Core Investment Logic: The value of Huma lies not in the token itself, but in whether it can become the 'SWIFT of on-chain trade finance'—using blockchain technology to move the $30 trillion PayFi market on-chain. If successful, HUMA will not only be a governance token but also a 'value carrier' of real economic activity; if it fails, it may become yet another victim in the DeFi red sea. Investors need to pay attention to the growth of protocol trading volume (quarter-on-quarter), the implementation of institutional partnerships (such as connections with banks/cross-border payment companies), and regulatory dynamics.
