DeFiLlama is being very direct this time: cyclical lending will not continue to inflate TVL, and this has been addressed in previous standards. $AAVE This round of volatility is more of a chain reaction after security incidents, not just a simple "fake TVL" controversy. For $ETH and $AAVE , the market will pay more attention to whether the risk will continue to spill over, especially along the re-staking and lending lines.