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Lending sector capital flows: a wild ride 🚀 Early 2025: deposits sat at $55–65B. A small dip to $50–55B in April, then we recovered. H2 2025 went parabolic. Fueled by leverage demand and yield loops, TVL nearly doubled to ∼$125B by Nov–Dec. That lined up perfectly with $BTC breaking $122K ATH. Aave led with ∼50% market share, while Morpho, Spark, Maple, Fluid, and Kamino all scaled fast. 🟢📊 2026 told the opposite story. By July deposits crashed to $55–60B. Over 50% gone. What broke it? 1. Oct 10, 2025 liquidation cascade 2. Nov 2025 Stream Finance/xUSD confidence shock 3. Apr 2026 KelpDAO hack — $6B wiped from Aave in days, $13B total DeFi loss in 48 hours And that’s just 3. 2026 has already seen 121 hacks totaling nearly $1B in damages. Leverage builds the highs. Trust and security decide if they last. #DailyOrbit @OKX Orbit #CXMTMemoryIPO #FOMCRateWatch