# Thesis: Ecosystem and Network moat for DeFi ***tldr;*** Developers will build tools (e.g IDE's, chain analysis) that will make one ecosystem far more productive causing a positive feedback loop ## Questions * How are we tracking this? * Probably the developer ecosystem, currently can clearly see Eth is out in front. * Should we try to model where value will end up. * How big an opportunity is this? * 100s B * Timeframe around this thesis? * Months/Years * Composibility only really works within a single chain because you need to have shared state. | | Token | Sync Messages | ASync Messages | Released | | - | - | - | - | - | | IBC | Y | N | N | Y | | Dynamic IBC| Y | Y | Y | N | | XCMP | Y | 0.5 | Y | N | | Solana | Y | Y | Y | Y | | Eth L2 | Y | ? | ? | Some | | Eth 2.0 | Y | 0.5 | Y | N | | Bridges | Y |N|N| Some| * Intrastructure is chain specific, or can it be chain agnostic? * Assume it can be chain agnostic, e.g ThorChain. Solana can do the same. * `On Polkadot, smart contracts will be able to call each other synchronously in the same parachain and asynchronously across parachains.` * `On Ethereum, smart contracts can call each other synchronously in the same shard and asynchronously between shards.` * While Composability and Liquidity *might* be a moat, this needs to be considered in conjunction with fees or cost to use. This caused an exodus of new apps from ethereum.