Currently, the competition for "on-chain terminals" is still ongoing, concerning the struggle for infrastructure sovereignty.
The acquisition of Padre has completed the full-link layout from token issuance, self-owned Dex to trading terminal, attempting to build a complete trading ecosystem, but the core business remains token issuance.
@AxiomExchange has chosen a completely different path. It started on Solana and has recently successfully expanded to BNB Chain, leading the way in the trading terminal field. Looking at the revenue data. Over the past 30 days, Padre's platform revenue was $1.67 million, while Axiom's revenue over the past 30 days was $23.6 million. Considering that Axiom has only recently expanded to the BNB Chain, this gap may widen further. But Axiom's true moat is not the revenue numbers, but its product philosophy: focusing on the ultimate experience of trade execution. This specialization has allowed it to build strong user loyalty among traders.
Surf and MOSS are still in the exploratory phase. Surf is positioned as a "crypto AI command center," with the main function of integrating information from trusted sources, combining on-chain data and social media dynamics to provide research support. However, it is more like an information aggregation tool, lacking actual trading execution capability. MOSS aims to enter from the Alpha end, but its ambitions go beyond information aggregation. In the future, Moss will evolve to: Alpha → Wallet → Trading.
The real competitive dimension is not functional completeness, but the compression of time between "decision and execution." Achieving functional completeness through acquisition, but increasing the length of the decision-making chain. Axiom focuses on executing to the extreme, compressing the time from thought to action. Surf/MOSS attempts to optimize decision quality but overlooks execution efficiency.
Axiom has the potential to win this battle. Its future path may be: 1/ Multi-chain expansion. Expand to user-active L1/L2 such as Base. 2/ Product diversification. Launch platforms such as our own token issuance platform. 3/ New round of financing. The rest is the TGE.
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Will Axiom be the next epic big deal?
Currently, the competition for "on-chain terminals" is still ongoing, concerning the struggle for infrastructure sovereignty.
The acquisition of Padre has completed the full-link layout from token issuance, self-owned Dex to trading terminal, attempting to build a complete trading ecosystem, but the core business remains token issuance.
@AxiomExchange has chosen a completely different path. It started on Solana and has recently successfully expanded to BNB Chain, leading the way in the trading terminal field.
Looking at the revenue data. Over the past 30 days, Padre's platform revenue was $1.67 million, while Axiom's revenue over the past 30 days was $23.6 million. Considering that Axiom has only recently expanded to the BNB Chain, this gap may widen further.
But Axiom's true moat is not the revenue numbers, but its product philosophy: focusing on the ultimate experience of trade execution. This specialization has allowed it to build strong user loyalty among traders.
Surf and MOSS are still in the exploratory phase. Surf is positioned as a "crypto AI command center," with the main function of integrating information from trusted sources, combining on-chain data and social media dynamics to provide research support. However, it is more like an information aggregation tool, lacking actual trading execution capability.
MOSS aims to enter from the Alpha end, but its ambitions go beyond information aggregation. In the future, Moss will evolve to: Alpha → Wallet → Trading.
The real competitive dimension is not functional completeness, but the compression of time between "decision and execution."
Achieving functional completeness through acquisition, but increasing the length of the decision-making chain.
Axiom focuses on executing to the extreme, compressing the time from thought to action.
Surf/MOSS attempts to optimize decision quality but overlooks execution efficiency.
Axiom has the potential to win this battle. Its future path may be:
1/ Multi-chain expansion. Expand to user-active L1/L2 such as Base.
2/ Product diversification. Launch platforms such as our own token issuance platform.
3/ New round of financing.
The rest is the TGE.
Axiom Transfer: