Long-Term Perspective: Huma's Moat
Short-term data can be impressive, but long-term competition relies on a true moat.
@Huma Finance 🟣 showed strong growth after the launch of Huma 2.0 on @solana: 🚀 $5.7B trading volume, 🟣 $136M liquidity, ✨ $17M annualized income, 📈 50% PayFi asset growth.
Where is Huma's moat?
Asset side: The RWA asset pool continues to expand, with low entry barriers and large volumes for cash flow assets like wages, invoices, and remittances, clearly benefiting from first-mover advantage;
Technical side: Relying on Solana's high performance ensures efficiency and low costs for large-scale fund operations;
Ecosystem side: Through Feathers points and $HUMA incentives, a self-reinforcing value loop has been built.
The combination of these three aspects allows Huma not only to break out of the “Stable Summer” in the short term but also to maintain an advantage in long-term competition, gradually becoming a core player in the on-chain RWA track.
For investors, the value of $HUMA depends not only on current data but also on whether this moat can continue to deepen.
