RT Orca 🌊 (@orca_so)USDC TVL on Orca doubled YoYNo TVL deals. No manufactured growth.Just liquidity finding its home on Solana. https://t.co/yQZvS5pqYO ...

syrupUSDC on jupiter lend running 8.3x multiply loops at 11.55% APY. ethena lost 50% TVL when funding rates flipped negative. maple added $340m+ in the same period. one yield comes from real borrowers paying real interest, the other comes from market structure that breaks. zero defaults across $20b in loans originated. boring credit wins when leverage unwinds. ...

euler grew 940% to $2.13b TVL by letting you borrow stablecoins against tokenized SPY at 4% and earn 12% on the same platform. bug bounty just jumped from $1m to $7.5m. SPYon at $25m TVL is borderline liquidation-viable. this primitive works until it doesn't and the team is paying $7.5m to find out which ...

morpho trades at half aave's valuation multiple despite 58000% tvl growth in 24 months. $6.4b tvl with $783m market cap vs aave's $20b tvl at $5.5b. société générale chose morpho for mica compliant stablecoin infrastructure not aave. the gap closes when morpho announces fee distribution to token holders ...

berachain down 17% with farmer tvl bleeding post-launch. tria promised $500m fdv delivered $130m. rainbow dumped 60% day one. irys had 20% of allocation farmed by 900 sybil wallets. the airdrop meta is dead and tvl metrics for any pre-TGE protocol are 40-60% phantom capital. discount accordingly. the only projects worth watching now are ones with revenue from day one not promises of future tokens. ...

monad treasury holds $400m. market cap is $207m. you're buying $2 in paradigm-backed assets for $1 and getting a working L1 with $410m tvl as a free call option. 9 months until november unlocks. either paradigm forces a pivot or they inject more capital. they don't let portfolio companies die quietly. ...

BNB’s DeFi TVL ended Q4 at $6.6B, with @PancakeSwap taking 33.5% of the market share. https://t.co/GIJNMZBM8w ...

A week in numbers for BNB Chain:🔸 4.8M+ average DAU (BSC & opBNB)🔸 $8.9B+ in TVL🔸 $51.4B+ in trading volumeCatch the full update 👇https://t.co/gsfvaTtTpr https://t.co/WHvMyOycJ8 ...

This is where you'll find the best opportunities in the markets.One of them is $ONDO.Massive growth in TVL.Price collapsed.This period is the biggest mispricing ever in our industry and the final time that you're able to accumulate those positions. https://t.co/XmiKwJ9xja ...

RT OAK Research (@OAK_Res_EN)🟣 Our Q4 report on Ethereum ($ETH) is live on @TokenTerminal.The quarter showed a total decorrelation: despite institutional outflows via ETFs and the drop in $ETH price, DATs continue to accumulate, the roadmap continues to be updated, and DeFi remains strong with TVL increasing in terms of ETH:▫️ Institutional supply segmentation: We are seeing a clear divergence between ETF flows, highly sensitive to macro rotations, and corporate treasuries that used the dip to accumulate (+ ...