DefiLlama Official Round Up

🦙 Llama News Round-Up | 28 Aug - 4 Sep

News 📰
→ Crypto card for Solana-based neobank Avici exploited; affected cards refunded in full
→ Kalshi responds to NY Times article allegations
→ Man recovers 61 BTC lost for 12 years
→ tZERO selected as premier design partner for ICE’s upcoming NYSE-affiliated tokenized securities platform
→ Hyperliquid wants to launch regulated crypto futures in the US through Payward
→ Singapore’s MAS publishes stablecoin licensing framework proposal
→ Solana auctions nine ad spots in logo to raise money for Nepal flood relief
→ AMC CEO Adam Aron calls out Robinhood for delivering unregistered stock tokens

 Layer 1 & 2 ⛓️
→ Solana “disinflation” proposal passes
→ Cronos Network halted after Tectonic protocol exploit
→ MoneyGram will be a fiat and onchain flows bridge for upcoming Arc network
→ 35 things Ethereum shipped, upgraded, and announced in August

DeFi 🏦
→ HyENA winds down all Hyperliquid markets
→ Injective integrates with Jumper and LiFi for EVM bridging
→ Neutrl paused following liquidity issue affecting protocol reserve’s strategy positions
→ Collector Crypt surpasses $1B worth of revenue
→ Aero publishes full codebase ahead of hackathon
→ Balancer finds bug in v1 contracts capable of draining LPs
→ Vote to activate LlamaRisk’s LlamaGuard PT on Aave reaches quorum
→ Ethena is now a neobank
→ 3Jane launches Levered Callable Capital
→ Variational launches swap markets

Reads 📚
→ DefiLlama Research: Are prediction markets still hot?
→ Ray Dalio: The Bond Market’s Supply and Demand Problem
→ Wintermute on RWAs
→ Decentralised: Why stablecoins (alone) won’t fix remittance markets
→ a16z crypto: When throughput is not enough

Raises & Acquisitions 💰
→ Catapult Trade raises $6.6M
→ Fomo acquires Mobula
→ Firelight raises $8M
→ Bitfinex Securities raises $50M for tokenized nickel trading

Security 🛡
→ Officer’s Notes: Big Audit Book (35+ Solidity security guides)
→ CryptoTwitter staple Bold Leonidas got hacked

AI 🤖
→ OpenAI ends partnership with Cursor after SpaceX acquisition
→ Virtuals Protocol details national infrastructure for AI agents

Llama Update 🦙
→ The new Rewards dashboard lists points programs, incentives, fee discounts, and more for over 140 projects
→ Want to list your token on the Universal Token Ratings dashboard? Apply here
→ The Flare Investor Relations dashboard is now live
→ Llama AI can assess Robinhood Chain in seconds

🤳 Download the DefiLlama mobile app, available on iOS & Android:
https://defillama.com/app

📩 Subscribe to the DefiLlama newsletters here:
https://newsletter.defillama.com/

The Flare Network Investor Relations dashboard is now live.

Akin to what a traditional equity investor looks for, this dashboard tracks and organizes data across the Flare Network, including:

→ FAssets and FXRP activity
→ Protocol-level activity across 40 tracked deployments
→ FLR tokenomics (supply, inflation, value-accrual mechanics)
→ Staking & network security

Plus one-click access to documentation, blockchain explorer, official websites, and social media accounts.

https://investors.defillama.com/flare

147 points programs, rebates, fee discounts, and signup bonuses.

All in one place: DefiLlama's new rewards dashboard

🦙 Llama News Round-Up | 21 Aug - 28 Aug

News 📰
→ Dune changes free plan access, now view-only
→ South Korea accelerates Digital Asset Framework Act to settle on rules for stablecoin issuance, VASP licensing, ETFs
→ Hyperliquid Policy Center wants SEC and CFTC to classify equity perps as security futures
→ Pakistan introduces crypto licensing regime, targets Sept 5 deadline for compliance
→ Coinbase-backed Stand With Crypto backs 32 CLARITY-supporting US House candidates
→ Kraken hit by HTX “dust attack”
→ Revolut launches euro-backed EURR to Denmark, Poland, and Portugal users
→ SEC sends rewritten crypto custody rules to White House for review
→ Crypto-friendly travel booking platform Travala suffers data breach incident

 Layer 1 & 2 ⛓️
→ Cosmos Labs warns of security incident affecting Cosmos EVM
→ Coinbase tokenized stocks are live on Base
→ BNB’s Pasteur hardfork goes live
→ MANTRA freezes network following Cosmos EVM incident
→ USD1 goes live on Canton

DeFi 🏦
→ Phantom ends support for Sui
→ LayerZero introduces ATLAS institutional crypto exchange
→ Morpho adds “Early Exit” feature on its Markets app
→ BounceBit to shutter blockchain and migrate to BNB following $3M exploit
→ Aave begins mobile app early access via Ghost Pass invites
→ Ethereum developers propose framework to safeguard ETH staking against quantum attack
→ PumpFun adds HyperEVM support
→ Ethena Foundation buys back early investor tokens, proposes fee switch activation
→ Curve appoints yRisk as risk service provider

