DeFi Pulse #1 — First 30 Days
From planting to first harvest signals.
The Coalition's first month of public deployment data. TVL trajectory, market utilization, capital reallocation, partner expansion, and what Phase 2 looks like.
DeFi Pulse
Every month, the Coalition publishes a comprehensive on-chain report — what was deployed, where it went, what worked, what didn’t. Plus weekly Snapshot data updates between reports.
Reports
The Format
The Coalition publishes monthly reports in a consistent structure so trends are visible cycle-over-cycle. Eight sections, the same every time:
Executive summary
What happened this cycle, in one short paragraph.
Capital overview
Total deployed, change, partner-level breakdown.
Market performance
Per-market utilization, lend APY, borrow APR, flow.
Borrower activity
Active loan count, unique borrowers, repayment rate.
Ecosystem metrics
USDM volume, holder count, integrations.
Content & visibility
Spaces, podcast episodes, third-party coverage.
Partner pipeline
Who's in discussion. Who joined. Who didn't proceed and why.
Next month outlook
What we're reallocating, what we're shipping, what we're testing.
→ Snapshot
Where the garden stands this week, between Pulse reports.
→ Playbooks
Strategies built from the patterns the Pulse reports surface.