Executive Summary
One day brought $17.15M of DAI against $11.71M for the whole trailing week, and its DEX pools gained 11.4% TVL while the liquidity score slid 73 to 62. A $25M single-day print turns drift into rotation.
DAI added $17.15M in a single day against $11.71M for the entire trailing week, so yesterday supplied the week and then some. The pools tell a less flattering version: DAI's DEX liquidity composite slid from 73 to 62 while pool TVL climbed 11.4% to $233.73M, a depth move that on its own accounts for roughly half a point upward.
A pool that gains $23.85M of depth and sheds eleven points of score is not describing a drain; it is describing coverage marked mixed and a component measuring something other than dollars. DAI holds an A- at 80, sitting inside the 14 A-tier coins that carry 82.4% of mapped supply. This is a confidence question, not a solvency one.
USDC shed $337.35M over seven days to $73.54B, still 8% under its April peak of $79.75B. USDe pulled in $58.25M net with pressure intensity pinned at 100, while Ethereum ran $36.75M negative on the day and the Bank Run Gauge sat at -26.1, CAUTIOUS. Total supply of $318.24B is 0.25% below the Digest-window high set three days ago.
apxUSD widened from 301 to 359 bps at $0.964, day 77 of the STRC drawdown that first took it to $0.89 in June. GUSD closed a 108-hour, 201 bps excursion. DEWS cut ALERTs from 12 to eight but printed a WARNING in GGBR at 57. PSI held 91.5 on its seventieth BEDROCK day. Clear $25M of DAI in one session and the drift becomes rotation.