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#TVL keep rising for $ONDO but the price of the token is so misplaced.
What’s happening here?
#WhaleDeRiskETH #BTCMiningDifficultyDrop
What’s happening here?
#WhaleDeRiskETH #BTCMiningDifficultyDrop
MARKET CRASH ALERT: TVL DRAINED $73B SINCE 10/10 LIQUIDATION EVENT!
⚠️ HUGE RED FLAG FOR DEFI NARRATIVE.
• Total Value Locked (TVL) hemorrhaging capital.
• This signals massive deleveraging across the sector.
• Smart money is watching this drop closely.
Follow for daily high-IQ crypto insights.
#DeFi #CryptoMarket #TVL #MarketCrash 📉
⚠️ HUGE RED FLAG FOR DEFI NARRATIVE.
• Total Value Locked (TVL) hemorrhaging capital.
• This signals massive deleveraging across the sector.
• Smart money is watching this drop closely.
Follow for daily high-IQ crypto insights.
#DeFi #CryptoMarket #TVL #MarketCrash 📉
🚨 MARKET SHOCKWAVE: TVL PLUMMETS $73B SINCE 10/10 LIQUIDATION EVENT!
The total value locked across DeFi just took a massive $73 BILLION hit. This is the aftershock from the massive sell-off event on October 10th.
Follow for the smartest insights to navigate this chaos daily. We see the angles others miss.
#DeFi #TVL #CryptoCrash #MarketUpdate 📉
The total value locked across DeFi just took a massive $73 BILLION hit. This is the aftershock from the massive sell-off event on October 10th.
Follow for the smartest insights to navigate this chaos daily. We see the angles others miss.
#DeFi #TVL #CryptoCrash #MarketUpdate 📉
Parasitic or Symbiotic? The Native DEX Born from Billions of Stablecoin Settlement Chains
The plasma project is really a headache to write about! Two launches, and the 60 days of writing really takes a toll! The key is that I didn't receive rewards the first time, and all the content was lost! What to write every day is a problem! Everyone is just churning out content; today I suddenly thought of a new perspective: is plasmaDEX parasitic or symbiotic?
Plasma is not a typical public chain that gradually rises from the beginning; it launched its mainnet Beta with about $2 billion in stablecoin liquidity, and these funds are distributed across more than 100 DeFi protocols, including Aave, Ethena, Fluid, Euler, and others. Such a starting point is rare in the history of all #Layer1 or dedicated settlement chains.
Plasma is not a typical public chain that gradually rises from the beginning; it launched its mainnet Beta with about $2 billion in stablecoin liquidity, and these funds are distributed across more than 100 DeFi protocols, including Aave, Ethena, Fluid, Euler, and others. Such a starting point is rare in the history of all #Layer1 or dedicated settlement chains.
The reason I repeatedly mention the year 2026 is that the on-chain data of Plasma has already "marked" this day.
First, let’s look at the current situation.
Since the mainnet went live, the locked scale of stablecoins on the #Plasma chain has entered the "tens of billions of dollars range," and it's not just a single protocol that has contributed to this — the top ten addresses on the chain do not represent an extreme proportion, with funds dispersed across payment channels, protocol treasuries, and long-term staking contracts. The official dashboard shows that tokens in staking and time-lock states account for more than half of the circulation, which is why the current selling pressure in the secondary market has been kept down.
However, this "buffer" is not permanent.
According to the publicly available token schedule, starting in 2026, early staking extensions will gradually expire, and some tokens will enter a linear unlocking phase. Based on the current circulation structure, this will be the first time since Plasma went live that there is a continuous increase in circulating supply, rather than sporadic releases.
The key question is whether the demand side can keep up.
Currently, the on-chain data of Plasma is healthy:
– The settlement amount of stablecoins remains in a high-frequency, low-amount range, clearly leaning towards payment rather than speculation
– The number of active addresses and the number of settlements are growing in sync, rather than "#TVL remaining static, with addresses idling"
– The number of staking nodes is stable, with no signs of early withdrawal
What does this mean? It means that at least before unlocking, the market is not supported by "waiting for unlocking to sell" to sustain prices.
Therefore, I prefer to view 2026 as an experiment:
If when unlocking occurs, the on-chain settlement volume can continue to absorb new supply, that will be a true value discovery;
If once unlocking happens, the on-chain data starts to weaken, then the answer given by the market will also be very direct.
Unlocking is not a verdict but a stress test button.
And Plasma is almost at the moment when it must press it.
@Plasma #plasma $XPL
First, let’s look at the current situation.
