#  @DeFi_Andree DeFi Andree DeFi Andree posts on X about defi, liquidity, onchain, crypto the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours. ### Engagements: [-----] [#](/creator/twitter::1815646443602075648/interactions)  - [--] Week [------] -39% - [--] Month [-------] +37% - [--] Months [---------] +185% - [--] Year [---------] +646% ### Mentions: [--] [#](/creator/twitter::1815646443602075648/posts_active)  - [--] Week [---] -19% - [--] Month [---] +1.80% - [--] Months [-----] +265% - [--] Year [-----] +1,261% ### Followers: [-----] [#](/creator/twitter::1815646443602075648/followers)  - [--] Week [-----] +0.62% - [--] Month [-----] +7.30% - [--] Months [-----] -18% - [--] Year [-----] -48% ### CreatorRank: [-------] [#](/creator/twitter::1815646443602075648/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) 100% [cryptocurrencies](/list/cryptocurrencies) #7128 [stocks](/list/stocks) 9.84% [exchanges](/list/exchanges) #5934 [technology brands](/list/technology-brands) 4.92% [currencies](/list/currencies) 4.1% [financial services](/list/financial-services) #2492 [travel destinations](/list/travel-destinations) 1.64% [countries](/list/countries) 0.82% **Social topic influence** [defi](/topic/defi) #116, [liquidity](/topic/liquidity) #649, [onchain](/topic/onchain) #292, [crypto](/topic/crypto) #3625, [solana](/topic/solana) 8.2%, [money](/topic/money) 7.38%, [balance sheet](/topic/balance-sheet) #615, [usdc](/topic/usdc) #800, [rwa](/topic/rwa) #201, [stablecoins](/topic/stablecoins) #133 **Top accounts mentioned or mentioned by** [@aave](/creator/undefined) [@tokenterminal](/creator/undefined) [@ethena](/creator/undefined) [@ondofinance](/creator/undefined) [@morpho](/creator/undefined) [@pendlefi](/creator/undefined) [@nick_researcher](/creator/undefined) [@skyecosystem](/creator/undefined) [@thelearningpill](/creator/undefined) [@curvefinance](/creator/undefined) [@uniswap](/creator/undefined) [@maplefinance](/creator/undefined) [@yashasedu](/creator/undefined) [@solana](/creator/undefined) [@kamino](/creator/undefined) [@artemis](/creator/undefined) [@renksi](/creator/undefined) [@stablewatchhq](/creator/undefined) [@blackrock](/creator/undefined) [@zeusrwa](/creator/undefined) **Top assets mentioned** [Solana (SOL)](/topic/solana) [USDC (USDC)](/topic/usdc) [Ethereum (ETH)](/topic/ethereum) [BlackRock Inc (BLK)](/topic/blackrock) [StarkNet (STRK)](/topic/starknet) [Coinbase Global Inc. (COIN)](/topic/coinbase) [USDAI (USDAI)](/topic/$usdai) [Celo Dollar (CUSD)](/topic/$cusd) [Lido DAO (LDO)](/topic/$ldo) [Ethena USDe (USDE)](/topic/$usde) [Kamino (KMNO)](/topic/kamino) [Ondo US Dollar Yield (USDY)](/topic/$usdy) ### Top Social Posts Top posts by engagements in the last [--] hours "@XNXX_EN @zealy_io @MidnightNtwrk Could this verification issue affect user adoption or token distribution" [X Link](https://x.com/DeFi_Andree/status/2023217019911602195) 2026-02-16T02:05Z [----] followers, [--] engagements "Pendle Morpho Evolution of Liquidity on Unichain @unichain is shifting from incentive-driven capital to yield-anchored real capital. Base Layer: Real Yield Primitives $USDai: AI/GPU backed. Yield sourced from Compute Revenue $CUSD: Credit-backed. Yield from Balance Sheet ➔ On-chain primitive Execution Layer: Structuring & Leverage @Pendle: Splits into PT (Fixed) & YT (Variable) @Morpho (Credit Rails): PT becomes a collateral-ready asset (LTV up to 90%) Strategy: Borrow ➔ Mint ➔ Split (Loop x2 x3). Capital is constantly Redeployed The Paradigm Shift TVL Quality: Incentive-chasing ➔" [X Link](https://x.com/DeFi_Andree/status/2000501413881708914) 2025-12-15T09:41Z [----] followers, [----] engagements "The Dollar That Builds AI How USDai Generates Yield from GPU Lending Why is @USDai_Official hitting a sustainable 13-17% APY target The project is capitalizing on the massive growth of the real-world AI industry Yield $USDai = Base Rate (T-Bills) + Interest (GPU Lending) ---- Yield Source The majority of collateral ( $USDC ) is moved into T-Bills (via @m0 ) providing a risk-free base rate of 4-5% (Treasuries 99% $M) The remaining capital is loaned out to purchase @nvidia GPUs (H100/H200) Interest is paid by: @tacticalcompute @QumulusAI @get_hydrahost @Compute_Labs @LyceumCloud Yield" [X Link](https://x.com/DeFi_Andree/status/2005923209175261243) 2025-12-30T08:45Z [----] followers, [----] engagements "Cap Money The Fusion of Delta-Neutral & Shared Security Networks @capmoney_ is solving one of DeFi's hardest challenges: Generating real Yield while ensuring principal protection. $cUSD Yield = Delta-Neutral insured by Restakers Yield Source Yield is derived from real economic activity. Capital is smartly distributed by the Allocation Engine based on creditworthiness Operations: Capital is deployed to Whitelisted Operators (Hedge Funds Market Makers Prop Trading Groups) Strategy Delta-Neutral = Basis Trading + Arbitrage + Market Making Yield Distribution Model: Gross Yield Operator Rewards" [X Link](https://x.com/DeFi_Andree/status/2007021140607447183) 2026-01-02T09:28Z [----] followers, [---] engagements "How is Re Protocol tokenizing cash flows from the trillion-dollar reinsurance market @re Protocol brings returns from the trillion-dollar reinsurance market into DeFi through a two-token structure catering to different risk appetites while ensuring transparency via oracles reUSD: Dual-Source Yield Floor principal-protected reUSDe: Insurance Investment for surplus profit sharing --- Yield Source Returns come from real reinsurance activity through the Insurance Capital Layer (ICL) Stablecoin capital is deposited into the ICL then deployed via a Surplus Note and [---] Trust Account Two main yield" [X Link](https://x.com/DeFi_Andree/status/2007419006098227615) 2026-01-03T11:49Z [----] followers, [----] engagements "POL = settlement token of the Open Money Stack The Polygon Open Money Stack is trying to make money move like the internet. Fast. Low cost. Always on. Built for global scale. If that stack works POL sits underneath as the settlement layer. Why POL is the settlement token [--]. Settlement gas POL is the gas that settles activity on Polygon Chain. Stablecoin payments. RWA settlement. Onchain transfers. [--]. Security asset POL is the staking asset that secures the payments network. Validators and stakers earn as usage grows. Influence flows through staking and governance not just holding. [--]. Value" [X Link](https://x.com/DeFi_Andree/status/2010638785516843220) 2026-01-12T09:03Z [----] followers, [----] engagements "Noons Yield Engine: Delta-neutral strategies layered insurance and proof of solvency USN is designed to maintain a 1:1 USD peg for payments and liquidity while sUSN is the yield layer that appreciates as protocol returns are routed into the staking pool @noon_capital engine targets delta-neutral returns and pairs it with layered insurance plus real-time proof of solvency. USN: 1:1 USD-pegged stablecoin sUSN: staking share token that appreciates as returns are added to the pool --- Yield Source Noon pools collateral and deploys it into a basket of delta-neutral strategies across TradFi CeFi" [X Link](https://x.com/DeFi_Andree/status/2011404997905551360) 2026-01-14T11:48Z [----] followers, [----] engagements "Tokenized stocks are hitting escape velocity. @OndoFinance is already the default issuer on this curve. Tokenized stocks market cap just printed a new ATH at $441M and Ondo holds 54.35% share. What stands out is distribution not just product. Ondo Global Markets only recently went live yet it already offers 100+ tokenized assets with $300M+ TVL reported early on. In new categories the first credible issuer tends to become the liquidity magnet. Why this matters. Tokenized stocks arent a trade product first. They become an onchain collateral + treasury primitive once liquidity and rails exist." [X Link](https://x.com/DeFi_Andree/status/2014528816975348003) 2026-01-23T02:41Z [----] followers, [---] engagements "@SeamlessFi @ethereum @tokenterminal Love seeing TVL soar Seamless crushes it. Bullish ahead" [X Link](https://x.com/DeFi_Andree/status/2015830787439136839) 2026-01-26T16:54Z [----] followers, [--] engagements "Hylo is building a crypto native stable yield rail on @solana. 🔹hyUSD market cap about $37.5m 🔹Hylo TVL about $90.9m 🔹sHYUSD APY is variable about 10.8% currently shown 🔹Q4 [----] gross protocol revenue $2.01m and earnings about $0.98m The architecture is the point. - One collateral pool of SOL LSTs backs two assets hyUSD is the [--] dollar unit - xSOL is the variable reserve that absorbs volatility and expresses leveraged SOL upside The wedge is simple. - sHYUSD routes the collateral yield and protocol flows to the stakers - So the effective yield depends on base LST yield and how much hyUSD" [X Link](https://x.com/DeFi_Andree/status/2016738736336437453) 2026-01-29T05:02Z [----] followers, [---] engagements "Lido is the cleanest case of protocol adoption outperforming token price in DeFi. Assets staked are near all time highs at $28.6B while $LDO is still down over 90% from the [----] peak. So what is the market pricing ----- 1) stETH is already infrastructure stETH and wstETH are embedded as default collateral across DeFi. wstETH sits among the largest collateral assets on @aave. 2) The real moat is liquidity under stress LSTs have one test: can you exit size without a sustained peg break or deep discount. stETH keeps winning because it has the deepest exit routes and the widest acceptance. 3) LDO" [X Link](https://x.com/DeFi_Andree/status/2017157994602283127) 2026-01-30T08:48Z [----] followers, [----] engagements "Lido is Ethereums default liquid staking rail. 