When the market is in chaos, the DeFi sector has actually held up well.
Attention is shifting toward projects that can truly generate profits—$HYPE and $UNI are典型. These two are not just relying on storytelling; they have real revenue streams.
Another project worth noting is Tanssi. Its business model is quite clear: providing plug-and-play L1 infrastructure for new projects and charging for the operation of these chains. More and more projects now want to develop their own application chains, and this demand will only grow.
As demand increases, dependence on Tanssi also rises. Whether it’s the token price or the adoption rate of technology, they will benefit. Projects at this infrastructure layer are, in a way, like "water sellers" for the entire ecosystem.
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DAOdreamer
· 18h ago
The seller's logic is indeed correct, but I'm just worried that after Tanssi, too many followers will jump on the bandwagon, and infrastructure will ultimately turn into a red ocean.
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RektButAlive
· 12-11 14:51
DeFi has indeed withstood this wave, but to be honest, I've heard the logic of infrastructure projects like Tanssi too many times... Every time, they say it's just water sellers, but ultimately, the projects that really make money are those with cash flow.
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HashRatePhilosopher
· 12-11 14:49
The seller's logic is correct, but can Tanssi really sustain itself? It seems like it still depends on the subsequent ecosystem's explosive growth.
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CryptoFortuneTeller
· 12-11 14:43
The water seller analogy is excellent; Tanssi is indeed riding the wave.
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SnapshotStriker
· 12-11 14:42
The metaphor of the water seller is excellent; Tanssi's model is exactly about relying on the ecosystem.
When the market is in chaos, the DeFi sector has actually held up well.
Attention is shifting toward projects that can truly generate profits—$HYPE and $UNI are典型. These two are not just relying on storytelling; they have real revenue streams.
Another project worth noting is Tanssi. Its business model is quite clear: providing plug-and-play L1 infrastructure for new projects and charging for the operation of these chains. More and more projects now want to develop their own application chains, and this demand will only grow.
As demand increases, dependence on Tanssi also rises. Whether it’s the token price or the adoption rate of technology, they will benefit. Projects at this infrastructure layer are, in a way, like "water sellers" for the entire ecosystem.