Telos balances ecosystem growth with mixed liquidity signals. Here are the latest updates:
Aerodrome TVL Surge (18 August 2025) – TLOS liquidity on Aerodrome surpassed $200K, signaling growing DeFi traction.
Uniswap Incentives Report (11 August 2025) – Telos distributed 97.3% of liquidity rewards despite declining TVL and volume.
Vision Update (1 August 2025) – Outlined deflationary upgrades and MEV-resistant infrastructure.
Deep Dive
1. Aerodrome TVL Surge (18 August 2025)
Overview: Telos’ TLOS/WETH pool on Aerodrome (Base chain) surpassed $200K TVL, with APR reaching ~172%. This follows incentives launched on 18 July 2025, which initially offered 49.63% APR. The growth aligns with Aerodrome’s broader integration into Coinbase’s DEX, though TLOS isn’t yet listed.
What this means: This is bullish for TLOS as liquidity growth on a major platform like Aerodrome improves price stability and trader access. However, reliance on third-party platforms like Coinbase for future adoption introduces execution risk. (Bigsizz_DeFi)
2. Uniswap Incentives Report (11 August 2025)
Overview: Telos completed two liquidity incentive tranches (May–July 2025), distributing $26,923 (97.3% of budget) across 12 pools. Stablecoin and blue-chip pairs achieved full payout, while KPI-based pools underperformed due to conservative targets. Despite this, Telos retained 86% DEX market share despite a 23.42% TVL drop.
What this means: The high payout rate reflects effective liquidity mining, but declining TVL (-23.42%) and volume (-55.82% in June) suggest waning user activity. Success in stablecoin pools hints at demand for low-risk yield. (Uniswap Governance)
3. Vision Update (1 August 2025)
Overview: Telos released a roadmap emphasizing deflationary mechanics (transaction burns) and MEV-resistant architecture. The chain has maintained 100% uptime since launch and processes sub-second transactions.
What this means: This is neutral-long-term bullish: deflation could support token value, but adoption depends on attracting builders to its niche “ultra sound money” narrative amid Ethereum L2 competition. (HelloTelos)
Conclusion
Telos is pushing liquidity growth and deflationary tokenomics, but mixed metrics (rising Aerodrome TVL vs. Uniswap declines) highlight execution risks. Will Coinbase integration and MEV resistance catalyze developer momentum, or will Telos struggle to differentiate in a crowded L1 market?
What is next on TLOS’s roadmap?
TLDR
Telos’ development pipeline focuses on scaling infrastructure and ecosystem growth:
Telos X Global Expansion (2025) – Enhancing Binance-powered exchange features and liquidity incentives.
Governance Upgrades (2025) – Community-driven proposals to decentralize network oversight.
Deep Dive
1. SNARKtor Mainnet Integration (Q4 2025)
Overview: SNARKtor, Telos’ zero-knowledge proof aggregation protocol, aims to reduce Layer 2 transaction costs by up to 90% by bundling proofs. Final testing concluded in August 2025 (Telos Roadmap), with mainnet integration into the zkEVM scheduled for Q4 2025.
What this means: This is bullish for TLOS because scalable zk-rollups could attract Ethereum developers seeking low-cost, high-throughput environments. Risks include delayed adoption if competing L2s (e.g., Polygon zkEVM) capture market share first.
2. Telos X Global Expansion (2025)
Overview: The Telos X exchange, launched in July 2025 via the Binance Link Program, plans to add fiat gateways and institutional trading tools. Recent incentives boosted Total Value Locked (TVL) to $200K+ on Aerodrome by August 2025 (Telos Team Update).
What this means: This is neutral for TLOS because while improved liquidity could stabilize prices, exchange success depends on broader crypto market recovery. Metrics to watch: daily active users and TLOS trading pair dominance.
3. Governance Upgrades (2025)
Overview: Community proposals hinted in August 2025 aim to decentralize decision-making, including validator elections and treasury management reforms. No fixed timeline exists, but drafts are expected by late 2025.
What this means: This is bullish long-term because robust governance could differentiate Telos from centralized L1 rivals. However, voter apathy or contentious proposals might slow progress.
