Weekly DeFi Insights #1
1. @pendle_fi
Pendle hit a new milestone with $4.8B TVL, driven by stablecoin demand (87% of TVL). Recent upgrades like Boros, Morpho collateral integration, and seamless Aave yield rollovers strengthen its infrastructure. Regulatory clarity (GENIUS Act) and upcoming Fed rate cuts may further boost institutional adoption. Current strategies offer APYs from 13.14% fixed to leveraged rewards up to 768% APY via Aegis. Analysts are bullish on Pendle’s ability to bridge TradFi and DeFi yields, despite low protocol revenue.
2. @aave
Aave now holds 5% of global stablecoin supply with a record $25B TVL. The upcoming Aave V4 upgrade features unified cross-chain liquidity and risk management improvements. Its stablecoin (GHO) reached a $220M market cap, introducing liquid staking (sGHO) and upcoming stkGHO for extra yield. Aave remains positioned strongly amid regulatory tailwinds and broader DeFi resurgence.
3. @JupiterExchange
Jupiter Exchange expanded with Jup Studio and acquired Moonshot for memecoin launches, sparking community criticism. Strategic integrations now include tokenized equities and institutional partnerships (Anchorage, Kamino). Jupiter maintains Solana DeFi dominance ($1B daily perp trading) but faces backlash on token ratings and memecoin focus.
4. @ethena_labs
Ethena’s $USDe stablecoin thrives despite anticipated Fed rate cuts that could hurt traditional stablecoins. It achieved a $6.7B TVL, $400M+ revenue, and offers attractive fixed yields (7.5-8.5% APY) via Ethena PTs. Strategic collaboration with Converge expands tokenized asset offerings, positioning Ethena strongly in the evolving DeFi landscape amid regulatory discussions.
Top Gainers:
$PENDLE
$WARD
$VOOI
$UMA
$RAY
6.7K
22
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