Ecosystem analysis is our weekly premium where we look at flows overall and per chain It helps you position for ecosystem wide changes like when stables stated dropping last week Or spot hot farms and projects early
Plasma finally saw USDT return after being heavily impacted by Streamโ€™s fraud. USDT inflows totaled $367m(+29%). Stablecoins began flowing back into Aave, Pendle farming, and Plasmaโ€™s savings vault, which currently offers 7% conservative APR. In contrast, Ethereum lost $1.18b (1.3%) in USDT and $577m (7.67%) in USDe, while RWA protocols and new strategies offer up to 20% APR with airdrop opportunities.
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