Another strategic role of stablecoins is acting as a settlement and trading base asset. During rapid market movements, traders often prefer stablecoin pairs to quickly rebalance positions, hedge exposure, or arbitrage inefficiencies without converting back into fiat, reducing friction and execution risk.
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From a trend perspective, Solana’s mobile and consumer-facing strategy could align well with the future of the metaverse. Rather than focusing only on VR headsets, many metaverse experiences are likely to be accessed via mobile devices first. Solana’s emphasis on mobile wallets, native apps, and low-latency UX supports this trajectory. This suggests investment potential in projects that treat the metaverse as a social platform rather than a purely immersive VR experience.
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Investors may view Layer 2s as leveraged exposure to Ethereum adoption, since their success depends on Ethereum’s security and credibility while benefiting directly from increased usage. However, this also introduces competition with Layer 1 in terms of narrative: Ethereum shifts from being “the world computer” to being the backbone infrastructure, while L2s become the visible application layer. The question becomes whether value accrues more to the base asset (ETH) or to the L2 networks built on top.
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