Why I put @Aptos in the Crab category: - Strong tech and high TPS Aptos uses the Move VM and parallel execution, giving it a theoretical throughput of over 100k TPS; it has reached a max TPS of 12,993 already. Infrastructure-wise, it’s top-tier. - Small ecosystem Despite the tech, developer, and user activity is lagging. It has a TVL of just ~$1b, and low DEX volume, few transactions, and a conservative stablecoin supply. - No killer app Aptos lacks a flagship application, nothing equivalent to a GMX, Uniswap, Pumpfun, Zora, etc. Without a product market fit that retains users daily or defines the chain, it remains a “build-first, hope later” environment.

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Disclaimer: The content above is only the author's opinion which does not represent any position of Followin, and is not intended as, and shall not be understood or construed as, investment advice from Followin.
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