The following analyzes the irreversibility of the $WCT T (WalletConnect) token from three dimensions: ecological monopoly, technological moat, and token economic model.
1. Ecological Monopoly: The 'water, electricity, and gas' infrastructure of Web3 traffic:
1. Absolute market share dominance
2. Rigid demand scenario covering the entire track
2. Technological Moat: Four barriers that cannot be disrupted at the protocol layer:
1. Decentralized communication network (WalletConnect 2.0)
2. Multi-chain abstraction layer (Chain Agnostic)
3. Intent-centric transaction architecture (WC 3.0 roadmap)
3. Value capture of the $WCT token: Binding dual demand of 2B + 2C
4. Growth Catalysts and Risk Perspective
Explosive Opportunities:
💥 Popularization of Account Abstraction (AA): The explosion of ERC-4337 wallets in 2024, with WC as the preferred interaction protocol, leading to a possible tripling of request volume;
🚀 Web3 Mobile Revolution: Mobile DApps rely on WC for QR code login (expected that mobile users will account for 70% by 2025);
🔥 Traditional Enterprises Entering: Brands like Starbucks/Nike need WC integration for on-chain plans (enterprise-level subscription fees are 10 times that of individuals).
The core advantages of $WCT are:
Monopolizing traffic entry (1 billion requests/month) + Irreplaceability at the protocol layer (P2P relay network) + Binding industry upgrade dividends (account abstraction/intent-based transactions)
