2026-01-17 16:23:54

Observing the current situation of the Layer 1 track, it has basically fallen into a cycle: everyone is telling the same story—higher TPS, cheaper Gas, larger ecosystem. But some projects have taken a different path.

Instead of hard-pressing these general metrics, it's better to focus on positioning. A blockchain specifically designed for real-world payments and stablecoin settlements is a completely different concept in practice. Through specialized optimization of the underlying architecture, it can provide transfer costs for compliant assets that are far lower than general-purpose chains, with greater certainty. At the same time, retaining EVM compatibility allows developers to avoid relearning, leaving complex DeFi and NFT ecosystems to other chains, and focusing on their core.

Timing is crucial. In the past two years, global regulation has been active—EU's MiCA legislation has been implemented, and central banks around the world are promoting digital currencies. Infrastructure tailored for compliant stablecoins and tokenized assets (RWA) is not just another "chain" story. Its value is directly linked to the real traffic on this "financial highway."

The market is all about creating "all-in-one" solutions, but those that excel in a specific vertical are more likely to build genuine competitive barriers. This specialized approach may be more resilient than blindly pursuing all-in-one solutions.

RWA1,02%

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SelfStaking

· 01-17 23:44

Positioning strategy is indeed much smarter than blindly pushing parameters; a specialized approach is the way to go.

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tokenomics_truther

· 01-17 16:54

To be honest, I think this professional logic is reliable and much more clear-headed than projects that constantly hype TPS. Currently, it's indeed a window period for RWA and stablecoins. Whoever can seize this position will win. By the way, EVM compatibility is indeed a smart move to prevent developers from fleeing.

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ConsensusBot

· 01-17 16:46

Positioning strategies are indeed smarter than just competing on parameters. This wave of dedicated chains might truly be the future direction. --- Another "we are different" chain; being able to survive is the real skill. --- In simple terms, finding a definite demand is more important than anything else. --- The certainty demand in the RWA sector, with underlying optimization + compliance, is the killer app. No need for a huge ecosystem. --- Vertical deep cultivation is truly more competitive than trying to do everything. Finally, someone in this market has figured it out. --- The regulatory window is indeed open, but whether a dedicated chain can handle the traffic still depends on execution. --- This logic is basically about avoiding the red ocean, finding a blue ocean niche to deepen. --- Once the cost advantage in payments is established, it’s hard to shake. Quite interesting.

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SerumSquirrel

· 01-17 16:36

To be honest, this vertical approach is indeed more appealing than just competing on parameters. I'm just worried it might be all talk and no action. When will the real traffic for RWA come?

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TokenTherapist

· 01-17 16:33

That's right, the difference between being specialized and not is significant. The TPS arms race gameplay has long been outdated; now it's about whether there are real application scenarios. RWA is indeed worth paying attention to, as it feels like the truly implementable thing.

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