Latest report · August 2026 · 7 Sept 2026Euler in August 2026: the deposits grew, the book did notMonad ended August larger than Ethereum for the first time. Deposits rose 5.9% in dollars and fell 2.7% once collateral repricing is stripped out.$950.5MGross deposits-2.7%Real change, ETH + Monad60.6%UtilizationRead the report →

All reports

8

• 2 Sept 2026 · August 2026Spark in August 2026: every asset line grew, every earnings line fell$1.24MFamily net revenue
• 2 Sept 2026 · August 2026Fluid in August 2026: everyone grew, so growth is the wrong question$3.34BGross deposits
• 17 Aug 2026 · June + July 2026The State of Composable Real-World Assets: June and July 2026$523.1MCollateral
• 5 Aug 2026 · July 2026The State of Lending on Ethereum — July 2026+$553MSector inflow
• 6 Jul 2026 · June 2026The State of Lending on Ethereum — June 2026+$1.33BSector inflow
• 2 Jul 2026 · May + June 2026The State of Lending on Sui — May and June 2026−20.4%Sector TVL
• 7 Jun 2026 · May 2026The State of Lending on Ethereum — May 2026−$1.6BLRT collateral
• 7 May 2026 · April 2026The State of Lending on Ethereum — April 2026−23.0%Sector TVL

Articles

3

• 14 Aug 2026Tokenizing a real-world asset is easy. Using it is the hard part.
• 16 Jun 2026How Centrifuge is Making Tokenised RWAs Composable
• 16 Jun 2026The Four Plumbing Problems of Tokenised Finance