As a long-time observer, I believe that Injective's recent native EVM deployment is a critical turning point in its development history, which will fundamentally change the value accumulation path of INJ.
This upgrade is not just a simple 'Ethereum compatibility', but deeply integrates the EVM into the architecture of the chain. This means Ethereum dApps can run directly on Injective, and developers can use familiar tools like Solidity, Hardhat, Foundry, and MetaMask, while enjoying sub-second speeds and extremely low costs in the Cosmos ecosystem.
This combination creates the potential for powerful network effects: Cosmos speed + EVM developer base + dedicated financial modules. From this moment on, the question is no longer 'Can Injective catch up with other chains?' but 'To what extent will Injective grow rapidly under this new advantage?'
For INJ holders, this means that broader ecosystem adoption may lead to increased network activity, thereby enhancing the scarcity of INJ through the burn auction mechanism. As over 40 projects have already begun deploying on the EVM mainnet, the value of this transition will gradually become apparent.
