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The next bull market's worth-allocating public chains will not exceed three.
AI + open source lowers the barrier to entry for public chains. For investment firms or large corporations, using ready-made code to fork an EVM-compatible chain and then applying AI to tweak the logic can be up and running in just dozens to a hundred hours. Adding their own user systems and compliance resources, it can actually be implemented very quickly.
This brings about a change: the previously emphasized decentralization and trust in public chains are beginning to be replaced by centralized efficiency + auditable ledgers in many scenarios.
Under this trend, the differentiation among public chains will become increasingly apparent.
Perhaps only three public chains can truly survive long-term:
$ETH Focused on settlement layer ➕ Credit foundation ➕ The most decentralized public chain.
$TON If Telegram can really bring large-scale users on-chain, there is potential.
$SOL US-based public chains, MEME coins are unlikely to disappear.
Other public chains, such as AVAX, SUI, APT, ADA, are more likely to enter a long-term competition and become divided.
Moreover, the market doesn't need that many public chains. The three truly worth deploying in the next bull market are SOL, ETN, and TON. #CreatorLeaderboard