Aptos Ecosystem Skill

Overview

Comprehensive Aptos blockchain ecosystem intelligence derived from DefiLlama adapter analysis, GitHub activity monitoring, and core protocol changes. Use for protocol survival analysis, opportunity detection, and ecosystem evolution tracking.

Discovery Methodology

How We Got Here

1. Cloned DefiLlama/DefiLlama-Adapters (depth 100 for recency)
2. Grepped for aptos: exports in module.exports patterns
3. Extracted contract addresses from getResources() calls
4. Cross-referenced with aptos-core releases for capability evolution

Why GitHub Recency Matters

• Adapter freshness = protocol liveness signal
• Commit velocity = team activity/funding health
• Breaking changes in aptos-core = adaptation requirement (protocols that don't adapt die)
• New primitives = opportunity windows for first-movers

Protocol Census (72 Active)

DEXs/AMMs (15)

Protocol	Address	Status
Liquidswap	0x05a97986a9d031c4567e15b797be516910cfcb4156312482efc6a19c0a30c948	Core
Thalaswap v1	0x48271d39d0b05bd6efca2278f22277d6fcc375504f9839fd73f74ace240861af	Core
Thalaswap v2/v3	(separate adapters)	Evolving
Cellana	Active	Growth
Hyperion	Active	Growth
Cetus	Cross-chain	Stable
PancakeSwap	Multi-chain	Stable
Kaching, Houston, BaptSwap, Interest-DEX, Aptoswap, Mosaic, Yuzu, Meridian	Various	Mixed

Lending (12)

Protocol	Address	Status
Echelon	0xc6bc659f1649553c1a3fa05d9727433dc03843baac29473c817d06d39e7621ba	Multi-chain
Aries Markets	0x9770fa9c725cbd97eb50b2be5f7416efdfd1f1554beb0750d4dae4c64e860da3	Core
Meso Finance	Active	Growth
Joule	Active	Growth
Echo Lending	Active	New
Aave-Aptos	Active	Enterprise
Kofi, Moar, Abel, Eternal	Various	Mixed

Perps/Derivatives (4)

Protocol	Address	Notes
Merkle Trade	0x5ae6789dd2fec1a9ec9cccfb3acaf12e93d432f0a3a42c92fe1a9d490b7bbc06	USDC vault
Thetis Market	Active	Options
Mirage Protocol	Active	Synths
AgDEX	Active	Aggregator

RWA/Tokenized Assets (4)

Protocol	Aptos Address	ETH Token
Securitize (BUIDL)	0x50038be55be5b964cfa32cf128b5cf05f123959f286b4cc02b86cafd48945f89	0x7712c34205737192402172409a8f7ccef8aa2aec
Ondo Finance	Active	USDY
Franklin Templeton	Active	FOBXX
Libre Capital	Active	Various

Liquid Staking (5)

Protocol	Status
Amnis Finance	Core
Thala LSD	Core
Echo LSD	New
Tortuga	Established
Ditto	Established

CEX Holdings Tracking (10)

Bybit, Bitfinex, KuCoin, OKX, MEXC, Gate, Blofin, Flipster, HashKey, BitKub

Aptos CLI v7.13.0 Impact Analysis

Breaking Changes & New Primitives

Release: 2026/01/06 (3 days ago)
Language: v2.3 (default)
Bytecode: v9 (default)

🔴 Critical Changes - Protocol Must Adapt

Change	Impact	Who Must Adapt
Signed integers (sint)	New numeric types in Move	All protocols using math
Bytecode v9 default	Recompilation required	Every deployed contract
Encrypted mempool	MEV protection infra	DEXs, arbitrage bots

🟡 Opportunity Windows - First Mover Advantage

New Primitive	Enables	Opportunity
PVSS (Publicly Verifiable Secret Sharing)	Threshold signatures, DKG	New validator services, MPC wallets
Batch encryption	Private orderflow	Dark pools, RFQ systems
Orderless transactions	Gasless UX	Consumer apps, gaming
SLH-DSA (post-quantum sigs)	Quantum resistance	Long-term custody solutions
Dead man's switch (orderbook)	Auto-cancellation	Advanced trading protocols
Historical data sync	Full archive nodes	Analytics, indexers

