The ISM manufacturing index at 48.7 tells us the US manufacturing sector has been in contraction for six straight months. Manufacturing is a core driver of economic cycles. When it weakens, it usually signals a slowdown in broader economic growth. Even though new orders ticked up, production fell sharply, delivery times are longer, and inventories are rising.
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Since the beginning of this year, the Solana ecosystem has exhibited a trend of "falling from a high before fluctuating upward." TVL and stablecoin holdings have shown a step-by-step upward trend. Currently, TVL stands at approximately $10.42 billion, and the stablecoin market capitalization is approximately $11.62 billion. This indicates that the on-chain "underlying USD liquidity pool" has returned to and stabilized in the tens of billions of dollars. On-chain transaction counts remain high, maintaining active "high-frequency/long-tail" trading. $SOL's total market capitalization fell sharply in Q1, but has since shown a wave-like upward trend. From a structural perspective, the resurgence of meme popularity has marginally improved DEX/chain fees, but has not yet returned to its peak for the year.
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Compared to other platforms, LBTC's market positioning is very clear: Babylon provides the underlying staking protocol for technical node operators; EtherFi offers ETH liquid staking for the ETH community; Ethena provides synthetic dollar yields through perpetual contracts and arbitrage strategies; LBTC focuses on BTC holders and institutional investors, balancing low volatility and cross-chain composability, enabling users to efficiently deploy capital while maintaining safety.
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