Movement price

Should we be longing $MOVE as ETH beta?

Aptos 2024: Ecological Development, Technological Breakthroughs, and Future Prospects Speaking of Aptos, I've been observing this project recently and have some thoughts to share with everyone. 1️⃣ Ecological and Technological Breakthroughs 2024 is definitely a turning point for Aptos. From 250 ecological projects at the beginning of the year to over 330 by the end of the year, this growth rate reminds me of the explosive period of the Ethereum ecosystem in 2017. But what impresses me even more is its technological breakthroughs. On August 15, Aptos processed 326 million transactions, breaking its own record of 156 million set in May. I was thinking, what does this processing capacity mean? It's not just a simple TPS number game, but a real application carrying capacity. 2️⃣ Ecological Applications and Data Performance Recently, Aave's launch on Aptos is particularly noteworthy. This is Aave's first deployment on a non-EVM blockchain, with the entire code rewritten in the Move language. I think this is a strong signal—Aave has always been known for its security, and this choice of Aptos indicates that they value not only performance but also the security of the Move language. From the data, Aptos's TVL achieved nearly a 20-fold increase in 2024, soaring from $170 million at the beginning of the year to over $2.1 billion. Especially in the liquid staking sector, Amnis Finance's TVL reached $390 million, with the number of users growing by 770%. 3️⃣ Cross-Border Payment Layout and Challenges But I am more concerned about its layout in the cross-border payment field. The collaboration with the Mexican exchange Bitso provides 9 million Latin American users with second-level cross-border settlement, which is the market Aptos truly wants to tap into. The pain points of traditional cross-border payments are too obvious—slow, expensive, and opaque. Aptos's technological advantages can maximize value in this scenario. Of course, we must also face the challenges. The token unlock pressure in September is considerable, with 11.31 million APT equivalent to 1.65% of the circulating supply. However, based on historical performance, market acceptance has been quite good; the last unlock of the same scale only saw a 4% drop, and there are signs of institutional accumulation. 4️⃣ Future Prospects and Investment Logic I believe Aptos is now at a critical juncture. The technological foundation has been solidified, and the ecosystem is beginning to thrive, but the real test is whether it can achieve breakthroughs in institutional-level applications. The roadmap shows that the core engine Decibel won't go live on the mainnet until early 2026, which gives us a sufficient observation window. From an investment perspective, I think Aptos represents an important direction for blockchain technology—not just a simple decentralized experiment, but a true infrastructure capable of supporting large-scale commercial applications. Under this positioning, its potential is indeed vast. @Aptos @AptosCollective