Core Insights - The total value locked (TVL) in Solana's ecosystem has increased by 198% over the last 12 months, reaching $38.5 billion, indicating strong user conviction and potential future cash flows for the platform [2][4][7] - The TVL metric serves as a useful barometer for measuring sustained on-chain activity and demand for Solana's native token, as it reflects the capital deposited into decentralized finance (DeFi) applications and smart contracts [5][6] - Persistent growth in locked capital creates a self-reinforcing cycle, attracting more liquidity, developers, and users to the network, which enhances its overall utility and reduces fees per user [7][8] Industry Dynamics - The rise in Solana's ecosystem value suggests a growing demand for its native coin, driven by increased user engagement and capital inflow [8] - The stablecoin value on Solana's network has also seen significant growth, reaching $13.2 billion, further supporting the ecosystem's expansion [7]

RT StandX (@StandX_Official)According to @bnbchain’s #1 DEX PancakeSwap:USDT/DUSD pool has grown 500% in 1 week to become the 3rd largest in TVL globally.This makes us bigger than the top stablecoins, USDC/USDT, in TVL.Stand. https://t.co/AOPUV39d7Y ...

Core Insights - The total capital locked in decentralized finance (DeFi) protocols has reached $170 billion, recovering from the losses incurred during the 2022 Terra/LUNA collapse and subsequent bear market [1] - Ethereum maintains a dominant position with 59% of the total value locked (TVL), while newer networks like Base, HyperLiquid, and Sui have collectively gained over $10 billion, representing around 6% of the market [2] - Institutional adoption of ether has shifted investor trends, leading to outflows from traditional staking products to institutional ones, with Solana and BNB Chain also experiencing growth due to increased memecoin activity [3] DeFi Market Dynamics - The DeFi ecosystem has matured since the previous bull market, with TVL increasing from $42 billion in October 2022 to $170 billion in September 2025, indicating a more cautious approach from investors [4] - The Terra incident resulted in a significant loss of $100 billion in TVL, highlighting the risks associated with unsustainable yield products [5] - Current yields are more sustainable, with Aave offering 5.2% on stablecoins and Ether.fi offering 11.1%, compared to the unsustainable 20% offered by Terra [6] Future Outlook - The DeFi sector has returned to pre-Terra levels with more sustainable yields, but questions remain about how to surpass the 2021 record high in TVL [7] - Institutional adoption and inflows into assets like ether and Solana are expected to drive growth, although the industry still faces challenges from hacks, scams, and rug pulls associated with memecoins [7]

Does TVL even matter for RWAs? 🤔@nickducoff and @CharlieYouAI talk and debate the latest in tokenization live from the RWA Summit in NYC.Listen and subscribe 👇🎙️ https://t.co/PtorPaDmi7 ...

Group 1 - The total value locked (TVL) in the DeFi lending market has reached a record $130 billion, making it the largest sector in DeFi, surpassing liquid staking [1][2] - The increase in TVL is attributed to favorable policy shifts, tokenized real-world assets being used as collateral, growth in the stablecoin market, and the emergence of looping strategies that enhance yields [2] - Major DeFi lending protocols such as Aave, Morpho, and JustLend are driving significant growth in the sector, benefiting from transaction fees [2][3] Group 2 - Aave is the largest DeFi lending protocol with a TVL exceeding $68 billion, operating on a pool-based lending model [4] - Morpho is the second-largest protocol, with a TVL five times smaller than Aave's, featuring a matching system for lenders and borrowers [5] - JustLend has a TVL of over $5 billion and operates solely on the Tron blockchain, distinguishing it from Aave, which is deployed on 18 different blockchains [6]

Core Insights - Solana (SOL) achieved a new all-time high of $12.11 billion in total value locked (TVL) on September 9, marking a 15% increase over the past 30 days, driven by growth across major DeFi protocols [1][2] Group 1: Total Value Locked (TVL) Performance - The increase in TVL positions Solana among the top blockchain ecosystems, especially compared to Ethereum layer-2 blockchains, with Base having $4.8 billion in TVL [4] - Jupiter leads Solana's DeFi landscape with $3.3 billion in TVL, followed by Jito at $3.2 billion and Kamino at $3.1 billion, with monthly gains ranging from 12.2% to 33.6% [3] Group 2: Institutional Interest and Investments - Renewed institutional interest in Solana is driven by corporate treasury adoption and regulatory clarity, highlighted by Forward Industries' $1.6 billion investment in SOL [5] - SOL Strategies began trading on Nasdaq, focusing on Solana ecosystem opportunities and providing institutional investors with exposure to the blockchain's growth [6] Group 3: Regulatory Developments - The SEC's statement on August 5 clarified that liquid staking tokens are not securities by default, facilitating the approval of staking-enabled ETFs [7] - VanEck and Jito filed for an ETF backed by JitoSOL, marking the first US product entirely backed by a liquid staking token [7]

Global TVL at ~$500 billionTether has a ~$100 billion leadTop 5: @Tether_to @circle @aave @LidoFinance @SkyEcosystem https://t.co/nl3esE3S7r ...

RT Token Terminal 📊 (@tokenterminal)🚨📰 @solana's ecosystem TVL is at an all-time high of ~$32 billion, up ~200% YoY.Top 5 apps by market share:🥇 @circle ~25%🥈 @KaminoFinance ~13%🥉 @JupiterExchange ~11%4⃣ @jito_sol ~8.7%5⃣ @sanctumso ~7.7% https://t.co/UvSjx5U3EW ...

RT Token Terminal 📊 (@tokenterminal)🚨 RWA TVL is at an all-time high of ~$6.1 billion@ethereum has ~80% market share https://t.co/lBT139374o ...

📊 LATEST: Aptos RWA TVL surged 55% to $537.5M, ranking 3rd after Ethereum and ZKsync Era. https://t.co/onNmKuSEOi ...