@fariswebb
TVL is not what you should be watching.
Watch the curators.
• Steakhouse: ~$1.8B AUM
• Sentora: ~$1.4B AUM
• Gauntlet: ~$1.3B AUM
The value in DeFi may not be accruing to the protocols themselves, but to the asset managers who have earned the market's trust.
👇🏻
Don't Watch TVL. Watch the Curators.
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