Let's talk about which altcoins in the DEFI sector are worth holding
The DEFI sector is mainly divided into DEX, lending and RWA
At present, UNI is the absolute leader in the DEX spot sector. Other CAKE and RAY can be regarded as second options. CAKE represents the BSC public chain and RAY represents the SOL public chain, but RAY also has a competitor, ORCA, and its future is unknown. Relatively speaking, UNI is the most stable, followed by CAKE. Others in the same sub-track, such as SUSHI THENA CELO MDEX DODO ASTR, are basically cold. At present, the winner of the DEX spot track has been decided. In the future, there may be another DEX on the SUI chain, which is CETRS, but the SUI public chain is mainly for financial management. CETUS and the theft some time ago have a relatively large impact, so I said before that buying CETUS is gambling, and the profit and loss ratio is very large.
In the field of DEX contracts, HYPE is already the absolute king, with a market share of over 80%. For other projects such as DYDX GMX PERE, it can be said that the future outcome is basically zero. HYPE's innovative mechanism and fluency are several levels ahead of other projects. The DEX contract is now even more decided. Except for HYPE, the others are not worth holding.
At present, AAVE has a market share of over 90% in lending. Other projects such as COMP YFI XVS are basically almost dead. COMP could still compete with AAVE before, but now the on-chain data is less than half of AAVE, but it is much better than other projects. At present, AAVE is the most stable lending, the absolute leader.
Many people in the RWA track say that ONDO is the leader. If we look at it from the market value, it is true, but ONDO is too heavy, and it is not easy for the dog dealer to pull the market. From the perspective of market returns, I prefer SYRUP.