SushiSwap's Alex Optimistic About the Next 12 Months as the Biggest Year in Crypto
Alex McCurry, co-founder of SushiSwap, stated that the next 12 months will be the biggest year in crypto history, as Robinhood Crypto and traditional financial companies enter the market, bringing DeFi use cases to the forefront.
He believes that SushiSwap's roadmap is "crazy," and he has never been so bullish.
Market mechanisms indicate that the entry of TradFi and retail platforms will drive liquidity and user growth, accelerating the inflow of funds into DeFi protocols, benefiting infrastructure projects, while early DeFi players face intensified competition and valuation reassessment.
Source: Public Information
ABAB AI Insight
SushiSwap has previously maintained competitiveness through cross-chain expansion and integration with Robinhood Chain, and this optimistic outlook continues its strategy as a DEX aggregator to capture the wave of institutional entry, similar to the rise of DeFi driven by increased interest from TradFi during the 2017-2021 cycle.
In terms of capital pathways, platforms like Robinhood are bringing in traditional users and funds, concentrating resources on compliant DeFi use cases such as RWA and stock tokens. SushiSwap aims to capture trading volume and fees through roadmap optimization, with the strategic motive of expanding market share by riding the institutional wave.
Similar to previous bull markets where TradFi entered, crypto is currently transitioning from being retail-led to a phase of institutional involvement and mature DeFi applications, with the next 12 months potentially witnessing a peak in use case implementation.
Essentially, this represents capital concentration, with TradFi's entry reshaping the competitive landscape of DeFi. The mechanism at play is that clearer regulations lower entry barriers, concentrating capital on protocols that possess both compliance and innovation capabilities, accelerating the industry's evolution from the fringe to mainstream financial infrastructure.
ABAB News · Law of Cognition
TradFi entry, DeFi ascendance, use cases determine the landscape.
Crazy roadmap, execution determines bull and bear markets.
The next 12 months will be the biggest year, early movers will win.