没错就是我Zixi ZHU
Matrix Partners Crypto Investor
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Share your thoughts:
Capital side: Optimistic about the systemic opportunities of Prime Broker and the structural opportunities of HK CeFi
Client side: We are optimistic about the segmentation track, the traffic entry track for converting third-world users into web3, and the tool layer that provides services for wallets.
Crypto Infra: Optimistic about infra that serves both Ethereum L1/L2/L3, such as hardware acceleration, etc.
Capital side: Optimistic about the systemic opportunities of Prime Broker and the structural opportunities of HK CeFi
Client side: We are optimistic about the segmentation track, the traffic entry track for converting third-world users into web3, and the tool layer that provides services for wallets.
Crypto Infra: Optimistic about infra that serves both Ethereum L1/L2/L3, such as hardware acceleration, etc.
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L1 competition has weakened, and the next cycle will be a L2 public chain war
There may no longer be an L1 public chain war in the next cycle, but may be replaced by an L2 public chain war.
I am very optimistic about General L2 and Vertical L2.
The following analysis:
All L1 have the problem of the impossible triangle, that is, there is no way to achieve decentralization, scalability and security at the same time. All L1s want to solve this problem in 2018-2020 and 2021-2023. The fact is that no one can do these three points and must achieve Trade Off.
When people realized there was a problem with the direction of L1, Israel produced the first Layer2 Starkware. L2 is the operating node of the project party. It creates a "chain" by itself. There are multiple transactions in a batch. It packages the multiple transactions into a single transaction and submits it to L2's contract in L1. The contract will be executed in L1, and then the host The chain confirms L2 transactions, so that it can be fast + cheap, and it can also inherit L1 in terms of security and decentralization.
I am very optimistic about General L2 and Vertical L2.
The following analysis:
All L1 have the problem of the impossible triangle, that is, there is no way to achieve decentralization, scalability and security at the same time. All L1s want to solve this problem in 2018-2020 and 2021-2023. The fact is that no one can do these three points and must achieve Trade Off.
When people realized there was a problem with the direction of L1, Israel produced the first Layer2 Starkware. L2 is the operating node of the project party. It creates a "chain" by itself. There are multiple transactions in a batch. It packages the multiple transactions into a single transaction and submits it to L2's contract in L1. The contract will be executed in L1, and then the host The chain confirms L2 transactions, so that it can be fast + cheap, and it can also inherit L1 in terms of security and decentralization.
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Share the content of a recent chat with a senior. Sometimes my first impression of some projects that I didn’t invest in last year was that they were too niche and the problems they solved were too small to be worth investing in. On the other hand, some of the companies I invested in last year could tell very grand stories. Either that or the product is really awesome. I was thinking about why I am genuinely not interested in some projects. The reason is that the following two pictures
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