Publikovat

$FLUID continues to stand out as one of the DeFi projects I'm watching closely. I've remained constructive on the project for two main reasons. 1️⃣ Valuation still appears relatively low compared with similar protocols. Current price-to-fee multiples are roughly: • $FLUID — 2.2x • $JUP — 4.2x • $MORPHO — 4.2x • $AAVE — 4.4x If protocol growth continues, that valuation gap could attract more attention. 2️⃣ A new business model could diversify protocol revenue. Fluid has introduced a Liquidity-as-a-Service (LaaS) framework designed to supply on-chain liquidity for stablecoins, yield-bearing assets, and real-world asset (RWA) issuers. Instead of deploying their own liquidity or managing impermanent-loss exposure, issuers can access liquidity provided by Fluid in exchange for an agreed service fee. The first announced deployment is a $100M liquidity commitment supporting sUSDai from @USDai_Official, financed through Fluid's balance sheet. With a significant share of sUSDai's liquidity already integrated into the protocol and expansion approved for Ethereum mainnet, the initiative could strengthen liquidity depth and encourage broader participation from larger market participants. Fluid also plans to extend this approach to Jupiter Lend on Solana. What makes this development noteworthy is that it's already backed by a publicly announced nine-figure commitment rather than being only a future proposal. If adoption continues, the additional fee stream could complement the protocol's existing lending and DEX revenue while the project still trades at a valuation below several comparable DeFi platforms. Always do your own research before investing. #DeFi #FLUID #Crypto #DailyOrbit #AMZNMissesButRallies #30YYieldAt19YHigh #MSFT450BInADay $BTC $ETH $SNDK