Continue Capital Partner: Value is the foundation of prosperity in the crypto circle, not just about the number of users

Continue Capital partner Pima shared insights on encryption on the X platform:

In the long run, MEV is a fundamental indicator of a chain's development prospects. FDV is not MEME, while TVL is a kind of MEME, and economic security is also a kind of MEME, which are not reliable (refer to LUNA/ATOM). The execution layer captures the most value. A chain's dex data better reflects its ecological prosperity level. However, we should exclude stablecoin exchange transaction pair data and L1 Token-U/ETH transaction pair data; 60% of some Dex's trading volume comes from these two types;

The target audience for L1 and L2 are Devs rather than community users. Don't strategize around communities but around Devs; it was inevitable that seven stocks in U.S. stock market would concentrate their market values - cryptocurrency market values and trading volumes will also significantly concentrate. The number of users isn't as important as revenue - ultimately acquiring user numbers aims to find business models to monetize users by introducing traditional investment systems and valuation models into the crypto circle where value forms the basis for prosperity.