Key Metrics - Ethereum's two North Stars include natively minted stablecoin supply and lending protocol deposits [1]

Ethereum's two North Stars:1⃣ natively minted stablecoin supply &2⃣ lending protocol deposits https://t.co/YWcFXXnoVc ...

Lending Protocol Performance - Kamino Finance's active loans reach an all-time high of approximately $18 billion [1] - Kamino Finance is positioned as the leading lending protocol on Solana [1]

Market Trends - Stablecoin supply and lending protocol deposits on Ethereum are expected to increase rapidly [1] - More value secured in Ethereum is correlated with a higher ETH price [1] Financial Analysis - The relationship between value secured and ETH price is described as "basic math," implying a direct and positive correlation [1]

🚨 Fastest growing lending protocol: @MoonwellDeFi with active loans up +33.7% over the past week. https://t.co/3MSMSzMGef ...

RT Token Terminal 📊 (@tokenterminal)❄️🌟 @ethereum's two North Stars: natively minted stablecoin supply & lending protocol deposits.Two multi-trillion dollar markets. https://t.co/D4F9vcpu21 ...

Market Focus - Ethereum's two North Stars are natively minted stablecoin supply and lending protocol deposits [1] - These represent two multi-trillion dollar markets [1]

Cryptocurrency Market Sentiment - $FLUID 被认为受到了不公平待遇 [1] - $FLUID 被认为是顶级 DEX 和借贷协议之一 [1] Exchange Listing - 行业关注 $FLUID 是否会在币安 (@binance) 上市 [1] - 行业呼吁 @cz_binance 关注 $FLUID [1]

Lending Protocol Performance - Spark Lend's total supplied assets are approximately $77 billion [1] - Spark Lend's total borrowed assets are approximately $23 billion [1] - Spark Lend ranks as the 3rd largest lending protocol based on active loans or borrows [1] Ecosystem Position - Spark Lend is a prominent player within the SkyEcosystem [1]

L2 Ecosystem Impact - Aave's withdrawal from Scroll and zkSync signals a critical moment for "zombie L2s", indicating potential failure [1] - The absence of a lending protocol like Aave leads to reduced leverage and trading volume, accelerating bridge outflows from these L2s [1] - Aave's deployment decisions are crucial for the survival of L2s; their withdrawal is interpreted as a negative signal [1] Specific L2 Concerns - Scroll is already experiencing significant capital outflow, losing $50 million monthly [1] - There is confirmed developer exodus from zkSync, further weakening its ecosystem [1]