This is a game of choice, not a game of winning or losing.Ethereum compared to Solana, just like Android compared to iOS
This is a game of choice, not a game of winning or losing.
Ethereum compared to Solana, just like Android compared to iOS.
Android values modularity: it can run on a variety of different types of devices produced by hundreds of manufacturers worldwide; Google produces only 1-2% of the devices. This makes Android the most popular mobile operating system in the world, accounting for approximately 60-75% of the market share. The flexibility of Android is a blessing for hardware companies producing smartphones, televisions, and other products, as they can bring new products to the market without investing billions of dollars in building operating systems. However, this diversity also makes it more difficult to develop applications that can run seamlessly on devices with different specifications, screen sizes, and various Android versions.
In contrast, all iOS devices are produced by Apple, so it can provide users and developers with a more integrated and consistent experience. There is no need to optimize across different devices, and the time saved can be used to provide better applications that users are willing to pay additional fees. Therefore, it is not uncommon for companies to first publish applications on iOS. Although Apple only holds about one-third of the market share, it is doing better in capturing ecosystem value, accounting for about 60% of all mobile expenses (plus all hardware revenue).
This is not a primitive analogy, but it is a useful analogy. Ethereum, similar to Android, is rapidly becoming a platform for third-party networks, rather than a destination for most end users and developers. The L2 network ecosystem, which uses the Ethereum main network to ensure security and utilizes EVM as the operating system, is growing rapidly, processing approximately 5-6 times more transactions than the Ethereum main network, and this number is expected to rapidly expand to 100 times or even more. These third-party networks are like different Android OEMs: many offer slightly different direct competitive services, while others focus on specific markets or use cases. As more and more tools make it easier to start L2, we can foresee that the "sphere of influence" of Ethereum continues to expand, covering hundreds of networks and processing transactions far beyond the main Ethereum network.
EVM is expected to continue to become the most popular blockchain operating system, running on thousands of different cross market, domain, use case networks and Rollups. Even if the main network only accounts for a portion of its total value, Ethereum will benefit greatly from this expanding ecosystem. However, this diversity brings many challenges similar to Google Android.
For example, different EVM networks can run slightly different operating system versions, so Ethereum smart contracts cannot guarantee seamless operation on all of these networks by default, and developers must spend extra time adjusting, testing, and maintaining for different environments. For ordinary users, the user experience of Ethereum may also become fragmented: applications on one network may not be able to be used on another network, wallets may not support all networks at the same time, and switching between them may cause confusion and even danger for ordinary users. Over time, these user experience issues will gradually improve, just as Android has become smoother and safer with its development. Nevertheless, developers still face the burden of investing more time to solve these problems.
On the other hand, Solana is similar to iOS in that it tightly integrates components in the name of throughput and performance. In addition, Solana adopts different consensus mechanisms and design principles. Ultimately, as a single, unified network, it is faster and cheaper than Ethereum and many other EVM networks. Developers can focus on providing better applications for a single high-performance platform without worrying about transaction speed, gas cost optimization, and cross chain deployment. Users also do not have to worry too much about issues such as slow transactions, network switching or cross chain, and inconsistent wallet support.
Of course, this is a superficial analogy, and many details are not covered. But it is necessary to understand that this is a game of choice, not a game of winners and losers. It does not matter who is absolutely and objectively 'better'; Importantly, this debate will never end. Some people value the flexibility of modular concepts; Others value the speed and simplicity of more integrated platforms. The important thing is that there are options available, and you can choose the one that best suits you. The success of the industry requires competitive platforms with different trade-offs to maximize the choices of developers and users; Nowadays, Ethereum and Solana embody this spirit, becoming the two most promising smart contract networks in the market.
Understanding our position in the financial and technological cycle is crucial for investors. A bear market is the best time to investigate the market and become a new winner during a major consolidation period. Maximalism will make you only support Ethereum, Bitcoin, or any network they like, and give up everything else, but this is more emotional than logical. In fact, there was a time when Bitcoin was the only legitimate digital asset; There was also a time when, despite the emergence of alternatives, Ethereum (like IBM at its heyday) was the only true game.
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