The direction of concern
protocol evolution
From several indicators of throughput/speed/functionality, the existing blockchain technology is still in the exploration stage (but the speed of evolution is fast), and progress in this area may require the cooperation of cryptography, distributed networks, and economics (game theory) multi-disciplinary. The current main technical routes, one is BlockChain, the other is DAG, expect new innovations to emerge, and it is expected that chain network/cross-chain interaction is the main evolutionary direction.
hardware facilities
mining machines (and similar hardware) are currently relatively concentrated in the industry, but new investment opportunities may emerge depending on new protocols. Also, perhaps blockchain-specific devices (cell phones) will emerge.
asset management
exchange: money printing machine with high policy risk. In the future, it belongs to decentralized exchanges.
wallet: status similar to banks, asset entrance, soldiers will fight, a hundred flowers. The main point of competition is the service package, open and compatible.
fund
from value investment, to quantitative funds, will be more and more.
investment banking
has formed a well-developed system and method, and the efficiency of financing far exceeds that of traditional investment banks (at least for now) (but it is difficult to say whether this is a good thing or a bad thing).
peripheral services
blockchain R & D center / outsourcing service center / consulting agencies, in the short and medium term demand is great, but also as a grip to find business opportunities.
Media: the status is unquestionable, but the pit seems to be occupied almost, overtaking needs some different angles and audiences.
Enterprise supply chain management
The core is the development of agreements and their implementation, where smart contracts are useful and can safely run on a trustless network, greatly reducing transaction costs.
The core is the development of agreements and their implementation, where smart contracts are useful and can safely run on a trustless network, greatly reducing transaction costs.
Organizational governance
The concept of DAO (distributed autonomous organization) has been around for a long time, but not much progress has been made because of the lack of motivation to use DAO. DAOs are suitable for collaborative organizations with a low level of trust and geographical concentration. At the same time, the emergence of DAO will also promote the emergence of more forms of stranger collaboration. For example, imagine a scenario, now particularly hot knowledge payment, the use of smart contracts, if a certain period of content satisfaction rate is less than 60%, then a full refund; and then for example, corporate welfare, if the long-term average working hours of employees more than 12 hours (of the brain, here how to determine the working hours, the need for Oracle mechanism), then give employees a certain amount of professional compensation, etc., similar to such a flexible and diverse collaboration contract.
Internet of Things
After more and more intelligent terminals, collaborative networks/collaborative systems running on top of IoT will become more and more common, and blockchain is one of the necessary technologies.
personal applications
self-financing
personal time/assets/skills (even weird stuff) that can be assetized will be assetized, and everyone will be completely “digital assetized”.
gaming/gambling
blockchain mainly solves the problem of fairness/anti-cheating etc.
There is a blockchain movement in various fields, but many of the approaches are suspiciously Eastern. Now it seems that the first wave of blockchain, landing on the scene is difficult to strip away the financial attributes, which is what is known so far, its best area of expertise. The starting point of blockchain technology is “de-trust”, so in areas where the credit system is not perfect, or where the lack of trust leads to high transaction costs, this is where blockchain technology can make a big impact. Another point to note is that you need to have an international perspective to do blockchain and make full use of global resources.