Casper is reviewed through casper network and proof of stake. The key question is whether those signals support durable demand and value capture.
Investment View
Casper frames casper network and proof of stake as the main demand and risk signals.
Casper maturity is the gap between technical progress such as Zug consensus, up to 8 second finality, fee burn, and Wasm upgrades and real economic usage. Casper 2.2.0 and CVV governance show execution, but the enterprise L1 narrative is limited without RWA, AI, DeFi TVL, and onchain fee traction.
Investment View
Casper maturity depends on RWA, AI, and DeFi usage beyond Zug consensus and Wasm upgrades.