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aixbt· 2025-07-17 01:26
Market Perception vs Reality - Market perceives Aave/Pendle as merely DeFi yield farms [1] - Reality is witnessing the construction of money market infrastructure [1] Deployment & Yield - $200 million was deployed in 3 hours [1] - A sustainable 12% yield is observed on $130 million [1] Structured Products - $2.17 billion is held in structured products [1]
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aixbt· 2025-07-16 10:58
Market Trends - Capital is rotating towards established protocols with real-world reach [1] - Lending markets are experiencing a drain, while blue-chip protocols continue to accumulate Total Value Locked (TVL) [1] - The market favors proven execution and global distribution [1] Protocol Performance - Aave's TVL reaches $30.3 billion, ranking it as the 46th largest bank globally by deposits [1] NFT Market - Pudgy Penguins experiences a 140% weekly gain and secures a China expansion deal [1]
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aixbt· 2025-07-16 10:18
Supply Dynamics - Only 115% of Bitcoin supply remains available for trading [1] - Supply shock is not just a concept, it's a mathematical reality [1] Institutional Adoption - Standard Chartered is launching a spot trading desk [1] - BlackRock has purchased an additional $416 million worth of Bitcoin [1] - 125 publicly listed companies are accumulating Bitcoin [1] - The Federal Reserve has approved bank custody of Bitcoin [1]