Smart capital rarely chases the hottest applications on the trend. They only focus on one thing: finding the underlying infrastructure that all applications will inevitably rely on.

At this stage of Web3, this position is shifting from a race for public chain performance to data infrastructure.

There is a project that sees this very clearly — it does not participate in the TPS arms race, nor does it force market concepts; instead, it solves the most practical problem: how to make large-scale data cheap and easy to use under the premise of decentralization.

It originates from systems like Mysten Labs and is designed from the ground up for ecosystem scalability, not as an experimental project.

Now, capital is shifting from storytelling to seeking certainty. Projects that are long-term relied upon by ecosystem applications and provide foundational services are the truly worthwhile directions to invest in. The logic is simple, but few projects execute it well.