jeff2024
September will be a good month.
Jeff2024
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Liquidity aggregation is the most underrated DeFi narrative.
Everyone tracks TVL. But aggregators don’t need TVL to matter. They control orderflow.
Numbers:
• @1inch routed $28.6B in Q2, 59% EVM share.
• @JupiterExchange processed $24B in the past 30 days on Solana.
• @CoWSwap continues to lead on MEV-protected trades.
• @KyberNetwork routed $10B+ last month with only $1.5M TVL.
This is the alpha: Aggregators monetize routing, not deposits.
Why it matters:
– Incentives can flip market share overnight (1inch BNB).
– Wallet integrations are sticky (
– MEV-protection and intents will define the
Everyone tracks TVL. But aggregators don’t need TVL to matter. They control orderflow.
Numbers:
• @1inch routed $28.6B in Q2, 59% EVM share.
• @JupiterExchange processed $24B in the past 30 days on Solana.
• @CoWSwap continues to lead on MEV-protected trades.
• @KyberNetwork routed $10B+ last month with only $1.5M TVL.
This is the alpha: Aggregators monetize routing, not deposits.
Why it matters:
– Incentives can flip market share overnight (1inch BNB).
– Wallet integrations are sticky (
– MEV-protection and intents will define the
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GateUser-521a7c4f:
#BTC# Bitcoin and bees work together to build a bright and sustainable future. The best performance of the digital hive. BTC#ETH SOL XRP BNB. SOL DOGE PI buy buy buy keep buying, low market capitalization coins have more opportunities and may turn into 9999$ in a few days. One day, it will make you smile from ear to ear. Just lie flat and do whatever you want. My life is up to me, not to heaven. Waiting gives the best harvest to oneself; persistence is still necessary. Time exchanged for space will let you lie flat and buy freely. The Whale is coming to pump 9999$ BEES.:
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The largest AMM on TON, @ston_fi, is scaling quietly but with intent.
now powers swaps in TON Wallet. Removing friction like apps, logins, or bridges is how DeFi becomes usable.
Numbers confirm the role already plays:
• 70% of TON traders
• $6.3B lifetime volume
• 5.5M users
• 27.6M trades
• $66.7M TVL
With $9.5M from Ribbit and CoinFund, the next phase is liquidity depth, limit orders, governance, and Omniston cross-chain.
Observation: TON’s DeFi adoption curve may end up looking less like Ethereum’s early experiments and more like a consumer app that scales first, then financializes later.
now powers swaps in TON Wallet. Removing friction like apps, logins, or bridges is how DeFi becomes usable.
Numbers confirm the role already plays:
• 70% of TON traders
• $6.3B lifetime volume
• 5.5M users
• 27.6M trades
• $66.7M TVL
With $9.5M from Ribbit and CoinFund, the next phase is liquidity depth, limit orders, governance, and Omniston cross-chain.
Observation: TON’s DeFi adoption curve may end up looking less like Ethereum’s early experiments and more like a consumer app that scales first, then financializes later.
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InfoFi isn’t a narrative, it’s a mirror.
If DeFi was about money markets and PerpFi was about liquidity routing, InfoFi is about attention as collateral.
What I see today:
• Supply side → an endless stream of yappers, dashboards, aggregators, and bots competing for visibility.
• Demand side → protocols, tokens, and infra teams buying that visibility because they can’t bootstrap liquidity without mindshare first.
Data point worth noting:
Leaderboards are no longer just “social games.” They’re distribution rails. Engagement metrics, yapfluence scores, and attribution points have become assets th
If DeFi was about money markets and PerpFi was about liquidity routing, InfoFi is about attention as collateral.
What I see today:
• Supply side → an endless stream of yappers, dashboards, aggregators, and bots competing for visibility.
• Demand side → protocols, tokens, and infra teams buying that visibility because they can’t bootstrap liquidity without mindshare first.
Data point worth noting:
Leaderboards are no longer just “social games.” They’re distribution rails. Engagement metrics, yapfluence scores, and attribution points have become assets th
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RWAs are quietly stacking.
Latest numbers from
• $26.5B tokenized on-chain (+4% this month)
• 367k+ asset holders (+10.7%)
• $7.4B in tokenized Treasuries yielding ~4%
Ethereum still dominates ($7.5B, 51% share) but ZKsync, Polygon, Solana, Aptos are catching flows.
Platforms leading: Securitize ($3.3B), Ondo ($1.4B), WisdomTree ($900M).
RWAs are showing real product–market fit. Value is compounding, new holders keep joining, and the rails are going multi-chain. The flow of real assets on-chain has already started and it won’t reverse.
Latest numbers from
• $26.5B tokenized on-chain (+4% this month)
• 367k+ asset holders (+10.7%)
• $7.4B in tokenized Treasuries yielding ~4%
Ethereum still dominates ($7.5B, 51% share) but ZKsync, Polygon, Solana, Aptos are catching flows.
Platforms leading: Securitize ($3.3B), Ondo ($1.4B), WisdomTree ($900M).
RWAs are showing real product–market fit. Value is compounding, new holders keep joining, and the rails are going multi-chain. The flow of real assets on-chain has already started and it won’t reverse.
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