DeFi value capture

Who actually keeps the money?

Users paid $2.6B across 618 comparable protocols in 30 days. Protocols kept 54% of it.

Protocols kept54.2%
Reported for holders*65.9%
FEES ARE WHAT USERS PAIDREVENUE IS WHAT THE PROTOCOL KEPTHOLDER REVENUE IS WHAT REACHED HOLDERSFEES ARE WHAT USERS PAIDREVENUE IS WHAT THE PROTOCOL KEPTHOLDER REVENUE IS WHAT REACHED HOLDERS

One payment. Three very different numbers.

A busy protocol does not automatically keep much revenue. And revenue kept by a protocol does not automatically reach its token holders.

Users paid · 30 days$2.6B

Across 618 protocols with both fee and revenue figures.

Protocols kept$1.4B

54.2% of the money users paid.

Reported for holders*$259.7M

65.9% of revenue among 297 protocols that report both figures.

Recent fee pace73 of 184

Large-enough protocols are running faster than their own 30-day pace.

The busiest cash registers.

The first bar is money paid. The next number shows how much of it stayed with the protocol.

TetherStablecoin Issuer
$486.5M
kept by the protocol100.2%
recent pace+3.8%
Circle USDCStablecoin Issuer
$197.5M
kept by the protocol100.3%
recent pace+4.0%
Uniswap V4Dexs
$129.0M
kept by the protocol0.0%
recent pace-14.8%
Pons V2Launchpad
$125.5M
kept by the protocol17.8%
recent pace+11.2%
PumpSwapDexs
$100.4M
kept by the protocol15.0%
recent pace-1.4%
Hyperliquid PerpsDerivatives
$79.6M
kept by the protocol77.6%
recent pace-23.8%
Uniswap V3Dexs
$56.3M
kept by the protocol28.2%
recent pace-1.0%
GMGNTelegram Bot
$52.0M
kept by the protocol83.3%
recent pace-17.6%
CantonChain
$49.8M
kept by the protocol100.6%
recent pace-6.9%
AxiomTrading App
$48.4M
kept by the protocol59.9%
recent pace+3.0%
LidoLiquid Staking
$48.1M
kept by the protocol6.3%
recent pace+2.3%
pump.funLaunchpad
$46.7M
kept by the protocol72.5%
recent pace-5.2%
ProtocolKeptTo holdersShare
Hyperliquid PerpsDerivatives$61.8M $61.8M100.0%
CantonChain$50.1M $50.1M100.0%
pump.funLaunchpad$33.8M $24.9M73.6%
TronChain$24.4M $24.4M100.0%
Uniswap V3Dexs$15.9M $15.9M100.0%
Aerodrome SlipstreamDexs$13.3M $13.3M100.0%
StonkFunLaunchpad$13.1M $6.2M47.8%
Chainlink StakingServices$5.5M $5.5M100.0%

Where users paid the most.

Categories are grouped only from protocols with comparable fee and revenue figures.

Stablecoin Issuer5 comparable protocols
$709.9M 98.8% kept
Dexs91 comparable protocols
$427.2M 17.5% kept
Launchpad39 comparable protocols
$255.0M 37.6% kept
Chain31 comparable protocols
$190.2M 67.6% kept
Derivatives34 comparable protocols
$124.8M 70.4% kept
Liquid Staking51 comparable protocols
$120.1M 8.0% kept
Lending45 comparable protocols
$101.6M 21.2% kept

Research by for Charlie Quant Lab · Updated