DefiLlama Official Round Up

🦙 Llama News Round-Up | 7 Aug - 14 Aug News 📰 → Hashdex liquidates spot Bitcoin ETF → CLARITY Act vote delayed until September → Bybit sues North Korean and Lazarus Group → Mother of late Ondo founder seeks control of Board → Trump Media terminates treasury deal with Cryptocom → Hardware wallet sales double in Russia → Over 100 crypto projects have shut down this year → CFTC uses emergency authority to ensure Kalshi ‘market stability’ amid NY lawsuit → Tether publishes first independent audit Layer 1 & 2 ⛓️ → BNB launches hackathon to recruit devs for Agent Studio marketplace → Arc mainnet will go live on September 16 → Native USDC and CCTP is live on OKX X Layer → Bitcoin Network’s BIP-110 fork proposal fails, editor loses role → Vitalik updates Ethereum Roadmap to prioritize quantum safety, native rollups, more DeFi 🏦 → Harmony exploited for 4B $ONE → Rabby integrates Hyperliquid deposits → USDD supply grew 16.2% in July → Jupiter launches Lend V2 → Pear Protocol launches token swap and yield strategies platform → Lido now supports instant withdrawals for EarnETH and EarnUSD → ENS introduces new Foundation → InfiniFi launches Prime senior liquid private credit product → Tempo announces Earn product Reads 📚 → DefiLlama Research: Hyperliquid and RWA retention → Fintech Brainfood: Netting is all you need → a16z crypto: How crypto cards are driving stablecoin spend → Will Clemente: Exploring the outlook for Bitcoin → Tiger Research: Korean investors are fleeing domestic markets, moving billions into Hyperliquid, Polymarket, and crypto cards Raises & Acquisitions 💰 → Memebook raises $1M to build token-gated social platform → eToro acquires TradeZero → River Markets raises $8.5M for prediction market Security 🛡 → TrustSec finds $3M Alchemix flaw, awarded bounty → Officer's Notes: $30M stolen via wrench attacks so far in 2026 → Oraichain halts network after discovering crosschain flaw → Trezor experiences data breach via shipping providers AI 🤖 → SpaceX unveils Grok Bot → Vas: AI adoption is a myth Llama Update 🦙 → Launched a comprehensive, fully integrated dashboard highlighting THORChain fundamentals → 10 free LlamaAI queries available for Defillama mobile app users → Don’t fall for phishing links; use LlamaSearch to verify crypto websites → Compare market maker performance with the new Market Maker Performance Index 🗞 Subscribe to the DefiLlama newsletters here

Introducing a comprehensive, fully integrated dashboard highlighting THORChain fundamentals: revenue engines, liquidity depth, activity and token data. This dashboard can be used to identify sources of growth, protocol-owned liquidity, and ecosystem activity. Find it here.

🦙 Llama News Round-Up | 31 July - 7 Aug News 📰 → Tether records $1.5B net profit in Q2 → Coldcard RNG exploit totaling $130M in stolen funds → Telegram taken down from Apple store after extortion from one user → Polymarket eyes $20 billion valuation as it seeks funding → CLARITY Act delayed until September → Wintermute USA registers with SEC as broker-dealer and becomes FINRA member  Layer 1 & 2 ⛓️ → EIP-8361 proposes reducing Ethereum inflation by cutting staking yields → DeFi Kingdoms to shut down DFK Chain on August 28 → Hyperscan launches HyperEVM explorer → Cobalt, Base’s third network upgrade, planned for September → 22.7% of BTC miners are running at a daily net loss DeFi 🏦 → POAP is shutting down → Aero unveils Predictive Allocation → BTC bridge Boltz suspends operations indefinitely after repeated AI attacks → Uniswap Earn goes live with vault infra powered by Morpho → Eliza founder winds down foundation and says the token is dead → EtherFi removes restaking exposure from weETH → MetaMask launches Agent Wallet Reads 📚 → Tiger Research: The World We’ll Face Ten Years From Now → DefiLlama Research: Onchain Gacha → Arthur Hayes: Situationship → Hyperliquid Q2 2026 Report Raises & Acquisitions 💰 → Yellow Card raises $40M for LatAM and APAC stablecoin rails → JPYC raises $38M Series B for yen stablecoin Security 🛡 → Officer’s Notes: The Coldcard Theft → Vitalik Buterin on Signal, phone number as a verification AI 🤖 → NEAR AI launches staking-based payments → Interpol finds 55% of cybercrime in Africa is AI Llama Update 🦙 → DefiLlama now has a mobile app, available on iOS and Android → Introducing the Market Maker dashboard → (REPORT) Bitget Stocks: Bridging Traditional Equities & Onchain Markets → Catch the latest Fully Vested Podcast w/ Pons & RootsFi cofounders → LlamaAI now features pptx, docx, and xlsx exports 🗞 Subscribe to the DefiLlama newsletters here.

