Trading Strategy
2.9K posts
@TradingProtocol
Top DeFi vaults, strategies, rankings, risk and returns
Looks like @D2_Finance strategies have broken our website again. A freshly launched texasHedge vault is a straight line up. And oh boy, it is a crazy. It's probably the first advanved tokenised trade on this planet: The vault is a high-risk, multi-leg directional strategy around SpaceX pre-IPO exposure and related market flows. It combines a financed SpaceX perpetual position with long S&P downside convexity and long Tesla/Mag-7 upside convexity, funded by selling DRAM upside convexity. Currently, this trade is going the traders' way. A lot. We had to adjust our chart library to draw the line. View the vault here tradingstrategy.ai/trading-view/v…
That’s what @vaultsfyi was originally created for. We of course do much more now but for the almost 100 protocols we cover it’s a standardized methodology. In some cases we even hear from teams that they use our site (and APIs) over their own front ends. docs.vaults.fyi/methodology/ca…
Robinhood chain has a 40% fail rate. Essentially, almost half of all transactions on the Robinhood chain don't execute successfully. "Best chain for RWA"
If you missed out AMA with @GrowiFinance, here is a bit of an introduction from their team, and their story.
MU DIGITAL AFTERMATH - ANOTHER RWA BORROWER BITES THE DUST ⭐️ WHAT IS MU DIGITAL? Mu Digital is a Web3 platform that brings tokenised yields from Asian real-world credit assets, like sovereign/corporate bonds and private credit, on-chain for stablecoin holders. It was founded by ex-investment bankers (ex-BofA Merrill Lynch, UBS) with deep Asia credit experience, backed by investors including UOB Venture Management, CMS Holdings, Signum Capital, and others. ⭐️ ACCOUNTABLE DASHBOARD AND WIND DOWN On June 30, Curvance, a lending protocol, deprecated Mu Digital-related markets that used the Accountable dashboard and the Redstone oracle. They moved to "reduce-only" mode. Accountable and Redstone offer services to prove that offchain financial assets are real. On July 10, 2026, Mu Digital announced it had commenced an orderly wind-down of its products, including AZND, loAZND, and muBOND. This followed a surge in redemption requests amid heightened market uncertainty and commentary. Accountable’s dashboard and related oracles were deprecated, removing a key pillar of transparency that Mu Digital had heavily promoted. This eroded confidence for integrators and users. This is the third Accountable-related vault that will wind down in a few months, following MainStreet Finance (suspected to be a scam) and Altura Vault (Accountable did not provide true transparency; wind-down in progress). ⭐️ MU DIGITAL AND MORPHO Morpho is a lending protocol. Mu Digital uses (or powers) specific Morpho vaults, allowing users to earn yields on Mu Digital’s tokenised real-world Asian credit assets (bonds, private credit, trade finance) by simply depositing stablecoins like USDC. Main examples of the connection, promoted directly by Mu Digita: 👉 Alpha USDC Asia V2 vault on Morpho — Curated by AlphaPing. This is a USDC lending vault that deploys capital into Asia-linked RWA credit strategies backed or enabled by Mu Digital. It has been highlighted for steady growth, reaching $7M in deposits at one point, and for offering sustainable looping yields. 👉muBOND yields on Morpho — Mu Digital has stated that muBOND yields are available via a Morpho vault curated by the same partner. This packages Mu Digital’s credit yields into an accessible Morpho position. ⭐️ WHAT MAKES MU DIGITAL ON MORPHO FISHY Just before the wind-down, someone deposited a large amount of the project’s token (AZND) as collateral and immediately borrowed real liquidity (USDC), a well-known tactic in some DeFi incidents. This happened right as Mu Digital was facing Accountable verification issues, depegs/pressure on related assets (AZND, msY, etc.), and eventually announced a full product wind-down. The borrower drained liquidity just before or during the unwind phase. What happened: → Heavy borrowing against AZND on Morpho drained liquidity. → Supply APYs were capped at 0%. → Withdrawals became difficult or impossible for many. → Significant bad debt accrued for lenders. → Community anger and accusations increased, especially as Mu Digital moved toward full wind-down ⭐️ WHAT’S NEXT It’s not known to the public who controlled the $9.6M AZND deposit/borrow address that drained liquidity just before the announcement of the wind-down. The situation is evolving. ⭐️ RELATED ENTITIES Trading Strategy website collects data in the DeFi ecosystem for capital allocators. Here are the pages for the entities mentioned in this post: Morpho: tradingstrategy.ai/trading-view/v… Accountable: tradingstrategy.ai/trading-view/v… Alpha Ping: tradingstrategy.ai/trading-view/v…
Effective immediately, Mu Digital has commenced the orderly wind-down of its products, including AZND, loAZND and muBOND. Over recent days, we have received an increased volume of enquiries regarding redemptions, both directly and through our product integrations. We are aware of recent market commentary regarding Mu Digital, as well as broader developments affecting protocols operating within the space, which have contributed to increased uncertainty and heightened redemption activity. Our priority is to conduct an orderly and transparent wind-down while the appropriate legal, operational and technical processes are undertaken. We are working closely with legal counsel and other advisors to determine the appropriate process for the wind-down of the Protocol, including the treatment of outstanding positions and the redemption process, having regard to the applicable contractual arrangements, legal considerations and other relevant factors. Further updates will be communicated through Mu Digital's official channels as they become available. Please rely only on official Mu Digital communications for any updates.
“Robinhood will leave, like Base did.” even if they did, which I don’t think they would because the stack is built to meet their needs, they don’t just get to fork the stack and walk away. the @arbitrum platform is licensed under a community license. If Robinhood forks the repo, they still owe the DAO 10%, which IMO is fair! fully open sourced is cute, but if we want to build sustainable business models around infrastructure, it doesn’t work. @Offchain gets it, so stoked for this team.
J.P. Morgan enters the vault curating business. JPMorgan Chase is the largest/most valuable bank in the world by market cap. Right out of the bat, JLTXX vault (denominated in USDC) is $700M, making J.P. Morgan the fifth-largest curator, bypassing @TelosConsilium and @upshift_fi. Vaulted strategy invests in U.S. Treasury bills, bonds and overnight repurchase agreements. @jpmorgan runs its vaults on its proprietary protocol from its Kinexys blockchain division (formerly known as Onyx). The vault runs on Ethereum and is denominated in USDC. Before, Kinexys was developing permissioned blockchains. J. P. Morgan's CEO, Jamie Dimon, is also known as a major antagonist of stablecoins, DeFi, crypto, and blockchain, and has not missed a chance to bash them. How the tables have turned. J.P. Morgan's vaults: tradingstrategy.ai/trading-view/v… - check for our technical details on the vault, strategy tearsheet and smart contract information. Curator ranking: tradingstrategy.ai/trading-view/v…
$CRCL +11% pre-market, gets OCC nod for digital bank. This was already baked in the cake with the charter they got last December. Still, they can open for business now. The stock is on its rear-end. Big move confirms how negative sentiment is.
