Recently, the competition in the Layer 1 track has become overly intense, which has shifted my focus back to projects that concentrate on fundamental innovation. To be honest, speed alone among public chains no longer holds much significance. I’ve been pondering those architectural designs that emphasize high performance and high scalability—they truly address the core pain points of large-scale application deployment.

Frankly speaking, if transaction volumes really reach the trillion-level, can these public chains handle it? This is not alarmist talk but a problem that needs to be addressed in advance. From this perspective, projects that truly innovate from the underlying protocol are less about building tools and more about redefining interaction efficiency on the chain.

Compared to projects that follow trends and jump on hot topics, teams that focus on solid technical accumulation definitely have a different vibe. As someone who has been navigating this space for many years, the drive for innovation rooted in infrastructure gives me a sense of security I haven't felt in a long time. The market will always have various noises, but the moat created by technology is real.

Perhaps this is the kind of "delayed gratification" investment mindset—not chasing short-term ups and downs, but believing in long-term technological iteration. In such volatile markets, this kind of logical thinking actually helps you sleep soundly.