Qoory Research
Insights
Source-backed daily Web3 intelligence and original analysis, built from frozen evidence and reviewed before publication.
Latest edition
Sharp TVL Divergence: Babylon Gains as Balancer, DoubleZero Slip
Divergent liquidity signals: Babylon and Hyperithm captured new deposits while Balancer and DoubleZero experienced sharp weekly TVL drops. The simultaneous moves suggest possible reallocation rather than a uniform market drawdown.
12 sourcesEdition 2026-07-18
Edition archive
3 editionsAave and Babylon TVL Rise as DeFi Exploit Narrative Spreads
Aave and Babylon TVL rose notably this week while a DeFi exploit narrative gained traction. Balancer's TVL fell sharply, and a TON unlock is approaching, suggesting capital is rotating rather than retreating.
Tokenized Securities Settle as Institutional Capital Coils in DeFi
Institutional settlement milestones coincide with fresh capital entering tokenized credit and major lending markets, while one DeFi venue sees a sharp TVL pullback.