2026-01-09 12:40:34

#密码资产动态追踪 $ETH $Blockchain Interesting discovery——

Top venture capital firm a16z recently released a report, and the core insight is quite eye-opening: the next phase of the crypto industry is no longer about competing to see who has the fastest new public chain.

They believe the real growth points are here: how technology truly changes market gameplay, how computing infrastructure evolves, and how media forms are reshaped. As technologies like zero-knowledge proofs reduce costs, they won't be limited to blockchain—other industries will also rush to adopt them. Additionally, new approaches like "staking media" might emerge—using encryption tools to enable verification of commitments and incentives.

In other words, the story is shifting from "building infrastructure" to "applying practical use cases and extracting value." Whoever can build strong communities and create real use scenarios at the application layer will have an easier time capturing the market. Projects within the Ethereum ecosystem that emphasize community participation are perfectly positioned at this juncture.

What do you think? Which directions are most likely to present opportunities?

ETH-0,66%

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ShortingEnthusiast

· 17h ago

Honestly, this report from a16z is just a wake-up call for projects that blindly chase new public chains. It's about time to wake up. The staking media part is indeed novel, but how many can truly be implemented...

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NotAFinancialAdvice

· 20h ago

To be honest, this is the first time I’ve heard of the concept of staking media, but it sounds like a forced combination of social media and DeFi. I wonder how it will actually be implemented. It's both a community and an application layer. It seems that every time a16z releases a report, they mention this. How many actually get developed? The cost of zero-knowledge proofs has really decreased, but who said other industries will be "eager to adopt" them? Is it that exaggerated? There are many projects in the Ethereum ecosystem emphasizing community, but the ones making money are still the top few. Can this change this time? Dominating the track? That’s easy to say, but it still depends on token price speculation to attract support.

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CryptoPhoenix

· 01-10 22:57

Alright, finally someone hit the nail on the head. The application layer is the real battleground. We've all been burned in the infrastructure era. [Laughing and crying]

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fomo_fighter

· 01-10 05:43

Another report, another prophecy. The nice way to say it is insight; the harsh way is armchair strategizing. The public chain wars should have ended long ago.

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HorizonHunter

· 01-09 13:10

What truly matters are projects that can be implemented; just hyping up public chains is already outdated. Now it's about who can truly retain users.

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ForkTongue

· 01-09 13:10

a16z's report indeed woke up a lot of people, but to be honest, the public chain arms race is no longer sustainable, and they have to shift towards application layers that can actually make money.

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tx_pending_forever

· 01-09 13:09

a16z's recent statements have some substance, but to be honest, it's still about hyping the application layer story. Staking media sounds good, but which projects can truly run smoothly?

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SmartContractPhobia

· 01-09 13:09

To be honest, I haven't read the entire a16z report, but the conclusion that "the public chain speed race has ended" is indeed quite interesting. However, the staking media part still feels a bit superficial. Can it really be implemented?

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LiquidatedTwice

· 01-09 13:03

To be honest, the public chain arms race should have ended a long time ago. It should have ended already. A bunch of L1s keep bragging about how fast they are every day, but in the end, no one really uses them. The application layer is the real king, and a16z is right about that.

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NFTBlackHole

· 01-09 12:51

Wow, a16z finally said something reasonable this time... The previous competition of public chain speeds really made no sense. Staking media really has potential; otherwise, no one would have been able to do it.

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