The Graphはインデックス基盤は成熟したが、低いfee captureとreward依存が経済的成熟を制約している。
Investment View
焦点はHorizonとSubstreamsが大規模query需要を継続収益とIndexer経済性へ転換できるかだ。
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Report Type
Project Maturity Analysis
Version
v1
Analysis Date
2026年6月9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.