NingNing
NingNing|Apr 16, 2025 14:44
In the current cryptocurrency market environment, on one hand, consumer chain projects built for user needs such as Sony's Soneium and Penguin's Abstract are thriving, while on the other hand, Ethereum's old trick of playing with technical narrative dolls has been collectively criticized by the community. No matter how many people reminisce about the golden age dominated by technological narratives, the era of "product king" where PMF is greater than the invention of technological primitives is still unstoppable. What's important is PMF, idiot "- Clinton's encrypted version. In this new era, technology is no longer aimed at itself, but serves the needs of consumers. Consumer demand determines the characteristics of the underlying technology architecture, rather than the previous practice of delivering a piece of dog poop and forcing consumers to eat it and sing it with sincerity. So, the concept of Sony Chain Soneium is set to "solve problems, not showcase technology" and is built directly using the OP Stack SDK; And Penguin Chain Abstract is built directly using ZKSync's ZK Stack SDK. With mature infrastructure, they can focus on developing user oriented services and driving adoption. Therefore, the focus of resource allocation for both is not on showcasing the underlying technology, but on how to optimize and enhance the consumer experience and how to increase consumer stickiness and retention. For example, Sony Chain's newly launched Fast Finals Layer aims to significantly reduce transaction confirmation time and provide a Web2 like user experience for gaming, DeFi, and SocialFi applications. The core technology of Fast Finals Layer is AltLayer's MACH (Modular Active Authentication Service) architecture. MACH utilizes EigenLayer's re staking mechanism to enhance security and cross chain message transmission. Traditional OP Rollup faces two time constraints: the transaction takes about 13 minutes to complete a hard confirmation on the OP Stack; L1 withdrawal requires a 7-day waiting period due to the OP Rollup feature. This is difficult to accept for applications that require immediate feedback, such as games. By collaborating with AltLayer+EigenLayer, Soneium introduces a new 'Fast Finals Layer' that compresses transaction confirmation time to less than 10 seconds. For example, Penguin Chain Abstract integrates technical primitives such as chain abstraction, gas free transactions, AA wallets, etc. into a system solution that optimizes consumers' Web3 experience, allowing consumers to operate Web3 games as if they were in a Web2 environment NFT、SocialFi、 Predicting the market and other Dapp applications. For example, Soneium's decision to choose ASTR as the core asset of the ecosystem instead of issuing new tokens also reflects pragmatism. ASTR has been listed on mainstream exchanges such as Binance, OKX, and Upbit, providing ready-made liquidity for Soneium and solving common cold start challenges in new networks. More noteworthy is that Astar plans to expand its influence to the OP super chain based on ASTR's core position in Soneium. ASTR has adopted the Superchain Asset Standard (ERC-7802, Superchain ERC20) to achieve seamless cross chain transfer. This standardization may help ASTR become a key asset connecting multiple ecosystems. As Sony BSL Director Satoru Watanabe said, this is a "Market Pull" strategy - identifying needs first and then solving them with technology, rather than building solutions first and then finding scenarios (Technology Push). Sony completely changed the personal music experience with the Walkman back then, and now they have launched the Sony Chain Soneium at the crossroads of digital transformation. We have reason to expect Sony Chain Soneium and Penguin Chain Abstract to revolutionize the construction paradigm of the Web3 platform and greatly enhance the user experience for consumers. For us investors, the concepts and practices of Soneium and Penguin Chain Abstract provide a new perspective: when evaluating projects, perhaps more attention should be paid to how they solve practical problems rather than the complexity of the technology stack. After all, history has repeatedly proven that the ultimate winner is often not the most technologically advanced solution, but the solution that best suits user needs.
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