🟢 Infrastructure Improvements

Change	Benefit
VM profiler	Better gas optimization
Layout caches enabled by default	10-20% perf boost
Gas charging optimizations	Cheaper txns
Keyless/Federated keyless	Social login at scale
Multi-asset faucet	Testnet UX

Evolution Predictions

🪦 Likely to Die (6-12 months)

• Small DEXs without differentiators - Liquidity consolidation inevitable
• Protocols not updating to bytecode v9 - Will break
• MEV-dependent strategies - Encrypted mempool kills them
• Single-chain-only protocols - Movement/Initia fork drain

🌱 Likely to Survive & Thrive

• Thalaswap - First-mover AMM, continuous iteration (v1→v2→v3)
• Echelon - Multi-chain from day 1 (Aptos + Movement + Initia)
• Aries Markets - Solid lending fundamentals
• Liquidswap - Pontem ecosystem backing

🚀 New Protocol Opportunities (Enabled by v7.13.0)

Opportunity	Enabled By	Not Yet Built
Threshold custody	PVSS + DKG	MPC wallets native to Aptos
Private DEX	Batch encryption	Dark pool AMM
Quantum-safe vaults	SLH-DSA	Long-horizon treasury
Conditional orders	Dead man's switch	Stop-loss native
Gasless games	Orderless txns	Web2-feel gaming
Intent-based trading	Encrypted mempool	Solver networks

Address Patterns

Resource Query Pattern

// Account → Resources → Filter by module type → Extract data
const res = await getResources(ACCOUNT_ADDRESS)
const data = res.find(i => i.type === 'MODULE::struct::Type').data.field
api.add(TOKEN_ADDRESS, data.value)

Cross-chain Price Mapping

// Map Aptos TVL to ETH token for CoinGecko pricing
api.add('ethereum:0x7712c34205737192402172409a8f7ccef8aa2aec', supply, { skipChain: true })

Monitoring Commands

# Clone with recency
git clone --depth 100 https://github.com/DefiLlama/DefiLlama-Adapters.git

# Count Aptos protocols
grep -rl "aptos" projects --include="*.js" | xargs grep -l "aptos:\s*{" | wc -l

# Find all Aptos contract addresses
grep -r "0x[a-f0-9]\{64\}" projects --include="*.js" | grep aptos

# Watch aptos-core releases
gh release list -R aptos-labs/aptos-core --limit 5

Thread Context

When discussing Aptos protocols in threads:

1. Always check adapter recency - Last commit date indicates liveness
2. Cross-reference aptos-core - New CLI = new capabilities = opportunity
3. Track Movement/Initia forks - Same Move code, different chains
4. Watch for encrypted mempool adoption - MEV landscape shift

GF(3) Classification

Trit	Protocols
PLUS (+1)	New primitives, PVSS, batch encryption
ERGODIC (0)	Stable DEXs, lending, established LSDs
MINUS (-1)	Dying protocols, bytecode-incompatible

Complete Contract Address Registry

Core Assets (from DefiLlama coreAssets.json)

{
  "APT": "0x1::aptos_coin::AptosCoin",
  "USDC": "0x5e156f1207d0ebfa19a9eeff00d62a282278fb8719f4fab3a586a0a2c0fffbea::coin::T",
  "USDT": "0xa2eda21a58856fda86451436513b867c97eecb4ba099da5775520e0f7492e852::coin::T",
  "USDY": "0xcfea864b32833f157f042618bd845145256b1bf4c0da34a7013b76e42daa53cc::usdy::USDY",
  "WBTC": "0xae478ff7d83ed072dbc5e264250e67ef58f57c99d89b447efd8a0a2e8b2be76e::coin::T",
  "ETH": "0xcc8a89c8dce9693d354449f1f73e60e14e347417854f029db5bc8e7454008abb::coin::T",
  "USDC_3": "0xbae207659db88bea0cbead6da0ed00aac12edcdda169e591cd41c94180b46f3b",
  "USDt": "0x357b0b74bc833e95a115ad22604854d6b0fca151cecd94111770e5d6ffc9dc2b",
  "ST_APT": "0x84d7aeef42d38a5ffc3ccef853e1b82e4958659d16a7de736a29c55fbbeb0114::staked_aptos_coin::StakedAptosCoin",
  "amAPT": "0x111ae3e5bc816a5e63c2da97d0aa3886519e0cd5e4b046659fa35796bd11542a::amapt_token::AmnisApt",
  "stApt": "0x111ae3e5bc816a5e63c2da97d0aa3886519e0cd5e4b046659fa35796bd11542a::stapt_token::StakedApt"
}

