aeon-defi-overview

The decision layer above DefiLlama. One read per day on the regime, the biggest movers with causal reasoning, and which yields are actually sustainable vs being paid for in inflation.

Regime verdict

One of RISK-ON / NEUTRAL / RISK-OFF. Computed from five inputs, each named in the output:

• 24h aggregate TVL change across majors.
• 24h DEX volume vs 30d average.
• Leverage utilization on top lending markets.
• Stablecoin net mint / burn.
• Perp funding rates on majors.

Verdict is reproducible from these values — operator can disagree but not on the math.

Movers

Top 5 TVL gainers and top 5 losers. Per row: protocol + chain, 24h delta, one-line "why" (incentive launch, exploit, depeg, narrative, liquidation cascade) or "no obvious driver" if unclear.