According to @OnchainLens, roughly two hours before the report, address 0xb16c60e0a93b73cd96bca5b0811715146b3f6fb4 linked to @theunipcs supplied 1,737,000 ASTER (about $3.34M) on Euler Finance and borrowed $1.03M USDT, then transferred the USDT to a new wallet (source: @OnchainLens; data: @nansen_ai). According to @OnchainLens, the borrower is still holding the USDT with no additional on-chain activity observed at the time noted (source: @OnchainLens; data: @nansen_ai). For trade monitoring, track address 0xb16c60e0a93b73cd96bca5b0811715146b3f6fb4 and the Euler position for any changes in collateral or debt as flagged by @OnchainLens (source: @OnchainLens; data: @nansen_ai).

According to the source, Crypto.com has partnered with Morpho and Cronos to integrate DeFi lending on the Cronos blockchain, enabling stablecoin yields on wrapped BTC and ETH (source: social media report). Independent confirmation from Crypto.com, Morpho, or Cronos has not been published at the time of writing; traders should await an official announcement before positioning (source: official company channels). If confirmed, watch for a TVL uptick on Cronos, CRO spot and perp volume changes, and any on-chain growth in wBTC/wETH supplies that could tighten basis and influence BTC and ETH funding on Cronos-linked venues (source: on-chain analytics dashboards and exchange data once released).

According to Paolo Ardoino, Tether's Wallet Development Kit (WDK) Template Wallet is built 100% on WDK with encapsulated reusable UI components, is fully non-custodial with multiple seed backup strategies, runs across mobile and desktop platforms, is security audited, and implements USDT, USDT0 and DeFi primitives including lending and swapping. Source: Paolo Ardoino on X, Sep 29, 2025. He stated the code will be open-sourced soon and can be cloned, customized, built, and released by teams to their communities, with the Template Wallet implementing on-chain lending and swapping for USDT. Source: Paolo Ardoino on X, Sep 29, 2025. Ardoino added that WDK will be the building block for billions of wallets. Source: Paolo Ardoino on X, Sep 29, 2025.

According to @paoloardoino, Tether’s Wallet Development Kit (WDK) Template Wallet is built entirely on WDK with encapsulated reusable UI components, is planned to be open-sourced, and has undergone a security audit. source: https://twitter.com/paoloardoino/status/1972656691545006345 It is fully non-custodial with multiple seed backup strategies, available on both mobile and desktop platforms, and implements USDT, USDT0, and comprehensive DeFi primitives such as lending and swapping. source: https://twitter.com/paoloardoino/status/1972656691545006345 The toolkit is presented as clone-and-customize infrastructure for communities and positioned as a building block for large-scale wallet deployments, directly aligning with USDT-focused DeFi trading workflows. source: https://twitter.com/paoloardoino/status/1972656691545006345

According to @MilkRoadDaily, Aave now has $30.5B in outstanding loans, while the next largest protocol, Morpho, has $4.3B. Source: @MilkRoadDaily on X, Sep 19, 2025. The roughly $26.2B gap exceeds the entire DeFi lending market size a year ago as stated by the source. Source: @MilkRoadDaily on X, Sep 19, 2025. For traders, this concentration makes Aave the primary venue for on-chain borrow-rate discovery; monitoring utilization, borrow APYs, and liquidation metrics on Aave can inform risk and pricing decisions. Source: Aave Protocol documentation on utilization-based interest rate model.

According to @MilkRoadDaily, Aave’s outstanding loans have reached $30.5B, placing it at the top of DeFi lending by active credit exposure. According to @MilkRoadDaily, Morpho stands at $4.3B, implying a $26.2B gap between Aave and the next largest protocol. According to @MilkRoadDaily, that gap alone is larger than the entire DeFi lending market a year ago. Based on @MilkRoadDaily figures, Aave’s loan book is roughly 7.1 times Morpho’s ($30.5B vs $4.3B), a scale traders can use to gauge relative liquidity depth and borrowing conditions for AAVE-linked markets.