🔹Lido sits around $28.6B in staked assets 🔹More than 2x EigenCloud 🔹Bigger than the next pack combined Why this matters This is distribution not APR: at this scale adoption compounds because stETH is default collateral and liquidity across DeFi. Flow follows depth. The real moat is liquidity under stress: leadership is proven in volatility peg pressure redemption waves and risk off deleveraging. Deep secondary liquidity keeps the rail credible. One standard is forming: once a single LST is the most integrated switching costs rise fast. That is" [X Link](https://x.com/DeFi_Andree/status/2017502122045227330) 2026-01-31T07:36Z [----] followers, [---] engagements "If you measure $USDe by the orderbook price during a few minutes of panic youll see noise If you measure what actually matters: backing hedging and the ability to operate under stress youll see a very different story --- [--]. USDe was not the trigger of the dump When the market enters panic mode: - Liquidity gets pulled - Spreads widen - The orderbook thins every asset gets taxed if you try to exit instantly Secondary-market dislocations are an execution response not evidence of lost backing --- [--]. Depeg Insolvency USDe is designed to prioritize capital preservation There are two different" [X Link](https://x.com/DeFi_Andree/status/2017600756397003159) 2026-01-31T14:08Z [----] followers, [----] engagements "gm CT 🔹BTC broke 80k wick [-----] 🔹ETH down 10% wick [----] 🔹24h liquidations 1.80B [------] traders wiped 🔹Total cap 2.67T down 6.06% 🔹97% of volume is stablecoins This is not risk appetite. This is capital in hiding" [X Link](https://x.com/DeFi_Andree/status/2017805117257654453) 2026-02-01T03:40Z [----] followers, [---] engagements "Application TVL shows DeFi splitting into two layers: a balance sheet layer and an execution layer. Ethereum sits above 300B in Application TVL over 10x Solana. That gap is not which chain is better. Its a signal of where capital trusts enough to park long term. ➤ Balance sheet layer: where capital stays to become collateral issue money and build credit ➤ Execution layer: where capital moves fast to trade farm and loop ➙ Attention rotates by season. Moats form where assets stay. Why Ethereum holds the bigger balance sheet The biggest stablecoin float plus the deepest LST inventory. More base" [X Link](https://x.com/DeFi_Andree/status/2018201030270603774) 2026-02-02T05:53Z [----] followers, [---] engagements "Aave is the default money market. Stablecoin float just pushed 500M+ That is balance sheet depth not seasonal TVL Battle tested in stress Conservative risk parameters Liquidity that doesnt disappear when it matters More stable float deeper money markets stronger credit loops higher switching costs @aave keeps compounding trust. Trust is the moat. Source: @artemis https://twitter.com/i/web/status/2018592031908708793 https://twitter.com/i/web/status/2018592031908708793" [X Link](https://x.com/DeFi_Andree/status/2018592031908708793) 2026-02-03T07:46Z [----] followers, 19.3K engagements "Big milestone getting EU green light for tokenized stocks. Opens doors for way more folks. Congrats on the progress 😊 @OndoFinance In a landmark first Ondo has received EU regulatory approval to list the first round of Ondo tokenized stocks and ETFs. [---] million investors across [--] markets in the EU and EEA can now access Ondo tokenized stocks and ETFs including: ✅ GOOGLon ✅ AMZNon ✅ NVDAon ✅ CRCLon https://t.co/JSSWHNPdFd In a landmark first Ondo has received EU regulatory approval to list the first round of Ondo tokenized stocks and ETFs. [---] million investors across [--] markets in the EU" [X Link](https://x.com/DeFi_Andree/status/2018748638848237808) 2026-02-03T18:09Z [----] followers, [---] engagements "@kamino_liq @global_dollar SOL-USDG pool launching with those weekly incentives looks tempting for Solana liquidity providers. MiCA compliant stable feels like a nice safe play too. Solid addition 😊" [X Link](https://x.com/DeFi_Andree/status/2018754698229289449) 2026-02-03T18:33Z [----] followers, [--] engagements "DeFi Lending Landscape The State of Money Markets A panoramic view of the lending landscape in DeFi where every protocol plays a strategic role in capital optimization --- Market Leader: The Multi-chain Giant @aave continues to assert its absolute dominance setting the "gold standard" for the entire industry Aave (Peer-to-Pool): Dominates the market with approximately $29.37B in TVL across [--] chains Massive and consistent liquidity serving as the bedrock for yield optimization strategies --- Strong Contenders: Efficiency & Scaling Power Heavyweight challengers focusing on capital efficiency" [X Link](https://x.com/DeFi_Andree/status/2019070579777929406) 2026-02-04T15:28Z [----] followers, 15.9K engagements "TVL Borrowed Where Liquidity Is Actually Concentrating TVL = scale. Borrowed = real demand [--] @aave - TVL $28.779B Borrowed $20.278B [--] @Morpho - TVL $6.154B Borrowed $3.481B [--] @JustLend - TVL $3.148B Borrowed $0.157B [--] @sparkdotfi - TVL $2.541B orrowed $1.328B [--] @maplefinance - TVL $2.49B Borrowed $1.741B [--] @kamino - TVL $1.748B Borrowed $1.118B [--] @0xfluid - TVL $1.431B Borrowed $1.238B [--] @VenusProtocol - TVL $1.344B Borrowed $0.577B [--] @compoundfinance - TVL $1.288B Borrowed $0.637B [--] @navi_protocol - TVL $0.205B Borrowed $0.109B ➥ Liquidity ultimately clusters where capital is deep and" [X Link](https://x.com/DeFi_Andree/status/2019297530736177254) 2026-02-05T06:30Z [----] followers, [----] engagements "PayPal just stress tested DeFi distribution. PYUSD deposits on @aave went from 10m to 400m in Q4 [----]. 40x in one quarter. This is the clearest signal yet that DeFi is becoming a distribution layer for fintech balance sheets. In October PayPal launched onchain incentives to match the 4% in app yield. Merkl routed the incentives so onchain holders werent donating yield. PayPal didnt build a lending product. They plugged into Aaves existing money market and scaled instantly. If PYUSD stays sticky after incentives this becomes a repeatable playbook. Stable issuer + incentives + Aave liquidity =" [X Link](https://x.com/DeFi_Andree/status/2019652947005575587) 2026-02-06T06:02Z [----] followers, [----] engagements "@DeFi_Perryy @CurveFinance @newmichwill Curve holding strong with real flows and deep liquidity. Feels like solid utility shining through. Nice vibes 😊" [X Link](https://x.com/DeFi_Andree/status/2019712165800984782) 2026-02-06T09:57Z [----] followers, [---] engagements "@PythNetwork Cool to see Pyth powering fresh markets on Hyperliquid. Feels like steady progress ahead" [X Link](https://x.com/DeFi_Andree/status/2020060823226581167) 2026-02-07T09:03Z [----] followers, [---] engagements "@obchakevich_ @tazapay @0xPolygon @0xPolygonEco @sandeepnailwal @0xMarcB @0xAishwary @leonstern @john3gan Tazapay crushing it on Polygon. Payments booming feels exciting" [X Link](https://x.com/DeFi_Andree/status/2020194840735281487) 2026-02-07T17:55Z [----] followers, [---] engagements "@AerodromeFi @AragonProject @superformxyz Cool weekly roundup. Buyback and volume spikes feel like steady wins. Looking forward to next updates" [X Link](https://x.com/DeFi_Andree/status/2020196808786604365) 2026-02-07T18:03Z [----] followers, [--] engagements "Aave is quietly taking more TVL share on Ethereum. Over the last [--] months (monthly @tokenterminal cohort) Aaves TVL share rose from 25% to 34%. Thats not a yield contest. Its capital choosing the balance sheet it trusts. In risk off liquidity doesnt chase new. It clusters where collateral sits borrowing stays active and risk controls stay boring. @aave isnt just an app. Its Ethereum DeFis balance sheet where capital parks size. Source: @tokenterminal https://twitter.com/i/web/status/2020216352167133638 https://twitter.com/i/web/status/2020216352167133638" [X Link](https://x.com/DeFi_Andree/status/2020216352167133638) 2026-02-07T19:21Z [----] followers, [----] engagements "@TheDeFinvestor Packed week with launches and announcements. Pendle buybacks and MegaETH mainnet look promising. Excited to watch" [X Link](https://x.com/DeFi_Andree/status/2020509130994385263) 2026-02-08T14:44Z [----] followers, [---] engagements "Cost structure wins. Onchain lending deposits are back around $100B and @aave is still the main sink for capital. Same pattern every cycle. Liquidity clusters where risk is boring and exits clear. DeFi is becoming the default lending backend. Just use Aave. Source: @artemis https://t.co/EnxI8qvvXZ https://t.co/EnxI8qvvXZ" [X Link](https://x.com/DeFi_Andree/status/2020550049256923502) 2026-02-08T17:27Z [----] followers, [----] engagements "@EliBenSasson Starknet foundations look solid for long term plays. Fun to watch unfold 😊" [X Link](https://x.com/DeFi_Andree/status/2020561763704455437) 2026-02-08T18:13Z [----] followers, [--] engagements "@jessiexiao_eth @VitalikButerin Love seeing Starknet innovate on privacy and BTCFi. Feels like real progress" [X Link](https://x.com/DeFi_Andree/status/2020575138773922023) 2026-02-08T19:07Z [----] followers, [---] engagements "Have people asking me why do you still research DeFi instead of watching token prices in a drawdown Arent you missing the best buys My response: [--]. Price is the outcome. Credit rails are the cause. I study what creates real demand. [--]. Bears make everything measurable: do borrows hold do fees print does collateral stay sticky. [--]. The best entries dont come from one candle. They come from data-backed conviction: whos gaining share who keeps liquidity who survives stress. On should we buy now I dont try to catch bottoms. I DCA when the thesis holds and risk is priced. Watching the rails: @aave" [X Link](https://x.com/DeFi_Andree/status/2020583051575931228) 2026-02-08T19:38Z [----] followers, [----] engagements "@CryptoOHungry @Brickken @consensus_hk Hong Kong is truly leading the charge in RWA tokenization" [X Link](https://x.com/DeFi_Andree/status/2020673538307588445) 2026-02-09T01:38Z [----] followers, [--] engagements "@kylobtc @beyond__tech How much does it cost to bridge assets using this system" [X Link](https://x.com/DeFi_Andree/status/2020674070690632187) 2026-02-09T01:40Z [----] followers, [--] engagements "@renksi Impressive Over [---] million holders for $DASH and $XMR shows real adoption.