Introducing the DefiLlama Market Maker Performance Index Leaderboard, built with Forgd. 40+ institutional liquidity providers graded by: → Depth → Volume → Spread → KPI adherence → Uptime & exchange coverage Traders and token issuers can access transparent data in the most comprehensive dashboard of its kind. Find the new Market Maker Leaderboard here.

Introducing the DefiLlama App. LlamaAI is now in your pocket. Create custom financial charts, dashboards, and analysis from a single prompt. App users get extra free queries. iOS + Android out now (beware of fake apps).

🦙 Llama News Round-Up | 24 July - 31 July News 📰 → BitMart is shutting down → UAE’s Emirates airline partners with Cryptocom to accept crypto payments for flights → EU adds HTX to Russia sanctions list → Russia charges Telegram founder Pavel Durov with facilitating terrorism, issues international arrest warrant → New York sues Kalshi, claiming the prediction market runs an illegal gambling operation → Circle secures NYDFS trust charter → Strategy reports Q2 $8.2B loss → Binance US will apply for CFTC license to operate prediction market Layer 1 & 2 ⛓️ → IP blockchain Lamina1 is shutting down → LayerZero is ending support for low-activity chains → Polkadot launches Products Devnet → Aave ends deployments on Sonic, Aptos, and more, while deprecating 50 low-adoption asset reserves → BlackRock’s BUIDL launches on Tempo via Securitize → Zcash activates Ironwood upgrade → Base launches Verify Onchain sybil resistance feature DeFi 🏦 → Dango shuts down → Lido expects fewer, larger validators with Curated Model v2 upgrade → Phantom ends support for Monad → Uniswap announces launchpad aggregator on Robinhood → Ondo launches Ondo Network execution layer → Jupiter Exchange launches Swap V2 → Kyle Samani says Multicoin is working against Solana builders → SEAL911 cofounder and “Ethereum Cypherpunk Manifesto” author joins Ethereum Foundation board Reads 📚 → Vitalik Buterin: Obfuscation Pt.II → Arrakis: Who is actually buying RWAs? → a16z crypto: how organizations evolved through time and technology → Francesco Andreoli: The rise and quiet death of the Neobank → DefiLlama Research: A one-year comparison of perp DEX volume vs OI Raises & Acquisitions 💰 → World Network raises $52.5M → MoonPay acquired six companies in 78 days Security 🛡 → Stablecoin processor TripleA loses $9.7M in hot wallet exploit → Bankr’s X account compromised, gets hacked for 1.5 billion BNKR → Vitalik Buterin-backed Freedom Factory announces first quantum-proof hardware wallet → US Consumer Federation finds crypto scams cost Americans $80.7B in 2025 AI 🤖 → Anthropic releases Opus 5 → Tiger Research on AI agent payment data-powered lending Llama Update 🦙 → Report: “The Vault Economy: Scale and Composition” w/ Sentora → Introducing V2 of the RWA Dashboard → Catch our X Space with Binance’s Shunyet Jan on how crypto rails are rewiring global trading → What is DefiLlama’s MiCA Dashboard? An explainer thread 🗞 Subscribe to DefiLlama's newsletters here

