Tradeoff Table
Compare the practical differences.
| Question | First side | Second side |
|---|---|---|
| Primary role | Monetary benchmark and reserve asset | Fast app network and retail activity layer |
| Signal | Conviction, macro demand, custody flows | App usage, meme-cycle heat, low-fee activity |
| Main risk | One dominant thesis and macro sensitivity | Network reliability, speculation cycles, ecosystem concentration |
| Best next check | Does the custody and fee plan fit long-term holding? | Is usage durable after the attention cycle cools? |