📍Project Rating: NAVI Protocol丨B $NAVX
This is a lending ecosystem on $SUI . The recent popularity of SUI in the market has certainly attracted some attention to its ecosystem.
This lending ecosystem recently conducted a marketing campaign, which happened to come into my view. Coincidentally, I noticed it while browsing market analysis software in this market cap range.
Previously, I discussed another SUI ecosystem, which belongs to the DEX sector.
For the currently popular ecosystems at each stage, my judgment is still based on the expectations of the BN. Personally, I believe that in terms of sector expectations, DEX > lending. Cetus and NAVI have similar market caps, but I am more optimistic about the former. In addition to the fact that DEX belongs to L1 infrastructure, lending is not mainstream at the moment.
About the ratings 🔻
S: Must pay attention, but in principle, it is very difficult for projects with this rating to appear.
A: Worth including in the observation pool.
B: Generally the level where relatively active projects are located, with a chance to enter the observation pool.
C: A relatively ordinary target.
D: Not worth paying attention to.
Note: The content of this series will not involve any commercial elements.