The Battle DEFI VS NFT takes an unexpected turn

They were believed to be good for the digital museum, stored in the drawers of the Bull Market 2021. However, the NFT did not say their last word. After months of lethargy, the market finds colors and even surprises the actors of the crypto. Better still, they have just exceeded the DEFI in number of active users, reversing a well -installed trend. Behind this rebound, uses that diversify and a strategy that seduces brands as much as experienced investors.

The NFTs lead the dance, the deffi keep the body

In July, the Challenge signed A feat: $ 270 billion of total locked value (TVL), a historic record. But this financial triumph masks an unexpected reality: user side, The NFTs have passed. 3.85 million daily active wallets interacted with DAPP NFT, against slightly less for the DEFI, out of a total of 22 million.

The explanation is partly due to thehegemony of Blur, which captures until 80 % of ETH volumeattracting professional traders and loans of loans via its Blend protocol. OPENSEAfor its part, remains leader in number of daily users (27,000 traders) thanks to a multi -hole and diversified offer. Zora seduces creators with an inexpensive Mint via her Layer 2 solution and his $ Zora token.

As The Dappradar note ::

NFT trading volumes jumped 96 %, propelling the sector in front of the DEFI in number of users.

NFT: Speculative boom in the utility age

July figures speak: +96 % exchange volume ($ 530 million) compared to Junebut -4 % of transactions. Result: an average price doubled, from $ 52 to $ 105.

THE Blue-chip collectionsas cryptopunks (+25 % in a month), carry this revival: 9 of the 10 largest NFT sales in 24 hours were punks. The brands do not be set back. Nike associates with EA Sports to launch virtual sneakers, Louis Vuitton and Rolex explore blockchain authenticationwhile Coca-Cola China tests digital collectibles.

User cases are widening: digital identity, event ticket office, gaming, real asset tokenization. According to Dappradar:

NFTs evolve from simple fashion effect to utility, passing from collectibles and culture to identity, ticket office, gaming and tokenization of real assets.

This shift towards utility marks a strategic change : less impulsive purchases, more integration into digital services.

A web3 in permanent recomposition

In the crypto ecosystem, the sectors hierarchy changes quickly. In July, gaming represented 22.4 %of DAPP activity, ahead of the AI (18.7 %) and the NFT (17.5 %). The DEFI, although backing up in users, remains essential for capital: ETH jumped 60 % in a month -Ethereum crypto recently crossed the $ 4,000 mark -, and Stoking awards reached 29.4 % APY.

On Solana, Hyperliquid generated 35 % of blockchain incomemanaging 60 % of the daily perpetual volume and $ 5.1 billion in the BRIDEGE USDC. But everything is not pink: exploits and hacks cost $ 132 million in July, or +16 % compared to June.

Figures that redraw the web 3 ecosystem:

• 270 billion $: TVL Record from the DEFI on July 28;
• $ 530 million: volume NFT of July, +96 % over a month;
• 3.85 m: daily active wallets on NFT DAPP;
• $ 132 million: losses related to exploits in July.

Faced with this table, the regulation is advancing: in the United States, the Genius Act and the Clarity Act pave the way to a more fluid integration between decentralized finance and traditional finance. “Project Crypto”, presented by the dry, even provides specific standards for the DEFI.

NFTs are no longer a simple fashion: they stand out as a lever for transformation in the crypto universe. By diversifying their uses, they shape new bridges between digital assets and traditional markets. A dynamic that could ultimately develop the way in which exchanges and trading are organized in the web3.