Capital that used to churn roughly twice a day is now turning over less than one and a half times. Trading has thinned out considerably, but the size is still there. Perp DEX volume has fallen sharply over the past year, but open interest hasn't. Comparing two back-to-back six-month windows, average daily volume across perp DEXs fell from $32.4B to $21.4B, down to 66% of its prior level. Open interest fell too, but far less, from $16.4B to $14.8B, or 90% of its prior average. Dividing the two, turnover dropped from 1.98x to 1.45x. In the fallout of the 10/10 crash, the scene was shaken up. Aster, Lighter, and edgeX all hit individual peaks just before, but have yet to once again experience those levels of activity. Even Hyperliquid's dominance shrank along with its OI, from $14.6B on July 26, 2025 (89% OI market share), to a $4.77B bottom on Feb 7, 2026 (49% OI market share). Of the six protocols that averaged more than $1B/day in the first half, none held onto that pace in the second: → ApeX Omni came closest at 80.9% of its prior volume, → Hyperliquid next at 79.2%, → then Variational (51.7%), → edgeX (50.7%), → Aster (49.6%), → and Lighter, the steepest drop, at 27.3%. GRVT stands out: it averaged $796M/day in the first half, then grew to $1.32B/day (+166%). On open interest, restricting to protocols still holding more than $100M in Period B, six exceed their own prior-period OI: → Extended (497.7% of prior), → GRVT (161.3%), → ApeX Omni (133.2%), → edgeX (116.4%), → Ostium (111.3%), → and Aster (105.7%). GMTrade and StandX still show the same volume-outlier pattern: GMTrade went from a negligible $2.2M/day to $642.2M/day, and StandX grew from $112.5M/day to $608.3M/day. Charting from DefiLlama's LlamaAI. 🦙

1250+ RWAs, 600+ perps markets, thousands of DeFi protocols. Introducing V2 of the DefiLlama RWA dashboard, the deepest resource on tokenized assets and how they’re used in DeFi. What’s new: Expanded Coverage: We’ve expanded coverage from 450 onchain RWAs to over 1,200. RWA Perps: We’ve listed over 600 RWA perp markets, with over $4B in open interest and over $100B in monthly volume. We also added 23 Forex perp markets across 5 different exchanges. Inflows/Outflows: Market cap changes now split into inflows vs. price appreciation. Is new money entering tokenized gold or is it growing due to price? DeFi Active TVL: See exactly where each asset is deployed in DeFi, now visible by protocol and chain. Extensive Historical Data: Our historical coverage of RWAs has been backfilled with years of data. Intuitive categorizations: We added an “Asset Group” field for RWAs, which categorizes them in terms investors actually use. RWA Yields: RWA asset pages now feature yields, both native asset yields and opportunities within DeFi. Check out this thread to see what's new.

What is today's vault economy? One that redefined DeFi's lending landscape, replacing broad money markets with a new capital allocation model: predefined risk rules set by curators. 🌐 Our latest report with Sentora explores 'vaultification'.

🦙 Llama News Round-Up | 17 July - 24 July News 📰 → Consensys accidentally hired a DPRK-linked consultant → Trezor executive fires back at hardware wallet “complete garbage” comment by ZachXBT → FTX’s 5th bankruptcy distribution will send $900M to creditors on July 31 → Apple bans crypto ATM map locations → Tether faces two-year GENIUS compliance countdown → New Clarity Act bill draft released → BitMEX shuts down after 11 years → SEC’s Hester Peirce says onchain vaults and lending may be subject to US securities laws Layer 1 & 2 ⛓️ → Polygon’s Ithica hard fork to be deployed to mainnet on July 29 → Aave proposes deploying V4 on Tempo → Ethereum ahead of all L1s in TVL and stablecoin supply, but tied with Solana in app fees and perp volume over the past 30 days → Uniswap DEX dominance on Robinhood continues DeFi 🏦 → Morpho’s fixed-rate, fixed-term protocol Morpho Midnight goes live → Pumpfun launches BOOST mode → Lighter’s $SPY collateral live on Robinhood Chain → Prediction market trader finds 'free money' glitch in World Cup bets → Robinhood CEO’s X account hacked, promotes memecoin → Odos is shutting down → Movement Labs files for Chapter 11 → Cardano wallet SecondFi to shut down → Uniswap permissioned pools go live on V4 Reads 📚 → GSR/Finery Markets: Stablecoins 2035 → Officer’s Notes: Extreme crypto storage methods that actually work → Vitalik Buterin: “how I think about the growth of AI capabilities” → Malekanoms: The Machiavellian Case for Decentralized Networks Raises & Acquisitions 💰 → Augustus raises $180M Series B to build global dollar bank → Turtle acquires Lunar Strategy → Tenor holds Seed Round led by Variant Security 🛡 → Allbridge: Solana pool swap exploit post mortem → $3M drained from Perpetual Protocol through unguarded orderbook funding function → Three exploits in one day: AFX Trade ($24M), B2 Network ($3.8M), and Verus Coin ($7.5M) → CertiK: Wrench attacks grew ~12x in HI 2026 AI 🤖 → Virtuals reports $150M in agent volume on Robinhood Chain → Franklin Templeton on agentic AI: The killer use case for blockchain and crypto → Jack Dorsey announces Buzz open-source AI workspace Llama Update 🦙 → New Research Report: How CEXs Are Reshaping Global Market Access → View revenue, token rights, unlocks, yields, risks, markets, and valuations all in one consolidated view with the Tokens Dashboard → RWA Dashboard now shows net flows and protocol/chain breakdowns for DeFi Active TVL → New Flow vs Price charts for RWAs → The first edition of the DefiLlama Research newsletter is here → DefiLlama has a podcast 🗞 Subscribe to DefiLlama's two newsletters, delivered to your inbox weekly

