Total: -$787.6M (pressure on liquidity proxies)
Four consecutive outflow days flipped August’s trend and typically tighten on-chain risk budgets tied to ETH beta.
Lit Protocol’s “Vincent” enables permissioned, non-custodial AI agents to borrow, swap, bridge across Aave/Uniswap/deBridge under user policies.
Takeaway: infra is shifting from demos to verifiable agent ops with auditability and accountability.
Total ~$26.6B with tokenized U.S. bills as core base
Tokenized Treasuries anchor RWA TVL; peripheral assets (credit, commodities, real estate) fill the remainder.
Investor focus persists for automated DeFi stacks despite market chop.
| Theme | Summary | Sources |
|---|---|---|
ETH ETFs | Four-day -$787.6M outflows reversed August inflows; often compresses DeFi risk budgets tied to ETH beta. | |
Agents | Lit Protocol “Vincent” enables permissioned, non-custodial AI agents to borrow/swap/bridge under user policies. | |
Narratives | “Trusted network” rails for verifiable, accountable agents - akin to HTTPS for the web - gaining mindshare. | |
RWA | RWA TVL ~ $26.6B (Aug 2025 est.); tokenized U.S. bills > $7.4B as the core base. | |
AI Gambling | Rapid growth and unverified performance claims in AI-driven betting tools - volatile edge case for agentic finance. | |
PayFi | Remittix presale > $23M with multi-fiat/multi-crypto wallet rollout; narrative centers on cross-border settlement. |