One hundred million dollars of long-termist gambling: how Ju Chain rewrites the Web3 power structure with an ecological eruption
Technological innovation has never been the only driving force in the long evolution of the encryption industry. The real drive to change industry patterns is the gradual convergence of technology, capital, user systems, compliance capacity, payment infrastructure and real world assets“..Economic systemIt's not the sameI don't know. When the performance of the public chain competes into a bottleneckTPSandGasNo longer at the centre of the discussion, the industry began to focus on new issues: who can carry the next generation of applications? Who can connect to the real economy? Who can make itWeb3The narrative goes out of the circle of virtual numbers and goes into the real world
At such a momentI don't knowDeclare the size of the establishmentOneUnited States dollarsJu ChainEcological Entrepreneurship Fund. It's a classic“..It seems simple, but structuralIt's not the sameStrategic decision-making. It is not a subsidy scheme, not a marketing exercise, but a setup of competition frameworks for future industries. Understand thisOneThe billions of dollars must go back to three key contexts: changes in industry structures, the matching of finance with infrastructure, and the fundamental shift that is taking place in the public-chain narrative。
I. STRUCTURE BALANCES: THE BIENNIUM OF COMPANY AND EQUIPMENT IS ENDING
Over the past decade, the public chain and the exchange have developed two distinct growth logics. The public chain is based on the evolution of technological narratives, leading to performance, expansion, innovation in consensus mechanisms, often lacking user and real business needs; and exchanges with users, asset entry, French-currency access and financial flows remain in the chain for long periods of time“..EntryIt's not the sameRoles make it difficult to really carry complex applications。
This structural division has resulted in two sectoral outcomes. On the one hand, many powerful chains become“..Empty chain"..The technological capacity is extremely high, but there are not enough users to allow their ecology to be born and prosper. On the other hand, an exchange with a large number of users does not allow them to truly form a continuous business chain。
But when the industry enters“..Post-performanceIt's not the sameNew variables appear. Payment networks, clearing capacity, stable user pools and real asset entry are becoming more important than technology. The next generation is not about technology, but about technology“..Economic infrastructureIt's not the sameInitially, such infrastructure is naturally in the hands of an exchange. SoJu ChainIt's a natural consequence of the evolution of industry structuresI don't knowThe era of the separation of the public chain from the exchange is coming to an end“..Users, funds and economic activitiesIt's not the sameThe core chain begins to rise。
II. Capital as the base: US$ 100 billion is not a subsidy, but the first pillar to initiate the economic system
In most common chain ecosystems, ecological funds are often reduced to“..Subsidized instrumentsIt's not the same: Money-sniff developer, money-snifferTVL, money for indicators. But this pattern is not sustainable and often leads to“..The end of subsidies and recessionIt's not the sameI don't know。Ju ChainThe value of ecological funds lies not in the amount itself, but in the fact that it is aimed at the three most essential elements of the project: survival, landing and mobility。
First of all, for an entrepreneurial team in the middle of a cold winterrun awayIt has become the most immediate threshold of survival。Ju ChainFunds not only provide cash flow, but also a valuation endorsement, so that teams do not have to sacrifice too earlytokenomicsOr selling tokens at a low value. For most teams, this capital quality is much higher than“..How muchIt's not the sameMore importantly。
Second of all, the scenery landing capability is..Ju ChainMax. Most of the public chains are not directly connected to the real economy, so the application of the chain tends to remain“..Virtual digital systemIt's not the sameInternal cycle. And..JupayI don't knowJucardand the global access fund systemRWAcross-border payments, credit evaluationI'm sorryWhen the project really has the bottom entrance. Instead of relying on subsidies to build demand, the project has had a real world environment from day one。
Finally, mobility is the death line for most of the chain projects. No trade depth, no steady flow, no initial offer, no good product30God。I don't knowIt's a market systemJu ChainAt an early stage, projects can achieve stable depths and real transactions, thus avoiding a liquidity trap. This mobility base capacity is difficult to replicate in other public chains。
Capital is no longer“..StimulationIt's not the sameBut..“..Basic building blocksIt's not the sameI don't know. It is not about raising targets, but about enabling eco-ships to accelerate from scratch。
