Summarize the investment logic of the top ten public chains in 1000 words

BTC investment logic

1 The strongest consensus in the currency circle, the wind vane and cornerstone of the industry
2 The only target pursued by traditional institutions and big funds
3 Value storage attributes are deeply rooted in the hearts of the people (as a substitute for gold)
4 After a round of bull and bear, 99% of the currencies can't beat Bitcoin

ETH investment logic

1 The strongest developer ecology
2 Decentralized finance takes shape on Ethereum
3 ETH2.0 almost

Tezos investment logic

1 Clear positioning, clear and unique marketing points (STO, chain upgrade, cooperation with traditional financial institutions)
2 The first generation of ether killer Yusanjia, because of the foundation's incident, it started to hit the street
3 Global Community. The foreign consensus is strong, and the Twitter hashtag has long been at the forefront
4 Coinbase and Polychain own son, Olaf breastfeeds himself, Fred buys it himself
5 Currently the most decentralized PoS chain
6 In the most difficult time, the founder paid for it himself to ensure that the main network will be launched on time, which is anti-fragile
7 The foundation holds 600 million US dollars, enough to develop for 10 years

Near investment logic

1 The most powerful competitor of ETH2.0
2 Focus on and optimize developer user experience
3 The Open Web concept proposed by Near Protocol can compete with the Web3.0 concept proposed by Polkadot
4 Was praised by Vitalik (Near makes me feel anxious), compared with other Ethereum killers, the Ethereum community is not too hostile to Near
5 Maintain a good relationship with mainstream public chains: Cosmos Polkadot Tezos Filecoin, such as the Ready Layer One conference led by Near
6 The team has strong active learning ability. The whiteboard course they have been doing before is also a program that invites many excellent developers to share and learn

Nervos investment logic

1 The team has been deeply involved in the ecology of Ethereum, and early investors in the domestic Ethereum favored Nervos 2 Layered thinking (Layer1 + Layer2 as a whole) 3 The token value capture model has been carefully designed (whether it can actually be captured needs to be verified by the market) 4 The reputation of the strongest domestic public chain (currently the only serious public chain project in China that can be tried internationally, which is not ideal at present)

Cosmos investment logic

1 The first one-click release chain, allowing the project party to quickly build a new chain. It is of great significance in the currency circle
2. Together with Polkadot, it is called "cross-chain duo". As one of the standards of cross-chain tracks, it is difficult to be replaced in the short and medium term
3 The underlying ecology is rich (IRISnet Kava Terra, etc.)
4 IBC cross-chain communication protocol (currently still under development, the vision is to realize the interconnection of ten thousand chains through IBC)

Polkadot investment logic

1 The most extreme heterogeneous sharding, another manifestation of ETH2.0 sharding
2 The most complex and refined technical architecture design in the history of cryptocurrency
3 Gavin Wood's personal leadership and strong development team
4 Shared security, the security of all chains is taken care of by the relay chain, which indirectly helps token value capture
5 The vision is grand, recreating a blockchain world, in which Polkadot is the center, and Bitcoin and Ethereum are only part of Polkadot

Chainlink investment logic

1 Strong foreign consensus, unique spoof culture 2 Excellent marketing, actively cooperate with traditional enterprises (Google, etc.)
2 The oracle machine is just needed by the project party (especially the public chain) 3 The leader of the oracle machine track, firmly occupying the minds of users, developers and project parties

BNB investment logic

1 Platform currency has a stable cash flow. Compared with altcoins with no profit model, investing in platform currency is more stable
2 Moat and Head Effect of Binance Exchange
3 The layout of the whole industry chain, Binance may become the next BAT

Solana Investment Logic

1 The public chain with the strongest performance in the current currency circle
2 Service providers that provide acceleration for DEX (a possibility)
3 Have the pursuit of building your own brand 4 The market operation is better in the new public chain, and the team is more down-to-earth

Coda investment logic

1 Compression chain, the lightest blockchain for data
2 Leading projects of SNARK technology
3 Coinbase gang currency, investment institutions and Coinbase are inextricably linked

Filecoin investment logic

1 The leading project in the decentralized storage track
2 Its top-level protocol IPFS benchmarks against the Internet HTTP protocol