#稳定币支付与基础设施 Recently, I came across discussions about asset tokenization and suddenly thought of a question worth talking about.

Ethereum carries $183.7 billion in network assets, while Solana has $15.9 billion. The gap is so large that some are anxious—believing it must be a zero-sum game. However, I agree with Dragonfly’s view that this is not a zero-sum game. Different chains optimize for different scenarios; Ethereum has accumulated deep expertise in stablecoins and core financial activities, while Solana has taken a different approach to transaction efficiency, each with its own strengths.

This made me think of a core logic in position management—don't always try to pick the winning asset. A truly prudent strategy is to understand the characteristics of each tool and allocate resources reasonably based on your needs and risk tolerance. Someone won't get rich just because they chose the wrong chain, nor will they fail completely because they missed out. The key is how to think systematically.

Look at how traditional financial technology giants are starting to use stablecoins for international payments—that precisely indicates that infrastructure is maturing. The long-term mindset is like this—don't chase every hot trend, but observe the evolution of underlying logic and position yourself reasonably. Asset tokenization is indeed a trend, but maturity takes time, and there will be ups and downs along the way.

Stay patient, keep learning—this is the way to accompany assets in safe growth.