DeFi sector set for revival as potential rate cuts loom, says Bernstein report

DeFi revival ahead amid potential rate cuts: Bernstein report

As per a recent study conducted by Bernstein, Decentralized Finance (DeFi) is on the brink of garnering increased attention from traders in the forthcoming weeks.

While the sector is still recuperating from its lowest points in 2022, recent statistics indicate promising growth in Total Value Locked (TVL).

Moreover, with traders gearing up for an alteration in market dynamics, key assets such as Chainlink [LINK] and Lido Staked Ether continue to spearhead the market.

DeFi Poised for Expanded Trader Interest

A fresh analysis from Bernstein hints at the likelihood of heightened trader interest in Decentralized Finance (DeFi) in the upcoming weeks.

According to analysts Gautam Chhugani, Mahika Sapra, and Sanskar Chindalia, the potential rate cuts by the U.S. Federal Reserve—expected to range between 25 to 50 basis points on Wednesday—could render DeFi yields more enticing.

While the Total Value Locked (TVL) within DeFi remains at only half of its highest point in 2021, it has surged twofold from its 2022 nadir, reaching $77 billion. Furthermore, monthly users have witnessed a three to fourfold increase since the market’s lowest point.

Stablecoins have also experienced a resurgence, with values hovering around $178 billion, and the number of monthly active wallets holding steady at around 30 million.

DeFi Market Capitalization Declines, Yet Promising Signs Emerge

As per data from CoinGecko, the current market capitalization of the DeFi sector is approximately $68 billion.

A detailed inspection revealed a considerable drop in the market since April when its capitalization registered around $116 billion. Substantial losses have been observed since then.

However, in line with recent forecasts from Bernstein, a potential rebound in DeFi market capitalization could be on the horizon.

With the burgeoning interest in DeFi and favorable conditions looming, such as prospective U.S. Federal Reserve rate cuts, the market might witness a recovery in the upcoming months.

Chainlink Leads the Asset Market

According to CoinGecko data, LINK boasts the second-largest market capitalization within DeFi assets, following Lido Staked Ether.

Lido Staked Ether takes the lead with a market cap surpassing $22 billion, whereas LINK presents a market capitalization exceeding $6.4 billion. At the time of writing, LINK was trading at approximately $10.60, showcasing a 0.8% increase.

Despite recent advancements, LINK had previously undergone consecutive declines that pushed it below its short-term moving average (indicated by the yellow line).

Although it briefly surpassed this resistance level on September 13th, it failed to sustain the upward trajectory, dropping back below the moving average.

As DeFi readies itself for a resurgence in trader interest, driven by potential rate cuts and appealing yields, the sector seems set for a rebound.

While the market capitalization has suffered notable declines since April, positive indicators like the doubling of TVL and consistent user engagement hint at a prospective recovery.

 

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