Monday market + DeFi + 7-day narrative reports · 6 editions
Goldfinch winding down — Six of eight borrowers in default, depositors report 70% losses vs. protocol’s 20% li
Lighter’s on-chain escape hatch verified by L2B audit
Aave V3 fee spike hits ~$20M as volatility drives borrowing and liquidations link
Whitehat rescues $2M locked ETH from 2016 HongCoin ICO contract link
StablR multisig exploit: $13.5M unbacked EURR/USDR minted, $10M+ swapped for ETH
Aave restores WETH LTVs across Ethereum, Arbitrum, Base, Mantle and Linea, advancing the rsETH recovery plan �
ETH (+3.6% 7d) outperformed BTC (+0.1%) and the median alt (-0.0%), while BTC dominance rose to 56.1% (+0.5pp wo/w). Total market cap at $2.27T (+1.4% 24h) signals cautious rotation into ETH and select alts
Monitor Arc mainnet timeline as protocols race to deploy; Goldfinch fallout may trigger broader RWA contagion. Aave V4 liquidations and Morpho’s FHE vault adoption bear watching for DeFi risk signals