Will Axiom be the next epic big deal?

CN
6 hours ago

Will Axiom be the next epic big player?

Currently, the "on-chain terminal" competition is still ongoing, concerning the struggle for infrastructure sovereignty.

http://pump.fun has completed a full-chain layout from token issuance, self-owned Dex to trading terminal through the acquisition of Padre, attempting to build a complete trading ecosystem, but its core business remains token issuance.

@AxiomExchange has chosen a completely different path. It started with Solana and recently successfully expanded to BNB Chain, leading the field of trading terminals by a wide margin.

Let's look at the revenue data. Over the past 30 days, Padre's platform revenue was $1.67 million, while Axiom's revenue over the past 30 days was $23.6 million. Considering that Axiom has just expanded to BNB Chain, this gap may widen further.

However, Axiom's real moat is not the revenue figures, but its product philosophy: focusing on the ultimate experience in trade execution. This specialized positioning has established strong user stickiness among traders.

Meanwhile, Surf and MOSS are still in the exploratory stage. Surf is positioned as a "crypto AI command center," primarily integrating information from trusted sources and providing research support by combining on-chain data and social media dynamics. However, it resembles more of an information aggregation tool, lacking actual trading execution capabilities.

MOSS attempts to enter from the Alpha side, but its ambitions go beyond information aggregation. In the future, MOSS will evolve into: Alpha → Wallet → Trading.

The real competitive dimension is not functional completeness, but the compression of "decision-execution" time.

http://pump.fun achieves functional completeness through acquisition but increases the length of the decision chain.

Axiom focuses on extreme execution, compressing the time from thought to action.

Surf/MOSS attempt to optimize decision quality but overlook execution efficiency.

Axiom has the potential to win this battle. Its future path may include:

1/ Multi-chain expansion. Expanding to user-active L1/L2 such as Base.

2/ Product diversification. Launching its own token issuance platform, etc.

3/ A new round of financing.

The only thing left is the TGE.

Axiom transmission: https://axiom.trade/@chaos9248

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