@oost_marcel put together a clean breakdown of Maple H1 2026 numbers, pulled from our Q2 Ecosystem Update.
- AUM: $4.6B, up 81% YoY
- Loan originations: $5.4B YTD
- Loans outstanding: $1.9B, up 123% YoY, an all-time high
- Q2 revenue: $4.4M, up 47% YoY ARR: $17.6M
- Deposits: $2.2B, with $1.03B in net new inflows
- Yield: +110bps vs major peers
Loans outstanding growing faster than AUM is the detail worth sitting with.
AUM alone can look strong even with idle capital sitting in deposits.
When outstanding loans grow faster, it means more of that capital is actually being deployed.
Maple grew 22% in a stretch where tracked DeFi lending overall fell 31%.
@Maple Finance Official now accounts for roughly 20% of tracked DeFi lending.
Growth during a contraction is a different kind of signal than growth during a bull run.
Target from here is $10B AUM by end of 2026, roughly double current levels.
Getting there means growing the marketplace across Maple Earn, Maple Embed and Maple Credit, shipping product like modular BTC/ETH-backed pools and Maple Kit, and pushing distribution outward from DeFi into CeFi, fintech and eventually TradFi.
Crypto lending is projected to grow from roughly $50B to $200B+ and there is $700B+ in stablecoin and fintech balances still sitting outside on-chain credit.
That is the market Maple is positioning against.
Full breakdown and underlying data available on Maple Transparency Dashboard:
maple.finance/insights/maple…
- AUM: $4.6B, up 81% YoY
- Loan originations: $5.4B YTD
- Loans outstanding: $1.9B, up 123% YoY, an all-time high
- Q2 revenue: $4.4M, up 47% YoY ARR: $17.6M
- Deposits: $2.2B, with $1.03B in net new inflows
- Yield: +110bps vs major peers
Loans outstanding growing faster than AUM is the detail worth sitting with.
AUM alone can look strong even with idle capital sitting in deposits.
When outstanding loans grow faster, it means more of that capital is actually being deployed.
Maple grew 22% in a stretch where tracked DeFi lending overall fell 31%.
@Maple Finance Official now accounts for roughly 20% of tracked DeFi lending.
Growth during a contraction is a different kind of signal than growth during a bull run.
Target from here is $10B AUM by end of 2026, roughly double current levels.
Getting there means growing the marketplace across Maple Earn, Maple Embed and Maple Credit, shipping product like modular BTC/ETH-backed pools and Maple Kit, and pushing distribution outward from DeFi into CeFi, fintech and eventually TradFi.
Crypto lending is projected to grow from roughly $50B to $200B+ and there is $700B+ in stablecoin and fintech balances still sitting outside on-chain credit.
That is the market Maple is positioning against.
Full breakdown and underlying data available on Maple Transparency Dashboard:
maple.finance/insights/maple…