On Structural Opportunity vs Narrative Opportunity
Majority of the catalyst talk in DeFi is really just narrative talk
A new chain launch, token unlock, or partnership announcement can move price short term, but it rarely changes what a protocol fundamentally is or what it can become long term
Structural opportunities are different. They expand the addressable market, reshape the revenue profile, and attract a new type of capital. They don’t scream for attention, they compound quietly until the repricing becomes impossible to ignore
RWAs on
@aave are a structural opportunity and they are becoming the next version of what Aave actually is
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