Axelarの成熟度は80以上のblockchains接続、400万件超のGMP、cross-chain volume、ITS、Interchain Amplifierがbridge物語をonchain finance gatewayへ広げるかに依存する。Cobalt後にfee burnとreward pool設計は改善したが、75以上validatorの安全性、新規チェーン報酬、機関tokenization需要がAXL inflationを上回るかが焦点だ。
Investment View
Axelarは80 chainsよりGMP、ITS、Interchain Amplifierのfee burn需要が重要だ。
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Report Type
Project Maturity Analysis
Version
v2
Analysis Date
2026年8月1日
Language
ja
Disclaimer: This report is generated through AI-powered analysis and market data. This is not investment advice. All investment decisions should be made at your own risk.