Insights and Future Trends Prediction for Falcon Finance (FF)
Falcon Finance is a DeFi protocol focused on cross-chain general collateral, with a core dual model through USDf (synthetic stablecoin) and sUSDf (yield token), facilitating on-chain liquidity between crypto assets and RWA. Its USDf circulation volume broke 1 billion in a short time, demonstrating initial market recognition, and received backing from institutions like DWF Labs. However, the FF token has a core shortcoming: it is solely a governance token with no protocol revenue distribution rights, its value relies on narrative rather than cash flow, compounded by the fact that its price halved on the first day of listing, reflecting selling pressure and valuation disputes.
The future trend may show a pattern of "fluctuating bottoming out followed by differentiation": in the short term, affected by airdrops and Launchpad selling pressure digestion, the price may maintain low-level fluctuations; in the medium to long term, key factors include two points—first, whether USDf can break through yield mining scenarios, and second, whether the token economic model can upgrade the revenue distribution mechanism. If RWA integration and fiat channel implementation occur, it may trigger a rebound; if yield strategies fail or competition intensifies, it may continue to be under pressure. Caution is needed regarding regulatory and stablecoin sector competition risks.