According to @MilkRoadDaily, Aave’s average quarterly revenue was $5M in 2022, $4.6M in 2023, $21M in 2024, and $24.6M in 2025, reflecting roughly a 5x increase over two years (source: @MilkRoadDaily). Based on @MilkRoadDaily’s figures, the 2025 average is about 17% higher than 2024, indicating accelerating top-line momentum that traders can incorporate into AAVE fundamentals and revenue-multiple tracking (source: @MilkRoadDaily). For trading setups, a sustained quarterly run-rate near $25M can serve as a fundamental anchor when assessing AAVE spot and perp market reactions and risk-adjusted entries, with $24.6M as the latest benchmark (source: @MilkRoadDaily).

According to Lex Sokolin, Aave is managing about $28 billion in on-chain assets, underscoring substantial liquidity available for lending and borrowing on the protocol (source: Lex Sokolin on X, Sep 8, 2025). Higher on-chain assets typically translate into deeper liquidity and utilization-driven interest rate dynamics across Aave markets such as ETH and major stablecoins, which are key variables for carry and basis strategies (source: Aave Protocol Documentation). Key variables for assessing Aave trading conditions include utilization, reserve factor interest flows to the protocol treasury, and liquidation activity as defined by the protocol design (source: Aave Protocol Documentation).

According to @MilkRoadDaily, Kamino leads Solana lending and KMNO’s market capitalization is about 148 million USD, highlighting its relatively small size; source: @MilkRoadDaily. The author adds that an additional 150 million USD could double KMNO’s value, underscoring the token’s sensitivity to new capital; source: @MilkRoadDaily.

According to @EmberCN, 34,000 ETH were deposited into Aave approximately 20 minutes before the post on September 4, 2025. According to @EmberCN, the update was shared with an accompanying image showing the deposit transaction.

According to @ag_dwf, FalconStable now supports WLFI as collateral, indicating WLFI can be posted to open borrowing positions on the platform, though the post did not disclose LTV, collateral factors, caps, or liquidation parameters (source: @ag_dwf, X, Sep 1, 2025). Traders should verify go-live details, risk parameters, oracle sources, and liquidation mechanics with FalconStable before using WLFI as collateral due to the lack of specifics in the announcement (source: @ag_dwf, X, Sep 1, 2025). Monitor WLFI spot liquidity, borrowing rates, and any official parameter updates from FalconStable for potential impacts on WLFI volatility and on-chain demand following this collateral support update (source: @ag_dwf, X, Sep 1, 2025).

According to the source, an Aug 29, 2025 X post urges traders waiting for their next move to put idle stablecoins to work by earning yield on USDC via Metalend and shares a direct platform link; source: X post dated Aug 29, 2025.

According to @ai_9684xtpa, a WLFI proposal indicates Aave would receive 7% of WLFI’s total token supply as a lending-ecosystem partner, with that allocation currently valued at $2.79B (source: @ai_9684xtpa). According to @ai_9684xtpa, this relative value versus AAVE’s current fully diluted valuation of $5.9B is a key driver behind AAVE appearing among top gainers (source: @ai_9684xtpa). According to @ai_9684xtpa, the proposal surfaced late last year and a proposal link was shared, raising timing questions about why the market is reacting now (source: @ai_9684xtpa).

According to @MilkRoadDaily, traders holding USDC between entries can put idle capital to work on Metalend to grow stablecoin balances rather than leaving funds unused, Source: @MilkRoadDaily on X. The post links to a Metalend review for further details, positioning it as a DeFi yield option for USDC while awaiting the next trade, Source: @MilkRoadDaily on X.

According to @PeckShieldAlert, as the market corrected and BTC fell below $120K, a whale long position on BTC via Venus was liquidated for 779.41 vBTC valued at USD 1.55M. @PeckShieldAlert specifies that the liquidation occurred on Venus and provides the size and timing on Aug 14, 2025, offering a concrete datapoint on BTC-linked DeFi liquidation activity.

According to @Celo, ZeruFinance’s zScore is now live on Celo, enabling users to connect their wallets and verify on-chain reputation across lending protocols and DEXs for risk-aware DeFi activity. According to @Celo, the release expands Celo’s reputation and identity ecosystem, providing traders and lenders a standardized wallet behavior signal to check before borrowing, lending, or executing swaps on integrated protocols. According to @Celo, users can review ZeruFinance’s thread for more details on how to connect a wallet and interpret zScore outputs.

