A coordinated $312M USDC/DAI exit across 7 linked wallets pushed USDT share to 61%. Pattern matches pre-depeg hedging seen in Mar-2023, but USDT reserves attestations remain current.
Smart-money cohort added 4.1M UNI and 220K AAVE in 18h, mostly from CEX hot wallets. Sentiment on governance forums turned positive after the fee-switch proposal.
8.4M txs vs 1.1M on L1. Growth is concentrated in social and gaming contracts; DEX share fell to 22%.
New ezETH pool attracts restaking demand. Implied yield 14.2% vs 9.8% last week.
Scheduled grant program disbursement; no exchange deposits observed.