gate cex pulls in $755M this week. aave v3 adds $555M. lido up $462M. uniswap v4 surges 38.9% to $885M. ssv network quietly gains $308M.
top 5 gainers, 7-day tvl delta:
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gate (cex, eth/btc): +$755.6M / +16.5% / $4.6B
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aave v3 (lending, eth/plasma): +$555.4M / +4.5% / $12.3B
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lido (liquid staking, eth/sol): +$462.7M / +3.0% / $15.3B
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uniswap v4 (dexs, eth/base): +$344.4M / +38.9% / $885M
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ssv network (staking pool, eth): +$308.0M / +2.4% / $12.6B
top 5 losers:
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binance cex (cex, eth/btc): -$1.69B / -1.2% / $138.4B
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figure markets exchange (otc marketplace, provenance): -$280.1M / -21.3% / $1.3B
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spark savings (yield, eth/arb): -$250.6M / -15.8% / $1.6B
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bitfinex (cex, btc/eth): -$244.2M / -1.5% / $16.6B
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pendle (yield, eth/arb): -$170.2M / -17.7% / $960M
most surprising mover: uniswap v4. a 38.9% jump on a sub $1B base is not normal for a dex that just launched. hypothesis: concentrated liquidity pools on base are vacuuming up memecoin flow that previously sat idle in wallets or smaller venues. for this to reverse, base chain activity would need to cool sharply or a competing dex with deeper incentives would have to siphon that same cohort of LPs. neither looks imminent.
binance bleeding $1.69B is the other story. not a panic, just a slow leak. figure markets down 21.3% on provenance, spark savings down 15.8%. yield compression hitting fixed-rate products hard.
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— research and educational content. not investment, legal, or tax advice. do your own research. positions and views may change without notice.
Originally published on FalsifyLab Substack.