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...
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...
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...The next chapter for DeFi will likely be more incremental....remains largely untapped for DeFi always baffles me.
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,...
State of Lending in DeFiDeFi 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...
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 DeFiDeFi 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.
This is the DeFi one. I’m here at the DeFi team. I’ve got, uh, Jordan....The DeFi team here, they came with a few themes. The first one was consumer DeFi, almost here....Um, so you wrote here about consumer DeFi is almost here. I think this is a big, uh, topic....can like, I think most things, there’s a lot of stuff in DeFi.
Intro
In his infamous thought piece “Why DeFi is Broken And How To Fix It”, Dan Elitzer articulated a...Is DeFi Broken?...The reality is most DeFi users frankly don’t value decentralization and instead use DeFi for the simple...In the context of DeFi protocols, this is usually liquidity and users.
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.
In DeFi, wrapped tokens enhance liquidity by making capital from one blockchain available on others,...or burning, making it an attractive option for users seeking a cost-effective way to participate in DeFi...It integrates Bitcoin into decentralized finance (DeFi) by enabling secure and seamless movement across...
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...Thala was the top Aptos DEX until very recently, and its foray into other DeFi products hasn’t been as...
It was one of the major examples of collateral damage in DeFi during the wave of institutional insolvencies...administration offers a palatable environment for institutions to begin accessing onchain credit through DeFi...Maple recently serviced Bitwise’s first ever institutional DeFi capital allocation, and will be integrated...
DeFi apps account for 33% of onchain apps on major networks....DeFi on Base
Decentralized Finance (DeFi) provides financial products and services at an institutional...With DeFi, the value can instead be redistributed to participants....DeFi continues to be a core onchain economic activity.
...the first implementation in an ambitious roadmap – a rollup built to prioritize security and power DeFi...They’ll earn fees by supporting bespoke DeFi solutions....in DeFi came through in the following chart....It’s one of the strongest candidates for building Private DeFi apps....for DeFi apps.
Let’s roll back the clock to Nov. 2023: Solana’s DeFi TVL held steady at ~$400M, daily DEX trading volumes...The network is seeing a surge of innovative applications across multiple sectors, including DeFi, NFTs...available to businesses that enables them to connect their multi-sig wallets to non-integrated Solana DeFi...
This is precisely what crypto and DeFi developers need right now. Enter Enso....Single Click DeFi
Active DeFi participants know the hurdles of migrating positions....User-Friendly DeFi
User-friendly DeFi is a further evolution of the above-described single-click DeFi...But this doesn’t solve the discoverability problem in DeFi.
They have a rich history in DeFi, but have fallen out of fashion over the past few years....CDPs are highly efficient at generating value, offering some of the best returns in DeFi last cycle....This will result in yet another source of sustainable, organic, impressive yield in DeFi.
DeFi, NFTs, gaming, and other verticals became battlegrounds rather than an interconnected ecosystem....Instead of specialization, appchains began competing in DeFi, NFTs, gaming, and beyond. ...From games to DeFi and NFTs, this section quickly explores the appchains being built on the Initia ecosystem...
...network, which aligns with its targeted positioning as a blockchain network that bridges TradFi and DeFi...Keeta’s design and core mission (bridging TradFi and DeFi) make it especially suited for financial use...RWA DeFi via Unique Token Mechanisms and Built-in Compliance
Keeta’s tokenization and built-in compliance...