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Using current events as material, we explore the value transmission behind them in real-time!
Infrastructure is Absolutely the Biggest Potential Hotspot in Today's Era!
This bull market belongs to the era of infrastructure explosion. Markets and free-floating capital only choose projects with immediate practical value. L1 projects are vastly different from ecological projects. Using L1 as a startup project is extremely risky for project parties unless they aim to do something significant. Success can be great, but failure can be extremely dire. Therefore, any new L1 in today's era deserves in-depth research.
Today's investment research focuses on Linera, a public chain project spearheaded by academic research and jointly invested by a16z and other capital firms.
Core Technologies of the Project
Based on the core technologies of distributed computing and cross-chain protocols, the Linera project aims to achieve a more efficient, flexible, and scalable blockchain network. The project primarily relies on the following core technologies:
Horizontally Scalable Network Architecture:
Linera achieves horizontal scaling of the network through "sharding" technology, effectively enhancing processing capabilities. With network expansion, performance and efficiency are guaranteed.
Decentralized Data Storage and Computing Power:
Linera provides decentralized data storage and computing functions, distributing data and computing resources more evenly, avoiding single points of failure, and enhancing system stability and security.
Core Competitiveness Among Similar Projects
Linera's core competitiveness stems from its technological innovations, mainly manifested in the following aspects:
Efficient Parallel Computing:
Linera uses a parallel computing model, optimizing resource utilization and enabling simultaneous processing of more transactions, which means higher transaction throughput and lower latency.
Cross-Chain Data Protocol:
Linera offers a cross-chain protocol that enables seamless connections between different blockchain ecosystems, further enhancing system flexibility and adapting to diversified market demands.
Economic Model Vitality of the Project
Reward Mechanism and Incentive Structure:
Linera provides effective incentive mechanisms to ensure the stable operation of the network by rewarding nodes and validators. Users and developers participate by contributing resources and providing computing power to obtain rewards, maintaining a healthy cycle of the network.
Liquidity Support:
The project provides sufficient liquidity for the platform, supporting the circulation of different assets. This not only increases user participation but also enhances the platform's attractiveness.
Background of the Project
Talent from Top Tech Companies:
Linera's core team founder, Mathieu Baudet, held a senior position at Meta. Other members include experts who have held important positions at Google, Microsoft, Amazon, and other technology giants. These members have years of experience in technology development, especially in distributed computing, cloud infrastructure, blockchain technology, and the application and development of cryptocurrencies. Their experience enables the team to solve complex technical problems more quickly and efficiently and address challenges that may arise in the project.
Interdisciplinary and Diverse Team Background:
Members of the Linera team come not only from traditional technical fields but also include experts with capabilities in product management, market strategy, legal affairs, and community building. This interdisciplinary combination allows Linera to address market and legal environment challenges while developing technology and establish a broad network of partners to promote the comprehensive development of the project.
Ecosystem Partners and Cooperation Content
Polkadot:
Linera and Polkadot collaborate through cross-chain protocols, enabling interoperability between different blockchain ecosystems. Polkadot provides a platform for different blockchains to exchange data and transfer value, and Linera implements cross-chain technology on this basis.
Cosmos:
Linera's cooperation with Cosmos focuses on the use of Cosmos' IBC (Inter-Blockchain Communication) protocol. Cosmos provides a scalable framework that allows different blockchains to share resources and data. Linera integrates this protocol with its own network architecture to achieve cross-chain operations.
Aave:
Linera has established a partnership with Aave, a decentralized lending platform. Linera leverages its technical support to expand its financial ecosystem.
Chainlink:
Linera has partnered with Chainlink, utilizing its decentralized oracle technology to provide accurate external data support for decentralized applications (DApps) on its platform. Chainlink, as a bridge for external data on the blockchain, helps the Linera network obtain real-world data, such as price information and weather data, for smart contract execution.
Blockchain Developer Communities:
Linera collaborates with multiple blockchain developer communities, encouraging more developers to participate in the platform's ecosystem construction by providing technical support and resource incentives. Linera particularly focuses on community building, establishing a developer fund and technical training to accelerate the development of decentralized applications (DApps).
Project Development Analysis
From Linera's future development plans, no strongly competitive products have emerged in the short term. Therefore, the project party will not overly release favorable information in expectation management. The project is expected to release information based on strategic needs, Bitcoin price increases, and media promotion.
Furthermore, this is also a strategic approach to prepare for potentially strong competing products in the future. Therefore, before the second quarter, the token premium in the primary market remains relatively low. Currently, Linera has only completed two rounds of funding driven by a16z, so in terms of the market capitalization premium brought by funding, it offers high value for money
