DeFi TVL analysis: Does growth mean new money arrived?
DeFi TVL analysis needs more than a dollar total. A six-day Aave V3 Ethereum snapshot shows how valuation changes and token balances can pull in opposite directions.
DeFi analysis
Explore liquidity, total value locked and protocol activity through data-led analysis.
All DeFi coverage
DeFi sector analysis: what DEX and lending revenue reveals
DeFi sector analysis starts by asking where a rising revenue total comes from. Trading and lending can move in different directions, while a busier protocol keeps a smaller share.
Stablecoin depeg analysis: how collateral stress reaches DeFi lending
A stablecoin returning to $1 does not necessarily reverse a lending loss. Dated USDC records and reproducible stress calculations show where temporary price changes can become lasting shortfalls.
Lido analysis: how does staking growth reach LDO?
This Lido analysis uses the H1 2026 report to examine the path from staked ETH to fee revenue and LDO rights. Shared-pool economics and a tokenholder’s claim are evaluated separately.
Aave analysis: how does lending demand reach AAVE?
Does more lending leave more value for AAVE? We separate borrowing demand, protocol income and token value capture, using worked scenarios and dated governance evidence.
Uniswap analysis: UNI burns, trading volume and future scenarios
A strong UNI thesis needs more than a busy exchange protocol. Fee allocation, recurring burns and the economics of supplying liquidity belong in the same assessment. This analysis examines when growth might translate into token value and what could interrupt that connection.