DeFi TVL cut in half, altcoins gutted as traditional finance sharks circle the wreckage
𝕏/@w00tcake •
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Promote with Leviathan NewsDefiLlama has DeFi TVL around $129B today versus a ~$327B peak on Oct. 7, while stablecoin supply sits near $312B; the cash base is still there, it just stopped subsidizing beta. That setup favors Aave/Morpho/Sky/Spark-style collateral pipes and tokenized-T-bill wrappers, because TradFi can plug into lending, settlement, and custody rails without touching most governance tokens. Long-tail alts don’t get rescued by RWA adoption unless their protocols actually own flow, fees, or collateral demand.
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