Euler在过去一个月中,Uni v3与Morpho的每周交易量持续达到+1倍,但其FDV仅为0.28倍。Euler的TVL增长远远超过了价格积累,至今价格增长与活跃贷款市场份额的增加保持一致。由于没有一级交易所的上市,如果中心化交易平台上市EUL,预计会出现价格重新评估。类似的市场结构将会被解锁,就像SYRUP在5月份被Binance/Coinbase上市后那样。
$EUL attention discrepancy is a fun one to watch Price just broke ATHs and fundamentals growing rapidly, but sentiment (green area) barely moved from same levels as months before > Euler v2 launch picked up in Jan (+0.47 positive sentiment) > Euler eclipsed $1B TVL in Apr (+0.61) > Blackrock's $3B BUIDL fund selected Euler as its first DeFi protocol integration in May (+0.57) $EUL mindshare is awfully low at 0.09% and can't break into top 100 within DeFi. For context, HYPE dominates DeFi mindshare at 17%, while INFINIT is a far second at 4%, currently running a yapper programme. Familiar names AAVE, PENDLE and MORPHO are within the top 10. $EUL ranked #170 in mindshare against all tokens but is a top 6 lending protocol on EVM - why aren't CT talking about @eulerfinance's insane growth?
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