This is the quietest morning along this track.
Within the first 12 protocols, 11 of them are squeezed into the 0 to 1 point range; only one lone figure breaks out into an independent trend.
On the capital side, the only slight movement is from the lending leader $Aave V3,1d +0.94%,7d unchanged. $Lido +0.63% follows in step, indicating that off-exchange funds still prefer to stay in the interest-bearing side; if they really want to bet on elasticity, it’s more likely they’ll watch for now.
What’s weakening are two large exchanges, at 7d -0.71% and 1d -0.10%. Their daily inflow and outflow are under $10 million, so it’s basically ignorable.
What’s worth keeping an eye on is $LayerZero V2: 7d +46%—still the only one in the entire list. But 1d has already pulled back to +0.34%, keeping pace with the other 11 that are stuck in the same rhythm. The market’s expectations for the cross-chain bridge theme have been digested. Over the next 24 hours, watch whether this lone standout can hold the 7d +46% level; if it can’t, everyone will slip back into a narrow range of consolidation.
#借贷质押双稳 #跨链桥独苗回归 #DeFi
Within the first 12 protocols, 11 of them are squeezed into the 0 to 1 point range; only one lone figure breaks out into an independent trend.
On the capital side, the only slight movement is from the lending leader $Aave V3,1d +0.94%,7d unchanged. $Lido +0.63% follows in step, indicating that off-exchange funds still prefer to stay in the interest-bearing side; if they really want to bet on elasticity, it’s more likely they’ll watch for now.
What’s weakening are two large exchanges, at 7d -0.71% and 1d -0.10%. Their daily inflow and outflow are under $10 million, so it’s basically ignorable.
What’s worth keeping an eye on is $LayerZero V2: 7d +46%—still the only one in the entire list. But 1d has already pulled back to +0.34%, keeping pace with the other 11 that are stuck in the same rhythm. The market’s expectations for the cross-chain bridge theme have been digested. Over the next 24 hours, watch whether this lone standout can hold the 7d +46% level; if it can’t, everyone will slip back into a narrow range of consolidation.
#借贷质押双稳 #跨链桥独苗回归 #DeFi