The first edition of our Research Notes newsletter is here. Find all our recent work, data-driven notes & analysis, and trending news across DeFi. This week: why Hyperliquid's RWA boom hasn't translated into revenue. 🗞 Subscribe to get it weekly.

A stablecoin today can become a slice of pre-IPO company tomorrow, collateral the day after, and cash back in your own wallet by the weekend. Our latest report details how Binance and other top CEXs built an inclusive, frictionless financial system for an onchain future. 🌐 Read it here.

🦙 Llama News Round-Up | 10 July - 17 July News 📰 → Ripple nearly shut down in 2020 → Coinbase now allows registration from users in China → Telegram domain suspended by registry → No clemency for SBF → Ondo partners with Japan’s SBI Group → Visa launches platform for stablecoin minting and management → Wall Street transfer agents say tokenization should favor company-authorized tokenization → UK applies “no loss, no gain” to crypto lending and LPs Layer 1 & 2 ⛓️ → MoneyGram is now a Stellar validator → MegaETH’s Mega Mafia dissolves → Robinhood Chain launchpad Noxa loses access to domain, operations halted → Cobie takes over Base → Polygon Labs lays off staff in pivot from blockchain to payments DeFi 🏦 → Uniswap votes to activate fees across Robinhood → SummerFi to sunset → Pendle introduces PT looping → Crypto news outlet Decrypt lays off editorial staff → Leviathan archives entire DL News publication history → Sablier halts development, enters maintenance mode → LlamaLend v2 launches on Ethereum → Aero delays launch until September → MoonPay integrates FedNow payment service Reads 📚 → 1-min BTC price action presented as a battlefield → a16z crypto: TradFi doesn’t want DeFi. It wants blockchain. → Wintermute: Is there anything left to build in crypto? → Camila Russo: A crypto media crisis is upon us → DefiLlama Research: Crypto’s access tax Raises & Acquisitions 💰 → Hyperdash acquires Imperator → Cryptocom receives $400M investment from Citadel → Flex raises $70M for stablecoin-powered private banking → Velocity raises $38M Series A for stablecoin infrastructure → Alpaca raises $135M Security 🛡 → Bonzo Lend loses $9M from Hedera oracle exploit → “I infiltrated a crypto hacking gang; this is what I found” → Ostium vault exploited → Across exploited on Solana, no user funds lost AI 🤖 → Uniswap adds DCA, copy-trade automation, and more to AI toolkit → Circle’s Jeremy Allaire: The Agentic Economy Llama Update 🦙 → LlamaSwap is live on Robinhood Chain → You can now set alerts on the Tokens Page; pair with LlamaAI for context on price moves → New heat map visualization added to the Equities dashboard → Risk Data now covers over 250 Morpho vaults → The MiCA Dashboard now details on/offramp fees → Report: Boardwalk & Closing the Gap Between Token Launches and Token Economies 🗓 Join DefiLlama Research and Binance Head of Exchange and Trading Shunyet Jan for a fireside chat on July 22nd @ 8 AM ET. 🌐 Sign up for the DefiLlama Newsletter

LlamaSwap is now live on Robinhood Chain. Aggregating aggregators to find you the best swap route, with zero extra fees. https://swap.defillama.com/

