Jfabeth

Aave has had net stablecoin inflows of $1.4B in the last 14 days.
Less than a month after the Kelp & LayerZero exploit, @aave is experiencing the fastest growth in stablecoin deposits among DeFi lending venues.
TLDR: Having your users back + strategic incentives pay off big.

sGHO circulating supply is up 30% in the last 3 weeks.
V-shape recovery after the LayerZero & Kelp ~$290M exploit so far. Consequently, this is boosting circulating GHO as well.
More GHO in circulation = More borrowing fees for the @Aave DAO Treasury.
Data by @Token_Logic.

Huge week for @chainlink.
> @KelpDAO migrated from LayerZero to CCIP
> @SolvProtocol migrated from LayerZero to CCIP
> @tydrohq migrated from Chaos to Chainlink price feeds
That’s ~$2.1B rotating into Chainlink-powered infrastructure in the last 48 hours.
Security matters.

DPRK drained ~$292M through the LayerZero + Kelp exploit before using them to take loans from @aave
DeFi United raised ~$318M.
That’s ~$24M above the estimated loss.
What will be done with these funds?
Data by @EntropyAdvisors.

The Mantle market on Aave is offering some of the best stablecoin yields right now.
USDe: 6.15% APY
USDC: 6.04% APY
USDT0: 5.3% APY
GHO: 3.20% APY
Mantle also has one of the largest treasuries in DeFi and has shown it will step in to protect users.
Allocating here makes sense.

DeFi is moving away from shared pools toward isolated markets and vaults.
The trend is clear:
> @Morpho's vault-first design and isolation
> @eulerfinance's V2 vault architecture
> @sparkdotfi's segmented strategies
> @0xFluid’s vault system
Now, the largest DeFi protocol is taking it one step further: @aave v4 via Hub & Spokes, combining the isolation component with shared liquidity.
V4 will be huge for institutional and curator onboarding.

Canton currently looks like a top chain by revenue.
But when looking under the hood, earnings tell us a very different story. @CantonNetwork has lost:
~$1.2M in the last 24 hours
~$5.0M in the last 7 days
~$30M in the last 30 days
All that glitters is not gold.

A short story

This is unbelievable.
How on Earth do LayerZero and Kelp have the audacity to make any requests?
> @LayerZero_Core has STILL not disclosed how much they will contribute to DeFi United.
> @KelpDAO hasn't even committed to contributing at all.
Keep in mind that (1) these were the two responsible parties for the hack in the first place and (2) LayerZero has raised ~$300M in total.
This is the epitome of shameless behavior.

The last 48 hours have been very telling for DeFi.
We've seen what individuals, organizations, and SPs actually care about @aave, DeFi, and users as a whole.
There's twitter fingers, and there's trigger fingers.
Aave Labs, BGD, EtherFi, Lido, Arbitrum, and Golem have proven to be the latter.
Respect to these organizations and individuals for stepping up when it matters the most.
DeFi won't ever forget.

~63% of the RWA Onchain Market Cap lives on Ethereum, per @DefiLlama.
Liquidity, composability, and distribution are already there, and RWAs need all three to scale.
Whoever tells you otherwise either lacks knowledge on the matter or is shilling their bags.
Ignore the noise.