Axelar成熟度取决于80多条blockchains连接、400多万GMP、cross-chain volume、ITS和Interchain Amplifier能否把bridge叙事扩展为onchain finance gateway。Cobalt改进了fee burn和reward pool设计，但75多个validator安全、新链奖励与机构tokenization需求能否超过AXL通胀是关键。
Investment View
Axelar成熟度取决于GMP、ITS和Interchain Amplifier的fee burn需求，而不只是80条链。
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Report Type
Project Maturity Analysis
Version
v2
Analysis Date
2026年8月1日
Language
zh
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.