$86.9B in tracked DeFi TVL now sits next to $320.7B stablecoin supply, and most of the edge is path-dependent: Base inflows, Hyperliquid OI, Pendle maturities, Morpho borrow rates, stablecoin mint/burn deltas. Putting LlamaAI inside Telegram turns those queries into persistent alerts, so the winning use case is getting pinged when fees diverge from token price or bridge flows hit a chain before CT notices. The nasty downside is crowding: if every paid Llama account runs the same “undervalued revenue growers” prompt, the screen becomes a liquidity map for faster bots.

Top comment by @Benthic