If DeFi and NFTs are the applications we see, blockchain infrastructure is the roads, bridges, and electrical grids that make them possible. Here lie the key pieces for everything to function securely and efficiently.
For the digital economy to achieve mass adoption, it needs to be fast, cheap, and connected to the real world. Investing in L1s, L2s, and oracles is like investing in the fiber optic providers, payment processors, and data agencies of the early internet. They are absolutely essential for the ecosystem to grow.
This is the foundational technology underpinning the entire Digital Assets ecosystem. It includes core "Layer 1" networks and "Layer 2" scaling solutions that boost transaction speed and efficiency.
It encompasses the nodes, validators, and essential tools for decentralized application development. Without this base infrastructure, no decentralized application or digital asset can properly operate. It is the digital equivalent of roads and internet infrastructure.
These are the fundamental blockchains, like the Bitcoin or Ethereum network itself. They act as the base layer of security and consensus, the "supreme court" that guarantees the veracity of all transactions. Their challenge is to balance security, decentralization, and speed.
These are solutions built on top of L1s to make transactions much faster and cheaper. They process a large volume of operations off the main chain and then record a summary on the L1. It's like having a high-speed highway (L2) running parallel to a secure but slower main road (L1).
These are services that act as a data bridge between the blockchain and the real world. For example, if a smart contract needs to know the current price of gold to execute an operation, an oracle provides that information reliably and securely.
