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Protocol launches, collateral changes and credit markets across Aave, Morpho and other DeFi lenders.
22 articles · Updated
Aave’s 15 September 2026 account explainer describes password-based access, device recovery and optional biometric recovery. The important questions are who can recover access, which permissions exist and how withdrawals are authorized.
Read analysis →Aave Labs introduced its official MCP server on 8 September 2026. It supports protocol queries and unsigned transaction preparation across V3 and V4. The key distinction is between reading data, preparing an action and signing it.
Read analysis →Morpho announced its Arc deployment on 16 September 2026. Variable-rate credit is live; further distribution and fixed-rate products remain roadmap items. Here is how to assess the integration and its risks.
Read analysis →On 25 August 2026 a thin Pendle YT-reUSD tape moved PT-reUSD about 3% and Morpho liquidated roughly $36 million of looped debt in 14 minutes. Lenders were made whole. The lesson is oracle window, LLTV and looping — not a hack.
Read analysis →On 22 August 2026 Stani Kulechov said Aave deposits crossed $30 billion. That is a protocol deposit print, not DeFiLlama TVL, and it sits below 2025 peaks. Treat it as a recovery datapoint, not a buy call.
Read analysis →Curve’s July recap and early-August gauge votes put LlamaLend V2 on Ethereum with Inverse Finance sDOLA and Frax sfrxUSD as the first yield-bearing markets. Convex now votes those gauges on-chain; Resupply remains the CDP that sits on Curve Lend and Fraxlend collateral — adjacent, not the same product.
Read analysis →Convex’s Resupply Summer campaign is live: extra RSUP and CVX for Curve Lend and Fraxlend collateral, gauge weight, and a structural positive-carry borrow. Round 1 began 3 August 2026. This is a growth programme, not a price forecast.
Read analysis →Aave, Morpho, SparkLend, and Compound supply APYs have compressed in mid-2026 as TVL rebounds post-restaking stress. We break down where borrowers still pay premium rates and where LPs earn real yield.
Read analysis →On-chain tokenised real-world assets exceeded $30B in June 2026, with OUSG on Aave and BlackRock BUIDL integrations driving institutional DeFi lending. Here is how RWA collateral is changing money markets.
Read analysis →Solana DeFi TVL and DEX volume rebounded in June 2026, led by Jupiter aggregators, Kamino lending, and liquid staking flows into JitoSOL and mSOL. Alpenglow upgrade anticipation adds a protocol roadmap tailwind.
Read analysis →Total tokenised real-world assets on public blockchains have crossed $20 billion — a milestone that reflects growing institutional confidence in on-chain infrastructure. From US Treasuries and private credit to real estate and commodities, the RWA tokenisation market is expanding rapidly across Ethereum, Base, and Stellar.
Read analysis →Aave V4 launched on Ethereum mainnet on March 30, 2026, introducing a hub-and-spoke lending model, unified liquidity across chains, and a governance package that routes 100% of protocol revenue to AAVE buybacks. With $26.18 billion in TVL, Aave is now the most valuable DeFi protocol ever.
Read analysis →Convex Finance marks its fifth anniversary on 17 May 2026, having grown from a $68 million launch to a $22 billion TVL peak, distributed over $872 million in rewards, and cemented itself as the dominant force in Curve governance — despite a brutal bear market that took CVX from $62 to $1.36.
Read analysis →The market for tokenized real-world assets — Treasury bonds, private credit, commodities, real estate, and equities — grew from $5.8 billion in January 2025 to over $30.8 billion by April 2026. Ethereum holds 94% of tokenized commodities and the majority of stablecoin supply.
Read analysis →DeFi's total value locked has rebounded to approach $93 billion in early May 2026, recovering from a sharp decline following KelpDAO's $292 million exploit on 18 April. The recovery reflects stabilising market sentiment and renewed confidence in major protocols including Aave, Lido, and Curve.
Read analysis →Fluid Finance activated a $1 billion cap aWETH redemption mechanism integrated with Lido, EtherFi, 0x, and 1inch, allowing Aave depositors to redeem trapped ETH directly through liquid staking issuer queues — bypassing DEX slippage cascades entirely.
Read analysis →The $292M Kelp DAO rsETH exploit spilled across chains as Kamino Finance on Solana saw USDC lending pools reach 100% utilization, with lenders racing to exit before bad debt from bridged rsETH collateral materialized.
Read analysis →AAVE token fell 16% and $6 billion fled the protocol after attackers used drained rsETH to borrow wrapped ether, leaving Aave assessing its bad debt exposure from one of DeFi's most damaging contagion events.
Read analysis →Paxos Labs cofounder Chunda McCain argues that enterprises adopting stablecoin infrastructure can cut payment costs, unlock credit lines, and earn on-chain yield — but warns that not every company needs to issue its own token.
Read analysis →Decentralised finance has matured significantly since 2024. This updated comprehensive guide ranks the ten most important DeFi platforms of 2026 — from the dominant DEXs and lending markets to the innovative new entrants reshaping how capital moves on-chain.
Read analysis →The tokenisation of real world assets — from US Treasury bills to private credit and real estate — has crossed $10 billion in on-chain value, reshaping DeFi's collateral landscape and attracting a new class of institutional participant.
Read analysis →Aave V4 went live on Ethereum on 30 March 2026 with Hub & Spoke accounting, a new liquidation engine, and a user risk premium on borrows. V3 did not disappear. This is the launch recap and who should not migrate yet — not a click-path.
Read analysis →We cover decentralized lending, stablecoins, protocol infrastructure, regulation and security. Each briefing separates reported facts from analysis and links to research that explains the underlying mechanisms.
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We prefer original protocol announcements, governance proposals and official legislative records. We identify issuer claims, distinguish proposals from live changes, and update earlier coverage when a development changes its conclusion.