To be honest, the biggest problem facing the cryptocurrency market today is still this—public chain performance cannot keep up. Layer 2 solutions are everywhere, and Rollups technology is extremely popular, but don’t forget there’s also a category quietly solving congestion: sidechains and scaling solutions, especially those focused on payments and high throughput. So I recently reviewed these projects carefully again to see where the real opportunities lie.

The key issue is that most people focus on candlestick charts, shouting about price increases and decreases every day, unaware that infrastructure development has its own cycle. Some projects dedicated to eliminating congestion on Ethereum and other public chains aim for near-infinite scalability. Think about high-frequency trading and real-time interactions in GameFi—low latency and low fees are not just nice-to-haves but essentials. Without them, even the best applications can’t run smoothly.

Looking at the token layer, as the fuel and rights certificate of the entire ecosystem, it not only plays an important role in the economic model but also involves multiple aspects such as validator node staking and governance voting. The current prices? Perhaps they haven’t fully digested the intrinsic value of the technology itself, which is precisely the opportunity for long-term investors to step in.

Another detail not to overlook is the development progress of these projects—how much they are investing in cross-chain interoperability and security. This is a signal. Blockchain has come this far; isolated ecosystems simply cannot survive. Protocols that can truly connect various chains and assets will be the ones to succeed in the end.