The Blockchain Ecosystem

發展方向是multi-token economy， 每個幣都重要，各司其職， 同時也麵臨著新幣的競爭和淘汰。

1. Base Layer Coins (Settlement Layer)

These are like the “currencies of the internet.”

• Bitcoin (BTC): Digital gold, store of value.

• Ethereum (ETH): Settlement layer for smart contracts.

• Solana (SOL), Avalanche (AVAX), etc.: High-speed settlement alternatives.

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2. Tokenization Platforms (Asset Layer)

Coins tied to real-world assets & securities.

• Stellar (XLM): Cross-border payments, tokenized currencies.

• Polymath (POLY): Security tokens.

• Avalanche (AVAX): Institutions piloting tokenized assets.

These will power digital stock markets, tokenized real estate, CBDCs.

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3. DeFi Protocol Tokens (Financial Layer)

Coins that make decentralized financial services possible.

• Aave (AAVE): Borrow/lend money without a bank.

• Uniswap (UNI): Decentralized exchange for trading assets.

• MakerDAO (MKR/DAI): Stablecoin + lending engine.

Equivalent to banks, brokerages, and exchanges in traditional finance.

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4. Infrastructure / Middleware Tokens

These are the plumbing that make everything work.

• Chainlink (LINK): Provides real-world data to smart contracts.

• Filecoin (FIL), Arweave (AR): Decentralized storage.

• The Graph (GRT): Blockchain indexing/search engine.

Like cloud servers & APIs of Web3.

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5. Specialized Coins

• Gaming tokens (AXS, SAND, MANA).

• Privacy coins (XMR, ZEC).

• AI/compute tokens (RNDR, AKT).

These will be niche economies but still essential.

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Big Picture

The blockchain world won’t be one coin to rule them all.
It will look more like:

• Bitcoin = gold (store of value).

• Ethereum = Wall Street (settlement & contracts).

• Chainlink, Filecoin, The Graph = Amazon Web Services (infrastructure).

• Stablecoins = US dollars of the blockchain.

• DeFi protocols = JPMorgan, Nasdaq, banks but decentralized.

In other words: a multi-token financial & economic system, all interoperating.