Protocol Contract Addresses

DEXs

Protocol	Main Address	Notes
Liquidswap v1	0x05a97986a9d031c4567e15b797be516910cfcb4156312482efc6a19c0a30c948	Pontem
Liquidswap v2	0x61d2c22a6cb7831bee0f48363b0eec92369357aece0d1142062f7d5d85c7bef8
Thalaswap	0x48271d39d0b05bd6efca2278f22277d6fcc375504f9839fd73f74ace240861af	stable_pool, weighted_pool
Cellana	0x4bf51972879e3b95c4781a5cdcb9e1ee24ef483e7d22f2d903626f126df62bd1	Uses API key
Hyperion	0x8b4a2c4bb53857c718a04c020b98f8c2e1f99a68b0f57389a8bf5434cd22e05c
Kaching	0x7226c806b4b00873a9390082c885005a7aa9488129b8a11e23b18d33c409d360
Houston	0xdfa1f6cdefd77fa9fa1c499559f087a0ed39953cd9c20ab8acab6c2eb5539b78
PancakeSwap	0xc7efb4076dbe143cbcd98cfaaa929ecfc8f299203dfff63b95ccb6bfe19850fa	Multi-chain
Mosaic	0x26a95d4bd7d7fc3debf6469ff94837e03e887088bef3a3f2d08d1131141830d3
Yuzu	0x46566b4a16a1261ab400ab5b9067de84ba152b5eb4016b217187f2a2ca980c5a

Lending

Protocol	Main Address	Multi-chain
Echelon	0xc6bc659f1649553c1a3fa05d9727433dc03843baac29473c817d06d39e7621ba	Aptos+Move+Initia
Aries Markets	0x9770fa9c725cbd97eb50b2be5f7416efdfd1f1554beb0750d4dae4c64e860da3	Aptos only
Joule	0x2fe576faa841347a9b1b32c869685deb75a15e3f62dfe37cbd6d52cc403a16f6	Aptos+Move
Meso Finance	0x68476f9d437e3f32fd262ba898b5e3ee0a23a1d586a6cf29a28add35f253f6f7	Aptos only
Echo Lending	0xeab7ea4d635b6b6add79d5045c4a45d8148d88287b1cfa1c3b6a4b56f46839ed	Aptos only
Aave-Aptos	0x39ddcd9e1a39fa14f25e3f9ec8a86074d05cc0881cbf667df8a6ee70942016fb	Enterprise
Kofi Finance	0x2cc52445acc4c5e5817a0ac475976fbef966fedb6e30e7db792e10619c76181f
Moar	0x37e9ce6910ceadd16b0048250a33dac6342549acf31387278ea0f95c9057f110
Auro Finance	0x50a340a19e6ada1be07192c042786ca6a9651d5c945acc8727e8c6416a56a32c

Liquid Staking

Protocol	Main Address	Token
Amnis Finance	0x111ae3e5bc816a5e63c2da97d0aa3886519e0cd5e4b046659fa35796bd11542a	amAPT, stApt
Thala LSD	0xfaf4e633ae9eb31366c9ca24214231760926576c7b625313b3688b5e900731f6	thAPT
Echo LSD	0xa0281660ff6ca6c1b68b55fcb9b213c2276f90ad007ad27fd003cf2f3478e96e
Tortuga	0x84d7aeef42d38a5ffc3ccef853e1b82e4958659d16a7de736a29c55fbbeb0114	tAPT
Ditto	0xd11107bdf0d6d7040c6c0bfbdecb6545191fdf13e8d8d259952f53e1713f61b5	stAPT

