$15B DeFi inflow this week—allocation completely divergent from CT narrative.
Liquid staking absorbed $6.2B (7d). Lending and bridges each pulled ~$4.4B. Meanwhile RWA—despite timeline saturation—shed nearly 5% TVL.
Fee data more telling: Privacy protocols +51% WoW, perps +36%. Correlates with $ZEC momentum.
Risk-on rotation into yield and leverage infrastructure, not tokenized credit narratives. Market positioning: staking for carry, perps for directional plays, or cash waiting for better entry?
Liquid staking absorbed $6.2B (7d). Lending and bridges each pulled ~$4.4B. Meanwhile RWA—despite timeline saturation—shed nearly 5% TVL.
Fee data more telling: Privacy protocols +51% WoW, perps +36%. Correlates with $ZEC momentum.
Risk-on rotation into yield and leverage infrastructure, not tokenized credit narratives. Market positioning: staking for carry, perps for directional plays, or cash waiting for better entry?
