[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]

![Subjectnumber2 Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1648544853025001472.png) Subject #2 [@Subjectnumber2](/creator/twitter/Subjectnumber2) on x XXX followers
Created: 2025-07-14 16:08:36 UTC

Tried the Hasan Toor prompt with TL;DR summary 🙃

TL;DR Summary: Strategic Analysis for MultiversX in Crypto/FinTech

Crypto Landscape: L1s (ETH/SOL) rule $1T+ market; stablecoins $232B → $3T+ by 2030; DeFi TVL $300B; metaverse via AI/gaming; AI-crypto $4.8B → $13T.

Trends/Threats/Innovs: Trends: RWA, AI agents, modularity. Threats: Hacks ($1.77B), regs, volatility. Innovs: Fast finality, Lightspeed Chains (formerly Sovereign Chains), ZK/restaking.

Competitors: ETH: Ecosystem king, pricey fees. SOL: Speed demon (50k+ TPS), outage-prone. Avalanche: Subnet modular, fragmented. Sui: Gaming focus (100k+ TPS potential), nascent. Near: User-friendly, low TVL. MultiversX: Mainnet peak 13.9k TPS (capacity 30k TPS; Lightspeed Chains test 70k+ TPS), $XXXXX fees. 

Analyses:

SWOT: Strengths: Scale/AI. Weaknesses: $43M TVL (vs. ETH $100B+). Opportunities: Stablecoins/partners. Threats: Comp/hacks.

Porter’s: High: Rivalry, substitutes, buyers, entrants. Medium: Suppliers.

Value Chain: Excel in ops/tech (sharding/upgrades); boost marketing/service.

Strategy Brief: Be AI-scalable L1; tap AI/DeFi; fix risks with grants/upgrades. Recs: Short: Upgrades/partners. Medium: Scale users. Long: Hit $100B TVL for 3-5x growth.


XXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1944791147307843640/c:line.svg)

**Related Topics**
[grok 4](/topic/grok-4)
[realtime](/topic/realtime)
[volatility](/topic/volatility)
[$177b](/topic/$177b)
[coins ai agents](/topic/coins-ai-agents)
[coins ai](/topic/coins-ai)
[rwa](/topic/rwa)
[$13t](/topic/$13t)

[Post Link](https://x.com/Subjectnumber2/status/1944791147307843640)