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最漂亮的图表之一 终极的USD1玩法，交易量低于1亿，WLFI即将到来 更高的$BLOCK

.@ethena_labs kicked off a new era for what I think is going to be one of the continued largest and fastest growing segments of crypto native businesses. I’m still tinkering with the best way to articulate this segment…yieldcoins, onchain asset management…don’t love any of them yet, but the product is primarily YIELD Ethena did several things incredibly well: - bring yield onchain in a yield starved era - opening up access to a popular, profitable TradFi strategy in a crypto-driven manner (BTC/ETH basis) - superior form and function. The $1 denomination was key, instead of doing it on a NAV/PPS basis like typical funds - risk management + building trust Think there is a tremendous opportunity to build hundreds of product strategies here and at least a dozen very valuable businesses. TAM in 10-15 years is probably $500B-$1T at least. Most traditional asset managers will struggle with this (even the crypto friendly ones) because: - unfamiliarity with DeFi/crypto market structure - compliance risk/reward @maplefinance is another great firm I put in this category. @upshift_fi and @MidasRWA also come to mind.

来吧 $PROVE

认为零知识证明（ZKPs）将与挖矿和质押一样重要（十亿美元产业）。大多数以太坊开发者推动这一叙述是有原因的。 - $PROVE 是唯一一个本质上捕捉 ZKP 叙述的代币 - 垄断：ZKPs 产生收入，而没有其他代币能够捕捉这一点，除了 $PROVE - Zksync / Starknet 是孤立的：如果一个 ZK rollup 成功，$PROVE 也会成功 这是即将到来的周期的一个潜在机会，当以太坊涨到 10k 时。