Chainfeeds Summary:
By the end of 2025, blockchain capacity will become extremely abundant, and transaction performance will become a "standard configuration". Once "instant confirmation, near-zero cost" becomes a common phenomenon, platform superiority can no longer be distinguished solely by transaction speed. Developers need to change their mindset and explore new competitive advantages.
Source:
https://x.com/cemozer_/status/1899478405424251362
Author:
Cem
Viewpoint:
Cem: We call it the "post-performance era" because the battle for performance has basically ended. Nowadays, most blockchain platforms can achieve fast and low-cost transactions, so future differentiated competition will come from unique features and user experience. This is where the value of Full-Stack Customization lies. Although there are still many new EVM chains emerging in the current market, most applications still look the same, and even projects like Unichain have not been able to attract enough attention and liquidity. A key issue that makes most applications undifferentiated is the Virtual Machine (VM). Currently, most development tools are built around the existing VM (or forked versions of Ethereum/Solana clients), which limits the possibility of customization. In addition, recent technological trends encourage all Rollups to adopt a fully EVM-compatible architecture to better adapt to the Ethereum ecosystem. While this is good news for technical developers, does the market really need all Rollups to be EVM? The answer is no. What the market really needs are customized applications that meet user needs and have unique features, not just simple EVM clones. Differentiated features are more attractive to users and more likely to succeed in competition. Of course, even with a dedicated blockchain, cross-chain communication is still crucial. Therefore, open-source cross-chain messaging libraries like Hyperlane, or intent-based cross-chain communication frameworks like Relay Protocol, will still play an important role in the market. But these interoperability components can be seamlessly integrated into any customized chain and should not be a reason for developers to be constrained by EVM. The key is that developers should have complete freedom to customize their applications, rather than being bound by the existing VM design. The market needs blockchain applications that optimize the user experience (UX) and are tailored for specific scenarios, not one EVM fork after another. Therefore, developers should abandon the "standardization equals success" myth and focus on building truly customized products that fit market needs.
Source
