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Mantle is reshaping the on-chain liquidity landscape through technological upgrades and a change in its funding structure.
In recent months, Mantle's growth has accelerated significantly. In just a few months, its on-chain TVL (TVL) has increased from hundreds of millions of dollars to over $1 billion, and its stablecoin market capitalization is approaching $1 billion.
Meanwhile, after Aave listed on the Mantle market, its lending volume quickly surpassed $1 billion. These figures indicate that Mantle's fund activity and liquidity are significantly improving, and a genuine fund circulation is beginning to form within the DeFi ecosystem.
🌟 The core reason for this change is Mantle's technological upgrade.
By introducing SP1 technology, Mantle has upgraded from a traditional Optimistic Rollup to a ZK Validity Rollup.
The most noticeable change is that cross-chain confirmation speed has been reduced from approximately 7 days to approximately 1 hour, while the cost of a single transaction proof has decreased to approximately $0.002, significantly improving fund flow efficiency and making it more suitable for institutional participation.
In terms of positioning, Mantle has shifted from simply scaling the network to becoming a "liquidity distribution layer," attempting to connect the flow of funds between TradFi, RWA, and DeFi.
To achieve this goal, Mantle launched two core assets: mETH and cmETH:
➣ mETH is a liquid staking asset for ETH, earning staking rewards;
➣ cmETH, combined with EigenLayer's restaking mechanism, adds rewards on top of the original yield.
When these assets are incorporated into protocols such as Aave and Merchant Moe, they can continuously circulate in the lending and liquidity markets, improving capital utilization efficiency.
Simultaneously, Bybit's Vault has introduced approximately $150 million in assets under management to the system, enabling retail and institutional funds to interact within the same ecosystem, gradually building a CeDeFi integrated capital circulation model.
🌟 Another important direction for Mantle is: AI Agents.
In February 2026, Mantle launched the ERC-8004 standard on its mainnet, establishing a three-tiered registration system for AI agents: identity, reputation, and verification. This allows AI agents to possess identifiable identities on-chain and participate in collaboration.
This mechanism is considered a crucial infrastructure for the DeFi ecosystem, enabling AI to participate in DeFi, asset management, and automated trading scenarios in the future.
Overall, @Mantle_Official's development does not rely on a single narrative but is driven by technological upgrades, funding structures, and new application directions.
With the ZK architecture improving capital efficiency, the DeFi ecosystem forming a cycle, and AI agents gradually being implemented, Mantle is building a network centered on liquidity distribution and capital efficiency.
If the integration of AI and DeFi reaches a large-scale stage, Mantle's ecosystem still has room for further expansion.
@Mantle_Official @0xMantleCN
#RWA #DeFi #Succinct #Bybit

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Disclaimer: The content above is only the author's opinion which does not represent any position of Followin, and is not intended as, and shall not be understood or construed as, investment advice from Followin.
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