Most current infra can't be profitable today, so you're basically betting on future market growth rather than present utility.
The problem?
Everyone's rushing to distribute tokens to holders instead of building sustainable revenue streams.
20/80 rule applies here. 20% of infra projects will capture 80% of demand. The rest become noise.
Tokenomics matter way less than actual PMF. You can have perfect token mechanics, but if there's no real demand for your infra, you're just creating elaborate wealth redistribution schemes.
Projects work because they solved real problems first, then added tokens. Most others do it backwards. Infra I’m betting on👇
L1: @ethereum @solana @HyperliquidX @SeiNetwork @SuiNetwork
Defi x TradFi hubs: @arbitrum @Mantle_Official @katana
Lending: @aave @0xfluid @sparkdotfi @MorphoLabs
RWA: @maplefinance @plumenetwork @OndoFinance @ethena_labs
Yields: @pendle_fi @GammaSwapLabs @SiloFinance
Stablecoin: @ethena_labs @FalconStable @ResolvLabs
AI: @Mira_Network @AlloraNetwork @nillionnetwork @campnetworkxyz
ZK: @SuccinctLabs @boundless_xyz @union_build
DePin: @peaq @BeamableNetwork @ionet
BTCFi: @babylonlabs_io @Stacks @satlayer
Oracles: @chainlink @redstone_defi
The infra boom feels similar to the L1/L2 race. Lots of builders, limited winners & the market will eventually consolidate around whoever provides genuine utility at scale.
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