🚨 UPDATE: CeFi borrowing hits 27.56B, extends growth streak
Centralized lending demand continues to expand rapidly. $BTC
What is happening?
• CeFi borrowing reaches 27.56B in Q4 2025 $ETH
• 8 consecutive quarters of growth
• Tether dominates with 61.84% market share $BNB
What this suggests:
• Strong demand for centralized liquidity
• Tether strengthening its position in lending markets
• CeFi regaining traction post-2022 downturn
Context:
• Lending activity is a key indicator of market leverage
• Growth signals increasing capital efficiency and risk appetite
📊 Market takeaway:
Bullish but watch leverage. Rising borrowing supports liquidity and upside,
but also increases risk of cascading liquidations if markets reverse.