Reads 📚
→ Michael Bentley: In defense of Morpho
→ Banteg: Researchers create fake DeFi startup, hire Lazarus workers, records sandbox operation
→ VaultsFYI: The State of DeFi Curation 2026
→ Raoul Pal: DeFi Wasn’t Meant For You

Raises & Acquisitions 💰
→ RockawayX acquires crypto hedge fund Relayer Capital
→ ORO raises $3M
→ Fasset raises $68M Series C
→ YZI Labs invests $12M into 24 startups; view them all here on DefiLlama's Raise dashboard

Security 🛡
→ An attacker hijacked LayerZero delegate permissions, exploiting Sandbox SAND minting on Base
→ $9M stolen so far from Moonwell on Base in collateral manipulation attack
→ Term Labs shuts down Meta Vaults and revokes DAO roles amid governance exploit
→ Re’s PT reUSD market on Morpho suffers oracle manipulation attack, triggers $37M in liquidations
→ OneKey team reproduces attack on Ledger Ethereum app

AI 🤖
→ Binance launches Agent OS and MCP server
→ OpenAI details the possibility of achieving AGI this year

Llama Update 🦙
→ Introducing the Universal Token Ratings dashboard, scoring token disclosure against live token behavior
→ How UTR scoring works
→ Pre-IPO private market data now available for 182 companies
→ 62 new columns added to Pro tables
→ DefiLlama is looking for a CPA for project-based work

🤳 Download the DefiLlama mobile app, available on iOS & Android:
https://defillama.com/app

📩 Subscribe to the DefiLlama newsletters here:
https://newsletter.defillama.com/

How does the new UTR dashboard by DefiLlama and Forgd assign scores to listed projects?

🌐 We break down the methodology in this article.

Our new Universal Token Ratings dashboard is live: the industry's first continuously updated token rating standard, built with Forgd.

100+ tokens now carry a single 0-100 score and AAA-CCC grade, live on DefiLlama.

https://defillama.com/universal-token-rating

🦙 Llama News Round-Up | 14 Aug - 21 Aug

News 📰
→ Chainalysis is suing the US Government after TRM Labs wins contract
→ Justin Sun is dusting everyone with USDT from HTX
→ SEC proposes new crypto rules, “Regulation Crypto Assets”
→ President Trump full-sends crypto markets with bullish press conference
→ Binance halts transaction processing support for over a dozen platforms, including HTX
→ BitPanda receives Austra’s first MiCA fine
→ Binance seeking FCA approval to re-open in the UK

 Layer 1 & 2 ⛓️
→ Harmony will roll back network after exploit
→ Japanese convenience store giant Lawson tests stablecoin payments on Polygon
→ BeraChain rebrands HONEY stablecoin to BeraUSD
→ MANTRA halts network following security incident

DeFi 🏦
→ Apple finally removes fake DefiLlama app after Founder 0xngmi proves it was a scam
→ Neutrl pauses minting and redemptions after reserves exploited
→ MoonPay, PayPal, and M0 launch PYUSDx launchpad
→ Lido announces automated LDO buybacks
→ EURC surpasses €400M total supply
→ Phantom integrates Google Pay
→ Kaito launches new social layer Pulse

Reads 📚
→ Hayden Adams: Correlated Pairs and how AMMs win the biggest markets
→ DebtCoin: The $40 Trillion Era
→ DefiLlama Research: Do stocks on crypto rails have good PMF?

Raises & Acquisitions 💰
→ South Korean crypto firm Mirae Asset invests $35M more into Korbit exchange following July acquisition
→ Polymarket acquires NFL prediction game platform Turf
→ GMTrade makes public offer to acquire Flash.Trade

Security 🛡
→ LlamaRisk launches LlamaGuard PT risk oracle for Pendle PT collateral
→ Arkham’s Guide to Smart Contract Hacks

AI 🤖
→ OpenAI Foundation announces AI for Civil Society and Philanthropy initiative
→ usdctofiat.xyz announces tokensto.cash to sell spare AI tokens

Llama Update 🦙
→ 48 market makers now listed on the new Market Maker Performance dashboard
→ New report: Argentine’s Financial Reality and the Impossible Dollar Access
→ The Equities dashboard now has new visualizations to track sector performance
→ New features added to the Yields dashboard, including stability/holder count comparison, token incentive/intrinsic yield toggles, looping strategies, and more

📲 Download the new DefiLlama mobile app, available on iOS & Android

Our equities dashboard now includes new visualizations to help you track sector performance across the entire market.

Size tickers by Market Cap, Revenue, Earnings, EBITDA, and other metrics.

Toggle between 1D, 7D, and 1M price changes.

defillama.com/equities

Guess the country:

→ 105% average annual inflation, every year since 1944
→ Capital controls capping USD purchases at $200/month
→ Informal FX market trading at up to 2x the official rate
→ A population that turned to crypto to protect its savings

If you guessed 🇦🇷 Argentina 🇦🇷 you're right.

What came next: a generation of builders who kept working without a legal framework, and a government that chose to formalize what they built instead of restricting it.

Our new report with Crecimiento traces how that combination produced 8.6M crypto users and $91B in annual volume, the highest per capita in Latin America.
Sponsored by Nexo.

🌐 Read the full report here.

🦙 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.