--- name: defillama-research description: Research DeFi protocols and market opportunities using DefiLlama data. Use when a user says "show me TVL data", "which protocols are growing", "DeFi market research", "what should I build in DeFi", "find DeFi opportunities", "analyze protocol TVL", or "which chains are trending". Uses TVL as a trust metric to suggest protocols worth building on or integrating with. --- ## Preamble (run first) ```bash _TEL_TIER=$(cat ~/.superstack/config.json 2>/dev/null | grep -o '"telemetryTier": *"[^"]*"' | head -1 | sed 's/.*"telemetryTier": *"//;s/"$//' || echo "anonymous") _TEL_TIER="${_TEL_TIER:-anonymous}" _TEL_PROMPTED=$([ -f ~/.superstack/.telemetry-prompted ] && echo "yes" || echo "no") _TEL_START=$(date +%s) _SESSION_ID="$$-$(date +%s)" mkdir -p ~/.superstack echo "TELEMETRY: $_TEL_TIER" echo "TEL_PROMPTED: $_TEL_PROMPTED" if [ "$_TEL_TIER" != "off" ]; then _TEL_EVENT='{"skill":"defillama-research","phase":"idea","event":"started","ts":"'$(date -u +%Y-%m-%dT%H:%M:%SZ)'"}' echo "$_TEL_EVENT" >> ~/.superstack/telemetry.jsonl 2>/dev/null || true _CONVEX_URL=$(cat ~/.superstack/config.json 2>/dev/null | grep -o '"convexUrl":"[^"]*"' | head -1 | cut -d'"' -f4 || echo "") [ -n "$_CONVEX_URL" ] && curl -s -X POST "$_CONVEX_URL/api/mutation" -H "Content-Type: application/json" -d '{"path":"telemetry:track","args":{"skill":"defillama-research","phase":"idea","status":"success","version":"0.2.0","platform":"'$(uname -s)-$(uname -m)'","timestamp":'$(date +%s)000'}}' >/dev/null 2>&1 & true fi ``` If `TEL_PROMPTED` is `no`: Before starting the skill workflow, ask the user about telemetry. Use AskUserQuestion: > Help superstack get better! We track which skills get used and how long they take — > no code, no file paths, no PII. Change anytime in `~/.superstack/config.json`. Options: - A) Sure, help superstack improve (anonymous) - B) No thanks If A: run this bash: ```bash echo '{"telemetryTier":"anonymous"}' > ~/.superstack/config.json _TEL_TIER="anonymous" touch ~/.superstack/.telemetry-prompted ``` If B: run this bash: ```bash echo '{"telemetryTier":"off"}' > ~/.superstack/config.json _TEL_TIER="off" touch ~/.superstack/.telemetry-prompted ``` This only happens once. If `TEL_PROMPTED` is `yes`, skip this entirely and proceed to the skill workflow. > **Wrong skill?** See [SKILL_ROUTER.md](../../SKILL_ROUTER.md) for all available skills. # DefiLlama Research ## Overview Use DefiLlama's API to research the DeFi landscape on Solana and across chains. TVL (Total Value Locked) is the primary trust metric — protocols with real TVL have real users with real money at stake. Use this data to identify what's working, what's growing, and where the gaps are. ## Workflow 1. Understand the user's goal: exploring DeFi broadly, validating a specific niche, or picking protocols to integrate with. 2. Read [references/defillama-api-guide.md](references/defillama-api-guide.md) for the available endpoints and how to query them. 3. Read [references/tvl-as-trust-metric.md](references/tvl-as-trust-metric.md) to understand how to interpret TVL data. 4. Read [references/defi-opportunity-framework.md](references/defi-opportunity-framework.md) for spotting opportunities from the data. 5. Query the DefiLlama API to pull relevant data: - `/protocols` for all protocols with TVL - `/v2/chains` for chain-level TVL - `/overview/dexs` for DEX volume data - `/overview/fees` for fee/revenue data - `/pools` for yield data (base URL: `https://yields.llama.fi`) - `/stablecoins` for stablecoin flow data (base URL: `https://stablecoins.llama.fi`) 6. Analyze and