🚨 $10B in DeFi vaults. Bullish for $AAVE and $MORPHO ? Not so fast.
Crypto vault deposits reportedly grew from ~$4B at the start of 2025 to over $10B. That signals demand for on-chain yield—but TVL alone doesn't prove a token captures that value.
My 3 checks:
• Where does the yield actually come from?
• Can users withdraw during market stress?
• Does protocol growth translate into value for token holders?
My take: bullish for DeFi adoption, but not an automatic buy signal for every related token.
Would you buy on TVL growth alone, or wait for proof of value capture? 👇
#CryptoVaultDepositsTop$10Billion #DEFİ $AAVE #crypto #AAVE #Morpho
Crypto vault deposits reportedly grew from ~$4B at the start of 2025 to over $10B. That signals demand for on-chain yield—but TVL alone doesn't prove a token captures that value.
My 3 checks:
• Where does the yield actually come from?
• Can users withdraw during market stress?
• Does protocol growth translate into value for token holders?
My take: bullish for DeFi adoption, but not an automatic buy signal for every related token.
Would you buy on TVL growth alone, or wait for proof of value capture? 👇
#CryptoVaultDepositsTop$10Billion #DEFİ $AAVE #crypto #AAVE #Morpho