Near (Sharding & DAO as unique features)
Avalanche (DeFi yields & NFT partners)
Our role models are Ethereum (community & culture), Starkware (ZKProofs & research) and Cosmos (Wasm & cross-chain), but which other smart contract platforms should we compete directly and win against?
Technology wise, Near is the closest. Polygon and Avalanche in terms of developers. Solana will be difficult as both technology and ecosystem are different from us. I don't think Terra is a competition, as they only target a niche market. Polkadot is not a competition in the near term. So, my pick are the Polygon and Avalanche.
Polkadot (Parachain & developer grants)
Polygon (ZKProofs & EVM ecosystem)
Solana (Centralized exchanges & DeFi)
Terra (DeFi ecosystem & stablecoins)