monad crossed $800m TVL generating $3k/day in fees. that's $1.1m annualized revenue defending against a 16.8b token unlock on november 1 worth $621m at current prices. the $30m buyback buys exactly 6 months of runway before that cliff. every protocol on the chain from morpho's $250m to curvance's $100m is parked capital earning almost nothing. 10k TPS with no one using it is just an expensive benchmark. the chain needs to go from $25k/week revenue to $250k/week before november or that unlock becomes a liqui ...

kamino crossed $1b in RWA lending and now controls 52% of all RWA deposits across DeFi lending protocols. not on ethereum. on solana. during a quarter where SOL dropped 36% and drift got exploited for $285m. aave trades at $2b+ FDV, morpho at $973m. kamino owns majority market share in the only DeFi vertical that connects to $130t in traditional fixed income and probably trades below both. the concentration risk question matters though. if this is 5 whales it's centrifuge with extra steps. if TVL holds abov ...

RT Token Terminal 📊 (@tokenterminal)ICYMI:@LidoFinance has ~2x the TVL of @Morpho.But trades at ~1/5 the valuation. https://t.co/fd8wWI8Bdx ...

JfcMLM (@mlmabc):In total, $270.6M worth of assets was exploited on Drift, which is around 50% of its TVL.Assets stolen in dollars:$5.3M USDS$60.4M USDC$5.65M USDT$430K JUP$540K USDY$590K ZBTC$680K EURC$1M BSOL$2.5M INF$2M MSOL$3.3M SYRUPUSDC$4.1M FARTCOIN$4.4M WBTC$3.6M JITOSOL ...

RT Cointelegraph (@Cointelegraph)🔥 UPDATE: RWA growth on BNB Chain accelerates to $3B TVL with $1B added in Q1 2026 alone. https://t.co/VgqumDqoEd ...

RT Cointelegraph (@Cointelegraph)🔥 NOW: Ethereum leads the L1 market by ecosystem TVL, followed by Tron, Solana, and BNB Chain, per Token Terminal. https://t.co/nmdLpyqmhF ...

morpho generates $260m annualized revenue on $7b TVL. aave generates $160m on $30b TVL. morpho producing 4.6x more revenue per dollar locked. now aave's two largest contributor groups are exiting before V4 launch. curator model vs DAO governance overhead. the relative value trade is right there. ...

🚨ONCHAIN: MORPHO TVL EXPLODES - BREAKS ABOVE $7BAccording to @DefiLlama data, @Morpho, the universal lending network, has seen its TVL jump significantly in the last week.Since February 25, Morpho has added nearly $1.6 billion to its total value locked, standing at $7.144 billion at time of writing. ...

🚨MARKETS: ONRE FINANCE HITS $100M TVL MILESTONE"Our 12-month goal reached in 8 months"@onrefinance, a @Solana-based asset manager, has reached the $100 million TVL milestone."Responsible stewardship and disciplined growth remain the focus as we scale the most efficient capital model in reinsurance", reads an announcement post.OnRe's claims are backed up by data on @DefiLlama which puts its current TVL at nearly $102 million, the metric having grown since the announcement was made. ...

aave captures 87% of all defi lending revenue. grew from 8% to 28% of total defi tvl in 24 months. token down 71% from peak. v4 trail of bits audit completed feb 10. $157m annualized revenue funding $50m annual buybacks. protocol at all-time dominance. token priced like 2023. ...