DeFi Intelligence — Revenue Analysis
Investment-grade DeFi protocol analysis based on revenue efficiency.
DeFi Revenue Intelligence: Follow the Real Value Creators
Track 200+ DeFi protocols by actual revenue generation, not just TVL. Discover which protocols are creating sustainable value through high capital efficiency, strong revenue growth, and excellent ROI metrics. Focus on protocols with Revenue/TVL ratios above 2% and annualized ROI above 50% for the best investment opportunities.
💡 Revenue vs TVL : la vraie métrique DeFi
La plupart des gens classent les protocoles DeFi par TVL (Total Value Locked), mais le Revenue/TVL ratio est bien plus important. Il mesure l'efficacité du capital.
💡 Signaux d'investissement : Revenue/TVL > 30% = excellent business model (comme les meilleures SaaS). 8-30% = bon protocole. < 8% = protocole inefficace. Cherchez les protocoles avec forte revenue ET ROI annualisé > 50%.
💡 Why Revenue Matters More Than TVL
Most people rank DeFi protocols by Total Value Locked (TVL), but revenue is the real metric that matters.
- >30% Revenue/TVL: Excellent business model (similar to SaaS companies)
- 8-30%: Good efficiency (sustainable protocol)
- <8%: Low efficiency (value extraction problem)
DeFi Ecosystem Overview
Monitor total value locked (TVL), daily revenue generation, growth trends, and identify the dominant protocols. These KPIs provide a snapshot of the entire DeFi ecosystem's health and revenue-generating capacity.
💡 DeFi Protocol Revenue - Real Value Creation
Protocol revenue represents the actual fees generated by DeFi protocols from user activity (swaps, borrows, liquidations, etc.). Unlike TVL which can be inflated, revenue shows real usage and demand. High revenue protocols are generating real cash flow and creating sustainable value.
📊 Why it matters:
• High revenue + low TVL = Very efficient protocol (like a high-margin business)
• Revenue growing = Product-market fit, increasing adoption
• Top protocols (Uniswap, Lido, AAVE) often generate millions per day
• Compare revenue to token market cap to find undervalued protocols
💵 Top 20 Protocols by 24h Revenue
Revenue Data Not Available
DeFiLlama fees API did not return revenue data for these protocols.
TVL data is available - see the charts below.
💡 Capital Efficiency & ROI Metrics
Revenue/TVL Efficiency = How much revenue a protocol generates per dollar of locked capital. Annualized ROI = If the protocol were a stock, what would be the annual return based on current revenue vs. market cap. These metrics reveal which protocols are capital-efficient vs. capital-heavy.
💡 Strategy:
• High Efficiency (>2%) = Protocol generates a lot with little capital (e.g., DEXs, perpetuals)
• Low Efficiency (<0.5%) = Capital-heavy model (e.g., lending protocols need large TVL)
• High ROI (>50%) = Token may be undervalued relative to revenue
• Compare protocols within same category for fair analysis
⚙️ Revenue/TVL Efficiency Ratio
Capital efficiency: how much revenue per dollar locked
Requires revenue data
📈 Annualized ROI on TVL
If protocol were a stock, what's the yield?
Requires revenue data
DeFi Category Breakdown: Revenue & TVL Distribution
Understand which DeFi categories dominate in terms of revenue generation vs. capital locked. Compare DEXs, lending protocols, derivatives, and more to identify which sectors are most capital-efficient and which are capital-intensive.
💰 Revenue by Category
💎 TVL by Category
AI-Powered Investment Signals
Our algorithm analyzes revenue efficiency, growth trends, ROI metrics, and market positioning to generate BUY, HOLD, or CAUTION signals for each protocol. Focus on protocols with STRONG BUY or BUY signals that show high revenue growth and excellent capital efficiency.
🎯 Investment Signals
🟢 STRONG BUY / BUY
0 protocols
🟡 HOLD
0 protocols
🔴 CAUTION
0 protocols
📋 Detailed Protocol Rankings
| # | Protocol | Category | TVL | 7d Change | Revenue (24h) | TVL/MCap | Signal |
|---|