
DeFi TVL held near $95.3B, down 0.25%, as Balancer's holders voted to shut the protocol down, a $3.65B LayerZero "gain" proved a data step, and NEAR Intents lost and recovered $3.8M.
| Metric | Verified reading | Strategic significance |
|---|---|---|
| Aggregate DeFi TVL | $95.4912B to $95.2528B; -$238.4M / -0.2497% 1 | Ether moved -0.02% over the window, so the ether-denominated book fell 0.23%: a real, if small, net exit. |
| Largest dollar gainer | LayerZero V2: +$3.65B; $8.011B to $11.662B 5 | The whole step lands on one chain in one day; Polygon's own balances did not move, so it reads as an accounting change. 6 |
| Largest dollar loser | Sentora Curator: -$255.7M; $2.762B to $2.506B 5 | An Ethereum-only step of $421M on 29 September; cause unresolved. 7 |
| Largest security incident | NEAR Intents: $3,800,000 on 1 October 8 | A bug between the Omni deposit system and the NEAR Intents contract; services paused, funds returned the next day. 4 |
| Binding governance outcome | Balancer approves its own wind-down 9 | 99.2% of BAL cast backed it and the rival fork BIP-929 failed; pools move to withdrawals-only on 30 October. 3 |
| Highest displayed APY | Aerodrome Slipstream USDC-PROS: 516,256.40% at $1,023,462 TVL 10 | Reward emissions supply 516,239.53 points of the rate and base swap fees 16.87%. |
| Metric | 28 September | 4 October | Change |
|---|---|---|---|
| Total DeFi TVL | $95.4912B | $95.2528B | -0.25% 1 |
| Ether price | $2,687.54 | $2,686.89 | -0.02% 2 |
| Bitcoin price | $84,449 | $84,743 | +0.35% 11 |
| Solana price | $121.96 | $119.60 | -1.93% 12 |
| DeFi TVL measured in ether | 35.531M ETH | 35.451M ETH | -0.23% 1 |
| Chain | Current TVL | Share of tracked total | 7-day change |
|---|---|---|---|
| Ethereum | $54.416B | 56.212% 13 | -0.33% 14 |
| Solana | $6.702B | 6.923% 13 | -0.34% 15 |
| Base | $6.442B | 6.655% 13 | +1.80% 16 |
| BSC | $5.838B | 6.031% 13 | -1.19% 17 |
| Tron | $5.716B | 5.905% 13 | +0.35% 18 |
| Bitcoin | $4.590B | 4.741% 13 | +0.42% 19 |
| Arbitrum | $1.431B | 1.478% 13 | -2.85% 20 |
| Hyperliquid L1 | $1.201B | 1.241% 13 | -6.45% 21 |
| Monad | $1.037B | 1.071% 13 | +2.10% 22 |
| Polygon | $0.740B | 0.765% 13 | -2.84% 23 |
| Avalanche | $0.643B | 0.664% 13 | +2.18% 24 |
change_7d measures the latest snapshot against the same clock time seven days earlier, while the aggregate figures above come from daily snapshots, so the two bases disagree for protocols whose intraday value moved sharply at the edges of the window. Where the disagreement changes the direction of a move, both readings appear below.| Protocol | TVL before | Current TVL | 7-day change | Dollar move | What the feed shows |
|---|---|---|---|---|---|
| LayerZero V2 | $8.011B | $11.662B | +45.58% | +$3.65B | The Polygon leg went from $32M on 2 October to $3.86B on 3 October; Ethereum held near $7.2B. 6 |
| Aave V3 | $18.093B | $18.559B | +2.57% | +$465.8M | Against the daily endpoints the same week is -$168.6M, because the whole gain arrives after 4 October. 27 |
| Falcon Finance | $1.208B | $1.655B | +37.00% | +$447.0M | A steady climb from 2 October on Ethereum, its only deployment. Cause unresolved. 28 |
| Morpho Blue | $11.006B | $11.418B | +3.74% | +$411.7M | Deposits expanded across its vaults; the daily series puts the week at +2.44%. 29 |
| WBTC | $9.668B | $10.029B | +3.74% | +$361.4M | Wrapped bitcoin recovered the balances it lost the previous week, with BTC up 0.35%. 5 |
