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Gate Ventures Research Insights: DeFi 2.0 Emergence of Curator Strategy Middle Layer, RWA Becomes New Underlying Asset
DeFi is entering a new stage of development.
From the early growth model driven by liquidity mining, it is gradually shifting towards a focus on capital efficiency and real yield, with DeFi 2.0 reshaping the underlying operational logic of on-chain finance.
In this article, we discuss several key changes:
• Why "capital efficiency" is becoming the core battleground of the new competition
• How incentive mechanisms are evolving from short-term subsidies to long-term value alignment
• Why the Curator Strategy Layer is rising as a key asset allocation and coordination hub
• How RWA (Real World Assets) is gradually becoming a new generation of underlying asset class in on-chain finance
We are at a critical turning point where DeFi is no longer just a capital game pursuing high APY, but is moving towards a more sustainable system that aligns more closely with traditional financial efficiency standards.
The future of DeFi will be driven by three core elements: Real Yield, Capital Efficiency, and Sustainable Design.
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