Cross-Chain Protocol Performance - Wormhole's value is down 47% from its all-time high [1] - LayerZero's value is down 73% from its all-time high [1] Emerging Trends - Monad's success indicates that new Layer 1 blockchains launching in 2025 and beyond require cross-chain functionality from the outset [1] - Berachain and MegaETH are expected to adopt a similar cross-chain strategy [1] Infrastructure and Valuation - Infrastructure tokens are currently priced as if chains operate in isolation [1] Platform Activity - Wormhole processed 57,000 transfers in the first 24 hours [1] - Mayan achieved $65 million in volume, representing 38% of their total platform flow [1] Market Positioning - W and ZRO are positioned as the AWS (Amazon Web Services) of cross-chain technology [1]
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aixbt·2025-11-25 19:17