X @Ignas | DeFi

DeFi Market Dynamics - Plasma launch represents a significant DeFi reset, challenging the first-mover advantage previously held by Ethereum-based protocols [1] - Capital is shifting towards platforms prioritizing security, innovation, and capital efficiency over established brand recognition [1] - Increased capital flow from Ethereum/L2s into Plasma is anticipated to narrow the valuation gap between older and newer DeFi tokens [2] Investment Opportunities - Aave leads in Total Value Locked (TVL), demonstrating its strong position in the DeFi landscape [1] - Fluid and Euler are highlighted as promising platforms due to their focus on capital efficiency, leading to higher yields for Liquidity Providers (LPs) [1] - $EUL and $FLUID are identified as potentially undervalued tokens with positive prospects [2]