Market Trends - Speculative demand is increasing, validating the modular vision [1] - Retail sector desires low fees and user-friendly experiences [1] - Institutions require specialized, permissioned blockspace [1] - Builders seek sovereign, customizable environments [1] - Enterprises and institutions are predicted to roll their own chains or multiple products across multiple app chains [1] Industry Outlook - The core philosophy of modularity resonates despite infrastructure fatigue and hype phases [1] - The shopping process for blockchain solutions is actively underway [1]

Blockspace Supply & Demand - Superchain 等多链方案是增加全球区块空间供应的有效举措，优于单一链 [1] - 多链方案对全球区块空间的需求产生过大影响 [1] Value Accrual & Composability - Superchain 在结算资产的价值积累和可组合性方面存在问题 [1] Industry Opinion - 行业观点认为 Superchain 是一个错误 [1]