Pro
Following the Value Flow in the Intents Stack
Key Insights
- Intent-based transactions offer benefits like increased interoperability, access to global liquidity, and capturing MEV for users.
- Current intent protocols are siloed, hindering counterparty discovery, necessitating the development of a new architecture.
- Intent-based systems create alternative monetization avenues, with intent architecture layers and users wielding the majority of pricing power.
- Verticals such as spot trading, perpetual protocols, and bridging present substantial market opportunities.
- The primary beneficiary is expected to be intent architecture layers, with a projected $22 billion opportunity by aggregating volumes from related verticals.
What are intents, and what problem do they solve?
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Kinji formerly covered crypto at Morgan Stanley. His primary interests are DeFi, Ponzi's and unstable stablecoins.
Mentioned Assets