Lagrange: Infrastructure for Cross-Chain Computing
Lagrange transforms complex proofs and computations into callable services, allowing developers to use them directly. This 'co-processor' design gives it the potential to become the foundational support for a multi-chain future.
Investment Logic:
Application Demand: Cross-chain read/write and off-chain computation verification; these demands will grow with the increasing complexity of applications.
Economic Model: Value capture is based on the number of tasks × unit price × scale of the node network.
Moat: Technical optimization and the degree of decentralization of nodes will determine its long-term position.
Potential Risks:
Can competitors offer cheaper solutions?
Is the security and incentive mechanism of the node market robust enough?
But the trend is clear: if the cross-chain world requires trusted computing, Lagrange's position is irreplaceable. Its value is more like the 'backend' of AWS, which, while not dazzling, forms the foundation of the entire ecosystem.
