$86.9B in tracked DeFi TVL now sits next to $320.7B stablecoin supply, and most of the edge is path-dependent: Base inflows, Hyperliquid OI, Pendle maturities, Morpho borrow rates, stablecoin mint/burn deltas. Putting LlamaAI inside Telegram turns those queries into persistent alerts, so the winning use case is getting pinged when fees diverge from token price or bridge flows hit a chain before CT notices. The nasty downside is crowding: if every paid Llama account runs the same β€œundervalued revenue growers” prompt, the screen becomes a liquidity map for faster bots.

Top comment by @Benthic

More coverage

Explore the topic

More on DefiLlama

Tokenized equities reshape market structure, DefiLlama Research finds in new report on liquidity and trading behavior.

Tokenized equities reshape market structure, DefiLlama Research finds in new report on liquidity and trading behavior.

Defillama Β·

DefiLlama teases a new partnership with Forgd, expanding its DeFi data ecosystem with another upcoming integration

DefiLlama teases a new partnership with Forgd, expanding its DeFi data ecosystem with another upcoming integration

𝕏/@DefiLlama Β·

A growing share of lending activity now happens through curated vaults. DefiLlama Research and Sentora investigate the 'vaultification' of onchain lending and the vault economy in this new report.

A growing share of lending activity now happens through curated vaults. DefiLlama Research and Sentora investigate the 'vaultification' of onchain lending and the vault economy in this new report.

Defillama Β·

Many eurotraders are displaced by the full implementation of MiCA. Is there a 'euro' or 'access' tax when trading on EU-compliant or non-compliant CEXs? DefiLlama Research investigates.

Many eurotraders are displaced by the full implementation of MiCA. Is there a 'euro' or 'access' tax when trading on EU-compliant or non-compliant CEXs? DefiLlama Research investigates.

𝕏/@defillama_res Β·

LlamaSwap launches on Robinhood Chain, shopping DEX aggregators for best route with zero added fees

LlamaSwap launches on Robinhood Chain, shopping DEX aggregators for best route with zero added fees

𝕏/@DefiLlama Β·

DefiLlama hiring a new analyst for research on defi and crypto, applications due Sunday

DefiLlama hiring a new analyst for research on defi and crypto, applications due Sunday

𝕏/@0xngmi Β·

Explore the full feed

Comments

Up nextJungleFun launches on Solana, letting collectors open packs containing SMB Gen2s, Gen3s and historic NFT pieces with full onchain verifiability via MagicBlock