DeFi Market Experiences Revenue Drops as On-chain Activity Reduces
- The broader DeFi sector is witnessing revenue decline where most of the platforms faced declines of over 50% in March.
- MakerDAO was the only good performer in March with an 11% revenue surge.
The decentralized finance (DeFi) sector witnessed a massive revenue downturn in March 2025. Most of the major protocols across multiple blockchains reported over 50% decline in their revenues.
Defi protocols generate their revenue from transaction fees, lending fees, and other service charges. The drop in revenues indicated a decline in on-chain activity, reduced trading volumes, and a decrease in user activity on DeFi platforms.
Weak Revenues Hinting at Market Headwinds
A 50% revenue loss might reflect a potential market sentiment shift, which could lead to negative market sentiment and further outflows of capital from the ecosystem.
In March, Solana-based protocols such as Pump.fun, Jito, and Raydium generated approximately $42 million in revenue. The data revealed that March revenue was a 55% drop from February and a 75% decrease from January’s peak.
Meanwhile, BNB Chain’s Pancakeswap generated a revenue of $21 million which marked a decrease of 54% in revenue on a month-over-month basis. The trend was similarly concerning on the Ethereum-based protocols. The platforms such as Ethena, Lido, Aave, Curve, Compound and Sushi collectively generated just $24.5 million of revenue in March. Ethereum-based protocols witnessed a 52% and 65% drop in revenues compared to February and January 2025.
MakerDAO (recently rebranded as Sky) emerged as the only solo performer who witnessed a month-over-month increase in revenues. It generated over $10 million in revenue in March, which is an 11% increase compared to February.
The broader implications of this revenue collapse are already visible in DeFi token performance. The GMCI’s GMDEFI index , which tracks tokens from various DeFi projects across multiple chains, is down 40% year-to-date. This significant underperformance highlights growing investor concerns about the sector’s immediate growth prospects as on-chain activity continues to decline.
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Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.
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