$DASH and $XMR shows real adoption" [X Link](https://x.com/DeFi_Andree/status/2020675161184432555) 2026-02-09T01:44Z [----] followers, [--] engagements "@crypto_linn @Rightsideonly pendle" [X Link](https://x.com/DeFi_Andree/status/2020675437618462898) 2026-02-09T01:45Z [----] followers, [--] engagements "@ZackD0x @ethena @SkyEcosystem @stablewatchHQ @aave Exactly. Bank UX onchain rails underneath" [X Link](https://x.com/DeFi_Andree/status/2020697480011387013) 2026-02-09T03:13Z [----] followers, [--] engagements "@zippy257 @ethena @SkyEcosystem @stablewatchHQ @aave Yep. Defaults creeping in quietly" [X Link](https://x.com/DeFi_Andree/status/2020698906758353054) 2026-02-09T03:18Z [----] followers, [--] engagements "@ehmeeisaac @ethena @SkyEcosystem @stablewatchHQ @aave Distribution yield. Defaults win" [X Link](https://x.com/DeFi_Andree/status/2020699268928192924) 2026-02-09T03:20Z [----] followers, [--] engagements "@PendleIntern @aave @strata_markets @ethena aavependleethena" [X Link](https://x.com/DeFi_Andree/status/2020726675882033153) 2026-02-09T05:09Z [----] followers, [---] engagements "syrupUSDC transfer volume just hit $2.3B+ in a week. Up from near zero in [----] to $500M$1B+ weekly through [----]. Thats distribution not hype. @maplefinance is turning syrupUSDC into a real DeFi rail. Source: @tokenterminal Maple just scaled syrupUSDC on Base by plugging into Aave. Since Jan [--] syrupUSDC deposits in Aave Base went $5.9M $230M. 39x in days. Thats distribution working. Aave E Mode turned a yield stable into instant borrowing power. Borrow USDC or GHO up to 90% LTV and loop. https://t.co/rLZC4RNe4Z Maple just scaled syrupUSDC on Base by plugging into Aave. Since Jan [--] syrupUSDC" [X Link](https://x.com/DeFi_Andree/status/2020775110819684766) 2026-02-09T08:21Z [----] followers, [----] engagements "@Jonasoeth Love how Pendle boosts yield markets for insto appeal. Smart shift ahead" [X Link](https://x.com/DeFi_Andree/status/2020777638634418290) 2026-02-09T08:31Z [----] followers, [--] engagements "@centrifuge Totally agree tokenization feels like the new normal soon" [X Link](https://x.com/DeFi_Andree/status/2020789364331024577) 2026-02-09T09:18Z [----] followers, [--] engagements "@0xPhoenix77 Pendle" [X Link](https://x.com/DeFi_Andree/status/2020848125855109183) 2026-02-09T13:11Z [----] followers, [--] engagements "Solana RWAs just crossed $1B+ market cap in Q1 [----] @BlackRock @Securitize $BUIDL $204M @Figure $PRIME $201M @OndoFinance $USDY $177M @onrefinance $ONyc $87M @OndoFinance $OUSG $71M RWAs win on rails. Real onchain distribution. Source: @tokenterminal" [X Link](https://x.com/DeFi_Andree/status/2020912181299359759) 2026-02-09T17:26Z [----] followers, [---] engagements "@0xPolygon @USDC @tazapay @Polymarket Impressive stablecoin volume spike. Polygon staying busy as always" [X Link](https://x.com/DeFi_Andree/status/2020912733319987366) 2026-02-09T17:28Z [----] followers, [---] engagements "@ZeusRWA @BlackRock @Securitize @Figure @OndoFinance @onrefinance @tokenterminal @solana RWAs time 👀" [X Link](https://x.com/DeFi_Andree/status/2020912837745365012) 2026-02-09T17:29Z [----] followers, [--] engagements "Stablecoin regulation is splitting fast. UK: caps users 20k per coin per person 10m per business EU: caps payment scale If a significant non euro stablecoin crosses 1M tx and 200M per day issuance must pause US: regulates issuers Federal issuer framework reserves supervision No retail holding cap Two regimes build rails. One builds a ceiling 👀 It seems the Bank of England is unwilling to budge on the 20k stablecoin holding limit for individual users which significantly restricts many use cases. Apparently BoE staff understand this but it may be that the restriction is coming from the very" [X Link](https://x.com/DeFi_Andree/status/2020925454560133330) 2026-02-09T18:19Z [----] followers, [----] engagements "@kamino @xStocksFi @solana Higher LTV bumps unlock more play room. Weekly incentives sweeten the deal" [X Link](https://x.com/DeFi_Andree/status/2020926558463197196) 2026-02-09T18:23Z [----] followers, [---] engagements "@darknight_ethh @aave @StaniKulechov @Marczeller @0xKolten Impressive revenue spike early in [----]. Aave looking strong ahead" [X Link](https://x.com/DeFi_Andree/status/2020928217964740981) 2026-02-09T18:30Z [----] followers, [---] engagements "@noon_capital @ethena @ResolvLabs @maplefinance @SkyEcosystem Noon topping yields feels like a win for steady earners. Appreciate the comparison chart" [X Link](https://x.com/DeFi_Andree/status/2021146024547582136) 2026-02-10T08:55Z [----] followers, [--] engagements "@circle @arc Cool to see over [---] companies backing Arc testnet. Feels like real progress for internet finance ahead" [X Link](https://x.com/DeFi_Andree/status/2021148160748581282) 2026-02-10T09:04Z [----] followers, [--] engagements "Regulation is picking winners by category not by chain. Stablecoins and Exchanges are getting clarity first: many regions are already High (EU Japan Switzerland Singapore UAE Hong Kong). The US is also High on stablecoins while other areas are still being finalized. Tokenization is opening up fastest in the EU Japan Switzerland UAE (mostly High). The US Singapore Hong Kong UK sit closer to Medium. Staking is mostly Medium with Singapore standing out as High. DeFi is the least defined category: Low almost everywhere with Switzerland the only Medium. Some regions remain Low across the board" [X Link](https://x.com/DeFi_Andree/status/2021167162204053800) 2026-02-10T10:19Z [----] followers, [---] engagements "@aave @megaeth Cool to see Aave hitting MegaETH now. Real time vibes could make DeFi way snappier. Excited to try it" [X Link](https://x.com/DeFi_Andree/status/2021245955694100732) 2026-02-10T15:32Z [----] followers, [---] engagements "@Artem_Oak @aave Totally get the muted launch feels in this market. Fingers crossed for some fresh apps soon. Solid team vibes" [X Link](https://x.com/DeFi_Andree/status/2021251700837798064) 2026-02-10T15:55Z [----] followers, [---] engagements "@Uniswap @megaeth Cool to see Uniswap dropping all versions on MegaETH. Faster trades incoming for sure. Excited vibes" [X Link](https://x.com/DeFi_Andree/status/2021252367061029288) 2026-02-10T15:58Z [----] followers, [---] engagements "@pendle_fi Totally agree fixed yield adds some certainty to volatile DeFi plays. Smart point" [X Link](https://x.com/DeFi_Andree/status/2021253670919143916) 2026-02-10T16:03Z [----] followers, [---] engagements "@EliBenSasson Starknet combo stands out with privacy and low fees. Digging the quantum readiness vibe too" [X Link](https://x.com/DeFi_Andree/status/2021257927147790650) 2026-02-10T16:20Z [----] followers, [--] engagements "@thelearningpill @worldlibertyfi @PayPal @global_dollar Impressive growth in diverse stables on Solana. Feels like the ecosystem maturing nicely" [X Link](https://x.com/DeFi_Andree/status/2021258996154327170) 2026-02-10T16:24Z [----] followers, [--] engagements "@OndoFinance Totally agree tokenization opens up huge access. Feels like a game changer for everyone" [X Link](https://x.com/DeFi_Andree/status/2021275770921025850) 2026-02-10T17:31Z [----] followers, [---] engagements "@jonbma Solid assumptions on growth. Conservative crypto take feels realistic for that IRR. Nice share" [X Link](https://x.com/DeFi_Andree/status/2021279087713833430) 2026-02-10T17:44Z [----] followers, [---] engagements "@0xPolygon @EntEthAlliance @Nethermind Cool to see Polygon linking up with EEA for enterprise vibes. Opens doors for smoother adoption. Excited for the collabs" [X Link](https://x.com/DeFi_Andree/status/2021279356677652747) 2026-02-10T17:45Z [----] followers, [---] engagements "@ZeusRWA Eye opening global yield comparison. Tokenized T Bills edge out trad options over time. Solid breakdown" [X Link](https://x.com/DeFi_Andree/status/2021280237401825593) 2026-02-10T17:48Z [----] followers, [--] engagements "Base just flipped Ethereum to #1 in monthly stablecoin transfer volume in January. Stablecoin volume is a settlement signal. It shows where USD is moving and getting used. Not where capital is parked. My read 1/ @coinbase distribution is turning Base into the USD highway where onramps offramps apps and consumer rails converge. 2/ L2 cost + UX is finally winning. Stablecoins dont care about ideology. They care about speed fees and distribution. 3/ If this persists @base becomes the execution layer for dollars. @ethereum stays the balance sheet. Base becomes the checkout lane. What Im watching" [X Link](https://x.com/DeFi_Andree/status/2021448908480839843) 2026-02-11T04:59Z [----] followers, [---] engagements "@strata_markets @aave @pendle_fi @ethena @Ethena_Eco Nice cap bump opens up more yield plays. Feels like timely growth in this market" [X Link](https://x.com/DeFi_Andree/status/2021453006991130743) 2026-02-11T05:15Z [----] followers, [---] engagements "@HOSS_ibc Could you explain what makes Temple's privacy features so unique" [X Link](https://x.com/DeFi_Andree/status/2021453018441580830) 2026-02-11T05:15Z [----] followers, [--] engagements "@0xCryptoSam Modular underwriting could really open up private credit. Digging the vision here" [X Link](https://x.com/DeFi_Andree/status/2021453229738033210) 2026-02-11T05:16Z [----] followers, [--] engagements "@renksi @PerceptronNTWK Seems like decentralized curation is the only way to scale clean AI data" [X Link](https://x.com/DeFi_Andree/status/2021456113795989892) 2026-02-11T05:27Z [----] followers, [--] engagements "@KongBTC @CantonNetwork @temple_ny The UI looks clean indeed. What's the biggest advantage of private trading for you" [X Link](https://x.com/DeFi_Andree/status/2021458918900367492) 2026-02-11T05:38Z [----] followers, [--] engagements "@SimonDesue wow sberbank is really going all in on crypto huh" [X Link](https://x.com/DeFi_Andree/status/2021459516538355830) 2026-02-11T05:41Z [----] followers, [--] engagements "@Nick_Researcher @Theo_Network so the product is basically just gold with extra steps" [X Link](https://x.com/DeFi_Andree/status/2021460249379733671) 2026-02-11T05:44Z [----] followers, [--] engagements "@YashasEdu @LayerZero_Core Interesting breakdown on Zero edge over ETH and SOL. Backing from Wall Street giants feels intriguing. Excited for more details" [X Link](https://x.com/DeFi_Andree/status/2021487398983733488) 2026-02-11T07:32Z [----] followers, [---] engagements "@Tom_Degen68 @tokenterminal @aave 🤜🤛" [X Link](https://x.com/DeFi_Andree/status/2022606065796546663) 2026-02-14T09:37Z [----] followers, [--] engagements "@EliBenSasson Spot on with quantum readiness and privacy. Add seamless interop for the win" [X Link](https://x.com/DeFi_Andree/status/2022973000287727821) 2026-02-15T09:55Z [----] followers, [--] engagements "@Louis_Tellier @Morpho Cool to see big names jumping into crypto. Keep the focus on" [X Link](https://x.com/DeFi_Andree/status/2022973161042813115) 2026-02-15T09:56Z [----] followers, [--] engagements "@centrifuge Cool upgrade to more networks. Makes onchain ops smoother for builders" [X Link](https://x.com/DeFi_Andree/status/2022974101275463838) 2026-02-15T09:59Z [----] followers, [--] engagements "@ZeusRWA Neat breakdown on tokenizing assets. Fun way to grasp real world stuff" [X Link](https://x.com/DeFi_Andree/status/2022979623622172944) 2026-02-15T10:21Z [----] followers, [--] engagements "@Jonasoeth @redstone_defi @megaeth Cool to see real time oracles kicking MegaETH up a notch. Digging the fast feeds" [X Link](https://x.com/DeFi_Andree/status/2022981025677398081) 2026-02-15T10:27Z [----] followers, [--] engagements "Weekly Crypto Drama [--]. @BithumbOfficial accidentally credited [------] BTC in a promo mistake accounts froze lawmakers went in [--]. @BlackRock BUIDL got liquidity via UniswapX with @Securitize TradFi rails touching DeFi [--]. @aave governance lit up with Aave Will Win pushing Aave branded revenue alignment to the DAO [--]. @OndoFinance tokenized stocks market cap up 3071% YoY the fastest growing product line by far [--]. AI deepfake CZ and Yi He clips flooded Crypto Twitter impersonation risk went mainstream [--]. Wallet tied to the 200M Mixin hack woke up and sent [----] ETH through @TornadoCash 7." [X Link](https://x.com/DeFi_Andree/status/2022983143075303780) 2026-02-15T10:35Z [----] followers, [--] engagements "@0xNairolf Totally agree. Crypto UX needs work but we are getting there step by step" [X Link](https://x.com/DeFi_Andree/status/2023047948410708238) 2026-02-15T14:53Z [----] followers, [--] engagements "@therealchaseeb Spot on with Solana strengths. Keen to boost lending and perps for that liquidity push" [X Link](https://x.com/DeFi_Andree/status/2023051256328335783) 2026-02-15T15:06Z [----] followers, [--] engagements "@behrin Solid move on the LP buyback. Keeps yields strong and sustainable" [X Link](https://x.com/DeFi_Andree/status/2023065791994966490) 2026-02-15T16:04Z [----] followers, [--] engagements "@OndoFinance Impressive strides in tokenization. Digging the real world utility boost" [X Link](https://x.com/DeFi_Andree/status/2023066066818375996) 2026-02-15T16:05Z [----] followers, [---] engagements "Finance doesnt just allocate capital. It compresses timelines. @aave can be the onchain credit rail that turns months of project finance into minutes. Thats how you fund abundance. https://t.co/Ycaj8rVbjn https://t.co/Ycaj8rVbjn" [X Link](https://x.com/DeFi_Andree/status/2023084720414970084) 2026-02-15T17:19Z [----] followers, [--] engagements "@aleeeexcool @Morpho @tokenterminal @SteakhouseFi @coinbase @brian_armstrong @MerlinEgalite @PaulFrambot @AesPoker USDC is the clean default for yield and lending rails right now. Easy unit of account" [X Link](https://x.com/DeFi_Andree/status/2020194066361897131) 2026-02-07T17:52Z [----] followers, [--] engagements "Maple just scaled syrupUSDC on Base by plugging into Aave. Since Jan [--] syrupUSDC deposits in Aave Base went $5.9M $230M. 39x in days. Thats distribution working. Aave E Mode turned a yield stable into instant borrowing power. Borrow USDC or GHO up to 90% LTV and loop. Maple didnt bootstrap liquidity. They tapped Aaves existing base: $398M USDC + $8M GHO ready to borrow against. Issuer + yield stable + Aave liquidity = onchain scale. @aave is where yield stables become credit at scale. Source: @tokenterminal" [X Link](https://x.com/DeFi_Andree/status/2020409897293345275) 2026-02-08T08:10Z [----] followers, [----] engagements "@solana Impressive jump in Solana RWA value. Excited for what is next" [X Link](https://x.com/DeFi_Andree/status/2022968206516953487) 2026-02-15T09:36Z [----] followers, [---] engagements "@calilyliu Totally agree. Privacy hits mainstream as tech gets deeper into life. Solid take" [X Link](https://x.com/DeFi_Andree/status/2022972809610436796) 2026-02-15T09:54Z [----] followers, [--] engagements "@andrewmoh @Infinit_Labs Loving the composable RWA vibe. Prompt to DeFi opens up fun strategies" [X Link](https://x.com/DeFi_Andree/status/2022973931716591860) 2026-02-15T09:59Z [----] followers, [--] engagements "@0xfluid @base Cool seeing agents earn yield autonomously. Digging this DeFi twist" [X Link](https://x.com/DeFi_Andree/status/2023056648223547721) 2026-02-15T15:27Z [----] followers, [---] engagements "@ErintheCyborg @OndoFinance @tokenterminal @iandebode @nathanlallman Fair take. UX and compliance will decide adoption. But demand for onchain equity exposure is real" [X Link](https://x.com/DeFi_Andree/status/2023057855797186595) 2026-02-15T15:32Z [----] followers, [--] engagements "@Marczeller Yeah that shortage is bumping yields nicely. Good time to lend if you hold ETH" [X Link](https://x.com/DeFi_Andree/status/2023060828396925223) 2026-02-15T15:44Z [----] followers, [---] engagements "@jayendra_jog @SeiNetwork Positioning for agentic payments feels like a solid play ahead" [X Link](https://x.com/DeFi_Andree/status/2023065153751896089) 2026-02-15T16:01Z [----] followers, [--] engagements "@Raydium Solana speed and ecosystem keep it ahead" [X Link](https://x.com/DeFi_Andree/status/2023066616469307623) 2026-02-15T16:07Z [----] followers, [--] engagements "@StaniKulechov Great framework vision. Keen to see Aave lead the way in DeFi" [X Link](https://x.com/DeFi_Andree/status/2023081223019794886) 2026-02-15T17:05Z [----] followers, [---] engagements "@cz_binance Privacy is crucial for mainstream crypto payments" [X Link](https://x.com/DeFi_Andree/status/2023091812681085375) 2026-02-15T17:47Z [----] followers, [--] engagements "@patfscott Spot on inflows stalling but RWA growth gives hope" [X Link](https://x.com/DeFi_Andree/status/2023095740730679665) 2026-02-15T18:03Z [----] followers, [--] engagements "@KongBTC Early optimism for [----] suggests a forward-looking mindset" [X Link](https://x.com/DeFi_Andree/status/2023211806521766372) 2026-02-16T01:44Z [----] followers, [--] engagements "@FuryMetaa That's the crypto cycle for youhope you held through it" [X Link](https://x.com/DeFi_Andree/status/2023213148698984799) 2026-02-16T01:49Z [----] followers, [--] engagements "@0xCheeezzyyyy @boros_fi @pendle_fi Borosssss 🫡" [X Link](https://x.com/DeFi_Andree/status/2023254554184479079) 2026-02-16T04:34Z [----] followers, [--] engagements "Pendle x Aave x Ethena x Plasma The Stablecoin Fixed-Income Stack Aave onboarding PT-USDe & PT-sUSDe (09APR2026) to the Aave V3 Plasma Instance illustrates a pristine DeFi stack: Venue credit fixed income yield source Scalable onchain yield rails with guardrails and built to be rollover-friendly --- @ethena = Yield Engine (USDe/sUSDe): The underlying yield generator. $USDe stake $sUSDe which is then packaged by Pendle into PT/YT to plug into the credit layer @pendle_fi = Fixed Income Wrapper: Strips yield-bearing assets into PT creating bond-like exposure (discounted by time-to-maturity)" [X Link](https://x.com/DeFi_Andree/status/2008924748278071676) 2026-01-07T15:32Z [----] followers, 119.9K engagements "Coinbase just made DeFi its lending engine. Steakhouses USDC vault on Morpho went 5x in January to $450M. $428M is deployed to borrowers posting cbBTC collateral. Depositors earn 4.21% APY. Flow is the signal USDC in the Coinbase app routed to @Morpho vaults cbBTC borrowers tap that liquidity @coinbase keeps the UX CeFi is becoming the frontend. DeFi is becoming the balance sheet. If more exchanges copy this playbook Morpho style rails become the default backend for CeFi lending. Source: @tokenterminal https://twitter.com/i/web/status/2020053914750779625" [X Link](https://x.com/DeFi_Andree/status/2020053914750779625) 2026-02-07T08:35Z [----] followers, [----] engagements "Yield bearing stablecoins are becoming cryptos new cash base. Supply went from basically [--] to $13B+ in [--] years. This is not a farm meta. This is distribution. What the chart shows @ethena sUSDe scaled first @SkyEcosystem sUSDS is turning yield stables into a system TradFi is onchain: @BlackRock BUIDL and @Hashnote_Labs USYC are real supply @maplefinance syrupUSDC proves issuer + DeFi liquidity scales fast The winner wont be the highest APY. Itll be the default collateral people borrow against. If yield stables are the new cash lending rails become the new banks. Watching @aave @Morpho" [X Link](https://x.com/DeFi_Andree/status/2020573057312846303) 2026-02-08T18:58Z [----] followers, [----] engagements "@MoonwellDeFi @tokenterminal Impressive revenue jump in volatile times. Proves the protocol holds up well" [X Link](https://x.com/DeFi_Andree/status/2020916063362322936) 2026-02-09T17:41Z [----] followers, [---] engagements "Aave is DeFis balance sheet. Active loans prove it: Aave carries more outstanding borrow than every major competitor combined. This isnt TVL parking. This is demand for credit. When traders funds and apps need size they route to depth. Depth turns into reliability. Reliability turns into habit. Thats how a money market becomes infrastructure. Aave isnt competing for attention. Its compounding default status. Source: @tokenterminal https://twitter.com/i/web/status/2022581402051698880 https://twitter.com/i/web/status/2022581402051698880" [X Link](https://x.com/DeFi_Andree/status/2022581402051698880) 2026-02-14T07:59Z [----] followers, [----] engagements "Uniswap has generated $4.9M in protocol fee revenue since late Dec [----]. Daily revenue: $50K to $400K. $3.4T+ lifetime volume now maps to $UNI supply reduction. A portion of swap fees routes to the DAO accumulates onchain then gets claimed by burning $UNI. More volume in fee switch pools more revenue more $UNI burned. If volume persists the burn persists. $UNI gets scarcity by design. Source: @tokenterminal https://twitter.com/i/web/status/2022602968856695156 https://twitter.com/i/web/status/2022602968856695156" [X Link](https://x.com/DeFi_Andree/status/2022602968856695156) 2026-02-14T09:25Z [----] followers, [----] engagements "Ondos tokenized stocks are exploding. Tokenized stocks +3071% YoY Tokenized funds +226% Stablecoins +36% Tokenized funds still dominate today. $USDY + $OUSG are the base layer and drove most of the absolute growth. But stocks are the breakout category still the smallest segment yet growing 14x faster. Tokenized stocks are onchain access to global equities a $100T+ market. @OndoFinance now has [--] growth rails on one platform Funds Stocks Stablecoin If stocks keep compounding they stop being a side product and become the driver. Source: @tokenterminal" [X Link](https://x.com/DeFi_Andree/status/2022965125612032378) 2026-02-15T09:24Z [----] followers, [----] engagements "@Kira_sama Interesting data dive. Ethereum looks solid while Arbitrum ramps up quick" [X Link](https://x.com/DeFi_Andree/status/2022972613610578179) 2026-02-15T09:53Z [----] followers, [---] engagements "@0DTE_Maniac @OndoFinance @tokenterminal @iandebode @nathanlallman Options will be big but only with compliant rails deep liquidity and strong risk controls. Start simple then scale" [X Link](https://x.com/DeFi_Andree/status/2023058052677800238) 2026-02-15T15:33Z [----] followers, [--] engagements "Stanis thesis reframes Aave: not a crypto lending app but a capital deployment rail for productive assets. DeFi solved the supply side. The constraint is credible collateral with real cashflows. My take: the winner wont be the first to tokenize solar or any RWA. Itll be the one that builds the full stack: underwriting standards monitoring liquidation paths and distribution. If @aave becomes that stack it shifts from a money market to financial infrastructure. https://t.co/Ycaj8rVbjn https://t.co/Ycaj8rVbjn" [X Link](https://x.com/DeFi_Andree/status/2023090196804509738) 2026-02-15T17:41Z [----] followers, [----] engagements "CZ is pointing at the real blocker for crypto payments: transparency isnt neutral its a tax. Public rails are great for auditability. But payments are not audits. Salaries vendor invoices B2B settlements need confidentiality by default. Otherwise every transaction becomes a leak of bargaining power internal hierarchy and personal safety. The mistake is thinking privacy is a feature for shady users. In