1/13 π Here is the monthly catch-up of Global #DeFi market analysis. Last one is here below with some conclusions about Smart Money leaving Defi. Was it still the case on July? Quick thread but you'll get the general trend where ecosystems are exploding.
2/13 TVL on @Defilama is at 68b$ at 31/July, increasing by +21% since end of June.
3/13 On the other hand, #crypto total market cap just crossed the 1b$ threshold and sitting now at 1,075b compared to 848b end of June, so +27% increase.
4/13 However would be great to have the DEFI ecosystem Market Cap to be more relevant. There are several indexes but there is no consensus on which protocol need to categorized at DEFI. Can @DefiLlama do that?
6/13 One thing to focus on is the $EURO stablecoin, with the beginning of $EURC, which is presume is the $EUROC from @circle, that reaches itβs 1st m$ of MC.
7/13 Despite the constant market cap of Stablecoin, one thing you may have noticed is the amount of new stablecoins popping everywhere: @AaveAave , @redactedcartel , etcβ¦ Iβm sure Iβm missing other ones, so please feel free to add to the list.
8/13 To draft a conclusion: Crypto MC increases by +27% while TVL in Defi by +21% only. I assume then that Smart Money did not enter the game yet and that a slice of money left Defi.
9/13 In addition over the past month, we could see tremendous growth of few ecosystems that exceed the average DEFI TVL increase, such as #Optimism, #Algorand and #Metis leading the ranking (blockchain with TVL > 50m$). Let's dig into those 3 #blockchains
10/13 First, @optimismFND Grant is still on-going. Here is a recap of the 4 voting cycles and the protocols who succeeded in obtaining $OP grants. Thanks to this incentivization, protocol exceeds the 1b TVL beg. of August.
It dominates TVL, trading volume, and revenue on @Base, making it THE cornerstone of @coinbase onchain ambitions
I anticipated the above in Sep-23.
Here is my thesis for 2025 & beyond π
2/14 First thing first, subscribe to my newsletter to access the complete article related to this thread & receive updates about @base & the @Optimism Superchain:
According to @RWA_xyz, Tokenized assets (RWAs) represent $176 billion today, or nearly $15 billion excluding stablecoins, across 150+ tokenized asset issuers on 20+ public blockchains
So why @AnzenFinance ?
Cause the next Defi revolution is undergoing, and is called STABLECOIN
1. Stablecoin Market Cap is now sitting at 172b$ (), new ATH since June/2022.
2. @Tether_to is making more profit per head than most of the web2 companies: RWA.xyz
How to earn One OG @BongBearsNFT + access to 10x #Airdrops allocation, Boosted Yield, Private access to protocols & other benefits on the @berachain ecosystem?
=> @0xhoneyjar game starts on March 4th, 00:20 UTC. Are you ready ?
TLDR on How to Participate π
1/ You don't know what is a gate ? I have u covered
You can't access infinity gate anymore except through 2ndary markey but "Bear Gate" is still accessible. Go to mint your articles: mirror.xyz/janitooor.eth
2/ Minting your Honey Comb NFT(s) will take place on #ethereum mainnet
1/ @VelodromeFi locking position are encapsuled in a NFT
This NFT can be sold on a NFT Market Place
veNFT collection from Velodrome is Top 1 in 30days Volume (230 $ETH)
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A π§΅
2/ In this π§΅, i will show you:
- Where to check the status of a veNFT
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- Where to list and sell your veNFT
- What is the average price you could expect
3/ First thing first, if you want to get more information on how @VelodromeFi works, please check my Velodrome Deck here. You will be able to find explanatory videos, tutorials, my own strategy, etc... Nothing is financial advice.