Stacy in Dataland (´⊙~⊙`)

RWA capital flows show a clear rotation across chains. Over 30 days, BNB Chain leads with +$854M while Ethereum and Avalanche see outflows, but the one-year view flips the narrative: • Ethereum dominates with +$7.7B, and BNB Chain, Arbitrum, Avalanche, and Solana all post strong long-term inflows. • Short-term shifts aside, the broader trend is still heavily tilted toward Ethereum.

Most ETH vaults stalled, slipped, or converged into the same narrow performance range – except one. KernelDAO’s High Gain vault is now nearly 50% ahead of the next best ETH vault on vaults.fyi, holding strong through 90 days of volatility and still delivering 13%+ APR. With all three Gain vaults posting 10%+ this week, this looks less like a lucky streak and more like a system built exactly for this cycle.

Monthly spot volume across crypto exchanges dropped to $1.59T in November, the lowest since June. That’s a 26.7% slide from October’s $2.17T, marking the weakest volume month in nearly half a year.

GoPlus closed Q3 on a strong note: ecosystem profit climbed to $4.5M, up 32.5% despite market headwinds. API usage also strengthened, with daily query volume rising 21.4% to 31.7 million.

Since DRIP went live, both emerging protocols like USDai and Theo and established names like Maple, Euler, and Morpho have expanded on Arbitrum and posted notable growth. Lending markets kept their total size steady even as ETH fell 32% over the same period. Every $1 of incentives for USD assets translated into roughly $146 in added TVL.

By 2032, Bitcoin’s share of 401(k) allocations could range from a tiny 0.025% to a transformative 1.5%. The conservative case adds a slow, long-duration demand stream, while the medium scenarios introduce BTC to retirement accounts without meaningfully reshaping supply dynamics. But in the aggressive case, retirement flows of roughly 76,500 BTC per year surpass miner output, marking the first time demand from this sector would exceed new supply.

The Aave market on Arbitrum has surpassed $1.8B, making it the largest among all L2s with nearly 20% of the non-Ethereum market share. Arbitrum continues its steady growth, while Base and Linea have been trending downward.

Btw, VSN is actually the first Arbitrum token to enter Binance Alpha. Backed by one of Europe’s biggest regulated fintechs. $VSN gives: • 10%+ APY staking • Engage XP airdrop points • 20% trading fee discount • Launchpad access + XP multipliers coming next NFA, DYOR.

November recorded the largest ETF outflows ever seen.

Takara Lend is the largest application on Sei Network based on monthly active addresses. As the ecosystem expands, Takara continues to set the pace.

Injective’s RWA perpetuals have now handled over $6B in volume. Equities, forex, commodities, and even pre-IPO exposure are all available on-chain in one place – with leverage up to 25x.

Last week saw the biggest DAT inflows in over a month. Still, levels remain far from the summer peak, and nearly all of the activity came from a single operator, whose position is already down over 15%.