After a strong year in 2025, Roblox (NYSE: RBLX) enters the next phase of its journey with renewed momentum and rising expectations. User growth has reaccelerated, engagement has reached record levels, and new monetization paths are finally taking shape. But for investors, optimism is not enough. Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Con ...

Protocol Performance - moremarket achieved $40 million TVL with a focus on real yield rather than incentive programs [1] - The protocol attracted 3400 users seeking genuine yield instead of speculative tokens [1] - The protocol is positioned as an "anti-points" protocol, attracting real capital inflows [1] Investment & Strategy - Electric Capital backed this Near spinout five months ago [1] - The protocol emphasizes sustainable economics to capture sticky capital, contrasting with protocols that burn treasury on incentives [1] Market Dynamics - The protocol is observing mercenary capital rotating out of incentive-driven platforms [1]

DeFi Incentive Trends - DeFi 行业已从依赖激励措施的阶段过渡 [1][2] - 2022 年 DeFi 领域的 Token 激励总额超过 23 亿美元 [1] - 目前 DeFi 领域的 Token 激励已大幅下降超过 90%，降至每季度 1亿7000 万美元 [1] DEX Performance - DEX 仍然是最大的激励支付方，本季度支出 1亿2900 万美元 [1] Bridge and Liquid Staking Performance - Bridges 和 Liquid Staking 的激励支出总和几乎没有超过 500 万美元 [1] Industry Outlook - DeFi 协议正从补贴增长转向产品与市场的契合以及可持续的经济模式 [2]