Since the mainnet went live, the locked scale of stablecoins on the #Plasma chain has entered the "tens of billions of dollars range," and it's not just a single protocol that has contributed to this — the top ten addresses on the chain do not represent an extreme proportion, with funds dispersed across payment channels, protocol treasuries, and long-term staking contracts. The official dashboard shows that tokens in staking and time-lock states account for more than half of the circulation, which is why the current selling pressure in the secondary market has been kept down.
However, this "buffer" is not permanent.
According to the publicly available token schedule, starting in 2026, early staking extensions will gradually expire, and some tokens will enter a linear unlocking phase. Based on the current circulation structure, this will be the first time since Plasma went live that there is a continuous increase in circulating supply, rather than sporadic releases.
The key question is whether the demand side can keep up.
Currently, the on-chain data of Plasma is healthy:
– The settlement amount of stablecoins remains in a high-frequency, low-amount range, clearly leaning towards payment rather than speculation
– The number of active addresses and the number of settlements are growing in sync, rather than "#TVL remaining static, with addresses idling"
– The number of staking nodes is stable, with no signs of early withdrawal
What does this mean? It means that at least before unlocking, the market is not supported by "waiting for unlocking to sell" to sustain prices.
Therefore, I prefer to view 2026 as an experiment:
If when unlocking occurs, the on-chain settlement volume can continue to absorb new supply, that will be a true value discovery;
If once unlocking happens, the on-chain data starts to weaken, then the answer given by the market will also be very direct.
Unlocking is not a verdict but a stress test button.
And Plasma is almost at the moment when it must press it.
@Plasma #plasma $XPL
Goodbye to the 'forgetful genius': Vanar tells us that true advantage may lie in 'memory'
When it comes to intelligence, most people first think of AI's 'instant burst power'—the faster, stronger, and smarter, the better. But recently, while observing the ecosystem of Vanar, I've had a different feeling: perhaps we have overestimated instant intelligence and underestimated the value of 'memory.'
1. Memory is the long-term advantage
Vanar has a unique design: permanent memory and state persistence.
In other words, every user action and every interaction leaves a trace that is trackable and indelible.
Unlike traditional AI, in the world of Vanar:
1. Memory is the long-term advantage
Vanar has a unique design: permanent memory and state persistence.
In other words, every user action and every interaction leaves a trace that is trackable and indelible.
Unlike traditional AI, in the world of Vanar:
Over the years in fintech, I firmly believe that the ultimate destination of currency must be digital settlement. Recent market data has shown me that a network named @Plasma is likely the answer to the evolution of the settlement layer.
Look at these undeniable numbers: by 2025, the total amount of stablecoin settlements will reach $33 trillion, of which $9 trillion is real commercial payments. This is no longer a concept, but a torrent. However, when this trillion-level capital is still competing for channels on general-purpose blockchains with NFTs and meme coins, its high costs, slow speed, and instability are all too evident.
At this time, #Plasma emerged with a focused solution. Its mainnet went live only a few months ago, and #TVL surged to $4.82 billion, with 874,000 independent wallets, showing rapid growth. What convinces me the most is its purity: 92% of its on-chain transactions are stablecoin transfers. This means it is not a 'universal chain,' but rather a 'settlement highway' built specifically for the circulation of value.
It fundamentally reshaped the experience: providing users with zero Gas fee USDT transfers and second-level confirmations. In real scenarios like Vietnam's $14 billion remittance market, this simplicity and reliability is everything.
So my judgment is simple: historical laws indicate that when an economic function (like settlement) is large enough, dedicated infrastructure will inevitably emerge. Today, trillion-dollar digital cash is waiting for its track. Plasma proves with extreme focus and verifiable growth that it is indeed a strong candidate.
Currency will eventually become digital, and the accessibility of digital value requires a pure and efficient destination like Plasma. This is the future I see. $XPL
Look at these undeniable numbers: by 2025, the total amount of stablecoin settlements will reach $33 trillion, of which $9 trillion is real commercial payments. This is no longer a concept, but a torrent. However, when this trillion-level capital is still competing for channels on general-purpose blockchains with NFTs and meme coins, its high costs, slow speed, and instability are all too evident.
At this time, #Plasma emerged with a focused solution. Its mainnet went live only a few months ago, and #TVL surged to $4.82 billion, with 874,000 independent wallets, showing rapid growth. What convinces me the most is its purity: 92% of its on-chain transactions are stablecoin transfers. This means it is not a 'universal chain,' but rather a 'settlement highway' built specifically for the circulation of value.
