レンディング、リキッドステーキング、リステーキング、利回りアグリゲーター、資金の持続性を左右する収益構造を研究します。
利回りの源、リスクの負担者、継続的に価値を獲得するプロトコルの理解は DeFi 投資の基礎です。
Quantus 以 ML-DSA、ML-KEM、ZK Wormhole 与 QPoW 构建后量子隐私支付网络；技术路线完整，但主网上线时间短、流通量仅约占最大供给 1.33%，仍需验证需求、算力安全、跨链流动性与未来解锁承接能力。
市场处于寒冬尾部修复而非确认的新趋势起点；ETF 资金、合规基础设施与隐私叙事回暖，但杠杆、流动性质量、监管过渡与交易所安全仍构成关键分歧。
Sui 现货市场已形成 Cetus、DeepBook 与 Bluefin 等分层格局，Perp 市场仍较分散；新团队更值得切入聚合路由、统一保证金、风险管理与新资产交易闭环。
Aligned 把昂贵、碎片化的 ZK proof verification 做成共享基础设施，试图成为 Ethereum 与 EigenLayer 上的证明验证层；$ALIGN 的投资价值取决于真实证明需求、代币价值捕获、AVS 安全和解锁压力。
吉祥马 is treated as a DeFi infrastructure watchlist candidate sourced from CoinGecko/CMC discovery and refreshed with Surf, with emphasis on product durability, token value capture, liquidity, supply, and execution risk.
0G is treated as a DeFi infrastructure watchlist candidate sourced from CoinGecko/CMC discovery and refreshed with Surf, with emphasis on product durability, token value capture, liquidity, supply, and execution risk.
0x0.ai is treated as a privacy infrastructure watchlist candidate sourced from CoinGecko/CMC discovery and refreshed with Surf, with emphasis on product durability, token value capture, liquidity, supply, and execution risk.
0xDAO is treated as a yield infrastructure watchlist candidate sourced from CoinGecko/CMC discovery and refreshed with Surf, with emphasis on product durability, token value capture, liquidity, supply, and execution risk.
この分野の 11 プロジェクトを分析済み。
