Open and transparent DeFi analytics. For support: https://xitter.cf/t.co/skXWYXmRUw
Joined October 2020
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- Followers37K
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You can now trade protocol revenue and exploit odds. We're partnering with Trueo to launch new prediction markets that settle based on DefiLlama data.
Revenue Markets
If you follow the revenue meta, you can now trade that directly on Trueo. We launched markets for Hyperliquid, Pump, Aero, Uniswap, Collector Crypt, and Papertrade revenue.
Exploit Markets
Hedge against exploit risk by trading the odds of total DeFi hacks and exploits of specific protocols. We have markets for whether there will be exploits of Aave and Morpho this month. We also have weekly and monthly markets for the size of the largest hack.
Other Onchain Metrics
Robinhood Chain RWA mcap, Robinhood Chain DEX volume, and whether Solana or Base ends the week with higher TVL.
defillama.com/predictions
Trueo × DefiLlama
We’re proud to announce that Crypto’s analytics powerhouse is now a distribution partner for Trueo!
Our prediction markets are live on @DefiLlama dashboards, bringing markets on risk, revenue, AUM, and other metrics directly to the users tracking the data.
Total ETH staked with Ethereum validators registered with Optimum has grown from 177K in July to 1.42M now.
Now trackable on our Optimum Investor Relations dashboard.
We’ve teamed up with @get_optimum to launch an Investor Relations dashboard.
Track Optimum’s Total Value Boosted (TVB) staked by validators using its tech: 1.4M ETH ($3.4B).
Then, compare how fast Optimum moves blocks on Ethereum vs a benchmark.
investors.defillama.com/opti…
Will Hyperliquid October revenue exceed $60M?
The market says 82.6% yes.
One of 8 revenue markets we've launched with @Trueo_ to trade protocol revenue numbers directly.
You can now trade protocol revenue and exploit odds. We're partnering with Trueo to launch new prediction markets that settle based on DefiLlama data.
Revenue Markets
If you follow the revenue meta, you can now trade that directly on Trueo. We launched markets for Hyperliquid, Pump, Aero, Uniswap, Collector Crypt, and Papertrade revenue.
Exploit Markets
Hedge against exploit risk by trading the odds of total DeFi hacks and exploits of specific protocols. We have markets for whether there will be exploits of Aave and Morpho this month. We also have weekly and monthly markets for the size of the largest hack.
Other Onchain Metrics
Robinhood Chain RWA mcap, Robinhood Chain DEX volume, and whether Solana or Base ends the week with higher TVL.
defillama.com/predictions
DefiLlama.com retweeted
Two weeks after launching Gate Money, @Gate published a Proof of Reserves showing $8.688B in reserves against $7.332B in net user balances. The overall ratio comes to 118.49% across 500 assets.
Coverage by asset, from Gate's report:
→ BTC: 25,727 held against 21,156 owed to users, 121.60%
→ ETH: 449,042 held against 362,785, 123.78%
→ Stablecoins (USDT, USDC, USD1, GUSD): $1.746B against $1.497B, 116.59%
→ GT: 129.00%
→ DOGE: 106.76%
→ SOL: 102.51%
An upcoming spotlight compares these self-reported figures with the reserves DefiLlama tracks onchain for Gate.
DefiLlama.com retweeted
Blockspace is abundant. Reliable data isn't.
@FlareNetworks built its L1 around the data smart contracts need.
That layer already powers FXRP, with nearly 90% deployed in DeFi, and is extending to private data through Confidential Compute.
Full report: defillama.com/research/repor…
DefiLlama.com retweeted
i guess people are pulling watches from @JupiterExchange Gacha?
I used LlamaAI's new generative UI capabilities to create an odds slider for pulling various rarity tiers across Jupiter's six cacha pack categories:
defillama.com/ai/chat/shared…
Will Uniswap or Aero revenue be higher this week?
Currently they're neck and neck, but the market says 70.2% chance Aero revenue is higher.
