Monday market + DeFi + 7-day narrative reports · 6 editions
Ondo x Mirae Asset ETFs — Ondo partnered with Mirae Asset to tokenize 10 global ETFs, first mint expected in J
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 (+2.5% 7d) outperformed BTC (-0.2% 7d) and the median alt (0.0% 7d), while BTC dominance rose to 56.0% (+0.6pp wo/w). Market cap fell to $2.25T (-2.3% 24h), signaling cautious but ETH-leaning rotation
Monitor Arc mainnet readiness (testnet updates accelerating), Morpho’s growing institutional adoption (MXNB vault, confidential USDC), and Ondo’s tokenized ETF minting in July. Aave V4 liquidations and STRC volatility bear watching for risk signals