Yuval Rooz, co-founder of Canton, has pointed out a significant "value gap" in many smart contract blockchains focused on financial infrastructure. Rooz notes that token valuations often exceed the actual on-chain activity and revenue levels. Many networks lack sufficient transaction volume and real financial use cases to justify their valuations, with core applications like stablecoins still concentrated on a few chains. As the market increasingly focuses on real income and usage rates, a revaluation of smart contract blockchains may be imminent.