LRTMax
792 posts

LRTMax
@JarvisglobalP
BTC / ETH / Stable on EVM (and thats it)
Layer1 Katılım Eylül 2020
409 Takip Edilen213 Takipçiler
LRTMax retweetledi
LRTMax retweetledi

DeFi’s first native risk coverage layer for vaults is almost here.
With vault-native risk coverage, we at Catalysis are embedding programmable downside protection directly into vault deposits.
Backed by restaked capital from @eigencloud earmarked for underwriting DeFi vault risks.
Here’s how it works🧵
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LRTMax retweetledi

Elixir has worked tirelessly over the previous 48 hours and has successfully processed redemptions of 80% of all deUSD holders thus far (not including Stream).
As it stands now, Stream holds roughly 90% of the deUSD supply (~$75m), while Elixir holds a similar proportion of its remaining backing as a Morpho loan to Stream.
All remaining holders of deUSD and sdeUSD will be able to redeem for a dollar.
To protect the interest of these holders (and remove any risk of Stream liquidating deUSD before repaying their loan), a snapshot has been taken of all remaining deUSD and sdeUSD holder balances, and a claim page will go live later today. These parties will be able to claim USDC.
As a part of this, the mint/redeem infrastructure has been turned off, and we will be sunsetting deUSD in the near future. Any affected LPs in AMM pools or lending markets will be able to claim the full value of their position.
Given that Stream comprised of 99%+ of the lending positions (and has decided to not repay or close positions), we will work with Euler, Morpho, Compound and the curators moving forward to help distribute repayment of the Stream loan to liquidate these positions. We still believe this will be honored 1 for 1.
We will follow up to this post later today with claim page information.
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@Dark_Emi_ Tout ce qui vient de France et qui parle de crypto est à éviter ! Sauf Ledger et encore, la fuite impardonnable des données clients il y a quelques années confirme ce côté foireux.
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@Dark_Emi_ Je plussoie mais il y a un tas de trucs avec lesquels je suis pas du tout d accord. Je vais ptet faire une petite video des que j ai du temps
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MEV Capital Co-Founder & CEO Laurent Bourquin will be speaking on a panel at @blockworksDAS on October 14th.
Topic: “Digital Dealflow – M&A and IPO Activity in Crypto Markets”
🕒 3:00 - 4:00 PM BST
📍Investor Track – Old Billingsgate
Full agenda: blockworks.co/event/digital-…

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@DarrenCamas GG Ipor
its when volatility hits that we see the true nature of IPOR Fusion infra vault"s solidity.
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Fusion vaults working as intended, with automated vaults dynamically managing leverage when volatility hits
If you see a high negative APY on a looping strat this is typically temporary, where credit market LPs pull funds back for safety
For a sanity check toggle the share price to see the behavior there and you can cross reference the vault's address on debank to see LTV levels
Reference a vault like the Reservoir WETH vault
While rate is negative currently share price is moderately down, and should stabilize as USDC lenders return to credit markets
- LTV WETH to USDC 1.22
- LTV rUSD USDC 1.02 (yield bearing stable to stable)
- $5m flashloan execution to deleverage
Fusion works while you sleep, even in the worst market conditions



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This week, at Token2049, we co-hosted an institutional DeFi event with @yield_network @MEVCapital @TheTNetwork and @bluefinapp.
It was great to gather guests from all the top DeFi protocols, alongside some of the largest capital allocators in the space. Yield generation is fast becoming one of the major verticals in onchain finance, and a top priority for institutional funds.
Until next year, Singapore! 🇸🇬


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LRTMax retweetledi

Today, we announce Catalysis’ NEW focus:
Onchain Risk Coverage purpose-built for INSTITUTIONAL scale.
> $20B+ in protection from @symbioticfi and others
> Transparent pricing & programmable payouts
> Institution-first design
> Supported by @SpiceProtocol, @BimaBTC and @MEVCapital
Why did we pivot? ⬇️
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Tharwa x MEV Capital: Building Liquidity with a $2B DeFi Asset Manager
We’re pleased to announce our partnership with MEV Capital, a DeFi-native asset manager with more than $1.3B in TVL and $500M in AUM. Their focus on liquidity deployment and structured risk management makes them a strong fit as thUSD continues to expand.
In practice, this means deeper liquidity for thUSD and sthUSD, tighter spreads, and access to strategies that connect directly into our bonds and stablecoin markets. MEV Capital’s DeFi expertise has allowed them to efficiently manage close to $2B of digital assets across EVM chains and L1 networks such as Sui and Solana.
Their presence across the UAE and Europe also matches where we’re building on the institutional side. The partnership begins with their first allocation into thUSD, setting the stage for liquidity programs and bond market integrations. Their privately run investment vehicles and curated permissionless vaults represent the first wave of capital we expect to see enter the Tharwa ecosystem.
Partnerships like this are about alignment. Experienced managers paired with structured systems create liquidity that is stronger and yield that lasts.
We’re glad to welcome MEV Capital as a strategic partner.
For more on MEV Capital:
Website - mevcapital.com
X Account - @MEVCapital
LinkedIn - linkedin.com/company/mev-ca…
DeFilama - defillama.com/protocol/mev-c…
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LRTMax retweetledi

Introducing mevBTC, a tokenised certificate issued by Midas, structured to reference BTC-denominated strategies by @MEV_Capital.
MEV Capital is a digital asset manager focused on deploying DeFi yield strategies and managing risk parameters in permissionless vaults.
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@DarrenCamas @ipor_io @MEVCapital @reservoir_xyz @628Labs @infinifi @harvest_finance Stablecoin vault of the month :
MEV Capital PT-Looping Vault
running at 34% APR inception-to-date thanks to @strata_money , @ipor_io infra
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Summer cooling down, yields heating up 🔥
@ipor_io Fusion Fall starts September with multiple double digit real yields 🔝34%
New Atomist @MEVCapital
@reservoir_xyz still dominant
@628Labs @infinifi strat
@harvest_finance autopilot on mainnet
Some pools and sneak peeks
👇

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LRTMax retweetledi

Morpho-PT USDC makes its debut on Equilibria, bringing @MEVCapital’s vault strategy straight to your fingertips.🔥
Your USDC is set in motion across multiple PT collateral markets, constantly rebalanced to hunt down the highest yields. With Equilibria’s boosting power in play, this isn’t just passive income—it’s a precision-tuned yield machine ready to push your returns into overdrive.

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LRTMax retweetledi

With over $40m already managed by @MEVCapital on Silo, there's no surprise they're back to support this campaign.
They'll also be joined by @VarlamoreCap who will be managing new vaults USDT and @withAUSD's AUSD.
It's a stablecoin heavy line-up and for very good reason 🤫

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