Analytics Weekly Highlights | 2025-W40

Naoufel

10/6/20252 min read

Hi Invader, and welcome to the Analytics Weekly Highlights for Week 40 of 2025.

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Supply & Market Capitalisation

In week 40 we observe a sharp decrease of the price and market capitalization in line with the global market correction : 

  • INV FDV USD: 27,524,138 (-9.50%)

  • INV Circulating Supply USD: 26,875,142 (-9.50%)

  • INV Circulating: 702,047 (steady)

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DOLA Feds

DOLA Feds

This week there were an increase in the total DOLA supply mainly due to FiRM Fed expansion on new markets  :

  • Total DOLA Supply: 177,374,865 DOLA (+2.17%)

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FiRM

Usage

FiRM user numbers display large drops in week 40.

  • Borrowers: 88 (-45)

  • Stakers: 109 (steady)

  • Active Users: 195 (-45)

Markets

FiRM markets TVL and current borrows are increasing this week due to large deposits and borrows on DOLA/USR market, borrows on DOLA-sUSDs market and cvxCRV price appreciation.

  • TVL : 149,347,843 USD (+4.31%)

  • Current Borrows :107,623,910 (+4.83%)

This week we spotted 24 transactions over the million mark, and many more above the 100k mark, mainly withdrawals and repayments on the yvCurve-DOLA-sUSDS-f, DOLA/USR, and DOLA-sUSDe markets.

👉🏾 To see the full list , scroll below this section.

DBR

This week the DBR burning mechanism was quiet :

  • Burned: 640,811 DBR

  • Total Burned: 77,843,472 DBR (Change: +0.82%)

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sDOLA

At the end of Week 40 sDOLA deposits are cooling off below 30M :

  • Total deposits :29,283,233 DOLA (-6.41%)

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DBR Virtual Auction

This week the DBR auction was active :

  • Total DOLA bougth : 5,251,748 DOLA (+117,997 DOLA / +2.30%)

  • Total DBR sold : 61,055,160 DBR (+1,651,541 DBR / +2.78%)

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DOLA Liquidity Pools

On the LP front, we observe an increase in both DOLA and other assets over week 40 :

  • DOLA in LPs: 74,182,362 DOLA (+2.52%)

  • Other Assets in LPs: 55,724,565 USD (+6.75%)

  • DOLA/Other Assets Ratio: 133.12% (Change: -2.15pp)


The largest change were  on :

  • DOLA-USR on Curve with an increase by USD 4.9 millions to USD 38.5 millions (-12.58%)

  • DOLA-sUSDs on Curve with an increase by USD 1.4 millions to USD 27.7 millions (-12.54%)

More exhaustive figures available in the table below !

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Governance

Stay tuned for more insights next week ! If you have any data question don't hesitate to reach out to @naouufel on X/Twitter or to the Analytics General channel on our Discord.

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Notes

Supply & Market Capitalisation : positions : on-chain data (RPC) , prices : DefiLLama

FiRM & Governance : on-chain data (subgraph: inverse-governance-subgraph)

DOLA Feds : on-chain data (RPC)

Markets : prices: Coingecko ; CEX trades & volume: Coingecko ; DEX trades & volume: on-chain data

Liquidity Pools : positions : on-chain data (RPC) ; prices : DefiLLama

To process and analyze the data we make a heavy use of python scripts and SQL which rely on our in-house data analytics platform Inverse Watch.

The data presented in this article has been aggregated on a weekly basis and is combining multiple data sources listed below. It is presented for information purposes and does not constitute an investment advice.

This analysis was realized taking assumptions due to the quality of the historical data available for some token prices. For this reason, some historical values might deviate from the reality

We do strive to continuously improve our data productions processes and are upgrading our methodology every day with the best tools available. For this rreason the data might periodically get revised.

Sources