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.
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.
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.
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.
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.
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.