| Lido | $26.382B | $26.743B | +1.37% | +$360.5M | The Ethereum book drifted up on a flat ether price, so the daily series shows a smaller +0.95%. 30 |
| Arbitrum Bridge | $3.489B | $3.816B | +9.38% | +$327.2M | Escrow into Arbitrum grew while the chain's own DeFi balances fell 2.85%. 5 |
| SSV Network | $13.949B | $14.192B | +1.74% | +$243.2M | The Ethereum validator book reversed part of last week's decline. 5 |
| Protocol | TVL before | Current TVL | 7-day change | Dollar move | What the feed shows |
|---|---|---|---|---|---|
| Sentora Curator | $2.762B | $2.506B | -9.26% | -$255.7M | A one-day step on Ethereum on 29 September, $1.483B to $1.062B, with Ink and Solana flat. Cause unresolved. 7 |
| Circle Bitcoin | $0.373B | $0.164B | -55.95% | -$208.7M | The cirBTC escrow unwound all week, from $376M on 28 September to $172M on 4 October. 31 |
| Unit | $1.086B | $0.886B | -18.43% | -$200.1M | The Bitcoin leg was flat through 4 October, then stepped down on 5 October; the daily series shows -3.64% through 4 October. 32 |
| Hyperliquid Bridge | $7.299B | $7.157B | -1.94% | -$141.9M | A steady decline across the week, matching the chain's own outflow. 33 |
| Lista CDP | $0.226B | $0.089B | -60.45% | -$136.5M | A single-day step on BSC between 30 September and 1 October, $224M to $88M. Cause unresolved. 34 |
| USDT0 | $3.506B | $3.377B | -3.69% | -$129.4M | Tether's interoperability layer gave back two weeks of gains across its deployments. 5 |
| Steakhouse Financial | $2.596B | $2.506B | -3.47% | -$90.1M | A managed-vault book that has now fallen two weeks running; the daily series shows -2.32%. 35 |
| Kinetiq kHYPE | $1.113B | $1.046B | -6.09% | -$67.8M | The Hyperliquid staking derivative fell 9.34% on its daily series, deeper than the feed suggests. 26 |
| Protocol | Chain | Loss amount | Attack vector | Remediation status |
|---|---|---|---|---|
| NEAR Intents | BSC, and 10 further networks | $3,800,000 8 | Bridge logic flaw in the Omni deposit and withdrawal path 4 | Contract patched; deposits and withdrawals paused on eleven networks; attacker returned all funds on 2 October. 4 |
| FlashLoopAdapter | Ethereum | $305,000 8 | Improper access control; a spoofed Safe authentication check 36 | No protocol-level bailout; Aave V3 contracts unaffected. 36 |
| SKYDAO | BSC | $183,483 8 | Swap logic flaw in the SKYDAO/USDT PancakeSwap V2 pair 8 | Undisclosed. 8 |
| Protocol (space) | Proposal | Outcome | For / Against | Quorum | What it changes |
|---|---|---|---|---|---|
Balancer (balancer.eth) | BIP-928: Orderly Winddown of Balancer and Distribution of the Treasury | Passed | 17,086,591 / 139,573 9 | 5,000,000, met | Winds the exchange down, pauses pausable pools into withdrawals-only on 30 October, and distributes the treasury from May 2027. 3 |
| Balancer | BIP-929: Fork and Reincarnate | Failed | 5,213,625 / 12,113,520 38 | 5,000,000, met | Would have kept pools running into 2027 under a new entity with up to 6M non-circulating BAL. 39 |
Abracadabra (abracadabrabymerlinthemagician.eth) | Orderly wind down of MIM and Abracadabra | Quorum not met | 100,047,421 / 523,446 40 | 3,000,000,000, not met | Turnout was 3.4% of quorum with two addresses voting, so the plan to pay MIM holders about four cents on the dollar was not authorised. 41 |
