DeFi's Revenue Layer Is Quietly Becoming Its Most Important Infrastructure
Isizukulwana sokuqala se-DeFi sakhiwa ngezikhuthazo zokumpompa ukheshi—phrinta amathokheni, ukudonsa i-TVl, ngethemba lokuthi ukunamathela kuzohlala ngaphezu kokukhishwa. Iningi lawo alizange.
Kodwa okuthile okunesakhiwo kwenzeka ngemuva. Amaphrothokholi asindile ekuhlanzweni kwango-2022-2023 akagcinanga ngokuhlala—ayakhula. Athola i-product-market fit ngaphandle kokucabanga.
Ingxoxo isishintshele ku-TVl iye emalini engenayo. Imali engenayo yangempela yamaphrothokholi. Izimali ze-DEX, i-lending spread, liquid staking yield, perp funding flow-through. Lokhu akusona isinxephezelo sokutshala inzuzo—kungukugeleza kwemali okuphuma ekusetshenzisweni kwangempela.
Lokhu kubaluleke kakhulu kunalokho abantu abakucabangayo. Amaphrothokholi akhiqiza imali engenayo akha ungqimba lokuqala lwemali engenayo oluzalwa ku-crypto. Leso sikhathi semali engenayo sivumela izinto okungenakuzenziwa imodeli eqale ngokucabanga: imikhiqizo ehleliwe enezinga lenzuzo elikhona, amajika enzuzo alungiswa ngokuya ngobungozi, futhi ekugcineni amathuluzi esikweletu asemthethweni akhelwe ekukhishweni kwemali okubonakalayo ku-on-chain.
Amaphrothokholi akhiqiza imali engenayo esimeme ngesikhathi samabhere yilawo azobeka phambili ingqalasizinda yesigaba esilandelayo. Akukhona ngoba ayajabulisa, kodwa ngoba kuphela anomshini wezomnotho ongaphinda wandise ngenkathi kubhekene nobunzima.
$ETH $SOL $BNB
#DeFi #Crypto #Ethereum #DeFiInfrastructure #OnChainRevenue
Isizukulwana sokuqala se-DeFi sakhiwa ngezikhuthazo zokumpompa ukheshi—phrinta amathokheni, ukudonsa i-TVl, ngethemba lokuthi ukunamathela kuzohlala ngaphezu kokukhishwa. Iningi lawo alizange.
Kodwa okuthile okunesakhiwo kwenzeka ngemuva. Amaphrothokholi asindile ekuhlanzweni kwango-2022-2023 akagcinanga ngokuhlala—ayakhula. Athola i-product-market fit ngaphandle kokucabanga.
Ingxoxo isishintshele ku-TVl iye emalini engenayo. Imali engenayo yangempela yamaphrothokholi. Izimali ze-DEX, i-lending spread, liquid staking yield, perp funding flow-through. Lokhu akusona isinxephezelo sokutshala inzuzo—kungukugeleza kwemali okuphuma ekusetshenzisweni kwangempela.
Lokhu kubaluleke kakhulu kunalokho abantu abakucabangayo. Amaphrothokholi akhiqiza imali engenayo akha ungqimba lokuqala lwemali engenayo oluzalwa ku-crypto. Leso sikhathi semali engenayo sivumela izinto okungenakuzenziwa imodeli eqale ngokucabanga: imikhiqizo ehleliwe enezinga lenzuzo elikhona, amajika enzuzo alungiswa ngokuya ngobungozi, futhi ekugcineni amathuluzi esikweletu asemthethweni akhelwe ekukhishweni kwemali okubonakalayo ku-on-chain.
Amaphrothokholi akhiqiza imali engenayo esimeme ngesikhathi samabhere yilawo azobeka phambili ingqalasizinda yesigaba esilandelayo. Akukhona ngoba ayajabulisa, kodwa ngoba kuphela anomshini wezomnotho ongaphinda wandise ngenkathi kubhekene nobunzima.
$ETH $SOL $BNB
#DeFi #Crypto #Ethereum #DeFiInfrastructure #OnChainRevenue