Thread by @renckorzay

DeFi just hit $150B TVL.

My hot take:

We shouldn't even be measuring Total Value Locked.
We should be measuring Total Value Active:

Capital that autonomously moves, thinks, and hunts higher returns 24/7 instead of sitting idle.

Here's how we awaken DeFi's dormant capital: 🧵

DeFi is accelerating fast.

Regulatory clarity has finally given institutions the confidence to deploy at scale.

TVL nearly doubled since April, hitting $150B this week.

Projections point to $600B+ by 2030.

All of this is exciting, but here’s the truth almost nobody admits:

This capital is *deeply* inefficient.

That's the problem with Total Value "Locked."

Most of it sits idle while better opportunities flash by every few minutes.

Parked in pools that were competitive six months ago...

Earning 3% when 8%+ waits just 2 clicks away...

Trapped in protocols you forgot you even deposited in.

Every minute this capital stays static, millions in potential returns leak away.

The bottleneck? Human cognitive bandwidth.

Managing optimal DeFi positions means tracking:

• 200+ protocols across 15+ chains
• Real-time yield fluctuations every few minutes
• Risk parameter changes
• Reward token price movements

No human can possibly process this infinite data stream effectively.

I personally know DeFi power users who:

Set alerts for yield and token price changes, wake up at 4 AM to move funds, and check their positions 50+ times per day.

This is unsustainable, especially if you have a job and a family.

So most of us default to "set and forget," which kills capital efficiency.

But what if you could set and forget, and still have your capital run at maximum efficiency?

• Imagine money compounding 24/7 without babysitting
• Funds that autonomously route to the highest risk-adjusted returns
• Liquidity that hunts yield across chains in real time

This is Active Capital.

Active Capital is the primitive that turns DeFi from static pools into a living, breathing allocation engine.

This is how Giza transforms Total Value Locked into Total Value Liberated.

This is how we awaken DeFi's $150B+ of static capital.

We're building the Intelligence Layer of DeFi, powered by our agentic infrastructure.

Think of it as a swarm of AI agents working in coordination to optimize your capital 24/7 based on your goals.

→ One agent hunts yield opportunities.
→ Another manages risk exposure.
→ A third executes arbitrage.

100% personalized to your capital size and preferences.
100% non-custodial.

Our ARMA agents are already proving this concept:

They just crossed $1B in autonomous volume, managing $15M+ in USDC with +83% yield improvement over static strategies.

Currently yielding 15% APR for your stables.

But ARMA is just the start.

Stablecoin yield optimization was only our proof of concept.

Now we're expanding to your entire DeFi portfolio...every major asset, every major chain, every strategy, every opportunity.

All working together as one intelligent swarm that optimizes your capital while you sleep.

We're building the system that turns DeFi's hundreds of billions in dormant capital into a living, breathing financial organism.

This is how we rebuild markets from the ground up.

From locked to liberated.

Start your agentic journey with ARMA today: arma.xyz

If you're new here...

I’m Renç, CEO @gizatechxyz.

We're building the super-app of AI agents that autonomously optimize your portfolio across all of DeFi, 24/7.

Follow me @renckorzay for more on AI x DeFi x Autonomous Finance ✦