9 Comments
User's avatar
ZJ's avatar

great post, its quite sad to see how many DeFi protocols are actually investible at the moment!

curious if you think these DeFi protocols should be doing buybacks?

i jotted down some thoughts couple months ago:

https://x.com/0xslayerrrr/status/2010783147496276140?s=20

Vini B's avatar

Nice post...

As for what tokens you could have missed, I would definitely add NEAR to this list.

NEAR fits the AI/Compute category fairly well and is one of the projects in the forefront of the crypto + AI race due to many developments (some very recent, announced at NEARCON in February's last week).

It has also started a strong revenue-sharing model from NEAR Intents fees, which I believe will get some significant traction in 2026.

Not to mention it's gathering some industry support from different communities and the token is already performing well, even during macro uncertainty, while still being fairly underpriced, imo, at rank ~40

Ignas | DeFi Research's avatar

Near is already in the list. I added POL though

Vini B's avatar

Is it?

Sorry I couldn’t (and still can’t) find it…

Not sure if it's my mistake or what.

It’s neither in the first image/table of the report nor was I able to find it now with a CTRL+F, looking for it on the body text.

Ignas | DeFi Research's avatar

in the google sheet doc file at the end of the post

ltkhehe's avatar
2dEdited

Nice post btw DOGE is PoW so total supply isn’t limit

Ignas | DeFi Research's avatar

Thanks. Yeah, I bet there are more errors:

My goal was to find a potential list of investible tokens and see the size of it. so even if there are mistakes I hope people get the general view

Mike's avatar

Tremendous job, kudos!

Daniel's avatar

Thanks, read it with pleasure. Replied on X