Morph: Taking the lead in consumer-grade public chains, why does it have the chance to become a super gateway?

If you believe that the future of Web3 is living and ubiquitous, then Morph is worth paying attention to. This article is from an article written by Ice Frog and is compiled, compiled and written by Deep Tide Techflow. (Synopsis: Consumer-grade public chain Morph at a glance: ecological development status and future analysis) (Background supplement: The "treasure map" of consumer-grade public chain Morph: how do early users explore Li Dezhu? First, from the perspective of the industry cycle, why is the consumer-grade public chain the rigid demand of this cycle? Over the past few crypto cycles, from DeFi Summer to NFT frenzy to infrastructure leaps and MEME narrative explosions, the industry has been constantly innovating itself. But today, the increasingly rich infrastructure is in stark contrast to shrinking liquidity and slowing user growth, and this structural contradiction has become the biggest dilemma of the current industry. Especially in the public chain track, the narrative logic that once dominated is: "faster TPS + lower gas fees + more DeFi applications". However, with the narrowing of the technology gap and the convergence of innovation, the model of relying solely on the "hype of the new public chain" is accelerating its failure, and the decline in investment mobility is superimposed on the real demand turn. More generally, people no longer want "faster casinos", but "chains that can be used". In this context, a new generation of public chains such as Morph with consumption scenarios as the core is becoming an inevitable product of the evolution of the industry cycle. There are two deep driving logics here: Macro structural changes, Web3, as the next generation of Internet infrastructure, must transition from purely financial attributes to undertake a wider range of needs such as real consumption, social networking, and content. In terms of micro evolution, the industry traffic logic must be reconstructed, and the future growth engine must be experience-driven natural traffic, that is, daily high frequency, users are willing to stay and consume scenarios. To carry such a transformation, traditional financial public chains (such as those that are too DeFi) are naturally unsuitable, and consumer-grade public chains will become a new traffic entrance and experience base. Morph may be in the right place at the inflection point of this cycle. Second, Morph: the technical and strategic breakthrough of consumer-grade public chains 1. Core technical advantages: taking into account from performance to security In terms of the entire architecture, there is no need to go into detail, in short, it is similar to other public chains, mainly for consensus and execution of the orderer for state verification of the proof mechanism, and data availability. On top of this, the project has some innovations and optimizations of its own. 1. Hybrid Rollup Innovation (Optimistic + ZK), Morph has created the mechanism of Optimistic zkEVM + Responsive Proof of Validity (RVP), combined with the low cost of Optimistic Rollup and the high security of ZK Rollup, which greatly compresses the challenge window, improves the withdrawal speed, and reduces the overall cost. 2. The decentralized orderer, as a whole, no longer relies on a single-point sorting center, which completely alleviates one of the biggest pain points of traditional Layer2, MEV monopoly and transaction review, and ensures the fairness and high availability of transaction processing. 3. Modular architecture: supports independent upgrade and evolution of different modules, and can flexibly adapt to more new expansion kit requirements in the future, such as EIP-4844, SP1 zkVM, etc., ensuring Morph's long-term technical evolution capabilities. From a technical point of view, the overall construction logic of Morph is not a single point of breakthrough, but a systematic integration and innovation to ensure efficiency, safety, and experience. 2. Strategic positioning advantages: extension from transaction to life 1. With "consumption scenarios" as the core, Morph is not simply a chain of "TPS" or "DeFi", but is clearly positioned as an infrastructure that serves "on-chain consumer applications" (entertainment, social, lifestyle). The direction of Morph's focus - on-chain content, on-chain socialization, on-chain entertainment, on-chain payment, etc., these are all scenarios that can truly enable the daily needs of hundreds of millions of users, not a simple financial speculation cycle. 2. Combine strong resources and traffic to form potential synergies with platforms such as Bitget, share users, brands and channels, and accelerate the introduction of real users and ecological cold start. In fact, for such projects, traffic barriers are extremely important in the early stage, and public chains with stable and efficient diversion entrances will be easier to build early ecological potential energy. 3. More than a U card, Alipay to create Web3, product + brand power continues UP Under the strong endorsement of Bitget and DCS, a first-class card issuer in Singapore, the Morph black card quickly ignited heated discussions in the industry as soon as it was launched, setting off extensive discussions within Web3 and successfully breaking the circle with the Web2 consumer financial system. Although there is still some controversy at the level of operational details, there is almost a consensus: Morph black card, as a consumer-grade product of "on-chain + off-chain integration", preliminarily verifies that there is a broad real demand for high-frequency connections between on-chain financial services and real life. Behind this is Morph's in-depth thinking and compliance layout for long-term strategy. Although its surface form is similar to the traditional "U card", in essence, it has gone beyond the attributes of tools, and is more like a Web3 entry-level infrastructure that connects on-chain financial account systems, off-chain consumer rights, and compliant clearing networks. Morph Black Card is issued by DCS, a local licensed bank in Singapore, and completes the whole process of card network integration, product structure review, KYC, AML certification and risk control audit under the supervision of MAS (Monetary Authority of Singapore). In addition, Morph does not position the black card only as a "swipe tool", but introduces a complete rights and interests system that can only be enjoyed by high-end credit cards in the Web2 world, which not only makes the black card itself scarce, but also reflects Morph's deep thinking about the "consumer-grade entrance": let the on-chain identity become a certificate of noble experience in the real world, and let the crypto asset truly become a "credit asset" that can be used daily. Morph's painstaking adoption of this strategy reflects that the core appeal of the project as a whole for long-term development is not to take advantage of a hot wind to make a wave of money, but more to consider building a compliant, safe, convenient and globally usable system from the entire underlying strategy. 4. The underlying account system supports the ecological closed loop, and card issuance is not the end, but the starting point Morph black card is not an isolated financial product, but a deeper part of the entire Morph account system. This account system will not only support card issuance and payment functions, but also become the core infrastructure for building Web3 wealth management, identity, points, and membership systems in the future: not only support on-chain accounts to bind off-chain identities; It also supports functions such as crypto asset storage, exchange, and wealth management, similar to the Web3 version of "Alipay"; In addition, more Web3 applications and third-party financial tools can be embedded to achieve an open financial ecology On this basis, Morph is building an "account is a financial portal" system: every card, every account, is not only a payment instrument, but also a core identity hub that links various Web3 services (consumption, trading, financial management, social networking). 3. The potential challenges and long-term value of Morph Although consumption and application are recognized as the next growth curve in the industry, the cold start...