One of the issues with the current state of DeFi is valuing these projects long term.
A question to consistently ask yourself...
"What metrics will be driving DeFi in 5 years from now?"
Once DeFi is an on-chain AI world, what matters most?
Liquidity?
TVL?
Rev/Fees?
Governance?
Emissions Control?
Building a thesis around this and being correct is worth generational gains.