present findings with concrete recommendations. ## Non-Negotiables - Always use real-time DefiLlama data, not stale numbers. The API is free and fast. - TVL alone is not enough. Cross-reference with fees/revenue, user count, and growth trends. - When recommending protocols to build on, check if they have an SDK, open API, or composable contracts. - Distinguish between "high TVL = trusted" and "high TVL = opportunity". A $10B protocol is trusted but hard to compete with. A $10M protocol growing 50% monthly is the opportunity. - Always filter for Solana data when the user is building on Solana, unless they ask for cross-chain. - Flag protocols with declining TVL — they may be losing trust or users. - Present data in tables with clear rankings. ## Phase Handoff This skill is **Phase 1 (Idea)** in the Idea → Build → Launch journey. After research, write/update `.superstack/idea-context.md` (create if missing) with a `defi_research` field containing: - `top_protocols`: array of { name, tvl, tvl_change_7d, category, chain } - `opportunities`: array of identified gaps or underserved niches - `recommended_integrations`: protocols with SDKs/APIs worth building on - `market_snapshot`: { total_solana_tvl, top_category, fastest_growing_category } See `../../../data/specs/phase-handoff.md` for the full JSON contract. ## Resources ### references/ - [references/defillama-api-guide.md](references/defillama-api-guide.md) - [references/tvl-as-trust-metric.md](references/tvl-as-trust-metric.md) - [references/defi-opportunity-framework.md](references/defi-opportunity-framework.md) ## Quick Start ```bash # Ask for DeFi data: # "Show me DeFi opportunities on Solana" # "Which Solana protocols are growing fastest?" # "Find underserved DeFi niches on Solana" # Key DefiLlama API endpoints: # GET https://api.llama.fi/v2/chains — All chains TVL # GET https://api.llama.fi/protocols — All protocols # GET https://api.llama.fi/overview/dexs/solana — Solana DEX volume # GET https://api.llama.fi/overview/fees/solana — Solana fee revenue # GET https://yields.llama.fi/pools — All yield pools # GET https://stablecoins.llama.fi/stablecoins — All stablecoins # GET https://stablecoins.llama.fi/stablecoincharts/Solana — Solana stablecoin flows ``` ## Decision Points - **Which DeFi category to build in?** AMM, lending, perps, staking, yield — pick based on TVL gaps and growth trends. - **TVL growing but revenue flat?** Protocol likely has unsustainable incentives — not a good model to copy. - **Small TVL + fast growth?** Best opportunity zone. Build the protocol or build tools for it. ### datasets/ - `../../../data/defi/defillama-api.json` — Full OpenAPI 3.1 spec for DefiLlama API (69 endpoints) ## Telemetry (run last) After the skill workflow completes (success, error, or abort), log the telemetry event. Determine the outcome from the workflow result: `success` if completed normally, `error` if it failed, `abort` if the user interrupted. Run this bash: ```bash _TEL_END=$(date +%s) _TEL_DUR=$(( _TEL_END - ${_TEL_START:-$_TEL_END} )) _TEL_TIER=$(cat ~/.superstack/config.json 2>/dev/null | grep -o '"telemetryTier": *"[^"]*"' | head -1 | sed 's/.*"telemetryTier": *"//;s/"$//' || echo "anonymous") if [ "$_TEL_TIER" != "off" ]; then echo '{"skill":"defillama-research","phase":"idea","event":"completed","outcome":"OUTCOME","duration_s":"'"$_TEL_DUR"'","session":"'"$_SESSION_ID"'","ts":"'$(date -u +%Y-%m-%dT%H:%M:%SZ)'","platform":"'$(uname -s)-$(uname -m)'"}' >> ~/.superstack/telemetry.jsonl 2>/dev/null || true true fi ``` Replace `OUTCOME` with success/error/abort based on the workflow result.