SYRUP (SYRUP)

Alt selling pressure has a 5 year ATH. This is the result of countless projects deploying tokens with extractive tokenomics: - No use cases (purely governance) - No revenue share/ value accrual - Launching tokens pre PMF - Poor vesting schedules - Predatory ICOs It's clear, retail paid the price; the smart money has moved on, and 99% of alts will never come back. Does that mean it's the end? No We're already seeing the pendulum starting to swing towards fundamentals. Protocols sharing revenue generated ( $SYRUP, $AAVE, $HYPE, $SKY, $UNI) Protocols revamping lockups and incentives models ( $PENDLE) Protocols implementing buybacks ( $FLUID) Fundamentally sound protocols will continue to thrive and survive this downturn.

It's not that the market is dead; it's that the speculative markets are dead. Liquidity is finding its place, and it's in key NeoFinance projects. Look at: - @maplefinance ( $SYRUP) with syrupUSDC hitting another ATH (over $1.6b) - @aave ( $AAVE) with $23b in active loans, around 62% marketshare courtesy of becoming the RWA lender. - @pendle_fi ( $PENDLE) MAUs +44% QoQ as they evolve into a stablecoin-first DeFi app. - @Uniswap ( $UNI) continues to show strength amid the market downturn with a moat in their trading volume ~$243b over the past quarter. Each of these protocols has a moat, all dominating their respective narratives, generating fees, and producing real value. The markets are simply returning to fundamentals.

Over the last 30 days, @maplefinance is the only top 10 lending protocol to grow its loan book. Since January, Maple has increased total active loans by $220M (+10%), despite a brutal crypto market. This growth is driven by institutional balance-sheet credit demand, which tends to expand when onchain risk appetite contracts, rather than speculative leverage, which many competitors rely on. h/t @tokenterminal

There's a pattern with DeFi protocols that actually make it. They stop being one thing and become infra while managing it to sustain it even in a bear market. @maplefinance is exactly doing that. It started as institutional lending and has scaled beyond it. ➢ Total AUM sits at $4.5B+ ➢ Total of $20B in loans originated (Currently has $2.4B active loans) ➢ Generated $8M+ in fees last month ➢ $SYRUP is sitting at $317M mcap Most yield sources in DeFi are synthetic. Maple's comes from overcollateralized loans to real borrowers. It is one of those projects that experienced extraordinary growth this cycle. That's the difference. h/t to @tokenterminal for the data

$20bn now $200bn later $2tbn soon @maplefinance / $SYRUP update.

🟢Battle Testing @MapleFinance A common phrase often heard: "Those types of companies break during the bad times and BTC crashes". No. No in fact, they do not. Liberation Day. October 10th February 6th... all come. All gone. All passed with flying colours. A few numbers from this week: ✅ loans remain overcollateralized and healthy. ✅ 70 margin calls were issued ✅ cured in 2.4 hours on average ✅ some loans were actively managed and closed ✅ borrowers added $280M in collateral Institutional grade risk management at scale, in all market conditions // $SYRUP.