Daylight

"More Power" in PDF. For the visual enjoyers. morepower.godaylight.com

@nikitabier 👀

Crypto has had a rough year. Maybe we should launch something to fix it.

Thanks @parkeraedwards for spelling it out. The U.S. energy buildout is the largest infrastructure opportunity of the decade, and onchain capital is the funding layer. Proud to be in the first @obexincubator cohort backed by @SkyEcosystem

Upgrading

A $1B deployment just kicked off inside one of DeFi's biggest stablecoin ecosystems. The target isn't crypto. It's AI hardware, mortgages, and solar panels. @ObexIncubator, a stablecoin incubator backed by Framework Ventures, started moving $1B into tokenized real-world assets yesterday (Connecting @SkyEcosystem's $USDS to yields from actual infrastructure instead of DeFi's traditional circular loops.) For context: $USDS has $11.7B in circulation and Sky pulled in $338M in 2025 revenue. The goal is to push supply past $20B - and that requires yield sources beyond what crypto-native lending can produce. Obex has a mandate to allocate up to $2.5B of Sky's reserves into real-world assets. Wednesday was day one. And the partner list covers a LOT of ground: - Maple (structured credit) - USD dot ai (AI infrastructure) - Daylight (energy) - Centrifuge (tokenized assets) - Securitize (securities) - River (bitcoin) - TVL Capital (private credit) - Better (mortgages) Each one is a different corner of the real economy getting wired into DeFi yield. The tokenized real-world asset market hit $26B last year (tripling in 12 months) driven by investors who want predictable returns instead of speculation. DeFi's old model was a closed loop: Protocols paying users in tokens that those same users recycled back into the protocol. Parker Edwards from Framework Ventures put it simply: "We're moving beyond circular DeFi yield sources and toward high-quality yield from structured credit markets, fintech, energy infrastructure, AI CapEx, real estate, and other productive sectors." Watch the $USDS supply grow from here. 👀

a few new names to look into 👀✍️

DeFi's central bank - to $20B and beyond

The most obvious real-world asset is the one that powers everything else.

@centrifuge @obexincubator @SkyEcosystem 🧡

@daylightenergy @obexincubator @SkyEcosystem good company to be in 🤝

We've joined @obexincubator's inaugural cohort. Obex is backed by a $2.5B mandate from @SkyEcosystem — and $1B in deployment starts now.

@SkyEcosystem @obexincubator Every Sky needs its Daylight

@daylightenergy @obexincubator Welcome to Sky Ecosystem 🤝

@CoinDesk @obexincubator @SkyEcosystem

EXCLUSIVE: @obexincubator is deploying $1B in real world assets to bring yield to @SkyEcosystem's USDS stablecoin.

We've got a rooftop for that. Lots of them.

@pythianism @obexincubator @maplefinance @USDai_Official Energy infrastructure reporting for duty

Sky's commitment to building the most durable yield bearing stablecoin continues with @obexincubator Obex is incubating high quality tokenized credit sources for USDS deployment, and we are proud to announce the inaugural cohort Obex Cohort 1: @maplefinance, @USDai_Official, @daylightenergy, @RiverUSDS, @RiverFND, @tinmanAI (Better), @TVLCap , @Securitize, @centrifuge

JUST IN: Obex, incubator by @hiFramework and backed by a $2.5 billion mandate from the @SkyEcosystem, shared its first 8 project cohort: - @maplefinance - @USDai_Official - @daylightenergy - @Centrifuge - @Securitize - @RiverFND - @TVLCap - @tinmanAI $1 billion will be deployed across these companies and @parkeraedwards explains in an exclusive pod on @_TalkingTokens how Obex plans to grow USDS and be the bridge to access onchain liquidity. Full episode below:

@TVLCap @obexincubator @SkyEcosystem @hiFramework 🧡

Stablecoin liquidity flowing into energy infrastructure. Excited to be building alongside this cohort.

Read more via @CoinDesk: coindesk.com/business/2026/…

Daylight is a vertically integrated fintech that brings modern capital markets infrastructure to distributed energy to meet the scale the grid now demands. We are excited to work with Obex and the Sky Ecosystem to channel stablecoin liquidity into energy infrastructure.

@ENERGY Unleash the Daylight