Oct. 21 at 2:52 PM
$ONDO : If real-world assets move on-chain at scale, Ondo’s compliant rails for tokenized Treasuries and funds can capture institutional flows and fee revenue. Its USDY and OUSG products plus partnerships create a defensible moat as RWAs expand.
$ARB : Arbitrum leads Ethereum L2 usage with deep liquidity and active devs, so more apps and users reinforce network effects and fee throughput. Upgrades like Stylus and Orbit can widen its lead by enabling cheaper, faster, more flexible deployments.
$OP : The OP Stack powers the Superchain, including Base, so every new OP-Stack chain adds shared liquidity and composability to the same standard. As adoption spreads, sequencer economics and governance influence accrue to OP holders.
