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DeFi Scope
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DeFi Scope
@DefiScope
Native News and Research for Crypto | DeFi | Macro Enjoy: - News Updates - Daily Crypto Outlooks 📊 - Weekly Scope Reports 🔎
Live Updates ⧭ Katılım Kasım 2017
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According to @GoldmanSachs, 300 million jobs at risk from AI, but infrastructure growth could drive new employment.

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Lido controls $21B in staked assets, more than every other liquid staking protocol combined
The next closest competitors sit below $10B
Yet @LidoFinance fully diluted market cap is around $400M, comparable to protocols managing a fraction of its TVL
@etherfi_VC has $5B in assets staked and trades at a higher FDV than Lido
The market is pricing in competitive risk
What it may be underpricing is how difficult it is to move $21B in staked ETH once it's already there

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Volatility in commodities like gold & silver + rising macro trading interest is driving big flows.
@gmtrade_xyz, surpassed $500 million in 24h volume, claiming the #1 spot among @solana perp DEXs.

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USD1 went from zero to $4.19B in circulating supply in under a year
Most stablecoins try to be everywhere at once
USD1 sequenced it differently:
→ @binance anchored early liquidity
→ @worldlibertyfi Market added lending and borrowing
→ @Aster_DEX brought perps with BTC, ETH, and SOL pairs
Liquidity, yield, and trading. In that order.

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Three governance events hit @aave in under three weeks and the DEX volume chart captured each one
BGD leaving on Feb 20th triggered an immediate sell spike, the largest single day of net outflow in the entire window at nearly $5M net negative
The AAVE Will In proposal passing on March 1st briefly flipped sentiment, buy volume spiked before sellers returned the same day
ACI leaving on March 4th produced another sharp sell reaction
When core contributors exit, liquidity moves before the narrative does
The chart is just governance risk made visible

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Solana's share of total stablecoin volume has gone from negligible in 2024 to the largest of any chain as of February 2026
A year ago Ethereum and Tron split most of the volume between them
→ @ethereum held roughly 45% through most of 2024
→ @trondao sat consistently around 30%
→ @solana was barely registering
By February 2026 Solana has taken the top position
The chain that wasn't in the stablecoin conversation two years ago is now where most of the settlement is happening

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