Dragonfly Investors: Expansion remains a continuous focus in the industry, functional differentiation is another important direction

At a Denver event, Dragonfly investor GM shared some thoughts on the development of blockchain. He mentioned that the performance requirements of block space are elastic, and expansion is still a theme of continuous concern in the industry. The future launch of EVM is anticipated. In addition, he pointed out that differentiated block spaces are another important direction, such as native interoperability, more complex operations (such as ML pre-compilation), and exploration of function-specific chains.

He also mentioned that geographically dominated front-ends are emerging. Currently there's significant difference between popular memecoin trading tools in Asia and America etc., and the potential for localized front-ends has been underestimated. At the same time, he revisited the beauty of Bitcoin's design, especially miner competition dynamics which are somewhat lacking in modern PoS networks.

On an application level, he mentioned a new wave based on mental share and social indicators is rising; for example Kaito has unlocked a whole new battlefield. He also brought up venture capital financing and reintroducing crowdfunding models as possibilities.