Agent Skills: Aptos Ecosystem Skill

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