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很多帖子都在說DeFi在Solana上比Ethereum/EVM更優
但:
• Ethereum的TVL是(的8倍,如果包括L2的話則超過10倍)
• 大多數機構級DeFi都在EVM上
• 像Morpho/Euler/Aave + Curve + Pendle這樣的網絡效應吸引新的DeFi協議在EVM上建立
• 新的概念很可能先在EVM上誕生,然後再在Solana上被複製(例如Pendle風格或Ethena類的協議)
我認為目前在Solana上最有趣的是RWA/股票作為貨幣市場的抵押品。
還有什麼呢?