jakiro
Author: Internet, member of Monad team; Translation: Bit Chain Vision Xiaozou
After listening to Justin Drake and Anatoly, it seems that many people think that EVM will always dominate, mainly because it has leading advantages and network effects.
In my opinion,EVM’s leading advantage is not as big as people think, and it is definitely not “insurmountable.”
Suppose there are about 10 million active chains per month (may be less than 10 million, and only 10 million are used as an estimated upper limit).
Suppose the total number of potential market size users is about 1 billion.
Facebook’s MAU (monthly active users) and DAU (daily active users) were 3 billion and 2 billion, respectively.
For another example: “Fortress Night” has 650 million registered players and about 125 million MAU.
In fact, it must be a breakthrough application to break the leading position of user dimensions.An app that supports the size of 100 million MAU users will automatically become the largest use chain, and establish a user network effect beyond the largest existing scale.
If we assume that the current MAU is 10 million, and the potential MAU in 10 years is 1 billion, then our penetration rate is 1%, which is definitely not enough to make the debate reach a conclusion and say that EVM has won.
In my opinion, scalability is very important for supporting APPs with 100 million MAUs, and Solana is currently the best choice/market leader with such large -scale users.
At present, there are many vertical attempts (that is, Monad, and why I think it is important and chose to join the team), so it is clear that SVM is not an obvious winner here.
However, it was announced to the end of the campaign at this point, and said that EVM won the reality with the network effect.
If a successful breakthrough APP obtains viral transmission and starts to attract millions of users, it may lose its leading advantage in 3 months.
Important tips: In addition to users, there are many other network effects, such as developers, development resources, TVL, mental share and market value, and a large number of rich collateral supporting upper -level development, but if another VM gets 10 times more than 10 times in itUsers of all other chains, other components are likely to follow.
Scalability is a prerequisite used to obtain large -scale users, and it is very important to increase the scalability of the blockchain/infrastructure. Of course, it is based on such an idea: at some point, a viral transmission will appearEncrypted app.
Expansion can promote APP to have a large number of users, and the viral communication app can indeed get a large number of users.
All these are what I want to say … EVM’s current dominant position is not insurmountable. In the long run, expansion EVM is crucial to ensuring its future position in the encryption field.
If a breakthrough application appears before the EVM extension, then another VM will occupy a dominant position and get a stronger network effect.
If a large number of users come, who can deal with the necessary user scale, who has the largest chance of winning.
