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Jt Song
@jtsong
Some thoughts about #Token2049 The key issue in the current phase of the industry is that the narrative is still focused on VCs, exchanges, and internal industry players, rather than appealing to users with compelling concepts like “metaverse” and “Web3” that could unlock the industry's ceiling, as seen in the previous cycle. In other words, whichever platform or project can master such a user-centric narrative will hold the key to leading the next bull market. 1. The level of internationalization has significantly increased compared to last year. A noticeable change (without hard data to support) is that aside from major exchanges, the proportion of Chinese projects exhibiting has decreased. 2. In terms of narrative, the @ton_blockchain ecosystem remains the most popular. Although challenging, ecosystems that can genuinely accommodate users and generate actual revenue are slowly entering the spotlight. High-valuation public chains have significantly decreased presence. Many large Web3 games...
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