Industry Observation and Analysis of Aptos Public Chain

Since entering the space in 2017, I have witnessed the rise and fall of many public chains. At first, EOS claimed to have a million TPS, but what happened? Solana's outages became a daily occurrence, and Avalanche also had its moments of glory. But Aptos is different; it has shown me something truly unique.
I remember the first time I learned about Aptos was because of its founding team background - from the Meta Diem project. To be honest, I had some doubts at the time, after all, the Diem project ultimately failed. But after delving deeper, I found that this became Aptos's advantage.
1. The technical and regulatory advantages of Aptos
"Dimensionality Reduction Attack" on a technical level
Block-STM parallel execution technology is indeed a breakthrough. I previously conducted a simple test where Ethereum transfers took several minutes during network congestion, and the fees were ridiculously high. On Aptos, the same operation was completed in 0.1 seconds, with a fee of only 0.00011 APT (approximately 0.0005 USD).
This gap in experience is not a gradual improvement but a qualitative leap. No wonder projects like Polygon, Monad, and Sei are "borrowing" Aptos' technical architecture. To put it bluntly, Aptos got it right, and others are following suit.
First-mover advantage in regulatory aspects
In June this year, Aptos CEO Avery Ching testified before the U.S. Congress, which has sparked a lot of discussion in the community. I carefully examined the content of the testimony, and the three points he mentioned are crucial:
Aptos is a domestic company in the United States.
Wall Street giants like BlackRock and Franklin Templeton have already deployed funds on Aptos.
Call for clear token regulation policies
This is not just simple lobbying, but participation in rule-making. Think about it, when the regulatory boots come down, which projects can quickly comply? The answer is obvious.
2. Institutional Funds, Stablecoins, and Ecological Development
Institutional capital's "vote with their feet"
Data speaks for itself:
BlackRock manages over $500 million in funds on Aptos
Franklin Templeton invests over 400 million in money market funds
Apollo moves private credit products to Aptos.
The PACT protocol has issued over 1 billion dollars in assets.
These are institutions strictly regulated by the SEC, and their choices are by no means arbitrary. Institutional funds are traditionally cautious, and the projects they invest in must have strong technology and compliance capabilities.
The inherent advantages of the stablecoin sector
This year, the market value of stablecoins on Aptos has grown by 85.9%, reaching 1.2 billion USD. The native deployment of USDT and USDC, along with the launch of USDe, has made Aptos a hub for stablecoins.
Moreover, the GENIUS Act proposed by the United States requires stablecoins to have features such as freezing/destroying functions, fast transfers, and clear audit trails—Aptos inherently meets these conditions. This means that once stablecoin regulations are clarified, issuers of stablecoins on Aptos can operate in compliance directly.
Rapid growth of ecological data
The monthly active users have increased from 2.5 million last year to over 10 million in the first half of this year, the number of developers has grown by 96%, and the number of ecological projects has increased from 250 to over 330. Behind these numbers are real user demand and developer confidence.
The success of the EXPO2025 digital wallet, with 500,000 new accounts and 4.37 million transactions, proves Aptos's performance in large-scale real-world applications. This is not laboratory data, but real-world validation.
3. Summary and Personal Judgment
My judgment
After going through so many cycles of bull and bear markets, I have learned one principle: truly valuable projects are not built on marketing and hype, but on solving real problems.
Aptos is currently facing the challenge of TVL still catching up with other public chains, but I believe this is precisely the opportunity. With technological leadership, regulatory compliance, and institutional recognition, these infrastructures have already been established; what remains is just a matter of time.
Of course, investing carries risks, and I am not recommending buying or selling. However, from the perspective of technological development and industry trends, Aptos indeed represents an important direction in blockchain technology. In this uncertain industry, it is quite rare to find a project that is technically solid and has a clear path.
As the research director of Aptos said: "We built great technology, and now the entire industry is building on it." This sounds a bit boastful, but take a look at the list of projects that "borrow" Aptos technology, and you'll find that this is not boasting, it's a fact.