It fundamentally reshaped the experience: providing users with zero Gas fee USDT transfers and second-level confirmations. In real scenarios like Vietnam's $14 billion remittance market, this simplicity and reliability is everything.
So my judgment is simple: historical laws indicate that when an economic function (like settlement) is large enough, dedicated infrastructure will inevitably emerge. Today, trillion-dollar digital cash is waiting for its track. Plasma proves with extreme focus and verifiable growth that it is indeed a strong candidate.
Currency will eventually become digital, and the accessibility of digital value requires a pure and efficient destination like Plasma. This is the future I see. $XPL
TOP 10 #TVL ON #HYPERLIQUID
$KNTQ $MORPHO $HYPE #HyperLend #Valantis #Felix $PENDLE #Hyperbeat #Veda #Upshift
$KNTQ $MORPHO $HYPE #HyperLend #Valantis #Felix $PENDLE #Hyperbeat #Veda #Upshift
Last two times when $ETH dropped below its TVL, it turned out to be an amazing BUY opportunity.
History doesn’t repeat, but it often rhymes — worth keeping an eye on ETH here. 👀🔥
Hashtags:
#ETH #Ethereum #CryptoMarket #OnChainData #TVL #BuyTheDip
History doesn’t repeat, but it often rhymes — worth keeping an eye on ETH here. 👀🔥
Hashtags:
#ETH #Ethereum #CryptoMarket #OnChainData #TVL #BuyTheDip
BNB Chain's DeFi ecosystem is absolutely thriving with over $11B in combined TVL across these top protocols. Liquid staking and DEX platforms are leading the charge, while institutional players like BlackRock and Circle show strong traditional finance integration.
The competition between Lista and PancakeSwap at the top is TIGHT - shows healthy ecosystem diversity between staking and trading infrastructure.
The top 10 protocols dominating @BNBCHAIN by Total Value Locked 💰
🥇 Lista Liquid Staking - $2.40B
🥈 PancakeSwap AMM - $2.35B
🥉 Venus Core Pool - $1.58B
4️⃣ Circle USYC - $1.55B
5️⃣ Aster Bridge - $1.00B
6️⃣ Binance staked ETH - $612M
7️⃣ BlackRock BUIDL - $526M
8️⃣ Solv Basis Trading - $284M
9️⃣ Aave V3 - $240M
🔟 Avalon USDa - $215M
#BNBCHAIN #TVL #CLIPX
@CZ @Yi He
The competition between Lista and PancakeSwap at the top is TIGHT - shows healthy ecosystem diversity between staking and trading infrastructure.
The top 10 protocols dominating @BNBCHAIN by Total Value Locked 💰
🥇 Lista Liquid Staking - $2.40B
🥈 PancakeSwap AMM - $2.35B
🥉 Venus Core Pool - $1.58B
4️⃣ Circle USYC - $1.55B
5️⃣ Aster Bridge - $1.00B
6️⃣ Binance staked ETH - $612M
7️⃣ BlackRock BUIDL - $526M
8️⃣ Solv Basis Trading - $284M
9️⃣ Aave V3 - $240M
🔟 Avalon USDa - $215M
#BNBCHAIN #TVL #CLIPX
@CZ @Yi He
The Numbers Don't Lie: A Data-First Look at @Morpho Labs 🦋 's Advantage.
Theoretical advantages are nice. Real data is better. Let's look at the hard metrics:
Capital Efficiency Ratio: Morpho consistently delivers 20-80% higher yield for lenders on major assets like ETH and stablecoins compared to the underlying pools. This isn't a small bump; it's a chasm.
TVL Growth: From $0 to over $2 Billion in under two years. Capital flows to efficiency.
User Growth: Organic, steady adoption. This isn't a farm-and-dump token launch; it's a product people use and keep using.
The data paints a clear picture: Morpho's model isn't just theoretically better; it's empirically superior.
#dataanalysis #DeFiData #TVL #CryptoMetrics #Morpho $MORPHO
Theoretical advantages are nice. Real data is better. Let's look at the hard metrics:
Capital Efficiency Ratio: Morpho consistently delivers 20-80% higher yield for lenders on major assets like ETH and stablecoins compared to the underlying pools. This isn't a small bump; it's a chasm.
TVL Growth: From $0 to over $2 Billion in under two years. Capital flows to efficiency.
User Growth: Organic, steady adoption. This isn't a farm-and-dump token launch; it's a product people use and keep using.
The data paints a clear picture: Morpho's model isn't just theoretically better; it's empirically superior.
#dataanalysis #DeFiData #TVL #CryptoMetrics #Morpho $MORPHO
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