2026-01-21 08:21:28

A well-known asset management institution recently released a research report dividing crypto assets into three tiers, with a surprisingly straightforward conclusion — the vast majority of value is still concentrated in the most fundamental layer, the base network. This conclusion may not sound groundbreaking, but it becomes quite interesting in the current market environment.

Nowadays, everyone is talking about those flashy L2 applications, with colorful interfaces and creative features, which can easily dazzle the eye. But the key focus for seasoned investors and capital giants is very simple — whether the foundation is solid.

Taking L1 infrastructure as an example, truly competitive projects focus on two areas: privacy protection and compliance frameworks. This is not empty talk; it’s the lifeblood of financial operations. Regarding consensus mechanisms, a good design isn’t about blindly stacking TPS for speed, but about ensuring financial-grade instant finality — which is crucial for RWA asset settlement and leaves no room for error.

Think about the geopolitical reshuffle in 2026; the projects that will come out on top are definitely not those riding on hype but those with solid infrastructure. Choosing the right L1 is choosing the right battlefield.

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MoneyBurner

· 01-21 08:51

It's the same old story again, L1 is the way to go, right? I think, right now, everywhere you look, there are L1 believers bottom-fishing. When real mechanism innovation arrives, they'll all get trampled collectively. I've already built positions in ETH and SOL, but do you dare say that the RWA settlement part isn't just hype and speculation? On-chain data can't really show that. 2026 is still far away. Let's first see if next year's airdrops and new issuance opportunities can help us break even, haha.

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MetaDreamer

· 01-21 08:38

Are we talking about L1 again? It's a common topic, but this time it seems to be the real deal. --- No matter how fancy L2 gets, it still depends on the lifeline of L1 to support it. --- Capital players have long been eyeing privacy and compliance; retail investors are still chasing hot topics. --- How to wash the 2026 game? If you choose the wrong L1 now, it's over. --- If the foundation isn't stable, even the coolest applications are just sandcastles. This logic isn't wrong. --- Grasping compliance and privacy is key; everything else is just superficial. --- L2 applications are everywhere, constantly innovating, but in reality, no one is serious about investing. --- Instant finality is indeed the Achilles' heel of RWA; it cannot be compromised. --- The investment logic remains simple and straightforward—choose infrastructure, and that's it. --- It seems the report is saying that next year will be the battle of L1s.

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Gm_Gn_Merchant

· 01-21 08:34

Basically, all hype should die out; betting on L1 is the right way.

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