Here's your weekly DeFi recap covering the biggest launches, institutional moves, ecosystem updates, governance changes, and key dates. Let's dive in 👇 [1] Institutional Flows & Market Structure ▸ @BlackRock's BUIDL tokenized Treasury fund grew to $2.87B AUM across multiple chains, with Avalanche now the second-largest deployment after Ethereum. ▸ @ethereum spot ETFs recorded $84M in net inflows (week ending July 11), ending eight weeks of outflows, while over one-third of ETH is now staked. ▸ DeFi TVL held around $75B. Ethereum led with $40B+, followed by @solana, @trondao, @BNBCHAIN, and @base. [2] Chain & Infrastructure Developments ▸ Ethereum developers continued preparing the Glamsterdam upgrade, expected to bring parallel execution and higher gas limits later this year. ▸ @RobinhoodApp Chain launched its public mainnet as an Arbitrum Orbit-based Ethereum L2, bringing tokenized equities to 120+ countries with native @Uniswap, @chainlink, and lending support. [3] Protocol Launches & Product Releases ▸ Pendle: Introduced PT Looping for automated leverage on Aave and announced 470K MON incentives for Yield Token holders starting July 23. ▸ @Quicknode: Launched QuickNode Earn, automatically allocating USDC into the highest-yielding Morpho vaults. ▸ @jito: Launched @jtx_trade, expanding self-custodial on-chain trading on Solana. ▸ @Starknet: Released its Privacy Stack SDK and Wallet API for shielded transfers and private swaps. ▸ @paxoslabs: Introduced Amplify Transit, a cross-chain stablecoin conversion solution. ▸ @QuaiNetwork: Launched Quainance, its dedicated DeFi hub. ▸ @DeriveXYZ: Launched the first fully liquid options market for @Zcash (ZEC). ▸ @eth_systems: Launched institutional privacy and compliance infrastructure. ▸ @Plasma One: Released its Android app with a limited-time Core offer. [4] Ecosystem Momentum ▸ Solana maintained strong DeFi activity. Jupiter remained one of the leading DEX aggregators, while @kamino continued expanding automated vaults, lending, and leveraged yield products. ▸ @aave expanded V4 with additional collateral assets, including PT tokens, as active borrowing and leveraged positions continued to grow. ▸ @LidoFinance completed its dual-governance upgrade, giving stETH holders veto rights on governance proposals. ▸ @HyperliquidX remained one of the largest liquidity hubs for perpetual trading despite normal week-to-week fluctuations. ▸ TRON DeFi stayed active through Justlend, with strong supply across ETH, TRX, and sTRX, alongside steady USDT borrowing demand. ▸ @pendle_fi and other fixed-yield protocols continued seeing demand from users seeking predictable on-chain yields. ▸ Institutional adoption of tokenized real-world assets continued expanding across multiple proof-of-stake networks. [5] Recent Milestones ▸ Derive surpassed $1.5B in open interest. ▸ Robinhood Earn and Deblock each crossed $100M in deposits, powered by Morpho. ▸ USDG deposits on Aave V4 exceeded $50M, up roughly 25% over the past month. ▸ Predict Protocol rebranded to @Wager_Predict. ▸ @PolymeshNetwork is preparing for its V8 Mainnet launch. ▸ @MeteoraAG is launching its Referral Staking Program. ▸ @AxisFDN Foundation will launch the Axis Origin Vault on Ethereum later this month. ● What I'm Watching • Institutional demand for tokenized RWAs continues to grow. • Ethereum fundamentals are strengthening through ETF inflows, staking, and upcoming upgrades. • Solana, Hyperliquid, yield optimization, and privacy infrastructure remain key DeFi themes.
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