I was having coffee with a guy, and he said something along these lines: "The hardest thing in the crypto world right now isn't making money, it's finding something that 'you can see how it grows.'" The first thing that came to mind was @humafinance's Huma 2.0. What can you think of it as? Like a small shop that just opened in April, with a small storefront and not located on a main street. But in less than a year, it went from zero inventory and zero customers to a TVL of $150 million. The most astonishing thing about this is: It increased by 403% in one quarter. This isn't just luck like "I doubled my money yesterday," it's a proven business model. Many people are only now starting to talk about RWA, Solana, and real-world assets. I continued chatting with that guy, and he said he doesn't feel safe leaving his money anywhere. I told him to find something that "generates interest on its own," and stop staring at the market all the time. Take, for example, the approach in Huma Market: Utilize the 8% native yield from PST (on Kamino) for a cyclical model. It's not about reckless expansion or betting on direction, but rather using the system's own cash flow to build up layer by layer. Doesn't that sound a bit like something out of a traditional industry? Rental income → re-mortgaging → further expansion → more rent collection. The only difference is that this happens on-chain. So looking back at Huma 2.0 now, it's more like suddenly realizing how big the shop next door has become. By the time everyone realizes it, it's already on the main road of Solana's RWA. And all you have to do is get in and sit down.
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