X @Yuyue

Market Trends & Competition - Payment and RWA are currently focused on Ethereum, but traditional giants and crypto giants will likely develop their own public chains instead of relying on existing ones [1] - Stripe and Paradigm collaborated on Tempo, Circle developed Arc, and Tether created Plasma, indicating a trend of companies building their own payment solutions [1] - The payment sector holds significant potential, but companies are inclined to develop their own solutions [1] Ethereum Ecosystem & Investment - Ethereum's recent price surge is driven by capital flow rather than actual ecosystem development [1] - Vitalik Buterin's influence has decreased, and the Ethereum Foundation's selling of assets has had little impact [1] - There are concerns about how much of the payment market share Ethereum can capture if companies develop their own solutions [1]