Jack 🟪
@JackMandin
Data Chef @blockworksres
1/ 🚨 Interest Rate Update | 2025-07-21 🚨 Stablecoin interest rates peaked on Thursday last week following an early morning utilization spike in USDT on Aave. Average borrow and supply rates peaked at 7.5% and 6% on Thursday, and have since dropped back to between 3.5-5%.

After only a few short months, USDS deposits and loans have overtaken DAI on @sparkdotfi. Since May, interest rates for the two assets have remained within about 20 basis points of each other.


WETH interest rates on @aave have been on the move this past week! Let's take a look at why. Variable interest rates on Aave are a function of utilization. As an assets utilization rises, so does the interest. Increased utilization could be caused from either a relative increase…

BWR is hiring one new data analyst. This is an opportunity to join the most cracked data team in crypto bar none. DM me if interested.
Recent Morpho deployments gaining traction - over $450M supplied and $160M borrowed across Polygon, Worldchain, Unichain, Katana, Plume and others. Still small compared to the near $3B combined supply on Ethereum and Base.


Big DAI movements on Morpho since late May! From May 26-31, DAI utilization rates crashed from over 75% to below 15%, driven almost entirely by a few large loan repayments. The impact on supply rates was immediate, tanking to a low of ~0.4%. This subsequently caused a massive…



While the industry still debates the merits of valuing projects by revenue, the real "monster" is on the expense and equity side. Identifying which tokens are vested and providing better transparency on a team's financial health is the logical next step in accurately valuing…
0/ The second cohort of the Token Transparency Framework is now live, continuing to elevate disclosure standards across the industry. This round consists of: - Maple - MetaDAO - Sanctum - Velodrome - Gearbox The net result? More information is publicly available to markets.