Plasma launch is a great DeFi reset.

On Ethereum, first mover advantage helped many protocols hold their lead with sticky TVL.

That is why DeFi 1.0 tokens often still trade at higher valuations than newer DeFi assets.

Plasma leveled the field.

Capital now flows to platforms that deliver security, innovation and capital efficiency, not just legacy brand.

Aave unsurprisingly leads by TVL, while Fluid and Euler prove the boring 'capital efficiency' matters as it translates into higher yields for LPs.

If more capital moves from Ethereum/L2s into Plasma, the valuation gap between old and new DeFi tokens will close.

I think both $EUL and $FLUID look good here.

免责声明：本文章仅代表作者个人观点，不代表本平台的立场和观点。本文章仅供信息分享，不构成对任何人的任何投资建议。用户与作者之间的任何争议，与本平台无关。如网页中刊载的文章或图片涉及侵权，请提供相关的权利证明和身份证明发送邮件到support@aicoin.com，本平台相关工作人员将会进行核查。