Postaus
Katherine_90
Lending sector capital flows: a wild ride đ
Early 2025: deposits sat at $55â65B. A small dip to $50â55B in April, then we recovered.
H2 2025 went parabolic. Fueled by leverage demand and yield loops, TVL nearly doubled to âŒ$125B by NovâDec. That lined up perfectly with $BTC breaking $122K ATH. Aave led with âŒ50% market share, while Morpho, Spark, Maple, Fluid, and Kamino all scaled fast. đąđ
2026 told the opposite story. By July deposits crashed to $55â60B. Over 50% gone.
What broke it?
1. Oct 10, 2025 liquidation cascade
2. Nov 2025 Stream Finance/xUSD confidence shock
3. Apr 2026 KelpDAO hack â $6B wiped from Aave in days, $13B total DeFi loss in 48 hours
And thatâs just 3. 2026 has already seen 121 hacks totaling nearly $1B in damages.
Leverage builds the highs. Trust and security decide if they last.
#DailyOrbit @OKX Orbit
#CXMTMemoryIPO
#FOMCRateWatch
Vastuuvapauslauseke: OKX Orbit -sisÀltö on tarkoitettu ainoastaan tiedotustarkoituksiin. LisÀtietoja
Vastaukset
Ei vielÀ kommentteja. Ole ensimmÀinen vastaaja!
TÀmÀn pÀivÀn markkinakohina
1#Fed-viranomaiset sanovat, ettÀ inflaatio on edelleen suurin riski
2#Yhdysvaltain osakemarkkinoiden AI-myynti aiheutti Nasdaqin yhden pÀivÀn 2,3 biljoonan dollarin arvon katoamisen
3#Yhdysvaltojen lokakuun ei-maatalousalan työllisyys 165 000, ylitti odotukset, BTC ETF:n viikkovirta ulos 1,28 miljardia dollaria
