defi-overview

<!-- autoresearch: variation B — sharper output via regime verdict + sustainable-vs-incentive yield split + fees fundamentals + per-mover "why it matters" --> > **${var}** — Chain or protocol to focus on (e.g. `solana`, `aave`, `arbitrum`). If empty, full market overview. Read `memory/MEMORY.md` for context. Read the last 2 days of `memory/logs/` to avoid repeating numbers and to cite yesterday's figure when flagging today's change. ## Thesis The original produced a table of numbers. This version produces a **read of the market**: one verdict line at the top, then only items that *changed* or *matter*, each with a one-line reason a reader should care. TVL alone is lagging and emission-subsidized — we pair it with fees/revenue (real fundamentals) and split yields into sustainable (`apyBase`) vs incentive-driven (`apyReward`) so readers stop chasing scam-tier APYs. ## Focus mode - `var` empty → full market overview. - `var` matches a chain name in `/v2/chains` (case-insensitive) → chain focus: scope DEX volume, fees, and yields to that chain; keep a 2-line market header for context. - `var` matches a protocol slug in `/protocols` → protocol focus: pull `/protocol/{slug}`, `/summary/fees/{slug}`, `/summary/dexs/{slug}` if DEX; compare against its chain and its 30-day self. - `var` matches neither → proceed as full overview and note `var unresolved: ${var}` in the footer. ## Steps ### 1. Fetch (public, no auth — use WebFetch if curl fails) ```bash # TVL curl -fsS "https:...