Where Adoption Is Actually Happening
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Stablecoins
Clear PMF: payments, remittances, DeFi liquidity
$150B+ supply (USDC, USDT, PYUSD)
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RWA (Real World Assets)
Tokenized Treasuries, credit, real estate
BlackRock, Franklin Templeton experimenting
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L1/L2 Infra
ETH, SOL, Base, Arbitrum, Sei, Sui
Billions in TVL + daily active wallets
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DeFi Blue Chips
Uniswap, Aave, Maker, Curve, dYdX, Aero
Core building blocks of on-chain finance
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Oracles & Data
Chainlink, Pyth
Required for RWAs, DeFi, insurance
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Infra / Middleware
LayerZero, Axelar, Celestia, Bittensor, AVM
Cross-chain, modular, AI agents โ