$270B
$33.1B
$5.0B
$128,862
Conclusion: DeFi is the capital base; AI/agent tokens are a fast-growing overlay that will plug into AMMs, lending, and intents. DeFiLlama • CoinGecko AI • CMC AI Agents
Conclusion: Base case: AI-driven DeFi (agents, indexing, data, risk) monetizes ~1.5–3.0% of TVL by 2028, a ~$3–8B pool. DappRadar (ATH $270B, Aug 2025) • DeFiLlama baseline
| Trend | Key Figure / Insight |
|---|---|
| DeFi Capital Base | New ATH at $270B in July; market participation broadens. [Source] |
| AI Tokens Layer | AI/Big Data tokens ~ $33B cap; developer interest growing. [Source] |
| Agent Economy | AI agents subsector near ~$5B cap; infra & tooling expanding. [Source] |
| Indexing Demand | The Graph Q2’25 usage revenue ~$129k (+6.4% QoQ). [Source] |
| Agent Funding | MAIGA raised $2M strategic (Sep 4, 2025). [Source] |
| Agent Rails | Olas POL/Treasury milestones; deepening agent rails. [Source] |
Notes: The Graph’s Q2’25 usage revenue is an infra proxy; Olas liquidity/treasury indicates early agent-economy depth; recent checks (e.g., MAIGA) show continued investor appetite.
AI is becoming DeFi’s execution & data co-pilot. As TVL rebounds and agent frameworks mature, expect migration from manual strategies to autonomous flows with stronger monitoring and circuit breakers. Winners bundle agents + indexing + risk controls in intent-aware vaults and programmable AMMs.