Beyond gaming and art, tokenization of real-world assets using NFTs—such as fractional ownership of physical art, real estate, luxury goods, or intellectual property—could create a major growth vector. This broadens the investment thesis for NFTs by linking digital ownership to tangible value, which in turn could elevate both collectible art and GameFi segments as infrastructure matures.
- 0 replies
- 0 recasts
- 0 reactions
A behavioral macro framework focuses on perception rather than fundamentals. Bitcoin’s safe-haven status depends heavily on collective belief and narrative adoption. When investors perceive it as “digital gold,” demand rises during uncertainty; when it is framed as a risk asset, correlations shift accordingly. This narrative dependence makes Bitcoin’s macro role fluid, with its hedging properties emerging intermittently rather than consistently.
- 0 replies
- 0 recasts
- 0 reactions
User stickiness in Aave often grows when novel features deliver unique advantages difficult for competing lenders to replicate. Innovations like stable-rate borrowing, credit delegation, or improved risk-engine models encourage users to stay within the ecosystem rather than migrate to alternatives. High user retention not only stabilizes on-chain activity but also builds consistent fee flows, which can translate into a more durable and predictable foundation for AAVE’s investment thesis.
- 0 replies
- 0 recasts
- 0 reactions