🦙 Llama News Round-Up | 3 July - 10 July News 📰 → ESMA: prediction markets likely under retail ban → Visa becomes Super Validator on Canton → Paul Grewal leaves Coinbase → Circle receives final US approval to launch national trust bank → OKX, Metamask, and 25 others form Internet Court for AI agent dispute resolution → Visa: June saw record-high $1.79T stablecoin volume, +63% M-o-M → Swift’s blockchain ledger pilot goes live → Hyperliquid and Phantom want US derivative markets to run onchain in letter to CFTC Layer 1 & 2 ⛓️ → Vitalik provides takeaway on “lean Ethereum” → BNB Chain planning a new L1 → 10% of Robinhood Chain fees will go to Arbitrum → Bitcoin’s BIP-110 soft fork could split network if proposal passes → Mantle migrates $2.5B to Chainlink CCIP as LayerZero exodus continues → Robinhood Chain hits $800M in cumulative DEX volume → Base introduces B20 native token standard DeFi 🏦 → ENS co-founder submits proposal to reform ENS governance → Yield Guild Games publishing arm shuts down → Zcash founder says protocol Project Tachyon close to mathematically proving no counterfeit bugs in unshielded pools → AscendEX to cease operations → World pivots from Solana to Robinhood chain → Zapper shuts down → Aave launches fixed-rate Stable Vaults → Leviathan Atlas, the “living map of crypto”, goes live Reads 📚 → Ethereum Research: “The Extremely Lean Chain” → Castle Labs: The Rebirth of Onchain Options → Patrick McHenry op-ed: Tokenized securities need competition, not gatekeepers → BIS: Blockchain consensus mechanisms and fragmentation → DefiLlama Research: What could a ‘bad day’ versus ‘the worst day’ cost DeFi? Raises & Acquisitions 💰 → N1 Chain acquires 01 Exchange → Gauntlet closes $125M Series C → EDX Exchange raises $76M in Series C Security 🛡 → SummerFi exploited for 6M DAI → BonkDAO treasury drained for $20M worth of BONK tokens → Hexens finds Aptos Move VM had $70B at risk before patch → Trader loses 99% of $2M ETH/LIT swap Llama Update 🦙 → New Research report, “Boardwalk: Closing the Gap Between Token Launches and Token Economies” → The new Tokens page tracks price changes, unlocks, token rights, valuable accrual data, and more for +3K tokens → TradFi ala DefiLlama: Equities dashboard now tracks over 3,000 stocks → LlamaAI remembers: Save your workflows as skills to perform specific workflows faster and more consistently → The latest “Fully Vested” podcast is live, ft. Frax’s Sam Kazemian → Remember the trader who lost 99% on the ETH/LIT swap? Not possible with LlamaSwap 🌐 Sign up for the weekly DefiLlama Newsletter.

The chaos era of token launches built an empire on enormous volume and fees. It cost a legion of traders. Boardwalk is built to launch token economies using token-level fees routed to infra partners, auction models, immutable vesting, and more. 🌐 Find out how in this new report.

🦙 Llama News Round-Up | 26 June - 3 July News 📰 → Strategy is now selling up to $1.25B BTC to pay its preferred dividends → Class action lawsuit taken against Magic Eden for misleading investors → UK details new crypto regulatory framework → Stream Finance begins collecting creditor claims → X Money goes live for US premium subscribers → Bank for International Settlements argues stablecoins are not money in Annual Economic Report → BitMEX CEO & CFO resign → Crypto ETFs see largest monthly outflows ever Layer 1 & 2 ⛓️ → Robinhood launches Arbitrum-based L2 → Loopring shuts down → Hyper Foundation grants builders ~$10M to migrate USDH to USDC → Onchain governance goes live on Solana → Aave launches on Monad DeFi 🏦 → Open Standard announces OUSD → Drift rebrands to Velocity → dYdX rebrands to Arcus → Ripple proposes XRPL lending protocol, subject to validator approval → MegaETH support goes live on Uniswap apps → Yearn releases risk dependency tooling → Convex DAO votes to activate onchain voting → Ethereum Foundation pitches Ethereum’s neutral infrastructure to governments Reads 📚 → Vitalik Buterin: Obfuscation - building the final boss of cryptography (pt.1) → Has Ethereum outgrown the Ethereum Foundation? → CBDCs as we know them are dead → What are agents paying for? Raises & Acquisitions 💰 → Extended receives $12.5M strategic investment from eToro → SBI Holdings to acquire Bitbank in $289M deal → o1 exchange raises $4.9M in CB Ventures-led round Security 🛡 → Etherlink pauses EVM bridge after security breach attempt → Gnosis Pay exploit post mortem AI 🤖 → DefiLlama Research + Firepan: AI is changing the economics of security → OKX launches AI marketplace → Pumpfun removes tokenized agents from new launches Llama Update 🦙 → Introducing the new Tokens page → Looking for a new MiCA-compliant CEX? Compare them here → Now tracking token rights for over 100 protocols and L2s → Explore risk scenarios across supported Morpho vaults → We’re hiring! Apply to become an analyst