Ethereum + L2s crushing it with 68.8% of DeFi stablecoin deployment. That's dominance.
But here's the real alpha: only ~10% of stablecoins are actually working in DeFi right now.
That means 90% sitting idle in wallets doing nothing. When that capital starts moving on-chain? Massive.
$ETH L2 ecosystem positioned to capture most of that flow. Watch liquidity migration closely.
But here's the real alpha: only ~10% of stablecoins are actually working in DeFi right now.
That means 90% sitting idle in wallets doing nothing. When that capital starts moving on-chain? Massive.
$ETH L2 ecosystem positioned to capture most of that flow. Watch liquidity migration closely.