Perps/Derivatives

Protocol	Main Address	Asset
Merkle Trade	0x5ae6789dd2fec1a9ec9cccfb3acaf12e93d432f0a3a42c92fe1a9d490b7bbc06	USDC vault
Tsunami Fi	0x1786191d0ce793debfdef9890868abdcdc7053f982ccdd102a72732b3082f31d	SUNSET

RWA/Tokenized

Protocol	Aptos Address	Maps To
Securitize BUIDL	0x50038be55be5b964cfa32cf128b5cf05f123959f286b4cc02b86cafd48945f89	ETH:0x7712c34205737192402172409a8f7ccef8aa2aec
Propbase	0x6dba1728c73363be1bdd4d504844c40fbb893e368ccbeff1d1bd83497dbc756d
TruFin TruStake	0x6f8ca77dd0a4c65362f475adb1c26ae921b1d75aa6b70e53d0e340efd7d8bc80

Launchpads

Protocol	Main Address
MovePump	0x766ec6a18eed729b6b62f8af38f7a62dbc847b84bec29063c8b0d46830a82401

Cross-chain Intents

Protocol	Aptos Addresses
NEAR Intents	0xd1a1c1804e91ba85a569c7f018bb7502d2f13d4742d2611953c9c14681af6446, 0x107b277f8ac97230f1e53cf3661b3f05a40c5a02d1d2b74fe77826b62b4d1c43

Detailed Evolution Analysis

🪦 Death Watch

Protocol	Reason	Timeline
Tsunami Fi	Already has hallmarks: [[1704994608, "Tsunami Aptos sunsetting"]]	DEAD
Small AMMs (Houston, Mosaic, Yuzu)	<$1M TVL, no differentiation	6-12 months
Non-v9 protocols	Bytecode incompatibility	Immediate on upgrade

🌱 Survival Indicators

Signal	Good	Bad
Multi-chain	Echelon, Joule, Liquidswap	Single-chain only
Move network support	✓ Movement, Initia	Aptos-only
API key usage	Cellana (rate limiting)	Open abuse
function_view calls	Modern Move patterns	Legacy aQuery

🚀 v7.13.0 Opportunity Matrix

New Capability	First Mover Opportunity	Incumbent Threat
Signed integers	Fixed-point finance, PnL tracking	All lending (must update)
PVSS/DKG	MPC custody, threshold validators	Centralized custody
Encrypted mempool	Private RFQ, dark pools	DEX aggregators, MEV
Orderless txns	Gasless UX apps	High-gas protocols
Dead man's switch	Conditional orders native	CEX-style trading
SLH-DSA	Quantum-safe vaults	Long-term custody

Movement/Initia Fork Impact

Protocols with Movement support (will survive fork drain):

• Echelon - 0x6a01d5761d43a5b5a0ccbfc42edf2d02c0611464aae99a2ea0e0d4819f0550b5 (Movement)
• Joule - 0x6a164188af7bb6a8268339343a5afe0242292713709af8801dafba3a054dc2f2 (Movement)
• Liquidswap - 0x3851f155e7fc5ec98ce9dbcaf04b2cb0521c562463bd128f9d1331b38c497cf3 (Movement v0.5)

Query Patterns by Protocol Type

DEX TVL Pattern

const pools = await getResources(ACCOUNT)
pools.filter(i => i.type.includes('LiquidityPool'))
  .forEach(pool => {
    api.add(token0, pool.data.coin_x_reserve.value)
    api.add(token1, pool.data.coin_y_reserve.value)
  })

Lending TVL Pattern

const market = await getResource(MARKET_ADDR, `${MODULE}::lending::Market`)
api.add(coin, market.total_cash)
// borrowed = market.total_liability

Liquid Staking Pattern

const supply = await function_view({
  functionStr: `${LSD_MODULE}::staked_token::total_supply`
})
return { aptos: supply / 1e8 }

RWA Cross-chain Pattern

const supply = res.find(i => i.type.includes('TokenData')).data.total_issued
api.add('ethereum:' + ETH_TOKEN_ADDR, supply, { skipChain: true })

Related Skills

• defillama-api - Query TVL data
• aptos-agent - Blockchain interactions
• aptos-trading - DEX execution
• move-narya-bridge - Formal verification
• aptos-society - WEV multiverse finance
• aptos-wallet-mcp - Wallet operations