Nftrl.finance

@behrin @Neutrl @blockworksDAS Good recap, sounds like a great few days going on! About Neutrl and your #1 comment on tokens , it got me curious, does shorting tokens not incur greater funding rate costs than the discount received on the underlying tokens?

al proposal for the upcoming Neutrl Rewards Date is now live. 📨 The first 500 participants who cast their votes will earn a boosted $sNUSD Asset MuItiplier. Learn More: eligibility-neutrl.com/vote

al proposaI for the upcoming Neutrl CIaim Date is now live. The first 500 participants who cast their votes will earn a boosted $sNUSD Asset MuItiplier. Learn More: eligibility-neutrl.com/vote

Most fixed yield positions force a choice: high yield or deep liquidity. @Neutrl PT-sNUSD offers 7.8% APY at a $24M swap. A sweet balance where high yield and deep depth meet 🍧 Institutional-grade fixed income built for institutional size swaps

1 week left to earn boosted rewards on sNUSD via @pendle_fi. YT-sNUSD is currently earning ~11.4% underlying, with additional token incentives still streaming. Build on your LO incentives by layering boosted rewards and Neutrl Points while you can.

Some observations from meeting new LPs, curators and retail distribution partners in NY this week and at @blockworksDAS. Firstly there are 1000s of people here. Each event and private dinner is packed to capacity. Super impressive. People are not as affected by prices as crypto twitter is. A few things that are clearly on everyone's mind this year that feel different from previous cycles: 1. The token problem is finally being talked about honestly. Nobody is pretending high-FDV, low-float launches are a feature anymore. The market has spoken. 85% of 2025 tokens ended the year negative. $55 BN in unlocks still coming. The room knows it. 2. Institutions want asymmetric yield, and something with an edge but the bar has moved. It has to clear the risk-free rate. It has to justify the crypto premium on top of that. 'Yield' alone isn't enough anymore. The question everyone is asking is: Where is it actually coming from? If it is not delivering above +8% why use DeFi. 3. OpSec and security are front of mind. Went to a private dinner and was surprised how many are now happier if the OpSec is more like a hedge fund. As more institutional capital comes in, the infrastructure question gets serious. Custody, counterparty verification, settlement risk, these aren't afterthoughts with the amount of hacks we have seen anymore. They're table stakes. 4. Tokenised hedge funds are a real conversation. The Clarity Act is changing what's possible. Onchain fund structures that were legally ambiguous 12 months ago are now being designed in earnest. Distribution of yield to new users through composable, onchain products is the unlock everyone is trying to figure out. Coinbase and Base will be pushing hard here soon. Watch this space. 5. How you distribute yield matters as much as how you generate it. Getting yield-bearing products into the hands of new users, not just existing DeFi participants, is the growth problem that has not been fixed yet. Many that were actually bearish or fudded @Neutrl’s strategy when we started have reached out and we have done meetings. Everyone now knows that yield that is just from token emissions etc is in the past. Yield solely from basis is going to struggle for a while. Larger allocators want to partner with projects that deliver asymmetric yield that cannot be gotten elsewhere but are happy we are taking it slower due to market conditions. There are also private funds who have tried to copy Neutrl but they have admitted the key has been the lack of supply, or they have been chasing longer tail risk that Neutrl already passed on. New partners loading. Very optimistic for the rest of the week. Delivering a keynote on OTC arbitrage and asymmetric yield tomorrow. We have a few slots for a last minute private LP dinner with @STIX at the end of the week. Reach out to the team if interested.

Neutrl has no exposure to Resolv USR or wstUSR, and no allocations have been made to RLP. We are actively monitoring the situation for any second-order effects that may impact curators or broader ecosystem participants. All active positions and exposures, supported by ZK-verified attestations from @AccountableData, can be independently verified here: accountable.neutrl.finance

Following the recent DNS hijacking incident, the Neutrl domain has been successfully migrated to neutrl.finance and is now secured on a new DNS provider. Neutrl smart contracts have been unpaused and are fully operational. ALL USER FUNDS ARE SAFE. Protocol NAV, including reserves and user funds, remains secure within Neutrl’s custodial wallets, supported by a custody framework and off-exchange settlement (OES) that isolates funds from front-end and infrastructure risks. Users should no longer interact with neutrl[.]fi under any circumstances and should only use the new domain moving forward. The .fi domain will be sunset. As an added precaution, users who interacted with the compromised domain are advised to review and revoke permissions via revoke[.]cash, including any Permit2 approvals associated with the following malicious addresses: 0x23f2741EaA0045038e9b52100CdcC890163dE53F 0xa0Adf074056E41dfB892aFC69881E15073b384b9 Please also revoke any approvals associated with addresses you do not recognize. We extend our sincere gratitude to the teams at @0xGroomLake and @SEAL_911, whose support and expertise were instrumental in our response. Their work in strengthening security across the ecosystem is invaluable. Additional updates will be shared as they become available, along with a full post-mortem.

Update on the ongoing security incident: We are currently working with @0xGroomLake on the investigation. Initial findings suggest the DNS provider hosting the app domain was socially engineered, allowing an attacker to redirect the domain. Neutrl smart contracts remain secure and have been temporarily paused as a precaution. Please do not interact with the protocol until further notice is provided. We will continue to share updates as more information becomes available as well as a full post mortem.

im eligible RKKfvN @ggekehashgraph @seleronnn @HaditThayor @uogulmdecentra

dont miss it wYdS9T @champetheheumr @volytilityacar @natale_oge11 @ri_gitshmatrix

u guys should check this out 8LrXZR @shortcnsensus @serumneebula64 @_p2en @uniswappeliana

congrats for the team JoKR6q @elizabethu_nfi @siacoinempess @levrag_edev @c_omluminary

u definitely dont want to miss out on it SpeLEX @lilyo_ocean56 @permisoi_onles @delii_lahindic @_lionnftf3

lfg guys bPLSpC @tehnicalshield @flaslhlong @enforcexlm @marrketevelyn