According to @milesdeutscher, Aave’s scale would place it among the top 40 U.S. banks if it were a bank, highlighting DeFi’s growing footprint; the claim was made in a public post on Aug 13, 2025; source: @milesdeutscher. For trading, focus on verifiable on-chain and protocol metrics: track Aave total value locked to gauge capital inflows and risk appetite across DeFi lending, which is publicly aggregated for Aave markets; source: DefiLlama. Monitor per-market utilization, variable borrow rates, and liquidation activity in the Aave app to assess funding conditions and potential volatility catalysts; source: Aave App. Review protocol revenue mechanics and reserve factors that direct a share of interest to the DAO treasury, which can affect long-term token value capture; source: Aave Docs. Watch governance proposals and risk parameter changes (collateral factors, interest rate curves) that can materially move borrowing costs and liquidity for AAVE-linked markets; source: Aave Governance. Note that AAVE functions as the governance and Safety Module token securing the protocol, which is central to risk and incentive alignment; source: Aave Docs.

According to @bubblemaps, the decentralized finance (DeFi) sector is experiencing a new wave of growth, with the total value locked (TVL) in top lending protocols surging past $50 billion, a 60% increase over the past year. A report by Artemis and Vaults.fyi attributes this growth to increasing institutional participation and the integration of DeFi infrastructure into the backend of user-facing applications, a trend called the 'DeFi mullet'. For instance, Coinbase's BTC-backed loans are powered by Morpho, originating over $300 million in loans. Concurrently, the Nasdaq-listed firm Defi Development Corp (DFDV) announced it is raising $112.5 million through convertible notes, with proceeds intended for a stock buyback and the acquisition of more Solana (SOL) tokens. This move highlights a growing trend of public companies adding cryptocurrencies to their balance sheets. Following the announcement, DFDV shares traded down 12% in the early session.

According to @CryptoMichNL, the decentralized finance (DeFi) sector is undergoing a significant transformation driven by institutional participation. A report by Artemis and Vaults.fyi reveals that the total value locked (TVL) in top DeFi lending protocols like Aave (AAVE), Euler, Spark, and Morpho has surged past $50 billion, marking a 60% increase over the past year. This growth is fueled by trends like the "DeFi mullet," where fintech applications use DeFi infrastructure on the backend. For instance, Coinbase's BTC-backed loans, powered by Morpho, have already originated over $300 million. Another key driver is the rise of on-chain asset managers, whose capital under management has quadrupled from $1 billion to over $4 billion since January. Concurrently, OP Labs, the builder of Optimism (OP), predicts that every crypto exchange and fintech firm will operate its own Layer-2 blockchain within five years, following the success of Coinbase's Base. This allows for the monetization of custodied assets and improved user experiences. Market data shows OPUSDT trading at $0.5280, down 5.714% in 24 hours, while AAVEUSDT is at $259.95, a 5.579% decrease.

According to @OnchainDataNerd, the decentralized finance (DeFi) sector is undergoing a significant transformation, with the total value locked (TVL) in top lending protocols like Aave and Morpho surging 60% over the past year to approach $60 billion. This growth is reportedly driven by increasing institutional participation and the integration of DeFi as a backend financial layer for user-facing apps, a trend dubbed the "DeFi mullet." For instance, the Coinbase integration with DeFi lender Morpho has already originated over $300 million in Bitcoin (BTC) backed loans. The report also highlights the rise of tokenized real-world assets (RWA) and on-chain asset managers, whose capital under management has quadrupled from $1 billion to over $4 billion since January. In contrast, despite nearly a decade since its launch, Ethereum (ETH) has failed to host large-scale consumer DApps due to critical scalability and economic barriers. The network's low throughput of about 14 transactions per second makes it unsuitable for mainstream applications. However, emerging technologies like zero-knowledge (ZK) proofs are presented as a potential long-term solution to enable the massive scale required for Web3's original vision.