Haotian | CryptoInsight
Haotian | CryptoInsight|Apr 12, 2025 03:47
As the holder and independent observer of PARTI, I have no intention of paying too much attention to public opinion disputes. I just want to talk about my understanding of the long article by @ 0xpengyu boss, which is actually my personal logic of favoring Parti: 1) @ ParticleNtwrk has undergone a series of narrative evolution and upgrading processes such as "modularity, chain abstraction, and Intent Centric" in the past, but it was not until the emergence of UniversalX that its positioning as a "seamless web3 infrastructure" was finally finalized. The function of breaking through the entire chain asset island seems to be an upgrade to the "cross chain protocol", but in essence, it is a paradigm iteration product that solves the fragmentation and fragmentation on the chain. As for whether the user experience can truly rival centralized solutions, it takes time to continuously verify and improve. As an innovative product that defines a new paradigm, we should give more patience and time. 2) Particle adopts a binary income model, and its business model is "infrastructure+application dual wheel drive". This has a more comprehensive way of monetizing revenue than pure infrastructure, and also has a greater ability to capture value than pure applications. On the surface, the model of using dApp applications to aggregate traffic and extract profits is not novel, but it allows it to avoid the homogenization dilemma of the current public chain track and compete for large and comprehensive public chains with a "subtractive thinking" approach, which is more in line with the current market demand for excess Infra. In the long run, Particle's true competitors may not be limited to the public chain track, and some exchanges and wallets that have already firmly locked in users are also its catch-up targets. The challenges and pressures should not be underestimated. 3) The product barriers of Particle are multidimensional, with the advantage of decentralized chain abstraction in technology and the advantage of adhering to a self hosted security model. But I am particularly optimistic about its growth strategy of "aggressively promoting mobile devices+capturing non Sol chain trading demand". Currently, most Crypto products do not have a solid entry point for mobile traffic, and desktop web applications have always dominated the minds of Crypto users. If Paticle seizes the opportunity to amplify the incremental growth on the mobile side and becomes a pain point necessary product for capturing the full chain Alpha, its potential growth space is very considerable;
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