You can now trade protocol revenue and exploit odds. We're partnering with Trueo to launch new prediction markets that settle based on DefiLlama data.
Revenue Markets
If you follow the revenue meta, you can now trade that directly on Trueo. We launched markets for Hyperliquid, Pump, Aero, Uniswap, Collector Crypt, and Papertrade revenue.
Exploit Markets
Hedge against exploit risk by trading the odds of total DeFi hacks and exploits of specific protocols. We have markets for whether there will be exploits of Aave and Morpho this month. We also have weekly and monthly markets for the size of the largest hack.
Other Onchain Metrics
Robinhood Chain RWA mcap, Robinhood Chain DEX volume, and whether Solana or Base ends the week with higher TVL.
defillama.com/predictions
DefiLlama.com retweeted
Trueo × DefiLlama
We’re proud to announce that Crypto’s analytics powerhouse is now a distribution partner for Trueo!
Our prediction markets are live on @DefiLlama dashboards, bringing markets on risk, revenue, AUM, and other metrics directly to the users tracking the data.
We’ve teamed up with @get_optimum to launch an Investor Relations dashboard.
Track Optimum’s Total Value Boosted (TVB) staked by validators using its tech: 1.4M ETH ($3.4B).
Then, compare how fast Optimum moves blocks on Ethereum vs a benchmark.
investors.defillama.com/opti…
The Optimum team is pleased to announce our first mainnet deployment, mump2p on Ethereum. With mump2p, data moves across all of Ethereum 2-3x faster, boosting validator performance and network health.
$3.4B of Ethereum stake is already being boosted by mump2p, and we’re now opening up free access for all Ethereum node operators.
"Create a dilution and unlock impact tool"
LlamaAI's new generative UI feature can tap into DefiLlama's unlocks data to create a tool for simulating price impact.
DefiLlama.com retweeted
In our Circle thread, we showed that nearly all of its income is interest on USDC reserves, so rate changes hit its income directly.
Now you can test that yourself. @Defillama's LlamaAI charts are now interactive: ask a question, and it builds a model you can drag & adjust.
We asked for one on Circle's economics:
> USDC supply and tracked reserve income come live from DefiLlama data,
> Rate, partner share, costs, and supply growth are sliders,
> A heatmap shows what Circle keeps across the whole range.
Try it: defillama.com/ai/chat/shared…
In the first half of 2026, @circle brought in $1.4B in revenue and kept $103M in net income, about 7 cents on the dollar.
Almost all of that revenue is interest. For every USDC in circulation, Circle holds a dollar in reserve, mostly in short-term US govt debt. Circle reports in a recent H1 2026 filing that those reserves earned them $1.32B.
Most of that interest goes back to its distribution partners. Of the $819M in distribution and transaction costs sent in H1 2026, $655.3M went to @coinbase alone. That's more than 6x what Circle kept as net income.
With this week's hotter-than-expected inflation data (September CPI: 3.7% vs. 3.6% expected, core 2.6% vs. 2.5%), what happens to Circle's model if and when interest rates change?
ALT Source: Circle H1 2026 results (https://www.circle.com/blog/the-economics-of-usdc-and-why-our-partners-win)
Where do protocol fees go?
LlamaAI's new generative UI feature lets you create interactive Sankey diagrams to show exactly this.
Explore this prompt and artifact for yourself here: defillama.com/ai/chat/shared…
DefiLlama.com retweeted
I used this new generative UI feature from LlamaAI to create a DeFi valuation tool that:
1. Brings in real revenue numbers and benchmark P/S multiples from DefiLlama.
2. Let's you customize discount rate, revenue growth, and token dilution.
3. Creates a valuation forecast.
DefiLlama.com retweeted
this will unlock more possibility on how you learn about crypto, to help you take positions, and more
for example, an IL calculator, one prompt: Make an impermanent loss calculator for the ETH/USDC 0.05% Uniswap v3 pool on Ethereum
and you already get a calculator where you can input your numbers into without needing to reprompt
