Interpretation of Haibo's Articles

Let me interpret this article by Brother Kai. The level is limited, so please correct me if it is wrong.
Article address: https://news.huoxing24.com/20200919181045458652.html Nomenclature: Ke Ge mentioned the
term
"transaction structure" in many articles before. At present, I understand this term as: "There are specific applications Scenario, multi-party trading system".
The current on-chain transactions are very simple and have no business support, so it is difficult for users to settle. The wallet is an example. The initial positioning of the wallet is the flow entrance. This is correct, but anyone can do this entrance. There are no barriers to the technology of the wallet itself. The most important thing is its content (dapp), but these dapps can be obtained by anyone. Right, the wallet is not very good at monopolizing both in terms of technology and resources.
The dex and defi that have real barriers need to solve two technical problems and one business problem. The
first step is two technical problems: the
three major advantages are technology and operation, and the problem is that the disadvantages of centralization are more obvious. The premise that uniswap and sushiswap are relatively popular is that they are built on Ethereum. Ethereum has already precipitated its own users. The dex based on Ethereum has innately obtained user traffic, coupled with operating modes such as liquidity mining, so these dex gains Sought after. These dexs have no technical barriers themselves, and can only rely on the community and storytelling to gain attention. The underlying architecture of Ethereum is universal. There is no module specifically designed for dex and defi, which determines that the contract-based dex and defi are stuck in the Ethernet throughput and higher handling fees. The basic element of dex replacing cex is a faster transaction speed (in a short time, we should not expect to exceed the transaction speed of cex, it can reach half the speed of others, I think), and lower handling fees. Meeting these two conditions can attract at least a certain amount of users from cex to dex. The centralization of cex is really a problem.
Speed ​​problems can be solved in a way similar to the Lightning Network, but the symptoms are not the root cause. If you want to completely solve the speed and handling fee issues, you need to change the dex and defi smart contract situation to the underlying module of the public chain. For example, this module is like a winows service, not a win-based program. As long as these two issues are resolved and the experience improves, many users will be attracted.
The second step is business issues.
Alipay can develop based on Taobao's user precipitation and usage scenarios. dex, defi, wallet, their business is relatively thin, lack of business scenario support, especially lack of docking with the chain. If the public chain can first have its specific business scenarios, precipitate users, cultivate usage habits, and finally launch low-fee, high-throughput dex and defi, this dex and defi will have higher barriers than the current dex. This kind of dex has strong vitality.
The problems of throughput and handling fees are either solved through the Lightning Network, or Ethereum transforms the underlying modules. But at present, Ethereum probably has no plans to launch the underlying modules of dex and defi.
Who can solve the speed and handling fee issues first will get users first on dex and defi. This is to see who is progressing fast.
Personally, I still look forward to Haibo's support for dex and defi. Once successful, chains such as business, users, dex and defi can form a higher monopoly advantage. So the key to success is the speed of progress.
To quickly acquire users, Haibo should look for opportunities to cooperate with large companies to increase exposure, just like the previous link and Google cooperation. It should be better to promote Haibo in terms of self-positioning + exposure + dex story (I estimate),