扒了扒DeFi各赛道项目数量和TVL情况,看完数据叔只有一个观点:最近最火的两个赛道DEX、预测市场、算法稳定币供给严重过剩 👉DEX:1844个项目,总TVL 才181亿美金,平均每个项目只有980万,绝大多数DEX没有流动性意义 👉预测市场:这是一个极端垄断、几乎不具备赛道容量的市场,Polymarket市占率82%、TVL 2.8亿,第二名Opinion市占率15.4%,其他项目都是TVL百万级别的垃圾
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