Fees generated continue to be the clearest outlier signal in this dip.
Over the past 30 days:
- @Morpho (lending) +32.9%
- @CurveFinance (DEX)+76.2%
- @AethirCloud (GPU compute) +95.6%
- @Ondo (RWA) +27.8%
- @tradexyz (Hyperliquid HIP-3 interface)+...
If you’ve been on the sidelines waiting for cleaner entries, the tape is starting to get interesting.
Here’s how some of the bigger names have moved over the last 30 days:
$BTC: -10.2%
$ETH: -15.3%
$SOL: -21.5%
$HYPE: -12.8%
$AERO: -28.8%
$NEAR: -3...
.@aeroxyz is #1 in spot DEX holder revenue this year.
$70.96M YTD.
That's more than Uniswap ($62.71M) and about 2.7x PancakeSwap ($26.38M).
Aero's DEX volume is $143.7B YTD against Uniswap's $573.5B, so Uniswap has about 4x the volume. Aero still ...
Tokenized stocks are the next collateral class.
@aave looks ready to capitalize on this new primitive.
Some thoughts:
- ~$340M of tokenized equity is already deployed in DeFi
- Aave already has $16.2B TVL, $11.8B borrowed. The deepest lending liqui...
Users have paid $7.9B in fees to consumer crypto apps since Jan 2024.
$1.67B in 2024. $3.50B in 2025. $2.75B so far in 2026.
The money has been following what people are speculating on:
- Prediction markets: $16M (2024) → $651M (2026 so far)
- Tel...
Added some $VOID at ~$150k MC.
@VoidCashio is building Elysium’s first privacy protocol, starting with private HYPE payments.
A few things caught my attention:
→ ZK proofs generated directly in your browser
→ Gas paid from your private balance
→ 5...