Log inSign up
Image
user avatar
Mesh
Tori Finance
@MeshClans
Research Analyst & Writer | DeFi • RWAs • Stablecoins • Onchain Analysis | @pendle_fi evangelist | @redstone_defi advocate
On-chain
t.me/MeshClans
Joined August 2022
1,536
Following
8,649
Followers
1
Subscription
RepliesArticlesMedia
  • Pinned
    user avatar
    Mesh
    Tori Finance
    @MeshClans
    Aug 7
    From August 2021 through 2023, blockchains captured 90%+ of monthly crypto revenue. By mid-2026, that share dropped to 25%. The new breakdown: 🔸 Finance apps: exceeded 50% in most months 🔸 Consumer apps: steady meaningful share 🔸 Blockchains: down to ~25% 🔸 Physical and
    Image
  • user avatar
    Mesh
    Tori Finance
    @MeshClans
    19h
    RWA DEX spot volume hit $6B in Q2 2026, up 220% year over year. Broader crypto DEX activity fell roughly 70% in the same period. That gap is what matters. RWA trading volume was close to zero in late 2023. It started climbing in Q4 2024, picked up speed through 2025, peaked
    Image
  • user avatar
    Mesh
    Tori Finance
    @MeshClans
    Aug 6
    USDGO, USDD and USDG added almost $650M in combined market cap over the past 30 days. During the same period, USDT and USDC have been shedding billions since their May peak. If you're only watching those two, you're missing where fresh stablecoin liquidity is actually showing
    Image
  • user avatar
    Mesh
    Tori Finance
    @MeshClans
    Aug 4
    Aave crossed $500 million in deposits on Monad one month after launch. That makes it one of the fastest liquidity builds Aave has seen on a new chain and one of its strongest multichain deployments so far. Active borrowing reached $215 million over the same period. The market
    Image
    Image
    00:24
    user avatar
    TokenLogic
    @Token_Logic
    Aug 3
    1/ One month ago, @aave went live on @monad. Since then, the market has grown from zero to +$500M in user deposits and +$215M in active loans. First month breakdown ↓
  • user avatar
    Mesh
    Tori Finance
    @MeshClans
    Aug 3
    DeFi lending contracted 31% in H1 2026. Maple Finance grew 22% over the same period and posted its strongest numbers ever. AUM reached $4.6B, up 81% year-over-year. Outstanding loans hit a new all-time high of $1.9B, while originations reached $5.4B in the first half alone. Q2
    Image