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# System prepended metadata

title: 'Thesis: Ecosystem and Network moat for DeFi'

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# 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. 