Everclear's growth is linked to its ability to create a strong network effect through efficient cross-chain netting, reducing transaction costs and complexity for users. As more users leverage Everclear, the likelihood of matching liquidity intents increases, further lowering rebalancing costs and setting a barrier for new competitors. However, competitive risk exists if a major intent-based bridge launches its own clearing layer, potentially limiting Everclear’s market. In this scenario, Everclear can still capture rebalancing volumes that cannot be netted within the bridge. With a projected 30% market capture, estimated quarterly volumes of $1.9 billion, and annual fees of $1.17 million by Q3 2026, Everclear’s FDV is approximately $118 million, highlighting its role in decentralized rebalancing.
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