Watching chains pump, most people chase the L1 token. Wrong move.
The real plays? Exchange and lending protocols on top. They capture actual usage.
Looked at $NEAR ecosystem. Only 2 native DeFi protocols worth mentioning. Combined market cap? ~$17M.
That's either early or dead. Probably just dead.
The real plays? Exchange and lending protocols on top. They capture actual usage.
Looked at $NEAR ecosystem. Only 2 native DeFi protocols worth mentioning. Combined market cap? ~$17M.
That's either early or dead. Probably just dead.