
syk233 MemeMax ⚡️|🐬TermMax|4月 06, 2025 03:33
The four critical hits from last year to this year were distributed in stablecoins, perp+L1, storage
One is Ethena
One is usual
One is hyper
One is wal
Plus RWA, one is Plume, and many people may not have noticed this detail. In such a market, Plume's FDV has been hovering around $2 billion for a long time
I believe that the next critical hits in 2025 will still be on these tracks, if we have to prioritize them:
1. Stablecoins
2. New L1
3. Infrastructure (oracle+storage+ai)
4, rwa
Timeline