Alliance Co-Founder: Public Chains Will Become Secondary for Most Users, Stickiness Shifts to Products

Alliance co-founder Imran Khan posted on X that for most people, public chains themselves will become secondary; what matters is the products that serve end users on top. Launchpads are being commoditized, and platforms that have the deepest network effects or differentiate by occupying a niche (e.g., stock trading pairs) are more likely to win. On-chain frontends are eroding single-platform stickiness and community identity, because they can neutrally access multiple venues within the same window, reducing switching costs. The same applies to lending, swap routers, cross-chain bridges, and most trading infrastructure: stickiness will shift to the entity that controls the user relationship.