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Dragonfly Investor: Capacity expansion remains a topic of continuous concern in the industry, and functional differentiation is another important direction

2025-02-26 08:09

Odaily News Dragonfly investor GM shared some thoughts on the development of blockchain at the Denver event. He said:
- The performance requirements of block space are flexible, and capacity expansion is still a topic of continuous concern in the industry. The launch of EVM in the future is exciting;
- Another important direction is the functionally differentiated block space, such as native interoperability, more complex operations (such as ML precompilation), and the exploration of function-specific chains;
-Geographically-driven front-ends are emerging. Currently, the popular Memecoin trading tools in Asia and the United States are significantly different, and the potential of localized front-ends is underestimated;
-Re-examine the careful design behind Bitcoin, especially the dynamics of miner competition, which is largely missing in modern PoS networks.
At the application level, GM said that a new wave of applications based on mind share and social indicators is emerging, such as Kaito, which has unlocked a new battlefield. In addition, the possibility of venture capital financing and reintroducing the crowdfunding model was also mentioned.