@estygewrhuydfhr
Evaluate infrastructure projects (e.g., oracles, storage) by market barriers: node distribution (decentralized = 1000+ nodes across regions is harder to replicate than 100 nodes) , data security (e.g., Arweave’s permanent storage vs. temporary solutions), and ecosystem 依赖度 (how many protocols use it—e.g., Chainlink is integrated with 1000+ DeFi apps). Analyze revenue-token links: subscription-based models (e.g., node service fees) stabilize cash flow, while transaction 分成 (e.g., 1% of protocol trades) ties revenue to ecosystem growth. Higher revenue stability and ecosystem lock-in boost token long-term value.
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