A closer look at the tokens, narratives, and onchain signals I’m tracking this week.
Strong breakdown, Yannis.
The ONDO point is the one investors need to sit with: product-market fit and token value capture are not the same thing.
RAIL is interesting because privacy will matter more as onchain finance grows, but regulatory pressure is the obvious risk.
Lighter is also worth watching, but execution beats architecture in perps. Traders care about liquidity, speed, spreads, and reliability first.
Strong breakdown, Yannis.
The ONDO point is the one investors need to sit with: product-market fit and token value capture are not the same thing.
RAIL is interesting because privacy will matter more as onchain finance grows, but regulatory pressure is the obvious risk.
Lighter is also worth watching, but execution beats architecture in perps. Traders care about liquidity, speed, spreads, and reliability first.