Analysis of China's Public Blockchain Industry: Chain Structure and Current Status

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Definition and Classification of Public Blockchains

Blockchain is a decentralized, tamper-proof distributed ledger secured by cryptography. Its key features include decentralization, immutability, collective maintenance, and transparent rules. Blockchains are categorized into three types: public, private, and consortium chains, differing in decentralization levels, transaction speeds, and node permissions.

Public blockchains allow anyone globally to read, send transactions, and participate in consensus. They serve as foundational architectures—similar to mobile operating systems like iOS or Android—enabling blockchain commercialization.

Leading Public Blockchains

Prominent public chains include ETH, TRON, EOS, NEO, and others. Among these, ETH, TRON, and EOS dominate with over 90% market share in DApp adoption, active users, and transaction volume.

| Blockchain | 2019 Transaction Volume | Key Characteristics |
|------------|------------------------|----------------------|
| ETH | $12.8 billion | High decentralization; Diverse DApps (gaming, finance); High fees |
| TRON | $4.4 billion | High user activity; Dominated by lottery/risk DApps |
| EOS | $6.1 billion | No transaction fees; Innovative DApp development |


Core Mechanisms of Public Blockchains

1. Consensus Mechanisms

Public chains rely on consensus algorithms to validate transactions. The primary models are:

2. Incentive Systems

Nodes earn token rewards for maintaining network security (e.g., validating transactions or reporting vulnerabilities).


China’s Public Blockchain Industry Chain

Upstream: Infrastructure Providers

Midstream: Public Chain Developers

Downstream: Ecosystem Participants


Market Size and Growth

China’s public blockchain sector grew at a 292.8% CAGR (2015–2019), reaching $2.39 billion**. By 2024, it’s projected to hit **$9.5 billion (31.9% CAGR).

| Segment | 2019 Market Share |
|---------------|-------------------|
| ETH | 54% |
| EOS | 27.2% |
| TRON | 18.8% |


Challenges and Solutions

  1. Speculative Risks: 80% of chains are "zombie chains" with no real utility.
  2. Innovation Gaps: Over-reliance on existing codebases limits differentiation.
  3. Scalability: ETH handles <20 TPS; solutions like DSC algorithms and cross-chain tech are in development.

Government Policies

China enforces strict anti-speculation laws while encouraging R&D in blockchain efficiency and security.


Future Trends

  1. Optimized Consensus: Balancing security, speed, and decentralization.
  2. Cross-Chain Tech: Enabling interoperability between disparate blockchains.

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FAQs

Q: What’s the difference between public and private blockchains?
A: Public chains are open to all (e.g., ETH), while private chains restrict access (e.g., enterprise solutions).

Q: Why is ETH’s transaction speed slow?
A: Its POW mechanism prioritizes decentralization over speed, limiting TPS.

Q: How do public chains generate revenue?
A: Primarily through token sales and transaction fees.

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