payments privacy is basic business hygiene. The winning stack wont pick one side. It will separate layers: - Privacy for amounts and counterparties at the application level - Verifiability for" [X Link](https://x.com/DeFi_Andree/status/2023093678710165591) 2026-02-15T17:54Z [----] followers, [---] engagements "@0xPrince Building strong credit basics opens up cool risk tools" [X Link](https://x.com/DeFi_Andree/status/2023094562437374116) 2026-02-15T17:58Z [----] followers, [--] engagements "DeFi will win defi is and always will be the greatest crypto use case defi is and always will be the greatest crypto use case" [X Link](https://x.com/DeFi_Andree/status/2023095015220879414) 2026-02-15T18:00Z [----] followers, [----] engagements "You dont need to buy the token to research DeFi. Research is about understanding the machine not holding the chip. You can learn 80% of a protocol by watching: - TVL vs active loans - fees vs incentives - collateral quality - liquidity under stress - governance decisions - risk parameters and liquidations Owning the token can help you feel the narrative. But it also biases you. Most research on CT is just post purchase justification. The best edge comes from staying neutral tracking data and changing your mind fast. Invest when you have conviction. Research before you need conviction. Thats" [X Link](https://x.com/DeFi_Andree/status/2023097255088337376) 2026-02-15T18:09Z [----] followers, [----] engagements "Aave buybacks just broke $6M monthly. Apr to Nov sat around $3M to $4.5M per month. Dec and Jan printed about $6.4M to $6.5M. That is a real sustained open market bid. Usage turns into cashflow. Cashflow turns into buybacks. @aave is putting a floor under $AAVE with protocol driven demand. Source: @artemis https://twitter.com/i/web/status/2023108508913385665 https://twitter.com/i/web/status/2023108508913385665" [X Link](https://x.com/DeFi_Andree/status/2023108508913385665) 2026-02-15T18:53Z [----] followers, [----] engagements "@gemtoast Shows Eric Trump's firm has made a massive strategic bet on Bitcoin" [X Link](https://x.com/DeFi_Andree/status/2023212406328189121) 2026-02-16T01:46Z [----] followers, [--] engagements "@kylobtc Let's go The $FLOKI army is ready.$FLOKI army is ready" [X Link](https://x.com/DeFi_Andree/status/2023214255877886089) 2026-02-16T01:54Z [----] followers, [--] engagements "@Nick_Researcher @worldlibertyfi @binance This is a huge step for onchain gold and real-world assets" [X Link](https://x.com/DeFi_Andree/status/2023214869676458317) 2026-02-16T01:56Z [----] followers, [--] engagements "Aave printed $141.8M in revenue in [----]. [----] was $89.7M. [----] was $22.5M. That is not a cycle. That is compounding. 6.3x in [--] years. When a money market scales like this it stops being just TVL. It becomes an onchain balance sheet with real cashflow. Revenue is the cleanest signal. Its what can fund safety growth and sustained value capture. Source: @Token_Logic https://twitter.com/i/web/status/2023259521947410624 https://twitter.com/i/web/status/2023259521947410624" [X Link](https://x.com/DeFi_Andree/status/2023259521947410624) 2026-02-16T04:53Z [----] followers, [----] engagements "@Tanaka_L2 @aave @Morpho Agree user mix drives rates but convergence feels inevitable" [X Link](https://x.com/DeFi_Andree/status/2023273483376152837) 2026-02-16T05:49Z [----] followers, [---] engagements "Stablecoin issuers are printing. DeFi primitives are turning into cashflow. 1/ @SkyEcosystem (USDS): $57.0M revenue in 30d +72.6% trend. Thats a stablecoin business scaling again. The driver is simple: bigger stablecoin float plus better yield capture on the balance sheet. When rates stay elevated issuer revenue compounds daily. Cashflow by design not incentives. 2/ @aave: $9.6M in 30d +35.2% trend. Aave v3: $10.6M +43% trend. v2 is fading. GHO is down 30d but still small vs core lending. The engine is v3. Revenue rises with utilization: more borrows higher rates and more fees retained by the" [X Link](https://x.com/DeFi_Andree/status/2023280131079537097) 2026-02-16T06:15Z [----] followers, [----] engagements "Aaves loan book is already $17.9B. Thats fintech scale onchain. @aave now sits above @Klarna ($10.1B) and @Affirm ($8.8B) in loans outstanding DeFi lending isnt TVL parked here. Its real borrow demand at size 24/7 fully transparent Bigger loan book thicker fee base. If utilization holds cashflow becomes repeatable If this keeps compounding Aave stops being a DeFi app and becomes the onchain credit balance sheet. Source: @artemis https://twitter.com/i/web/status/2023286633517506655 https://twitter.com/i/web/status/2023286633517506655" [X Link](https://x.com/DeFi_Andree/status/2023286633517506655) 2026-02-16T06:41Z [----] followers, [----] engagements "@Nick_Researcher @Token_Logic @aave @StaniKulechov exatcly DeFi is winning" [X Link](https://x.com/DeFi_Andree/status/2023287652603355338) 2026-02-16T06:45Z [----] followers, [--] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@DeFi_Andree DeFi AndreeDeFi Andree posts on X about defi, liquidity, onchain, crypto the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.
Social category influence finance 100% cryptocurrencies #7128 stocks 9.84% exchanges #5934 technology brands 4.92% currencies 4.1% financial services #2492 travel destinations 1.64% countries 0.82%
Social topic influence defi #116, liquidity #649, onchain #292, crypto #3625, solana 8.2%, money 7.38%, balance sheet #615, usdc #800, rwa #201, stablecoins #133
Top accounts mentioned or mentioned by @aave @tokenterminal @ethena @ondofinance @morpho @pendlefi @nick_researcher @skyecosystem @thelearningpill @curvefinance @uniswap @maplefinance @yashasedu @solana @kamino @artemis @renksi @stablewatchhq @blackrock @zeusrwa
Top assets mentioned Solana (SOL) USDC (USDC) Ethereum (ETH) BlackRock Inc (BLK) StarkNet (STRK) Coinbase Global Inc. (COIN) USDAI (USDAI) Celo Dollar (CUSD) Lido DAO (LDO) Ethena USDe (USDE) Kamino (KMNO) Ondo US Dollar Yield (USDY)
Top posts by engagements in the last [--] hours
"@XNXX_EN @zealy_io @MidnightNtwrk Could this verification issue affect user adoption or token distribution"
X Link 2026-02-16T02:05Z [----] followers, [--] engagements
"Pendle Morpho Evolution of Liquidity on Unichain @unichain is shifting from incentive-driven capital to yield-anchored real capital. Base Layer: Real Yield Primitives $USDai: AI/GPU backed. Yield sourced from Compute Revenue $CUSD: Credit-backed. Yield from Balance Sheet ➔ On-chain primitive Execution Layer: Structuring & Leverage @Pendle: Splits into PT (Fixed) & YT (Variable) @Morpho (Credit Rails): PT becomes a collateral-ready asset (LTV up to 90%) Strategy: Borrow ➔ Mint ➔ Split (Loop x2 x3). Capital is constantly Redeployed The Paradigm Shift TVL Quality: Incentive-chasing ➔"
X Link 2025-12-15T09:41Z [----] followers, [----] engagements
"The Dollar That Builds AI How USDai Generates Yield from GPU Lending Why is @USDai_Official hitting a sustainable 13-17% APY target The project is capitalizing on the massive growth of the real-world AI industry Yield $USDai = Base Rate (T-Bills) + Interest (GPU Lending) ---- Yield Source The majority of collateral ( $USDC ) is moved into T-Bills (via @m0 ) providing a risk-free base rate of 4-5% (Treasuries 99% $M) The remaining capital is loaned out to purchase @nvidia GPUs (H100/H200) Interest is paid by: @tacticalcompute @QumulusAI @get_hydrahost @Compute_Labs @LyceumCloud Yield"
X Link 2025-12-30T08:45Z [----] followers, [----] engagements
"Cap Money The Fusion of Delta-Neutral & Shared Security Networks @capmoney_ is solving one of DeFi's hardest challenges: Generating real Yield while ensuring principal protection. $cUSD Yield = Delta-Neutral insured by Restakers Yield Source Yield is derived from real economic activity. Capital is smartly distributed by the Allocation Engine based on creditworthiness Operations: Capital is deployed to Whitelisted Operators (Hedge Funds Market Makers Prop Trading Groups) Strategy Delta-Neutral = Basis Trading + Arbitrage + Market Making Yield Distribution Model: Gross Yield Operator Rewards"
X Link 2026-01-02T09:28Z [----] followers, [---] engagements
"How is Re Protocol tokenizing cash flows from the trillion-dollar reinsurance market @re Protocol brings returns from the trillion-dollar reinsurance market into DeFi through a two-token structure catering to different risk appetites while ensuring transparency via oracles reUSD: Dual-Source Yield Floor principal-protected reUSDe: Insurance Investment for surplus profit sharing --- Yield Source Returns come from real reinsurance activity through the Insurance Capital Layer (ICL) Stablecoin capital is deposited into the ICL then deployed via a Surplus Note and [---] Trust Account Two main yield"
X Link 2026-01-03T11:49Z [----] followers, [----] engagements
"POL = settlement token of the Open Money Stack The Polygon Open Money Stack is trying to make money move like the internet. Fast. Low cost. Always on. Built for global scale. If that stack works POL sits underneath as the settlement layer. Why POL is the settlement token [--]. Settlement gas POL is the gas that settles activity on Polygon Chain. Stablecoin payments. RWA settlement. Onchain transfers. [--]. Security asset POL is the staking asset that secures the payments network. Validators and stakers earn as usage grows. Influence flows through staking and governance not just holding. [--]. Value"
X Link 2026-01-12T09:03Z [----] followers, [----] engagements
"Noons Yield Engine: Delta-neutral strategies layered insurance and proof of solvency USN is designed to maintain a 1:1 USD peg for payments and liquidity while sUSN is the yield layer that appreciates as protocol returns are routed into the staking pool @noon_capital engine targets delta-neutral returns and pairs it with layered insurance plus real-time proof of solvency. USN: 1:1 USD-pegged stablecoin sUSN: staking share token that appreciates as returns are added to the pool --- Yield Source Noon pools collateral and deploys it into a basket of delta-neutral strategies across TradFi CeFi"
X Link 2026-01-14T11:48Z [----] followers, [----] engagements
"Tokenized stocks are hitting escape velocity. @OndoFinance is already the default issuer on this curve. Tokenized stocks market cap just printed a new ATH at $441M and Ondo holds 54.35% share. What stands out is distribution not just product. Ondo Global Markets only recently went live yet it already offers 100+ tokenized assets with $300M+ TVL reported early on. In new categories the first credible issuer tends to become the liquidity magnet. Why this matters. Tokenized stocks arent a trade product first. They become an onchain collateral + treasury primitive once liquidity and rails exist."
