Eric SJ

For an exchange, its product form is essentially a trading tool. At the peak of the domestic Internet era, someone once said: "A good product should be used and then gone."
However, when a platform has gone through the initial growth period of high expansion, especially when the industry is currently in the stage of transitioning from high growth to stock, good products should not be used and then gone.
So what strategic value does the Binance Square product have for Binance?
🗝️Article title
1. Discuss the rationality of Binance Square
2. Why is this a product moat that is difficult to replicate?

A blogger shared some related information about the new coin, as shown in the image below. There is too much homogenized information in the market, and based on these views, I would like to add some other points:

1. $GUN is a token, with the game hosted on its own chain.
GUNZ is the name of the chain, and this type of application chain is essentially another form of centralization.
I looked at the white paper, and the team did not try to cover up anything, simply defining themselves as: a private permissioned chain.
Smart contract deployment on the chain needs to be under a permissioned whitelist model, and node addition is the same.
Additionally, in terms of punishment mechanisms, GUNZ differs from more traditional POS designs by not adopting a confiscation design, thus avoiding losses of rights caused by hardware issues of the software.

During the gold rush, the most profitable are often not the miners, but the upstream merchants selling various services.
The number of infrastructure projects has shown an exponential growth trend in recent years, and many upstream solutions have begun to emerge in the market.
From the very beginning of one-click chain creation to the one-click issuance of Pump fun, these actually belong to the upstream ecological niche.
This article reviews these tracks and related protocols that are upstream.
Let's summarize first:
1) One-click chain creation (L1)——Cosmos/Polkadot.
2) One-click chain creation/RaaS (L2)——Optimism.
3) Cross-chain bridge deployment——deBridge.
4) Deployment of wallet and chain abstraction solutions——Particle.

A few days ago, while writing a post about $STONKS, I noticed during my data research that the market size for the [security tokens] sector has surged.
Earlier this month, the market size for this sector was only less than 20 million, but by the end of the month, the total value had surpassed 500 million, growing dozens of times in just a few days.
What's going on? I dug into various sources and basically figured it out.

1. The growth of the sector mainly comes from the Algorand chain, developed by a wallet developer @exodus, which issued through the Securitize @Securitize platform.

I participated in my first IDO on BN wallet after $PARTI was launched. The return rate for a single transaction was about 10%, so the annualized return on that single transaction was over 120%.
 
What else do you need a bicycle for?
 
I realized one thing, $BNB  In terms of the capital efficiency of a single coin, at least I glanced at the top 50 CMC market capitalizations, no coin can be higher than BNB
 
Behind this benefit is the Buff flywheel brought by the trinity growth line.
 
(1) BNB Chain currently plays the role of a power forward, playing a back-to-back singles game in the competition among several major "on-chain phantoms". BNB-based on-chain activities are aligned with mainstream liquidity.

In the new cycle, each chain is still competing for performance. In the post-infrastructure era, how can the performance chain break through?
 
Does RWA require a dedicated chain?
 
The competition for infrastructure has entered the second half, and the communities and ideologies of various general solutions in the first half are gradually maturing in the market.
 
1. Let me first briefly review the basic performance chain that is still active in the first half of this cycle.
 
Ethereum has many sufficiently efficient execution layers in the short term through off-chain expansion (but it also buries a mine of liquidity and distraction for the ecosystem)
Solana, as the performance chain in the previous cycle, often holds the crown in this round of Meme cycle