MEV Capital

@cDandanFi @elixir @SiloFinance Yes, it’s coming and we’ll keep you updated.

@MEVCapital @elixir @SiloFinance Thanks! Is that expected to be resolved as well?

We’re thrilled to announce to MEV Capital Morpho USDC vault depositors that they can now claim their funds following the @elixir event last October. Partnerclaims.elixir.xyz

@Rob_m00n @elixir Yes, it’s coming and we’ll keep you updated.

@MEVCapital @elixir Now time to help out your Lista users on BNBchain !

@halfdead777 @elixir Arbitrum Morpho vault was exposed to Stream finance Xusd not Elixir. Please stay tuned.

@MEVCapital @elixir How about the Morpho MEV Capital USDC vault on Arbitrum?

@DegenCT @elixir Arbitrum Morpho vault was exposed to Stream finance Xusd not Elixir. Please stay tuned.

@MEVCapital @elixir DM me, im having issues claiming. Site shows nothing. Their discord mods telling me that the claims are not available for MEV Capital Morpho Arbitrum USDC Vault yet

@cDandanFi @elixir @SiloFinance Yes

@cDandanFi @elixir @SiloFinance Silo finance vaults are Xusd not Elixir. Stay tuned.

@MEVCapital @elixir Great! What about @SiloFinance vaults?

We would like to thank our liquidity providers for making these markets possible: - @SteakhouseFi - @gauntlet_xyz - @ClearstarLabs - @hyperithm - @MEVCapital

We recently submitted a joint proposal for @gnosis_ DAO Treasury Management Services with @MEVCapital. As a Gnosis ecosystem user, please share your thoughts/concerns here for better understanding as we structure this ahead.

🎙️ @DeFiMEV, Partner & Asset Manager, @MEVCapital Marien takes the stage at Vault Summit! Join him at Ciudad Cultural Konex in Buenos Aires during DeFiConnect on 18 November. 🎟️ tickets.deficonnect.co

MEV Capital update on the Arbitrum USDC Morpho Vault: Regarding @StreamDefi market pair, the Arbitrum USDC Vault removed the Stream xUSD/USDC market following the 3-day time-lock. The Arbitrum vault realized a loss of approximately 600K USDC out of the remaining 5M USDC at the the time of pair deprecation. The Morpho vaults no longer have exposure to any Stream nor Elixir assets; other markets and parameters remain unchanged. 🔹 Arbitrum Vault: app.morpho.org/arbitrum/vault… MEV Capital is currently working with relevant parties to address the situation with StreamFinance recovery and will provide updates to concerned lenders once more information becomes available.

MEV Capital operational update on Morpho USDC vault: The Ethereum Morpho USDC Vault removed @Elixir sdeUSD/USDC market pair, resulting in the vault realizing a bad debt equal to nearly 3.6% of the total vault TVL at the time. The vault no longer has exposure to any Elixir assets. Other markets and parameters remain unchanged. 🔹 Concerned Vault: app.morpho.org/ethereum/vault… MEV Capital is currently working with relevant parties to address the situation on Elixir creditors as it evolves.

eBTC, powered by @MEVCapital, is now earning 15.06% on Ember Protocol.

USDT/sUSDX markets have experienced elevated borrow rates with limited repayment activity. Recent MEV Capital actions: - Set allocation cap to 0 for this market - Updated the Interest Rate Model (IRM) to adjust borrowing incentives ListaDAO's community is voting to update the oracle parameters through their governance process. We continue monitoring market activity and liquidation processes.

As DeFi grows, its financial risks grow too, from market volatility to smart contract exposure. Join @ayham_eth, @sebventures, @MonetSupply, @omeragoldberg, @realYaronVelner, and Gytis Trilikauskis to discuss who should manage these risks: curators or protocol governance?

We are aware of the recent disclosure regarding a $93M shortfall in the Stream Finance ecosystem. MEV Capital is providing this update regarding curated markets and products exposed to Stream Finance assets. TL;DR: MEV Capital’s actively managed vaults (Midas, Upshift, Mellow, Symbiotic) and lending markets on mainnet L1 have no direct exposure to Stream Finance assets. The exposure is contained to 4 permissionless lending markets and 1 vault deployed across three L2 chains, namely: Silo Vault - xBTC, xUSD (Avalanche), Euler Cluster - xUSD (Sonic), and Morpho Vault - xUSD (Arbitrum) - where MEV Capital provides venues for borrowers and lenders to Stream Finance assets. List of vaults and lending markets curated by MEV Capital impacted by Stream Finance shortfall: - Silo (Avalanche) USDC Vault Current allocation to xUSD market: $7.2M USDC, LLTV: 89% - Silo (Avalanche) BTC.b Vault Current allocation to xBTC market: 164.3 BTC.b, LLTV: 89% - Morpho (Arbitrum) USDC Vault Current allocation to xUSD market: $628K USDC, LLTV: 91.5% - Euler (Sonic) USDC Cluster Current deposits: $3.4 M USDC, LLTV: 91.5% - Euler (Sonic) scUSD Market Current deposits: $7.02M scUSD, LLTV: 91.5% MEV Capital vaults status: vaults.mevcapital.com Current actions: - Our AM team updated exposed Market parameters to contain the situation and limit any direct or indirect exposure to Stream Finance assets out of current chains and markets - Our Legal team has reached out to Stream Finance’s legal counsel to address Stream's borrowing positions in the curated vaults & markets exposed to Stream’s assets. - Our BD team is reaching out with protocols & chains representatives for further actions on exposed lending markets to coordinate exposure limitations and action plans. - Our Technical team is tracking any developments from Stream Finance’s activity and associated protocols directly and indirectly exposed to Stream Finance’s assets. We continue collecting information to assess potential outcome for lenders exposed to Stream Finance assets, most of it will depend on Stream Finance's decisions to clarify the current reserve situation. We will continue to monitor and adjust our lending market parameters, we keep the situation isolated from other vaults while the situation evolves.

MEV Capital team is aware of the Balancer exploit incident and wants to confirm that Midas mMEV and mevBTC vaults had no exposure to Balancer v2 and are not affected.

🏦 @SocieteGenerale's SG-FORGE now accepts LBTC as collateral for MiCA-compliant stablecoin loans via @MEVCapital and @MorphoLabs The 6th largest bank in Europe is building onchain capital markets with Lombard!

Tired of the perps DEX mayhem? 😮‍💨 Now there’s a better way to bet on the market, thanks to the new $LCAP Vaults on @MorphoLabs curated by @MEVCapital 🔷 USDC / LCAP app.morpho.org/base/market/0x… 🔶 LCAP / USDC app.morpho.org/base/market/0x… Here’s how it works 🧵👇

MEV Capital curates the LCAP Vaults with @ReserveProtocol on @MorphoLabs @Base Powered by Reserve, LCAP is an Index DTF (Decentralized Token Folio) tracking CF Benchmarks' Large Cap Index, representing ~95% of crypto's market cap excluding stablecoins. It allows users to lend or borrow LCAP to take directional positions on the crypto market. Vault links: 🔷 USDC / LCAP app.morpho.org/base/vault/0x8… 🔷 LCAP / USDC app.morpho.org/base/vault/0x4…