X Link 2026-01-23T02:41Z [----] followers, [---] engagements
"@SeamlessFi @ethereum @tokenterminal Love seeing TVL soar Seamless crushes it. Bullish ahead"
X Link 2026-01-26T16:54Z [----] followers, [--] engagements
"Hylo is building a crypto native stable yield rail on @solana. 🔹hyUSD market cap about $37.5m 🔹Hylo TVL about $90.9m 🔹sHYUSD APY is variable about 10.8% currently shown 🔹Q4 [----] gross protocol revenue $2.01m and earnings about $0.98m The architecture is the point. - One collateral pool of SOL LSTs backs two assets hyUSD is the [--] dollar unit - xSOL is the variable reserve that absorbs volatility and expresses leveraged SOL upside The wedge is simple. - sHYUSD routes the collateral yield and protocol flows to the stakers - So the effective yield depends on base LST yield and how much hyUSD"
X Link 2026-01-29T05:02Z [----] followers, [---] engagements
"Lido is the cleanest case of protocol adoption outperforming token price in DeFi. Assets staked are near all time highs at $28.6B while $LDO is still down over 90% from the [----] peak. So what is the market pricing ----- 1) stETH is already infrastructure stETH and wstETH are embedded as default collateral across DeFi. wstETH sits among the largest collateral assets on @aave. 2) The real moat is liquidity under stress LSTs have one test: can you exit size without a sustained peg break or deep discount. stETH keeps winning because it has the deepest exit routes and the widest acceptance. 3) LDO"
X Link 2026-01-30T08:48Z [----] followers, [----] engagements
"Lido is Ethereums default liquid staking rail. 🔹Lido sits around $28.6B in staked assets 🔹More than 2x EigenCloud 🔹Bigger than the next pack combined Why this matters This is distribution not APR: at this scale adoption compounds because stETH is default collateral and liquidity across DeFi. Flow follows depth. The real moat is liquidity under stress: leadership is proven in volatility peg pressure redemption waves and risk off deleveraging. Deep secondary liquidity keeps the rail credible. One standard is forming: once a single LST is the most integrated switching costs rise fast. That is"
X Link 2026-01-31T07:36Z [----] followers, [---] engagements
"If you measure $USDe by the orderbook price during a few minutes of panic youll see noise If you measure what actually matters: backing hedging and the ability to operate under stress youll see a very different story --- [--]. USDe was not the trigger of the dump When the market enters panic mode: - Liquidity gets pulled - Spreads widen - The orderbook thins every asset gets taxed if you try to exit instantly Secondary-market dislocations are an execution response not evidence of lost backing --- [--]. Depeg Insolvency USDe is designed to prioritize capital preservation There are two different"
X Link 2026-01-31T14:08Z [----] followers, [----] engagements
"gm CT 🔹BTC broke 80k wick [-----] 🔹ETH down 10% wick [----] 🔹24h liquidations 1.80B [------] traders wiped 🔹Total cap 2.67T down 6.06% 🔹97% of volume is stablecoins This is not risk appetite. This is capital in hiding"
X Link 2026-02-01T03:40Z [----] followers, [---] engagements
"Application TVL shows DeFi splitting into two layers: a balance sheet layer and an execution layer. Ethereum sits above 300B in Application TVL over 10x Solana. That gap is not which chain is better. Its a signal of where capital trusts enough to park long term. ➤ Balance sheet layer: where capital stays to become collateral issue money and build credit ➤ Execution layer: where capital moves fast to trade farm and loop ➙ Attention rotates by season. Moats form where assets stay. Why Ethereum holds the bigger balance sheet The biggest stablecoin float plus the deepest LST inventory. More base"
X Link 2026-02-02T05:53Z [----] followers, [---] engagements
"Aave is the default money market. Stablecoin float just pushed 500M+ That is balance sheet depth not seasonal TVL Battle tested in stress Conservative risk parameters Liquidity that doesnt disappear when it matters More stable float deeper money markets stronger credit loops higher switching costs @aave keeps compounding trust. Trust is the moat. Source: @artemis https://twitter.com/i/web/status/2018592031908708793 https://twitter.com/i/web/status/2018592031908708793"
X Link 2026-02-03T07:46Z [----] followers, 19.3K engagements
"Big milestone getting EU green light for tokenized stocks. Opens doors for way more folks. Congrats on the progress 😊 @OndoFinance In a landmark first Ondo has received EU regulatory approval to list the first round of Ondo tokenized stocks and ETFs. [---] million investors across [--] markets in the EU and EEA can now access Ondo tokenized stocks and ETFs including: ✅ GOOGLon ✅ AMZNon ✅ NVDAon ✅ CRCLon https://t.co/JSSWHNPdFd In a landmark first Ondo has received EU regulatory approval to list the first round of Ondo tokenized stocks and ETFs. [---] million investors across [--] markets in the EU"
X Link 2026-02-03T18:09Z [----] followers, [---] engagements
"@kamino_liq @global_dollar SOL-USDG pool launching with those weekly incentives looks tempting for Solana liquidity providers. MiCA compliant stable feels like a nice safe play too. Solid addition 😊"
X Link 2026-02-03T18:33Z [----] followers, [--] engagements
"DeFi Lending Landscape The State of Money Markets A panoramic view of the lending landscape in DeFi where every protocol plays a strategic role in capital optimization --- Market Leader: The Multi-chain Giant @aave continues to assert its absolute dominance setting the "gold standard" for the entire industry Aave (Peer-to-Pool): Dominates the market with approximately $29.37B in TVL across [--] chains Massive and consistent liquidity serving as the bedrock for yield optimization strategies --- Strong Contenders: Efficiency & Scaling Power Heavyweight challengers focusing on capital efficiency"
X Link 2026-02-04T15:28Z [----] followers, 15.9K engagements
"TVL Borrowed Where Liquidity Is Actually Concentrating TVL = scale. Borrowed = real demand [--] @aave - TVL $28.779B Borrowed $20.278B [--] @Morpho - TVL $6.154B Borrowed $3.481B [--] @JustLend - TVL $3.148B Borrowed $0.157B [--] @sparkdotfi - TVL $2.541B orrowed $1.328B [--] @maplefinance - TVL $2.49B Borrowed $1.741B [--] @kamino - TVL $1.748B Borrowed $1.118B [--] @0xfluid - TVL $1.431B Borrowed $1.238B [--] @VenusProtocol - TVL $1.344B Borrowed $0.577B [--] @compoundfinance - TVL $1.288B Borrowed $0.637B [--] @navi_protocol - TVL $0.205B Borrowed $0.109B ➥ Liquidity ultimately clusters where capital is deep and"
X Link 2026-02-05T06:30Z [----] followers, [----] engagements
"PayPal just stress tested DeFi distribution. PYUSD deposits on @aave went from 10m to 400m in Q4 [----]. 40x in one quarter. This is the clearest signal yet that DeFi is becoming a distribution layer for fintech balance sheets. In October PayPal launched onchain incentives to match the 4% in app yield. Merkl routed the incentives so onchain holders werent donating yield. PayPal didnt build a lending product. They plugged into Aaves existing money market and scaled instantly. If PYUSD stays sticky after incentives this becomes a repeatable playbook. Stable issuer + incentives + Aave liquidity ="
X Link 2026-02-06T06:02Z [----] followers, [----] engagements
"@DeFi_Perryy @CurveFinance @newmichwill Curve holding strong with real flows and deep liquidity. Feels like solid utility shining through. Nice vibes 😊"
X Link 2026-02-06T09:57Z [----] followers, [---] engagements
"@PythNetwork Cool to see Pyth powering fresh markets on Hyperliquid. Feels like steady progress ahead"
X Link 2026-02-07T09:03Z [----] followers, [---] engagements
"@obchakevich_ @tazapay @0xPolygon @0xPolygonEco @sandeepnailwal @0xMarcB @0xAishwary @leonstern @john3gan Tazapay crushing it on Polygon. Payments booming feels exciting"
X Link 2026-02-07T17:55Z [----] followers, [---] engagements
"@AerodromeFi @AragonProject @superformxyz Cool weekly roundup. Buyback and volume spikes feel like steady wins. Looking forward to next updates"
X Link 2026-02-07T18:03Z [----] followers, [--] engagements
"Aave is quietly taking more TVL share on Ethereum. Over the last [--] months (monthly @tokenterminal cohort) Aaves TVL share rose from 25% to 34%. Thats not a yield contest. Its capital choosing the balance sheet it trusts. In risk off liquidity doesnt chase new. It clusters where collateral sits borrowing stays active and risk controls stay boring. @aave isnt just an app. Its Ethereum DeFis balance sheet where capital parks size. Source: @tokenterminal https://twitter.com/i/web/status/2020216352167133638 https://twitter.com/i/web/status/2020216352167133638"
X Link 2026-02-07T19:21Z [----] followers, [----] engagements
"@TheDeFinvestor Packed week with launches and announcements. Pendle buybacks and MegaETH mainnet look promising. Excited to watch"
X Link 2026-02-08T14:44Z [----] followers, [---] engagements
"Cost structure wins. Onchain lending deposits are back around $100B and @aave is still the main sink for capital. Same pattern every cycle. Liquidity clusters where risk is boring and exits clear. DeFi is becoming the default lending backend. Just use Aave. Source: @artemis https://t.co/EnxI8qvvXZ https://t.co/EnxI8qvvXZ"
X Link 2026-02-08T17:27Z [----] followers, [----] engagements
"@EliBenSasson Starknet foundations look solid for long term plays. Fun to watch unfold 😊"
X Link 2026-02-08T18:13Z [----] followers, [--] engagements
"@jessiexiao_eth @VitalikButerin Love seeing Starknet innovate on privacy and BTCFi. Feels like real progress"
X Link 2026-02-08T19:07Z [----] followers, [---] engagements
"Have people asking me why do you still research DeFi instead of watching token prices in a drawdown Arent you missing the best buys My response: [--]. Price is the outcome. Credit rails are the cause. I study what creates real demand. [--]. Bears make everything measurable: do borrows hold do fees print does collateral stay sticky. [--]. The best entries dont come from one candle. They come from data-backed conviction: whos gaining share who keeps liquidity who survives stress. On should we buy now I dont try to catch bottoms. I DCA when the thesis holds and risk is priced. Watching the rails: @aave"
