Blockchains aren't commodities
You can also say cloud is a commodity, but AWS, Azure, and GCP have different strengths. Devs choose based on their needs. It's like the cloud providers are influenced by the companies that are using them, making the infra end up in different places.
Brand & ecosystem fit matter:
- Coinbase Base attracts web2 developers with its brand value
- Solana draws high-performance cracked web2 builders
- Ethereum captures institutions
- Tron dominates retail stablecoin usage
Tech stack drives specialization:
- Solana: memecoins, Orca, Humidifi
- MegaETH: ultra-low latency apps, Euphoria
- NEAR: chain abstraction, intent Zec - BTC
- HyperEVM: more products around perps
Developer experience matters:
- RPCs, indexers, gas sponsorship, account abstraction, wallet integrations, latency, throughput, SDKs, and VM capabilities all influence what gets built where.
Blockchains will never be commodities because apps and devs change the paths they take, leading them to end up in different places.
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