memory blockchain, discussed the recently discussed topic of "SOL up and ETH down" in the community. Both of them believe that Solana's meme craze this year is similar to Ethereum's ICO craze in 2017, but their different views are that Yang believes that Ethereum's ICO is a large-scale infrastructure movement that gives the chain an advantage in infrastructure, while Solana's meme issuance lacks a moat.
- Author: Yang Mindao, Founder of dForce
I will refer to this conversation as the emotional journey from ETH maxis to SOL maxis.
@0x992eth is one of the earliest DeFi practitioners in China, having been working on DeFi projects before 2019 and continuously investing in first and second tier projects. It is definitely a amphibious and multilateral warrior in the Ethereum trench. I share some observations about his transition from ETH to SOL maxis.
For example, SOL now resembles the grandeur of the 2017 Ethereum ICO era. SOL also experienced a huge turning point of revival (the collapse of FTX was SOL's DAO event), and truly established a self circulating self investment system. It is the third company after Bitcoin and Ethereum to establish a strong OG self investment ecosystem. Just like how ETH Maxis risked his life and incurred losses by investing heavily in various Ethereum ICOs with ETH, SOL OG is now doing the same thing.
Along the way, there have been countless Ethereum assassins, including ETC, EOS, Tron, and Polkadot (now the most reliable one seems to be Sun Ge's Tron). The closest in terms of potential energy may be EOS (the crowded ICO scene and lively super node competition), which really feels like ETH is about to perish (p.s: Multicoin was also one of the major players in EOS at that time).
Comparing ICO and Meme, at that time, besides Ethereum, there was no shortage of ICO chains. Every mainstream chain was promoting ICO, and everyone was playing this flywheel. But the real bottleneck is Ethereum. Looking at the release of memes now, most of the popular memes are also released on SOL.
But my observation is different from @ 0x992eth's here:
I think the ICO of Ethereum is a large-scale infrastructure movement of Ethereum, and the core DeFi infrastructure we use now is basically from the ICO era.
Ethereum is not inferior to its competitors in core metrics during each critical cycle (such as L2's gas and TPS), and SOL does not have an absolute competitive advantage in this regard (the newly launched SUI and APTOS have performance and usage that are not inferior to SOL).
Now SOL's meme trading is a highly commercialized track that will soon spill over to other chains. It cannot provide infrastructure financing for SOL (even pump fees do not flow back to SOL).
Where is Meme's moat? Why can't memes from other chains surpass SOL. I think highly commercialized meme distribution has no moat.
@0x992eth believes that the core advantages of SOL's meme are ecology (I summarize that SOL is already the Pearl River Delta of memes) and culture (just like different styles of rap that others cannot copy).
The Pearl River Delta may also be surpassed by Vietnam and India, but when it comes to culture, this is indeed a concern for me. After all, Bitcoin and Ethereum both started with this.
I have never worried about Ethereum's performance being inferior to other new startups, but if one day it becomes uncool, not geeky, and not transcendent, that is what truly worries people.
But I'm not so pessimistic, I don't think SOL will flip ETH, after all, Ethereum is still quite cool now.
If one day the community doesn't discuss Mars, longevity, privacy protection, and extreme decentralization, then it will truly perish.
Related articles: "Ethereum OG: Five Reasons Why Solana Cannot Become a Blockchain Backbone", "Solana Community Counters Ethereum OG Comment: Fanatical Nonsense", "ABCDE Investment Research Partner: Discussing Ethereum's Current 'Difficulties' from a Primary Market Perspective"
(责任编辑:商业)
-
2016年12月,北半球制作了年终盘点《2016泪目足坛》,这支15分钟的视频表现远好于《天下足球》两个小时的专题回顾。...[详细]
-
本文作者是MarieBrayer,她是SerenaCapital风险投资公司的从业人员。...[详细]
-
一败涂地、倾家荡产就是你的淘宝 马先生,越来越多的电商平台已经出现,他们不需要运营,不需要推广,不需要客服,只要一个美工便够,而且没有推广费,没有过几天就发布新的规则。...[详细]
-
白兔湖(430738.OC)主营内燃机气缸套、活塞、曲轴及气门座圈等产品,于2014年4月30日挂牌,2016年2月3日做市。...[详细]
-
这样的转型思路看起来无懈可击,给在前期士气已经遭受重创的团队打了一阵强心剂,整个团队又像打了鸡血一般,重振旗鼓,各种开会,改产品结构,改宣传手册,改市场方向,改销售话术…&helli...[详细]
-
最后,如果想去融资的话,再去考虑谁才是合适的投资人。...[详细]
-
所以,干货式学习有时候真的会害死人,特别是那些人生阅历和经验少的年轻人。...[详细]
-
雷军在历史转折期间答错的题,可能比答对的这道更贵,毕竟目前小米估值腰斩的说法甚嚣尘上。...[详细]
-
每家服务商能存活至今,必然都会有自己稳定的客户群,他们只是没有能力去开发这套系统。...[详细]
-
” 同年5月12日,上交所发出了第二份问询函,对相关问题提出质疑。...[详细]