MEJ毛毛姐
MEJ毛毛姐|Mar 23, 2026 15:18
Depth: How Mantle will reshape the liquidity gravity field of L2 in 2026? '' In the first quarter of 2026, Mantle (MNT) drew a steep TVL growth curve in the aftermath of a bear market, thanks to its unique CeDeFi genes and extreme funding efficiency. As of March 23rd, Mantle's DeFi TVL has exceeded $755 million. This is not only a victory for data, but also a phased alliance for its "liquidity hub" strategy. 1. Breaking through: from expanding channels to the "global liquidity distribution layer" Mantle's core narrative has already surpassed 'cheaper Ethereum'. Through the seamless mapping of Super Portal, it successfully redirected Bybit's massive CeFi fund pool onto the chain. The experience of "deposit and receive" has enabled USDT0 to quickly climb to the top three global stablecoins, becoming the native bloodline linking TradFi and DeFi. Under this strategic framework, Mantle has demonstrated strong "asset absorption power": RWA's institutional level entry: With Ondo, Mantle is implementing on chain trading of over 60 tokenized stocks (AI, energy, defense) to hedge against endogenous volatility in the cryptocurrency market through the liquidity of physical assets. AI empowered decision-making layer: After integrating Allora and Almanak, Mantle is no longer a rigid ledger. It provides "swarm intelligence" to liquidity providers (LPs) through AI predictive models, allowing every MNT to appear in the most profitable pool at the most suitable time. 2. Engine: A "liquidity black hole" constructed by Aave and KelpDAO If strategy is the backbone, then Aave's burst on Mantle is its strongest muscle. Just over a month after its launch, its market size has surpassed 1.34 billion US dollars, ranking third in the world. The secret weapon behind this is KelpDAO. By introducing wrsETH (liquidity re staking token), Mantle has created a perfect nested revenue model: 1. By pledging to obtain wrsETH, users not only lock in the Ethereum consensus layer revenue, but also activate Mantle's ecological incentives. 2. These wrsETH immediately become high-quality collateral on Aave, and the borrowed USDT0 or other assets can further participate in the RWA cycle. This' building block 'growth allowed Mantle to achieve a 230% TVL leap within 6 months, successfully surpassing its former competitors in terms of ecological niche. 3. Practice: How to explore excess returns in "ultimate efficiency"? For investors, after seeing the trend clearly, the next step is how to implement the strategy. In the ecosystem of Mantle 2026, the addition of CIAN has completely changed the gameplay of yield. CIAN driven structured strategy CIAN has directly moved the complex USDe&sUSDe leverage strategy onto the Mantle chain. The traditional "manual brick moving" has become a thing of the past, and the ultimate operation now is: Automated basis trading: Use CIAN's treasury to hedge arbitrage with just one click using USDe's financing interest rate spread. In Mantle's low gas environment, the compounding frequency of this strategy can reach the minute level, greatly squeezing the residual value of every penny. The 'Dimension Reduction Strike' of AI Agents AI agents such as Monikamonad, which have recently gained attention, are implementing "autonomous coin issuance and automatic repurchase" on Mantle. By participating in these ERC-8004 standard based AI projects, retail investors are not only investing in tokens, but also participating in an economic entity that can evolve on its own. 4. Signal: Whales' 'Silent Accumulation' and Market Consensus Behind the data lies the most honest signal. Although the MNT price is $0.706 The market experienced a pullback in the vicinity, but Santiment detected a weekly increase of 600% in whale funds (>$100000 trading). This divergence phenomenon of "price sideways and large volume buying" usually indicates institutions' long-term optimism towards Mantle as a "CeDeFi engine". Based on the $100 million derivative holdings data, the bearish power has been exhausted around the $0.70 support level, and the release of bullish clearing pressure has instead made room for further outbreaks. Mantle's story has shifted from "technological exploration" to "financial plunder". It uses Bybit traffic as the entry point, Aave for depth, CIAN for efficiency, and finally locks in future growth space with AI and RWA. In this era where liquidity is king, Mantle is no longer a follower of the L2 track. It is serving as the foundation of 'Wall Street on the chain', redefining the boundaries of funds. @Mantle_Official @0xMantleCN
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