Injective Focuses on Finance, Not TPS: While Monad is still paving the road, it has built on-chain Wall Street with 6.6 million destroyed + 0.65 seconds block generation.

In the second half of 2025, the Layer 1 performance war is filled with noise from Monad's "parallel EVM" and Sei's "dual-turbine consensus," but Injective has chosen a distinctly different modular evolution path. While general public chains are still competing on pure TPS numbers, Injective has defined itself as a "financial application-specific chain" with a block generation speed of 0.65 seconds through upgrades with Volan and Altaris. The core of this differentiated survival strategy lies in the fact that it does not attempt to create the fastest empty highway, but instead directly provides a built-in order book, RWA permissions, and a prefabricated financial factory for binary options, allowing developers to construct DeFi applications like building with Legos.

Universal high-performance public chains face an overlooked pain point: the developers' dilemma of reinventing the wheel. When you build a DEX on Monad or Sei, you still need to write the matching engine and liquidity pool code from scratch, which not only increases the risk of smart contract vulnerabilities but also leads to severe liquidity fragmentation. On Injective, the shared order book module solves this problem, allowing all DApps to directly access the same depth of liquidity pool, eliminating cold start thresholds and fundamentally suppressing the MEV front-running issues that plague the Ethereum ecosystem through frequent batch auction mechanisms.

Delving into its technical architecture, Injective's modular philosophy is manifested as 'plug-and-play' financial primitives. Developers do not need to painfully write complex derivatives logic in Solidity; they can simply call on-chain native swap modules, oracle modules, and auction modules through CosmWasm or inEVM. This design allows the protocol layer to directly capture value—60% of transaction fees are automatically repurchased and burned INJ tokens, rather than merely being burned as gas fees like other public chains. This approach of pushing application logic down to the protocol layer is Injective's deepest moat in terms of technical philosophy.

On-chain data confirms the effectiveness of this differentiated strategy. As of December 2025, the Injective mainnet has stably processed over 1.3 billion transactions, recording peak performance of 597 TPS in a real stress test environment, while maintaining an extremely low gas fee rate of $0.0003. More critically, its unique burn mechanism has cumulatively removed over 6.6 million INJ, with a weekly burn rate growth of 274% year-on-year. This high-intensity value capture capability demonstrates that even a non-EVM native modular architecture can achieve economic efficiency that surpasses universal chains in the financial vertical.

In comparison to the two current major competitors, the ecological positioning of the three is clearly defined. Sei compresses final confirmation time to 380 milliseconds through parallel execution, focusing on the ultimate speed for high-frequency trading, but is somewhat lacking in asset diversity; Monad attempts to replace Ethereum through 100% bytecode compatibility, optimizing state access with MonadDB, and aims for seamless migration for developers; while Injective avoids the 'speed is everything' internal competition, directly addressing the compliance needs of traditional financial institutions like Brevan Howard through the RWA module and institutional permission layer. Injective does not compete with Monad for general computing but monopolizes the high-value ecological niche of 'financial-specific computing.'

For investors looking for the next Alpha, understanding the differences in this technological philosophy is crucial. With Jump Crypto and Pantera Capital continuously injecting $150 million into the Injective ecosystem, and the AI integration narrative of iAgent smart agents in the 2026 roadmap, Injective is evolving from a single DeFi public chain into a smart financial operating system. When tracking the Layer 1 race at Binance Square, remember the judgment of @Injective_Analyst: in the future multi-chain landscape, the universal chain is responsible for traffic distribution, while Injective will handle the final settlement of high-value assets.

I am a sword-seeking boat, an analyst who focuses only on essence and does not chase noise.