Tapir Protocol

@LLuciano_BTC Bigger pegged supply means a bigger tail to cover. Well under 1 percent of that float has any structural depeg coverage today. Everyone is an unpriced underwriter until they aren't.

Stablecoin Supply Just Smashed a New ATH ➥ $323 BILLION! We're talking about real infrastructure money, not hype. USDT still dominates, but the whole sector is printing new highs. Quick 5-Year Rocket Ride: 👇 ↳ Early 2021: $30B ↳ 2022: Peaked at $188B ↳ 2025: Exploded past $300B ↳ Now 2026: $323B+ → Over 10x growth in 5 years. Insane. This isn’t just numbers on a screen. Stablecoins have become the internet’s native dollar, moving trillions in volume, powering DeFi, remittances, and even corporate treasuries. Why the Massive Gains? My Take: Regulation finally caught up ⟶ The GENIUS Act in 2025 gave everyone confidence. Banks and big players are now jumping in instead of running away. Real utility exploding ⟶ Cross-border payments, trading liquidity, yield products, and tokenized RWAs. It’s actually being used daily. Macro + Dollar demand ⟶ In a volatile world, people want USD exposure without the old banking headaches. Stablecoins deliver that instantly. Institutional FOMO ⟶ BlackRock, Visa, fintechs, everyone’s building on them now. I’m genuinely bullish. Stablecoins are no longer “crypto gambling money,” ⟶ they’re becoming the rails for global finance. We’re still early. $1 trillion feels inevitable before 2030, IMO. This is how crypto wins, with boring (but powerful) infrastructure that actually solves problems.

@pendle_fi Fixed yield via PT closes the rate volatility leak. The other leak is the underlying losing peg before redemption. Tapir DP is the parametric layer for that side of the trade. Both sit on the same Pendle market.

Pendle’s yield-tokenization infrastructure is now integrated into the new Arbitrum Portal. Users can access predictable, fixed yield or trade future yield streams directly within a unified dashboard, anchored by the platform's deep liquidity. The global economy is becoming programmable. Build your yield strategies at software speed on the Arbitrum Platform:

@Hexblade_eth 17-20% on a yield-bearing token is the market quoting duration plus peg risk in one number. PT splits the duration. the peg leg is still sitting open, that's usually where the more interesting trade is hiding.

This is how you align incentives in DeFi. Pay in the yield-bearing asset, not diluted gov tokens Less sell pressure, deeper AVLT liquidity, Pendle/Morpho routes to stack AVLT vaults ~17 20% APR, TVL ~$20M eyeing 40M. If you want real yield over points, this is the window

@SuiNetwork @tryramp payments rails work right up to the moment the underlying drifts 50bps. tradfi handles that part with about 8 trillion in CDS. crypto has one and a half products covering under 0.2% of stable float. the missing leg keeps getting bigger.

The future belongs to instant, massive stablecoin payments, but today’s vendor payments are held hostage by bank wire windows. Enter Sui x Ramp. Sui is now supported by finance platform @tryramp for $USDC payments, bringing fast, streamlined settlements.

@AshCrypto 5% risk-free is the bar yield-bearing stables now compete with. either issuers ship more risk to keep the spread or buyers start wanting a cheaper hedge on the peg. quietly good for the protection side.

🚨The US 30Y yield hits 5.18%, the highest level in 19 YEARS. This is bad for markets.

@SolanaSensei @jup_lend @kamino @solana @toly @SolanaFndn @Bitwise @ethena @JupiterExchange @jup_offerbook @soy_muse @kashdhanda 1b into sUSDe lending in a week is bullish for everyone except the silent basis-trade tail. yield is real, insulation is a different product. nobody is pricing the depeg leg as a separate line yet.

Over $1B has been added to the Ethena markets across @jup_lend and @kamino in just a week Who said Solana DeFi is dead We fucking love to see this.

Enough numbers. Here's what redemption actually looks like. Pool resolved. 4.91% depeg. Tokens sitting there. Three clicks. Done. → testnet.app.tapir.money try it and tell us if anything breaks! 👃

This is the part most protection models can't actually show: A real depeg. Captured live. Resolved deterministically. Payable on-chain. Mainnet is in the pipeline. Testnet is where we prove it. try it 👃

Want to see it yourself? → testnet.app.tapir.money/markets → scroll to "Redeem your tokens" → click into Pendle_sUSDai The resolved pool is sitting there. So are two weETH pools that matured at par (no depeg). The system has to work both ways. It does.

🚨 Tapir's testnet update 👃 Since April, our system has been catching live depeg events on the token we list. This maturity cycle, Pendle_sUSDai resolved a 4.91% depeg, captured on-chain, and is redemption-ready. Walking through what that actually looks like ↓

One month of Tapir public testnet, we just hit our first real depeg event. (April hacks 👀?) Pendle_sUSDai captured cleanly, redemption working as designed. Integrations live with @yearnfi, @pendle_fi, @ethena, @MidasRWA, and @ether_fi. Data are real :D Thread update soon. Happy testing. — Tapir

@ethena @JupiterExchange @Bitwise isolated market is a good start. tranched market is where this actually goes. one side prices the basis yield, the other side prices the depeg downside, both keep the base apy. usde is the most obvious candidate.

Jupiter Lend has grown into one of the largest lending venues on Solana within months of launch. Today, Ethena joins the platform with its own dedicated market. The Ethena market on @JupiterExchange is fully isolated from the existing Jupiter Lend deployment, and curated by @Bitwise who brings onchain asset management and risk oversight to support institutional participation in this Ethena market.

@JupiterExchange @Bitwise @ethena institutional grade lending market for usde is the easy half. the peg risk on the loop is still on the depositor. tapir prices that line separately so the user picks which side to be on, both sides keep the base apy.

We just onboarded a multi-billion-dollar crypto asset manager to deploy an institutional-grade lending market. @Bitwise is now curating an @ethena market on Jupiter Lend. A turning point for on-chain lending 👇

@_Jonasweb3 one thing u will love is when, Tapir goes lives, all of your hatred will be gone.

ranking things i hate in crypto: 1. Lazarus group 2. perps 3. hacks 4. ponzi 5. scam KOLs 6. memecoins 9. scam projects, ICOs & founders.

@ether_fi We are coming soon!

$220M. 70K cards. Zero downtime. Learn how we moved to OP Mainnet to give our users a faster, cheaper experience with no operational hiccups ↓

@cryptoterry we are building. Depeg protection marketplace, so all DeFi YIELD BEARING assets will be covered

Which community is growing?? 💹😎

@VheeJoe_ @legiondyor We are building depeg protection marketplace for users who owns DeFi yield bearing assets bc most of them are not protected from potential depeg events

@legiondyor The project that deserves it is the one still building when nobody's paying attention

I want to help a project blow up. Which project deserves it?