Aave (aavedao.eth) | ARFC: Sentora Externally Curated Hub & Spoke Framework on Aave V4 | Passed | 360,060 / 0, with 378 abstaining 42 | Not exposed | Sets the framework for a third-party curator to run Aave V4 vaults. |
Derive (derivexyz.eth) | DIP: Launch Derive V3 | Passed | 107,111,355 / 653,797 43 | Not exposed | Launches the next version of the options protocol. |
| Derive | DIP: Increase $DRV Buyback Allocation from 35% to 50% of Protocol Fees | Passed | 47,689,774 / 0 44 | Not exposed | Raises the share of protocol fees directed to buying back DRV. |
Gearbox (gearbox.eth) | GIP-292: Continued Use of VIBES Funds and Spending Scope | Passed | 219,763,400 / 151,131,526 45 | 200,000,000, met | Extends the DAO's incentives spending mandate. |
G DAO (g-dao.eth) | GP47: Bridge DAO Treasury G from Gravity Alpha Mainnet to Ethereum Mainnet | Passed | 372,823,059 / 1,685 46 | 120,000,000, met | Moves the DAO's own treasury to Ethereum. |
sdCRV (sdcrv-gov.eth) | Kill emissions for the old cvxCRV/CRV and sfrxUSD/crvUSD LlamaLend pools | Passed | 20,022,603 / 0 47 | 5,322,974, met | Ends CRV emissions to two legacy markets. |
ClearPool (clearpoolfinance.eth) | Strategic Expansion to the XRP Ledger, with a 1:1 CPOOL-to-CLEAR migration | Passed | 37,240,964 / 1,087,430 48 | Not exposed | Migrates the token and recapitalises the treasury. |
Horizen (horizenfoundationnontechnical.eth) | Special Council Elections — September 2026 Cohort | Quorum not met | 256,792 total across 13 candidates 49 | 536,175, not met | The election fell short of its threshold despite 40 voters. |
| Pool | Chain | TVL | Total APY | Base APY | Reward APY | 7-day base | 30-day mean | Risk profile |
|---|---|---|---|---|---|---|---|---|
| Aerodrome Slipstream USDC-PROS | Base | $1,023,462 | 516,256.40% | 16.87% | 516,239.53% | 12.48% | 117,044.97% | Emissions supply 99.997% of the headline and the print is four times its 30-day mean. 10 |
| Aerodrome Slipstream CTR-USDC | Base | $586,215 | 40,118.81% | 6.00% | 40,112.81% | 3.90% | 60,874.58% | Same shape, and the 30-day mean is 1.5 times today's rate. 10 |
| Aerodrome Slipstream USDC-VELVET | Base | $1,098,783 | 23,304.05% | 1.38% | 23,302.67% | 3.38% | 47,604.29% | Base fees cover 0.006% of the rate; the 30-day mean is twice it. 10 |
| Origami Finance SUSDS-S | Ethereum | $533,826 | 10,454.95% | 10,454.95% | 0.00% | 0.00% | 790.52% | A pure-fee print with no reward leg at all, and a 30-day mean an eighth of today's rate. 10 |
| Aerodrome Slipstream USDC-MSFTC | Base | $921,909 | 6,050.65% | 209.37% | 5,841.28% | 63.70% | 476.49% | A tokenized-equity pair on $10.6M of daily volume against a $0.9M book. 10 |
| Aerodrome Slipstream WETH-CBBTC | Base | $2,215,355 | 4,244.82% | 89.33% | 4,155.49% | 69.11% | 2,809.09% | $63.8M of daily volume on a $2.2M book makes the fee component real. 10 |
| Aerodrome Slipstream USDC-MSTRC | Base | $1,499,663 | 2,651.23% | 194.77% | 2,456.46% | 109.34% | 2,666.45% | The steadiest tokenized-equity pair, with base fees at 7.3% of the total. 10 |
| Aerodrome Slipstream USDC-NVDAC | Base | $1,980,145 | 1,953.91% | 70.45% | 1,883.46% | 71.23% | 343.69% | $7.6M of daily volume against a $2.0M book. 10 |
| Uniswap V4 ZC-USDC | Ethereum | $645,379 | 1,089.89% | 1,089.89% | 0.00% | 0.00% | 4,480.59% | The second pure-fee print, and its 30-day mean is four times today's rate. 10 |
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