Dude, have you noticed that the DeFi sector has been subtly changing recently?
A couple of days ago, I was looking at on-chain data and suddenly noticed an interesting phenomenon: TVL (Total Value Locked) may not be as crazy as in 2021, but the quality of users has clearly improved. Previously, people just rushed in to mine, sell coins, and run away, but now those who remain are truly understanding the value of DeFi.
It's like after the gold rush, those who truly remain are not speculators, but miners who know how to sustainably extract value.
Tonight I saw $STO surge by 46%, and the explosion of such small tokens actually reflects a trend: the market is starting to refocus on projects with strong practicality. It's no longer just pure meme speculation, but tokens with actual application scenarios are becoming popular.
【Key point】Where is the biggest opportunity in DeFi now?
I think it's the combination of cross-chain bridges and liquidity mining. Although $ETH transaction fees are still ridiculously high, the rise of Layer 2 allows small funds to participate in DeFi. The DeFi ecosystem on $SOL is also developing rapidly, with APYs often reaching triple digits.
Of course, there are a lot of pitfalls in this. Remember this: pools with APYs over 100% are either new projects burning money to attract users or Ponzi schemes. History tells us that sustainable yields generally range between 8% and 20%.
Today, $SUI dropped by 3.2%, but I think this position is actually an opportunity. Its DeFi ecosystem is just starting, and positioning now might be a good time to buy the dip.
Back to the point, the essence of DeFi is to eliminate intermediaries in traditional finance, allowing us retail investors to directly enjoy the profits of financial services. Although the risks are large, isn’t that the original intention of us entering the crypto space?
For reference only, NFA 🙏
❓ Are you still playing with DeFi? What yield can you stabilize at?
#trading #Ethereum #bearmarket #investment