In crypto, supply and inflation are of course very important. They’re among the first metrics we look at.
But if a project cannot create real value and generate revenue, having a low supply doesn’t mean much on its own.
Crypto projects urgently need to provide infrastructure for projects entering this space.
Because in the future, competition won’t just be about “who is faster or cheaper?” Which infrastructure real world financial products, investment platforms, and major companies choose to build on will become much more important.
Arbitrum has become one of the best examples of this. Yet I still believe its price is far below the value it is creating.
Hopefully, Arbitrum gets the opportunity to provide infrastructure for many more major platforms in the future. That’s when we’ll be able to see the network’s real usage and the value it generates much more clearly.