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DeFi Metrics

Understand the key metrics that matter when analyzing DeFi protocols. Learn how to evaluate TVL, yields, protocol revenue, and risk factors.

Key DeFi Metrics

Total Value Locked (TVL)

The total amount of assets deposited in a DeFi protocol

Primary measure of protocol size and user trust

Protocol Revenue

Fees generated by the protocol from user activity

Indicates sustainability and value capture

Yield/APY

Annual percentage yield offered to liquidity providers

Drives capital allocation decisions

Utilization Rate

Percentage of deposited assets being borrowed

Affects interest rates and protocol efficiency

Understanding TVL

What TVL Tells You

Growing TVL

Indicates user confidence, attractive yields, or protocol adoption

Declining TVL

May signal reduced yields, security concerns, or better alternatives

TVL Caveats

Can be inflated by token price, double-counted, or incentivized temporarily

TVL Composition Analysis

Stablecoins45%
ETH/WETH30%
BTC (Wrapped)15%
Other Tokens10%

Higher stablecoin ratio often indicates more "sticky" TVL less affected by token price volatility

Yield Analysis

Sources of Yield in DeFi

Lending Interest

Earn interest by supplying assets to lending protocols

Typical APY: 1-10%

Trading Fees

Share of swap fees for providing liquidity to DEXs

Typical APY: 5-50%+

Token Incentives

Protocol tokens distributed to attract liquidity

Often unsustainable long-term

High Yields = High Risk

Yields significantly above market rates often come with hidden risks: impermanent loss, smart contract risk, token dilution, or unsustainable tokenomics. Always understand WHERE the yield comes from.

Protocol Comparison

ProtocolCategoryTVLAPY RangeRiskChains
Aave V3Lending$12.5B2-8%Low8
Uniswap V3DEX$4.2B5-50%Medium7
LidoStaking$28B3.5%Low1
GMXPerps$500M15-40%High2
CurveDEX$2.1B2-20%Medium12

* Data is illustrative. Always verify current metrics from official sources.

Risk Assessment Framework

Smart Contract Risk

Bugs or vulnerabilities in protocol code

Mitigation:Check audits, bug bounties, time-tested code

Oracle Risk

Price feed manipulation or failures

Mitigation:Verify oracle providers, check for TWAP usage

Liquidity Risk

Inability to exit positions at fair price

Mitigation:Check TVL depth, historical liquidity patterns

Governance Risk

Malicious or poorly designed governance actions

Mitigation:Review governance structure, timelock delays

Counterparty Risk

Dependence on centralized entities

Mitigation:Assess centralization points, admin keys

Protocol Health Checklist

Security

  • Multiple security audits from reputable firms
  • Active bug bounty program
  • Time-locked admin functions
  • No history of major exploits

Fundamentals

  • Sustainable revenue model
  • Growing or stable TVL trend
  • Active development and updates
  • Transparent team and documentation

Track DeFi Metrics in Real-Time

Monitor TVL, yields, and protocol health across the DeFi ecosystem with ChainLens.