What's the relationship between @ethereum's fully diluted market cap & its ecosystem TVL?To date, ecosystem TVL has set the floor for ETH's valuation, which would indicate that stablecoins & tokenized assets drive value to the underlying chain.h/t @JustDeauIt @RyanSAdams https://t.co/IFw6yie08p ...

hyperliquid hit $380m tvl with $1.57t volumefees went from 620k to 1.82m in 3 days ...

Key Metrics - Katana launched with $240 million in Total Value Locked (TVL) [1] - Vaults accumulated over $85 million on day one [1] Tokenomics Concerns - $KAT holders face a 19-month lockup period before tokens unlock [1] - A mandatory 3-month minimum stake is required to achieve full Annual Percentage Rate (APR) [1] Revenue Model - The platform is immediately collecting fees [1] Holder Restrictions - Token holders are locked until 2026 [1]

aave is undervalued af.safe sitting at 100b tvl doing nothing but aave at 40b making bank.16.4b in loans + 2.2b fees but price down 59% from ath lol ...

🔐According to @safe, the app currently holds over $100B in TVL - more than double of @aave's $40B. https://t.co/cAw3GSyMty ...

Wait, so Katana launching because a proposal to use assets idly sitting on the Polygon bridge failed due to backlash?Instead, Polygon incubates Katana as an L2 on Polygon (making Katana an L3?).The proposal to use bridge funds caused Aave to abandon Polygon altogether as it would:1) deposit assets to a competitor Morpho2) pose significant risks to bridgoooorsKatana is a compromise or a second-best option.But it makes sense as Polygon's bridge funds won't be touched. And $POL stakers will get 15% of the KAT ...