Alliance DAO Mitbegründer: Blockchain-Schutzgraben ist schmal, selbst die stärksten Krypto-Geschäfte sind nur im mittleren Bereich

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Odaily星球日报讯 Alliance DAO 联合创始人 qw 今日分享其对“不同行业商业护城河等级”的个人排名,并指出区块链本身的护城河非常有限,仅约 3/10。qw 的护城河评分体系如下:10/10 级(最强护城河)微软(关键 SaaS)苹果(品牌 + 开发生态)Visa/Mastercard(支付网络效应)台积电(IP + 物理基础设施)9/10 级谷歌(搜索与 AI IP)亚马逊(电商网络效应 + 物流基础设施)穆迪、标普、FICO(监管驱动 + 品牌 + 评级网络效应)大型云计算(AWS/Azure/GCP 等)8/10 级Meta(社交网络效应)英伟达(IP + CUDA 网络效应)7/10 级特斯拉(强自动化技术,但汽车仍偏商品化)5/10 级行业中最优秀的加密业务3/10 级(护城河狭窄)公链(blockchains)qw 进一步表示,护城河弱并非坏事,但意味着团队必须能够持续领先创新,否则将被迅速替代。他还称比特币可评为 9/10, ASML 属于 10/10 级别。

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