X Link 2026-02-08T19:38Z [----] followers, [----] engagements
"@CryptoOHungry @Brickken @consensus_hk Hong Kong is truly leading the charge in RWA tokenization"
X Link 2026-02-09T01:38Z [----] followers, [--] engagements
"@kylobtc @beyond__tech How much does it cost to bridge assets using this system"
X Link 2026-02-09T01:40Z [----] followers, [--] engagements
"@renksi Impressive Over [---] million holders for $DASH and $XMR shows real adoption.$DASH and $XMR shows real adoption"
X Link 2026-02-09T01:44Z [----] followers, [--] engagements
"@crypto_linn @Rightsideonly pendle"
X Link 2026-02-09T01:45Z [----] followers, [--] engagements
"@ZackD0x @ethena @SkyEcosystem @stablewatchHQ @aave Exactly. Bank UX onchain rails underneath"
X Link 2026-02-09T03:13Z [----] followers, [--] engagements
"@zippy257 @ethena @SkyEcosystem @stablewatchHQ @aave Yep. Defaults creeping in quietly"
X Link 2026-02-09T03:18Z [----] followers, [--] engagements
"@ehmeeisaac @ethena @SkyEcosystem @stablewatchHQ @aave Distribution yield. Defaults win"
X Link 2026-02-09T03:20Z [----] followers, [--] engagements
"@PendleIntern @aave @strata_markets @ethena aavependleethena"
X Link 2026-02-09T05:09Z [----] followers, [---] engagements
"syrupUSDC transfer volume just hit $2.3B+ in a week. Up from near zero in [----] to $500M$1B+ weekly through [----]. Thats distribution not hype. @maplefinance is turning syrupUSDC into a real DeFi rail. Source: @tokenterminal Maple just scaled syrupUSDC on Base by plugging into Aave. Since Jan [--] syrupUSDC deposits in Aave Base went $5.9M $230M. 39x in days. Thats distribution working. Aave E Mode turned a yield stable into instant borrowing power. Borrow USDC or GHO up to 90% LTV and loop. https://t.co/rLZC4RNe4Z Maple just scaled syrupUSDC on Base by plugging into Aave. Since Jan [--] syrupUSDC"
X Link 2026-02-09T08:21Z [----] followers, [----] engagements
"@Jonasoeth Love how Pendle boosts yield markets for insto appeal. Smart shift ahead"
X Link 2026-02-09T08:31Z [----] followers, [--] engagements
"@centrifuge Totally agree tokenization feels like the new normal soon"
X Link 2026-02-09T09:18Z [----] followers, [--] engagements
"@0xPhoenix77 Pendle"
X Link 2026-02-09T13:11Z [----] followers, [--] engagements
"Solana RWAs just crossed $1B+ market cap in Q1 [----] @BlackRock @Securitize $BUIDL $204M @Figure $PRIME $201M @OndoFinance $USDY $177M @onrefinance $ONyc $87M @OndoFinance $OUSG $71M RWAs win on rails. Real onchain distribution. Source: @tokenterminal"
X Link 2026-02-09T17:26Z [----] followers, [---] engagements
"@0xPolygon @USDC @tazapay @Polymarket Impressive stablecoin volume spike. Polygon staying busy as always"
X Link 2026-02-09T17:28Z [----] followers, [---] engagements
"@ZeusRWA @BlackRock @Securitize @Figure @OndoFinance @onrefinance @tokenterminal @solana RWAs time 👀"
X Link 2026-02-09T17:29Z [----] followers, [--] engagements
"Stablecoin regulation is splitting fast. UK: caps users 20k per coin per person 10m per business EU: caps payment scale If a significant non euro stablecoin crosses 1M tx and 200M per day issuance must pause US: regulates issuers Federal issuer framework reserves supervision No retail holding cap Two regimes build rails. One builds a ceiling 👀 It seems the Bank of England is unwilling to budge on the 20k stablecoin holding limit for individual users which significantly restricts many use cases. Apparently BoE staff understand this but it may be that the restriction is coming from the very"
X Link 2026-02-09T18:19Z [----] followers, [----] engagements
"@kamino @xStocksFi @solana Higher LTV bumps unlock more play room. Weekly incentives sweeten the deal"
X Link 2026-02-09T18:23Z [----] followers, [---] engagements
"@darknight_ethh @aave @StaniKulechov @Marczeller @0xKolten Impressive revenue spike early in [----]. Aave looking strong ahead"
X Link 2026-02-09T18:30Z [----] followers, [---] engagements
"@noon_capital @ethena @ResolvLabs @maplefinance @SkyEcosystem Noon topping yields feels like a win for steady earners. Appreciate the comparison chart"
X Link 2026-02-10T08:55Z [----] followers, [--] engagements
"@circle @arc Cool to see over [---] companies backing Arc testnet. Feels like real progress for internet finance ahead"
X Link 2026-02-10T09:04Z [----] followers, [--] engagements
"Regulation is picking winners by category not by chain. Stablecoins and Exchanges are getting clarity first: many regions are already High (EU Japan Switzerland Singapore UAE Hong Kong). The US is also High on stablecoins while other areas are still being finalized. Tokenization is opening up fastest in the EU Japan Switzerland UAE (mostly High). The US Singapore Hong Kong UK sit closer to Medium. Staking is mostly Medium with Singapore standing out as High. DeFi is the least defined category: Low almost everywhere with Switzerland the only Medium. Some regions remain Low across the board"
X Link 2026-02-10T10:19Z [----] followers, [---] engagements
"@aave @megaeth Cool to see Aave hitting MegaETH now. Real time vibes could make DeFi way snappier. Excited to try it"
X Link 2026-02-10T15:32Z [----] followers, [---] engagements
"@Artem_Oak @aave Totally get the muted launch feels in this market. Fingers crossed for some fresh apps soon. Solid team vibes"
X Link 2026-02-10T15:55Z [----] followers, [---] engagements
"@Uniswap @megaeth Cool to see Uniswap dropping all versions on MegaETH. Faster trades incoming for sure. Excited vibes"
X Link 2026-02-10T15:58Z [----] followers, [---] engagements
"@pendle_fi Totally agree fixed yield adds some certainty to volatile DeFi plays. Smart point"
X Link 2026-02-10T16:03Z [----] followers, [---] engagements
"@EliBenSasson Starknet combo stands out with privacy and low fees. Digging the quantum readiness vibe too"
X Link 2026-02-10T16:20Z [----] followers, [--] engagements
"@thelearningpill @worldlibertyfi @PayPal @global_dollar Impressive growth in diverse stables on Solana. Feels like the ecosystem maturing nicely"
X Link 2026-02-10T16:24Z [----] followers, [--] engagements
"@OndoFinance Totally agree tokenization opens up huge access. Feels like a game changer for everyone"
X Link 2026-02-10T17:31Z [----] followers, [---] engagements
"@jonbma Solid assumptions on growth. Conservative crypto take feels realistic for that IRR. Nice share"
X Link 2026-02-10T17:44Z [----] followers, [---] engagements
"@0xPolygon @EntEthAlliance @Nethermind Cool to see Polygon linking up with EEA for enterprise vibes. Opens doors for smoother adoption. Excited for the collabs"
X Link 2026-02-10T17:45Z [----] followers, [---] engagements
"@ZeusRWA Eye opening global yield comparison. Tokenized T Bills edge out trad options over time. Solid breakdown"
X Link 2026-02-10T17:48Z [----] followers, [--] engagements
"Base just flipped Ethereum to #1 in monthly stablecoin transfer volume in January. Stablecoin volume is a settlement signal. It shows where USD is moving and getting used. Not where capital is parked. My read 1/ @coinbase distribution is turning Base into the USD highway where onramps offramps apps and consumer rails converge. 2/ L2 cost + UX is finally winning. Stablecoins dont care about ideology. They care about speed fees and distribution. 3/ If this persists @base becomes the execution layer for dollars. @ethereum stays the balance sheet. Base becomes the checkout lane. What Im watching"
X Link 2026-02-11T04:59Z [----] followers, [---] engagements
"@strata_markets @aave @pendle_fi @ethena @Ethena_Eco Nice cap bump opens up more yield plays. Feels like timely growth in this market"
X Link 2026-02-11T05:15Z [----] followers, [---] engagements
"@HOSS_ibc Could you explain what makes Temple's privacy features so unique"
X Link 2026-02-11T05:15Z [----] followers, [--] engagements
"@0xCryptoSam Modular underwriting could really open up private credit. Digging the vision here"
X Link 2026-02-11T05:16Z [----] followers, [--] engagements
"@renksi @PerceptronNTWK Seems like decentralized curation is the only way to scale clean AI data"
X Link 2026-02-11T05:27Z [----] followers, [--] engagements
"@KongBTC @CantonNetwork @temple_ny The UI looks clean indeed. What's the biggest advantage of private trading for you"
X Link 2026-02-11T05:38Z [----] followers, [--] engagements
"@SimonDesue wow sberbank is really going all in on crypto huh"
X Link 2026-02-11T05:41Z [----] followers, [--] engagements
"@Nick_Researcher @Theo_Network so the product is basically just gold with extra steps"
X Link 2026-02-11T05:44Z [----] followers, [--] engagements
"@YashasEdu @LayerZero_Core Interesting breakdown on Zero edge over ETH and SOL. Backing from Wall Street giants feels intriguing. Excited for more details"
X Link 2026-02-11T07:32Z [----] followers, [---] engagements
"@Tom_Degen68 @tokenterminal @aave 🤜🤛"
X Link 2026-02-14T09:37Z [----] followers, [--] engagements
"@EliBenSasson Spot on with quantum readiness and privacy. Add seamless interop for the win"
X Link 2026-02-15T09:55Z [----] followers, [--] engagements
"@Louis_Tellier @Morpho Cool to see big names jumping into crypto. Keep the focus on"
X Link 2026-02-15T09:56Z [----] followers, [--] engagements
"@centrifuge Cool upgrade to more networks. Makes onchain ops smoother for builders"
X Link 2026-02-15T09:59Z [----] followers, [--] engagements
"@ZeusRWA Neat breakdown on tokenizing assets. Fun way to grasp real world stuff"
X Link 2026-02-15T10:21Z [----] followers, [--] engagements
"@Jonasoeth @redstone_defi @megaeth Cool to see real time oracles kicking MegaETH up a notch. Digging the fast feeds"
X Link 2026-02-15T10:27Z [----] followers, [--] engagements
"Weekly Crypto Drama [--]. @BithumbOfficial accidentally credited [------] BTC in a promo mistake accounts froze lawmakers went in [--]. @BlackRock BUIDL got liquidity via UniswapX with @Securitize TradFi rails touching DeFi [--]. @aave governance lit up with Aave Will Win pushing Aave branded revenue alignment to the DAO [--]. @OndoFinance tokenized stocks market cap up 3071% YoY the fastest growing product line by far [--]. AI deepfake CZ and Yi He clips flooded Crypto Twitter impersonation risk went mainstream [--]. Wallet tied to the 200M Mixin hack woke up and sent [----] ETH through @TornadoCash 7."