III. Industry cycle conversion: the infrastructure cycle ends and the application cycle is only just beginning
In the last two yearsWeb3Significant progress has been made at the infrastructure level。Rollup, parallel virtual machines, data availability layers, modular structures, almost“..Performance issuesIt's not the sameResolved. In a context where performance is no longer an ecological bottleneck, industry begins to enter“..Application cycleIt's not the sameThe starting point. At a time when capital and technology focus are changing simultaneously:“..HowIt's not the sameTransfer“..How to landIt's not the sameI don't know。
RWA(a) Full-scale promotion of markets in the United States, Hong Kong, Singapore, etc., to bring chain assets into real regulatory systemsAIThe agent is looking for a chain of execution and managementGameFiNo more emphasis“..Financial leverageIt's not the sameInstead, they seek real players; cross-border payment needs are magnified during the inflation cycle. Together, these trends point to the fact that the next outbreak will not come from performance but from performance“..Who can carry the needs of the real worldIt's not the sameI don't know。
And that's why more subjects have the ability to pay, to enter French currency, to use the system and to market it than they doTPSThe chain is more advantageous。Ju ChainIt's not an accident. It just happens to be in the industry“..Completion of performance dividend, start of application dividendIt's not the sameto switch points on. In this cycle, ecological growth is exponential rather than linear。
IV. Developers ' windows: Early ecological opportunities are always greater than mature ecological competition
In industry history, it's almost all in the public chain“..Ecological legend projectIt's not the sameThey were born in the early ecological years. WhateverBSCYesPancakeSwapI don't knowSolanaYesStepnStillPolygonTopAAVEWhile their success is related to products, the greater reason is that, at an ecological stage, resources, users and attention are highly concentrated. In mature public chain ecology, where competition is more intense, users are more costly and resources are more difficult to access, early ecology can provide“..Unique advantageIt's not the sameand“..High-speed growth spaceIt's not the sameI don't know。
Ju ChainIt is at a similar stage: centralized funding, user pool with a migration base, strong scenery and liquidity. For developers, this is a window period during which results can be rapidly amplified. Missing such nodes, projects may take years to achieve in mature ecosystems, often months or even weeks in new ones。
More crucially, the early ecological period brought about not only growth but also higher capital attention, ecological advantages, governance power participation and even long-term project status。
V. Flying wheel formation: from finance, scene to user, Ju Chain is building a self-expanding economy
From a systemic point of view, a truly long-term public chain ecosystem must have a full growth wheel: the project has access to resources, the application of the scene to land, the participation of users in applications, the enhancement of value by users, the inflow of capital by value, and the further development of the project。
Ju ChainIn particular, it does not start from a vacuum but from a structure that already has its own large user pool, payment network, asset entry and market capacity. Thus, from the outset, the wheel had five fundamental elements: funding, scenery, mobility, users and narrative. Compared to other needs“..First developer, then user, then final discussionIt's not the sameThe public chain pathJu ChainThe ecological path is naturally reduced by at least two years。
This ecological path is not sustained by incentive subsidies and is more dependent on natural growth in real economic activity. In other words, it is closer to a digital economy than just a technology platform。
The pattern is about to be rewritten, and the real opportunity comes from before the pattern is formed
YesWeb3While technological leadership is important in this evolution, what really determines the pattern is who can build an ecosystem of sustained economic activity first. On the point where the infrastructure dividend is depleted and the application of the dividend is about to eruptJu ChainHereOneIt's not one that the billion dollars are trying to build for the beginning“..ChainIt's not the sameAnd it's a new industry structureI don't knowA sovereign digital economy driven by payments, assets, users and scenarios。
Industry patterns are changing, and the greatest opportunities tend to be for those who see the direction before it takes shape。Ju ChainA key step has been taken, and it is likely that future ecological patterns, approximations and even the next round of industry narratives will begin to be redrawn here。