DeFi Summer Four years ago, DeFi “Blue-Chips” such as lending protocol AAVE and derivatives protocol...For those of us who remember when AAVE was “ETHLend”, the notion of “DeFi” did not yet exist, and the...But, in the midst of hacks, rug pulls and smart contract exploits…a category of reputable DeFi protocols...

The Year Ahead for Crypto 2025 – Full Series: AI+DePIN DeFi Gaming Infrastructure Markets Consumer DeFi...Flexible, programmable, capable of interacting with DeFi...., etc. all point towards this next iteration of DeFi....Bitcoin DeFi – Bitcoin DeFi has become a popular talking point over the past few years, and is an inevitable...

We went from a classic crypto summer to the dog days of summer....The good news is the dog days of summer are behind us, and a classic crypto summer is set to bloom....So far, everything in the middle — DeFi, Infra, etc. — has been caught in no-bid, no man’s land....Now is not the time for worries — Summer is upon us.

The Need for Liquid Markets: HyperEVM’s Expanding DeFi Ecosystem As mentioned, the HyperEVM is still...have come to appreciate will likely be required – or at the very least – expected from the ecosystem’s DeFi...it also offers farmers some compelling farming opportunities right now to get exposure to all of the DeFi...

...expects.” https://x.com/SplitCapital/status/1805349168229367936   BTC Spot ETFs — A Strong Start To Summer...Delphi Digital Delphi Research Reports: Delphi’s flagship deep dive research covering all major sectors (DeFi...

Disclaimer: This and the next AF will be a summary of my ramblings about DeFi in the last few weeks....These ramblings stem from a discussion from our research call where we ended up debating whether DeFi...DeFi summer is now on the verge of crossing the five-year threshold, transforming from a niche experiment...

USD.AI Solution Looping has been a powerful tool for DeFi power users since DeFi Summer in 2021....USD.AI – Looping for DePIN and AI Hardware USD.AI brings the looping magic of DeFi to InfraFi....DeFi has arbitrage, capped deposits, rigid rules around redemption and interest rate pricing, etc.

Introduction The state of DeFi today suggests crypto has largely exhausted its early addressable market—serving...For DeFi to grow beyond previous highs and achieve mainstream adoption, DeFi and CeFi must converge and...In this report, I’ll outline why vaults, curators, and “DeFi mullets” may help DeFi cross the chasm,...

An example of driving onchain activity on Base is the Onchain Summer initiative, a program designed to...Initiatives like cbBTC and Onchain Summer help to bring the masses onchain....Mints are trending higher since Coinbase ran its Onchain Summer program, which incentivized participants...DeFi apps account for 33% of onchain apps on major networks.

Then came DeFi Summer, when the vision sharpened: we weren’t just building new forms of money but reimagining...However, due to all this progress, DeFi has primarily been confined to users with capital....Hence, trust in DeFi has been binary: either you’re overcollateralized or out....In DeFi, no bailiffs are knocking at wallet addresses.

...over $670 million in fees generated since its January 2024 inception, Pump.fun has achieved what few DeFi...While its yearly revenue currently ranks 10th overall in DeFi, Pump’s growth trajectory tells a more...It’s a dynamic similar to what played out between Uniswap and SushiSwap during DeFi summer: the incumbent...

We wrote about these dynamics extensively in The Dog Days of Summer and Attention Is All You Need deep...summer....It had hot tokens, DeFi, games, NFTs, it had everything....optimistic, but we believe it’s in play in 2025 and wouldn’t be surprised if it happens before next summer...Summer or NFT bull craze.

...evolved over the past couple of quarters:  Aptos TVL has grown significantly from the lows of last summer...Aptos is on the right path to becoming a DeFi hub....The existence of a brand like Aave on Aptos is emblematic of the chain’s DeFi focus....Thala Thala is trying to be a DeFi superapp on Aptos and is currently the top app by cumulative and 24h...

We talked about this dilemma back in the summer, and the knock-on effects a stronger USD could have on...

The doldrums of summer was not a meme....things can get (right photo was from last February) Cleanse yourself of mean reverting low liquidity summer...Solana DeFi – we continue to see Solana DeFi projects ship, with projects like Jupiter delivering tons...And while not technically DeFi, we are even seeing TradFi firms like Coinbase, Citibank, PayPal and more...

State of Lending in DeFi DeFi lending and borrowing protocols have seen a resurgence in activity, with...Since Q4 2023, we’ve seen a resurgence in DeFi lending innovations that largely cater to a wider asset...features, improvements over legacy lending and the conditions needed for modular lending to take over DeFi...

DeFi Summer was still 18 months away. No one had heard of FTX yet, because it didn’t exist.

Over the last several months, the SEC has dismissed case after case against crypto and DeFi....centralized exchange services on-chain, stating that they want Ink to become a “seamless bridge to DeFi...allows users to choose between DeFi and TradFi seamlessly without ever leaving the on-chain ecosystem...

Private DeFi DeFi is one of the major pillars of crypto, focused on creating a permissionless financial...Looking ahead, we see two key catalysts that can shape Private DeFi....The first is the increasing appetite for serious investors to interact with DeFi....And the DeFi space has evolved likewise.

Is DeFi Broken?...The reality is most DeFi users frankly don’t value decentralization and instead use DeFi for the simple...The Mom and Summer Finance teams were allocated 3% and 5.5% of the AJNA token supply respectively to...In the context of DeFi protocols, this is usually liquidity and users.