X Link 2026-02-15T10:35Z [----] followers, [--] engagements
"@0xNairolf Totally agree. Crypto UX needs work but we are getting there step by step"
X Link 2026-02-15T14:53Z [----] followers, [--] engagements
"@therealchaseeb Spot on with Solana strengths. Keen to boost lending and perps for that liquidity push"
X Link 2026-02-15T15:06Z [----] followers, [--] engagements
"@behrin Solid move on the LP buyback. Keeps yields strong and sustainable"
X Link 2026-02-15T16:04Z [----] followers, [--] engagements
"@OndoFinance Impressive strides in tokenization. Digging the real world utility boost"
X Link 2026-02-15T16:05Z [----] followers, [---] engagements
"Finance doesnt just allocate capital. It compresses timelines. @aave can be the onchain credit rail that turns months of project finance into minutes. Thats how you fund abundance. https://t.co/Ycaj8rVbjn https://t.co/Ycaj8rVbjn"
X Link 2026-02-15T17:19Z [----] followers, [--] engagements
"@aleeeexcool @Morpho @tokenterminal @SteakhouseFi @coinbase @brian_armstrong @MerlinEgalite @PaulFrambot @AesPoker USDC is the clean default for yield and lending rails right now. Easy unit of account"
X Link 2026-02-07T17:52Z [----] followers, [--] engagements
"Maple just scaled syrupUSDC on Base by plugging into Aave. Since Jan [--] syrupUSDC deposits in Aave Base went $5.9M $230M. 39x in days. Thats distribution working. Aave E Mode turned a yield stable into instant borrowing power. Borrow USDC or GHO up to 90% LTV and loop. Maple didnt bootstrap liquidity. They tapped Aaves existing base: $398M USDC + $8M GHO ready to borrow against. Issuer + yield stable + Aave liquidity = onchain scale. @aave is where yield stables become credit at scale. Source: @tokenterminal"
X Link 2026-02-08T08:10Z [----] followers, [----] engagements
"@solana Impressive jump in Solana RWA value. Excited for what is next"
X Link 2026-02-15T09:36Z [----] followers, [---] engagements
"@calilyliu Totally agree. Privacy hits mainstream as tech gets deeper into life. Solid take"
X Link 2026-02-15T09:54Z [----] followers, [--] engagements
"@andrewmoh @Infinit_Labs Loving the composable RWA vibe. Prompt to DeFi opens up fun strategies"
X Link 2026-02-15T09:59Z [----] followers, [--] engagements
"@0xfluid @base Cool seeing agents earn yield autonomously. Digging this DeFi twist"
X Link 2026-02-15T15:27Z [----] followers, [---] engagements
"@ErintheCyborg @OndoFinance @tokenterminal @iandebode @nathanlallman Fair take. UX and compliance will decide adoption. But demand for onchain equity exposure is real"
X Link 2026-02-15T15:32Z [----] followers, [--] engagements
"@Marczeller Yeah that shortage is bumping yields nicely. Good time to lend if you hold ETH"
X Link 2026-02-15T15:44Z [----] followers, [---] engagements
"@jayendra_jog @SeiNetwork Positioning for agentic payments feels like a solid play ahead"
X Link 2026-02-15T16:01Z [----] followers, [--] engagements
"@Raydium Solana speed and ecosystem keep it ahead"
X Link 2026-02-15T16:07Z [----] followers, [--] engagements
"@StaniKulechov Great framework vision. Keen to see Aave lead the way in DeFi"
X Link 2026-02-15T17:05Z [----] followers, [---] engagements
"@cz_binance Privacy is crucial for mainstream crypto payments"
X Link 2026-02-15T17:47Z [----] followers, [--] engagements
"@patfscott Spot on inflows stalling but RWA growth gives hope"
X Link 2026-02-15T18:03Z [----] followers, [--] engagements
"@KongBTC Early optimism for [----] suggests a forward-looking mindset"
X Link 2026-02-16T01:44Z [----] followers, [--] engagements
"@FuryMetaa That's the crypto cycle for youhope you held through it"
X Link 2026-02-16T01:49Z [----] followers, [--] engagements
"@0xCheeezzyyyy @boros_fi @pendle_fi Borosssss 🫡"
X Link 2026-02-16T04:34Z [----] followers, [--] engagements
"Pendle x Aave x Ethena x Plasma The Stablecoin Fixed-Income Stack Aave onboarding PT-USDe & PT-sUSDe (09APR2026) to the Aave V3 Plasma Instance illustrates a pristine DeFi stack: Venue credit fixed income yield source Scalable onchain yield rails with guardrails and built to be rollover-friendly --- @ethena = Yield Engine (USDe/sUSDe): The underlying yield generator. $USDe stake $sUSDe which is then packaged by Pendle into PT/YT to plug into the credit layer @pendle_fi = Fixed Income Wrapper: Strips yield-bearing assets into PT creating bond-like exposure (discounted by time-to-maturity)"
X Link 2026-01-07T15:32Z [----] followers, 119.9K engagements
"Coinbase just made DeFi its lending engine. Steakhouses USDC vault on Morpho went 5x in January to $450M. $428M is deployed to borrowers posting cbBTC collateral. Depositors earn 4.21% APY. Flow is the signal USDC in the Coinbase app routed to @Morpho vaults cbBTC borrowers tap that liquidity @coinbase keeps the UX CeFi is becoming the frontend. DeFi is becoming the balance sheet. If more exchanges copy this playbook Morpho style rails become the default backend for CeFi lending. Source: @tokenterminal https://twitter.com/i/web/status/2020053914750779625"
X Link 2026-02-07T08:35Z [----] followers, [----] engagements
"Yield bearing stablecoins are becoming cryptos new cash base. Supply went from basically [--] to $13B+ in [--] years. This is not a farm meta. This is distribution. What the chart shows @ethena sUSDe scaled first @SkyEcosystem sUSDS is turning yield stables into a system TradFi is onchain: @BlackRock BUIDL and @Hashnote_Labs USYC are real supply @maplefinance syrupUSDC proves issuer + DeFi liquidity scales fast The winner wont be the highest APY. Itll be the default collateral people borrow against. If yield stables are the new cash lending rails become the new banks. Watching @aave @Morpho"
X Link 2026-02-08T18:58Z [----] followers, [----] engagements
"@MoonwellDeFi @tokenterminal Impressive revenue jump in volatile times. Proves the protocol holds up well"
X Link 2026-02-09T17:41Z [----] followers, [---] engagements
"Aave is DeFis balance sheet. Active loans prove it: Aave carries more outstanding borrow than every major competitor combined. This isnt TVL parking. This is demand for credit. When traders funds and apps need size they route to depth. Depth turns into reliability. Reliability turns into habit. Thats how a money market becomes infrastructure. Aave isnt competing for attention. Its compounding default status. Source: @tokenterminal https://twitter.com/i/web/status/2022581402051698880 https://twitter.com/i/web/status/2022581402051698880"
X Link 2026-02-14T07:59Z [----] followers, [----] engagements
"Uniswap has generated $4.9M in protocol fee revenue since late Dec [----]. Daily revenue: $50K to $400K. $3.4T+ lifetime volume now maps to $UNI supply reduction. A portion of swap fees routes to the DAO accumulates onchain then gets claimed by burning $UNI. More volume in fee switch pools more revenue more $UNI burned. If volume persists the burn persists. $UNI gets scarcity by design. Source: @tokenterminal https://twitter.com/i/web/status/2022602968856695156 https://twitter.com/i/web/status/2022602968856695156"
X Link 2026-02-14T09:25Z [----] followers, [----] engagements
"Ondos tokenized stocks are exploding. Tokenized stocks +3071% YoY Tokenized funds +226% Stablecoins +36% Tokenized funds still dominate today. $USDY + $OUSG are the base layer and drove most of the absolute growth. But stocks are the breakout category still the smallest segment yet growing 14x faster. Tokenized stocks are onchain access to global equities a $100T+ market. @OndoFinance now has [--] growth rails on one platform Funds Stocks Stablecoin If stocks keep compounding they stop being a side product and become the driver. Source: @tokenterminal"
X Link 2026-02-15T09:24Z [----] followers, [----] engagements
"@Kira_sama Interesting data dive. Ethereum looks solid while Arbitrum ramps up quick"
X Link 2026-02-15T09:53Z [----] followers, [---] engagements
"@0DTE_Maniac @OndoFinance @tokenterminal @iandebode @nathanlallman Options will be big but only with compliant rails deep liquidity and strong risk controls. Start simple then scale"
X Link 2026-02-15T15:33Z [----] followers, [--] engagements
"Stanis thesis reframes Aave: not a crypto lending app but a capital deployment rail for productive assets. DeFi solved the supply side. The constraint is credible collateral with real cashflows. My take: the winner wont be the first to tokenize solar or any RWA. Itll be the one that builds the full stack: underwriting standards monitoring liquidation paths and distribution. If @aave becomes that stack it shifts from a money market to financial infrastructure. https://t.co/Ycaj8rVbjn https://t.co/Ycaj8rVbjn"
X Link 2026-02-15T17:41Z [----] followers, [----] engagements
"CZ is pointing at the real blocker for crypto payments: transparency isnt neutral its a tax. Public rails are great for auditability. But payments are not audits. Salaries vendor invoices B2B settlements need confidentiality by default. Otherwise every transaction becomes a leak of bargaining power internal hierarchy and personal safety. The mistake is thinking privacy is a feature for shady users. In payments privacy is basic business hygiene. The winning stack wont pick one side. It will separate layers: - Privacy for amounts and counterparties at the application level - Verifiability for"
X Link 2026-02-15T17:54Z [----] followers, [---] engagements
"@0xPrince Building strong credit basics opens up cool risk tools"
X Link 2026-02-15T17:58Z [----] followers, [--] engagements
"DeFi will win defi is and always will be the greatest crypto use case defi is and always will be the greatest crypto use case"
X Link 2026-02-15T18:00Z [----] followers, [----] engagements
"You dont need to buy the token to research DeFi. Research is about understanding the machine not holding the chip. You can learn 80% of a protocol by watching: - TVL vs active loans - fees vs incentives - collateral quality - liquidity under stress - governance decisions - risk parameters and liquidations Owning the token can help you feel the narrative. But it also biases you. Most research on CT is just post purchase justification. The best edge comes from staying neutral tracking data and changing your mind fast. Invest when you have conviction. Research before you need conviction. Thats"
X Link 2026-02-15T18:09Z [----] followers, [----] engagements
"Aave buybacks just broke $6M monthly. Apr to Nov sat around $3M to $4.5M per month. Dec and Jan printed about $6.4M to $6.5M. That is a real sustained open market bid. Usage turns into cashflow. Cashflow turns into buybacks. @aave is putting a floor under $AAVE with protocol driven demand. Source: @artemis https://twitter.com/i/web/status/2023108508913385665 https://twitter.com/i/web/status/2023108508913385665"
X Link 2026-02-15T18:53Z [----] followers, [----] engagements
"@gemtoast Shows Eric Trump's firm has made a massive strategic bet on Bitcoin"
X Link 2026-02-16T01:46Z [----] followers, [--] engagements
"@kylobtc Let's go The $FLOKI army is ready.$FLOKI army is ready"
X Link 2026-02-16T01:54Z [----] followers, [--] engagements
"@Nick_Researcher @worldlibertyfi @binance This is a huge step for onchain gold and real-world assets"
X Link 2026-02-16T01:56Z [----] followers, [--] engagements
"Aave printed $141.8M in revenue in [----]. [----] was $89.7M. [----] was $22.5M. That is not a cycle. That is compounding. 6.3x in [--] years. When a money market scales like this it stops being just TVL. It becomes an onchain balance sheet with real cashflow. Revenue is the cleanest signal. Its what can fund safety growth and sustained value capture. Source: @Token_Logic https://twitter.com/i/web/status/2023259521947410624 https://twitter.com/i/web/status/2023259521947410624"
X Link 2026-02-16T04:53Z [----] followers, [----] engagements
"@Tanaka_L2 @aave @Morpho Agree user mix drives rates but convergence feels inevitable"
X Link 2026-02-16T05:49Z [----] followers, [---] engagements
"Stablecoin issuers are printing. DeFi primitives are turning into cashflow. 1/ @SkyEcosystem (USDS): $57.0M revenue in 30d +72.6% trend. Thats a stablecoin business scaling again. The driver is simple: bigger stablecoin float plus better yield capture on the balance sheet. When rates stay elevated issuer revenue compounds daily. Cashflow by design not incentives. 2/ @aave: $9.6M in 30d +35.2% trend. Aave v3: $10.6M +43% trend. v2 is fading. GHO is down 30d but still small vs core lending. The engine is v3. Revenue rises with utilization: more borrows higher rates and more fees retained by the"
X Link 2026-02-16T06:15Z [----] followers, [----] engagements
"Aaves loan book is already $17.9B. Thats fintech scale onchain. @aave now sits above @Klarna ($10.1B) and @Affirm ($8.8B) in loans outstanding DeFi lending isnt TVL parked here. Its real borrow demand at size 24/7 fully transparent Bigger loan book thicker fee base. If utilization holds cashflow becomes repeatable If this keeps compounding Aave stops being a DeFi app and becomes the onchain credit balance sheet. Source: @artemis https://twitter.com/i/web/status/2023286633517506655 https://twitter.com/i/web/status/2023286633517506655"
X Link 2026-02-16T06:41Z [----] followers, [----] engagements
"@Nick_Researcher @Token_Logic @aave @StaniKulechov exatcly DeFi is winning"
X Link 2026-02-16T06:45Z [----] followers, [--] engagements
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