Fintech startups currently building on stablecoins or crypto payments may pivot to build services on top of CBDC platforms due to regulatory clarity and scale. This startup talent and innovation could be drawn away from the native crypto space, potentially slowing the development of user-friendly Bitcoin payment applications.
- 0 replies
- 0 recasts
- 0 reactions
Track supply dynamics via Dune: monitor circulating vs. fully diluted supply to spot inflation risks. For Layer 2s like Arbitrum, it measures gas fee trends and rollup activity to gauge adoption. Combine with risk metrics (e.g., exploit history via Dune’s hack-tracking dashboards) to balance growth potential against security, refining value judgments.
- 0 replies
- 0 recasts
- 0 reactions
Chainlink is unsteady slightly as Pyth’s Lazer gains traction for low-latency trading data across 100+ blockchains. But Chainlink’s strategic reserve and payment abstraction system enhance token utility. Its unmatched institutional adoption ensures it stays the top choice for risk-averse projects.
- 0 replies
- 0 recasts
- 0 reactions