According to @justinsuntron, not every blockchain has 70 billion dollars in stablecoins, drawing attention to a chain with an exceptionally large stablecoin float that traders can use as a direct gauge of on-chain liquidity and execution depth, source: @justinsuntron on X, Sep 19, 2025. For trading, monitor stablecoin transfer activity, DEX volumes, and lending rates on the referenced chain to assess liquidity conditions around stablecoin pairs and potential basis or yield opportunities, source: @justinsuntron on X, Sep 19, 2025.

According to @MilkRoadDaily, DeFi total value locked is now above USD 150B, highlighting a renewed build-up from the 2021 hype peak cited by the author, source: Milk Road (@MilkRoadDaily). For trading, treat the TVL expansion as a sector momentum cue and monitor TVL trend, DEX volumes, and stablecoin inflows to time rotations into DeFi exposure, source: Milk Road (@MilkRoadDaily). The author states foundations are stronger, so traders should validate with on-chain revenue, active users, and risk metrics before sizing positions, source: Milk Road (@MilkRoadDaily). Key catalysts include shifts in on-chain liquidity and yield levels that can accelerate or stall activity across DeFi protocols, source: Milk Road (@MilkRoadDaily).

According to @MilkRoadDaily, stablecoin supply on Solana has risen 540% since January 2023, representing billions of dollars in fresh liquidity parked on-chain. Using data from @MilkRoadDaily, traders can treat this surge as a liquidity-positive input for execution and capital deployment on Solana rails, and monitor whether activity in SOL and Solana DeFi aligns with the reported influx.

According to @adriannewman21, founders who previously framed their work as consumer crypto now say they are building DeFi products, highlighting that crypto activity centers on capital markets (source: @adriannewman21). This observation implies builder attention is concentrating on capital-market primitives such as DEXs, lending protocols, and RWA infrastructure, which can shift roadmap and newsflow toward the DeFi vertical that traders monitor for catalysts (source: @adriannewman21). Traders can validate this rotation by tracking on-chain metrics including DeFi TVL, DEX spot volumes, stablecoin supply, and protocol fee revenue, alongside announcements from consumer teams launching DeFi features or tokens (source: @adriannewman21). Positioning may prioritize DeFi narratives until data contradicts the trend; confirm with verifiable project updates and measurable on-chain activity before adjusting risk (source: @adriannewman21).

According to @pedrouid, WalletConnect was built to enable self-custody, reinforcing the non-custodial access theme across Web3 and DeFi. Source: @pedrouid on X. For trading impact, past market stress saw users migrate to self-custody and on-chain execution, with record exchange outflows to self-custody and a subsequent rise in DEX market share. Source: Chainalysis research on November 2022 exchange outflows; Kaiko Research analysis of DEX share following FTX. Traders can monitor three signals tied to self-custody adoption momentum: DEX spot volumes, gas fees and on-chain activity, and active wallet usage across dapps connected via WalletConnect. Source: WalletConnect documentation on ecosystem integrations; Glassnode Academy guidance on on-chain metrics.

According to @MilkRoadDaily, Ethereum (ETH) hosts 51%+ of all stablecoins in circulation, positioning ETH as the primary venue for stablecoin activity; source: @MilkRoadDaily. Independent chain distribution data shows Ethereum as the largest chain by stablecoin supply in 2024–2025, supporting this dominance; source: DefiLlama, Artemis. Higher stablecoin settlement on Ethereum mechanically increases gas usage and fee revenue paid in ETH, which accrues to validators; source: Ethereum.org (Gas and fees). Under EIP-1559, elevated base fees lead to more ETH burned, affecting net issuance and tightening supply during high on-chain activity; source: Ethereum.org (EIP-1559), Ultrasound.money. For traders, increases in stablecoin share on Ethereum have been associated with higher DEX volumes and deeper on-chain liquidity, improving execution conditions in ETH markets; source: Kaiko, Dune Analytics.

According to @AltcoinGordon, the stablecoin supply on Solana reached a new all-time high yesterday, indicating increased liquidity and potential for heightened trading activity on the network (source: https://twitter.com/AltcoinGordon/status/1915693514844709172). Traders should monitor Solana-based DeFi protocols and DEX volumes, as surging stablecoin inflows often precede market volatility and new opportunities in SOL and related tokens.

According to Miles Deutscher, memecoins constitute 70% of Solana DEX volumes, highlighting the need for the Solana ecosystem to diversify into other sectors as memecoins lose their allure. This could be crucial for maintaining Solana's on-chain dominance. Traders should monitor Solana's strategic shifts and potential developments in new verticals to capitalize on future opportunities.

According to Miles Deutscher, Sonic ($S) has climbed to 6th place in daily decentralized exchange (DEX) volumes, marking an 84% increase from the previous week. It now surpasses other significant blockchains such as Sui, Berachain, and Hyperliquid. This growth indicates increasing investor interest and liquidity moving towards the Sonic ecosystem.