#DeFi Revenue Returns to High Levels#

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Hot Topic Overview

Overview

DeFi revenue returned to 2021 highs in 2023, driven largely by new entrants. Aave and MakerDAO performed strongly, with MakerDAO hitting an all-time high in December. The rapid rise of Ethena also contributed to the growth in DeFi revenue. This indicates that DeFi is experiencing a resurgence and attracting new participants.

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Analysis

DeFi revenue returned to 2021 highs in 2023, driven by new entrants, with Aave and MakerDAO particularly strong performers. Ethena's rapid rise and MakerDAO's record high in December indicate a DeFi resurgence. The Block's data and insights newsletter notes that the growth in DeFi revenue is primarily attributed to new entrants bringing fresh capital and liquidity to the DeFi ecosystem. Established DeFi projects like Aave and MakerDAO have also benefited from this trend, experiencing significant revenue increases. This suggests that DeFi is entering a new growth phase, with new entrants and established projects working together to drive DeFi's development and lay the foundation for continued revenue growth.

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Classic Views

DeFi revenue returned to 2021 highs in 2023.

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Aave and MakerDAO were the main contributors to DeFi revenue growth.

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New entrants drove DeFi revenue growth.

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DeFi is experiencing a resurgence and showing strong growth momentum.

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