您的当前位置:首页 > 基金工具 > DForce founder discusses Solana meme craze and Ethereum's infrastructure advantages 正文
时间:2025-07-11 23:51:14 来源:网络整理 编辑:基金工具
YangMindao,founderofdForce,and0x992,aseniorfigureinthefieldofmemoryblockchain,discussedtherecentlydi
Yang Mindao, founder of dForce, and 0x992, a senior figure in the field of memory blockchain, discussed the recently discussed topic of "SOL up and ETH down" in the community. Both of them believe that Solana's meme craze this year is similar to Ethereum's ICO craze in 2017, but their different views are that Yang believes that Ethereum's ICO is a large-scale infrastructure movement that gives the chain an advantage in infrastructure, while Solana's meme issuance lacks a moat.
I will refer to this conversation as the emotional journey from ETH maxis to SOL maxis.
@0x992eth is one of the earliest DeFi practitioners in China, having been working on DeFi projects before 2019 and continuously investing in first and second tier projects. It is definitely a amphibious and multilateral warrior in the Ethereum trench. I share some observations about his transition from ETH to SOL maxis.
For example, SOL now resembles the grandeur of the 2017 Ethereum ICO era. SOL also experienced a huge turning point of revival (the collapse of FTX was SOL's DAO event), and truly established a self circulating self investment system. It is the third company after Bitcoin and Ethereum to establish a strong OG self investment ecosystem. Just like how ETH Maxis risked his life and incurred losses by investing heavily in various Ethereum ICOs with ETH, SOL OG is now doing the same thing.
Along the way, there have been countless Ethereum assassins, including ETC, EOS, Tron, and Polkadot (now the most reliable one seems to be Sun Ge's Tron). The closest in terms of potential energy may be EOS (the crowded ICO scene and lively super node competition), which really feels like ETH is about to perish (p.s: Multicoin was also one of the major players in EOS at that time).
Comparing ICO and Meme, at that time, besides Ethereum, there was no shortage of ICO chains. Every mainstream chain was promoting ICO, and everyone was playing this flywheel. But the real bottleneck is Ethereum. Looking at the release of memes now, most of the popular memes are also released on SOL.
But my observation is different from @ 0x992eth's here:
I think the ICO of Ethereum is a large-scale infrastructure movement of Ethereum, and the core DeFi infrastructure we use now is basically from the ICO era.
Ethereum is not inferior to its competitors in core metrics during each critical cycle (such as L2's gas and TPS), and SOL does not have an absolute competitive advantage in this regard (the newly launched SUI and APTOS have performance and usage that are not inferior to SOL).
Now SOL's meme trading is a highly commercialized track that will soon spill over to other chains. It cannot provide infrastructure financing for SOL (even pump fees do not flow back to SOL).
Where is Meme's moat? Why can't memes from other chains surpass SOL. I think highly commercialized meme distribution has no moat.
@0x992eth believes that the core advantages of SOL's meme are ecology (I summarize that SOL is already the Pearl River Delta of memes) and culture (just like different styles of rap that others cannot copy).
The Pearl River Delta may also be surpassed by Vietnam and India, but when it comes to culture, this is indeed a concern for me. After all, Bitcoin and Ethereum both started with this.
I have never worried about Ethereum's performance being inferior to other new startups, but if one day it becomes uncool, not geeky, and not transcendent, that is what truly worries people.
But I'm not so pessimistic, I don't think SOL will flip ETH, after all, Ethereum is still quite cool now.
If one day the community doesn't discuss Mars, longevity, privacy protection, and extreme decentralization, then it will truly perish.
Related articles: "Ethereum OG: Five Reasons Why Solana Cannot Become a Blockchain Backbone", "Solana Community Counters Ethereum OG Comment: Fanatical Nonsense", "ABCDE Investment Research Partner: Discussing Ethereum's Current 'Difficulties' from a Primary Market Perspective"
北京哪里的四合院最好2025-07-11 23:30
三一国际(00631.HK)前三季度归母净利同比下降21.6%2025-07-11 23:24
BNB今日价格 6月20日BNB实时价格走势图2025-07-11 22:56
商业地产商各显其能 腰部及底部企业突围难度较大2025-07-11 22:49
meme币官方app检测出恶意 meme币最新版下载链接有没有2025-07-11 22:44
金隅集团:金隅嘉业竞得北京市丰台区一居住用地 总价270,000万元2025-07-11 21:54
胡子长得慢?这5招帮你轻松搞定!如何让胡须长得慢2025-07-11 21:48
中国代充usdt_名单前十主流货币交易所排名2025-07-11 21:39
科创新源收盘跌5.59%,主力资金净流出7447.38万元2025-07-11 21:37
国新文化收盘跌1.59%,主力资金净流出8791.14万元2025-07-11 21:31
1usdt是多少人民币 usdt是什么币2025-07-11 23:39
香港金融管理局:第三季度住宅按揭贷款宗数10425宗2025-07-11 23:15
gatb.io交易平台排名第几|大陆能用的虚拟货币交易平台2025-07-11 23:14
2023前5名usdt交易平台 五大usdt平台平台排名2025-07-11 23:08
国内八大正规交易所排名 币圈八大交易所2025-07-11 23:07
华映科技:股票交易异常波动,连续两个交易日收盘价格涨幅偏离值累计超 20%2025-07-11 22:28
2025年最新十大冷钱包排名一览2025-07-11 22:15
电气风电:2024年前三季度收入同比下降,已采取措施推进销售项目交付,实现单三季度营业收入同比正增长13.9%2025-07-11 22:09
国家体育馆在哪里2025-07-11 21:44
虚拟货币交易所芝麻交易所app最新下载-芝麻交易所DEX交易v6.8.9官网下载2025-07-11 21:31