Conclusion
Telos’ roadmap prioritizes technical scalability (SNARKtor) and ecosystem liquidity (Telos X), with governance upgrades adding community resilience. While execution risks persist, successful zkEVM adoption could position TLOS as a niche Layer 2 contender. How will Telos balance innovation against competing Ethereum scaling solutions?
What are people saying about TLOS?
TLDR
Telos buzz blends deflationary upgrades and cross-chain bridges with pockets of skepticism. Here’s what’s trending:
$200K+ TVL on Aerodrome sparks Coinbase DEX speculation
MEV-resistant CoW Swap listing hailed as competitive edge
"$TLOS crossed $200K TVL on Aerodrome... slowly making [its] way to Coinbase" – @Bigsizz_DeFi (3.2K followers · 18K impressions · 2025-08-18 17:42 UTC) View original post What this means: Bullish for TLOS because exchange integrations typically improve liquidity and retail access. The Aerodrome TVL milestone suggests growing DeFi traction ahead of potential Coinbase exposure.
"Don't get 'milked'... MEV protection is built into the chain" – @HelloTelos (42K followers · 89K impressions · 2025-07-31 16:59 UTC) View original post What this means: Neutral for TLOS as MEV resistance appeals to traders but doesn’t directly impact tokenomics. The CoW Swap integration mainly enhances Telos’ technical narrative against Ethereum-based rivals.
"Every transaction burns TLOS – deflationary by design" – @HelloTelos (42K followers · 112K impressions · 2025-08-08 15:05 UTC) View original post What this means: Bullish for TLOS because transaction-based burns could accelerate deflation, especially if paired with a public tracking portal. Current circulating supply stands at 441.9M TLOS.
"Telos TVL fell 23.42% to $707,689... despite 86% DEX dominance" – Uniswap Governance report (11 August 2025) View original post What this means: Bearish for TLOS because declining TVL amidst high DEX share suggests liquidity fragmentation or reduced capital efficiency. The network retained Uniswap incentives but failed to reverse the trend.
Conclusion
The consensus on Telos is mixed, balancing deflationary tokenomics and MEV-resistant tech against liquidity concerns. While Aerodrome growth and burn mechanics excite bulls, the 23% TVL drop highlights ecosystem fragility. Watch for the burn portal’s launch (expected Q3 2025) and whether Aerodrome TVL sustains above $200K – critical thresholds for sentiment shifts.
What is the latest update in TLOS’s codebase?
TLDR
Telos has rolled out key technical upgrades enhancing usability and security.
Teloscan Overhaul (August 2023) – Revamped blockchain explorer with faster data retrieval and NFT support.
MEV Protection (31 July 2025) – Built-in front-running prevention across the chain.
Hyperlane Integration (25 July 2025) – Cross-chain interoperability for seamless asset transfers.
Deep Dive
1. Teloscan Overhaul (August 2023)
Overview: Telos’ blockchain explorer received a major upgrade, improving speed, NFT metadata handling, and multi-language support.
The update replaced legacy RPC calls with an Indexer API, accelerating transaction data loading by ~40%. A new NFT metadata scraper auto-fetches and optimizes images, reducing frontend lag. Contract interaction now supports ERC-20/721/1155 standards natively, with collapsible code sections for readability.
What this means: This is bullish for TLOS because users can track transactions and NFTs faster, while developers gain better tools for debugging. (Source)
2. MEV Protection (31 July 2025)
Overview: Telos hardcoded MEV (front-running) resistance into its protocol, contrasting with Ethereum and Base.
By validating transactions in a first-come-first-serve queue, Telos eliminates arbitrage bots that typically skim user profits. This followed the TLOS listing on MEV-prone platforms like CoW Swap, where traders faced slippage risks.
What this means: This is neutral for TLOS – while it improves fairness, it may reduce liquidity from high-frequency traders reliant on MEV strategies. (Source)
Developers can now build dApps that interact with Ethereum, Avalanche, and 30+ chains without custom bridges. Early adopters like MeridianFi used this to launch multi-chain yield strategies.
What this means: This is bullish for TLOS because it attracts developers seeking broader user bases and simplifies bridging for holders. (Source)
Conclusion
Telos is prioritizing user experience (faster explorer), security (MEV resistance), and interoperability (Hyperlane) – a trifecta aimed at boosting developer adoption. With its price up 60% in 30 days, can these upgrades sustain momentum amid broader market stagnation?