Alex Telegin | UltraYield

Check out our @Morpho vault on @base - steadily in Top-Five by APY (at 5-6% now), low-risk collaterals, has some good incentives from @Bedrock_DeFi app.morpho.org/base/vault/0x5…

@gnosis_ To everyone hesitating and unsure how to vote, at Edge Capital (@EdgeCapitalMgmt) we are happy to hop on a call to tell you why we are the best option on the list, or ask away here, will answer publicly

GIP-148 is live on Snapshot ⚡ ➡️ Selection of Treasury Management Service Provider Voting ends on 14th February 2026. Cast your vote here ⬇️ snapshot.box/#/s:gnosis.eth…

Edge Capital: Market Update We believe the recent sharp sell-off in digital assets has been largely driven by broader global risk-off sentiment. • Global crypto sell-off + commodity weakness (gold & silver pulling back after a strong rally) • Competitive pressure in AI following the rapid evolution of OpenAI/ChatGPT • Concerns that large U.S. tech firms may see margin compression — many mega-cap names are down ~30% in the past month At the same time, fears that pressure on digital asset treasuries would force selling created a reflexive cycle. That dynamic encouraged directional shorts from hedge funds and accelerated downside momentum. However, positioning data tells an important story: • Open interest and futures positions have shrunk significantly — in some cases 50% to 3x reductions across exchanges • Leveraged positions have been massively flushed out • Many long positions appear to have already been cleared In our view, this was primarily a sentiment-driven deleveraging event — not a structural bubble collapse. NOT INVESTMENT ADVICE. NOT an offer to sell any securities or constitute a solicitation of an offer to purchase any securities.

Tough markets but we stay strong and managed to avoid any potential losses in the vaults that we curate. Stay strong everyone!

3 people are joining on our side, don't miss!

@KelpDAO @NexusMutual @ultrayieldapp Happy to join!

Join us for an exclusive AMA with @NexusMutual and @ultrayieldapp 🌱 We’ll be unpacking how High Gain became the world’s first DeFi vault with embedded cover - what it means, how it works, and why it matters. 📅 Jan 14 ⏰ 4:15 PM UTC Don't miss out! x.com/i/spaces/1rmGP…

Scaling 💪

@justinalick And I like seeing the posts about how this is the expected behavior and the vaults accepting private credit collaterals were always supposed to have drawdowns. Pretty sure with these expectations the returns should have been in 30-50% APRs min, not 10-15 people were getting

private credit brought onchain will inevitably bring the largest single event calamity we will ever see i am increasingly seeing more of these projects pitch and toss their hat in the ring to bring regulated and unregulated approaches to doing so these instruments will have gaps in their due diligence, have failures in their correlations assumptions, and flat out be caught lending to folks who don’t have the means to pay it back when there isn’t demand for these products in tradfi, it gets repackaged and dumped on unsuspecting unsophisticated capital (dumb money) who are chasing higher than normal yields this capital eventually gets taken out behind the wood shed don’t fall for it jha

@DefiIgnas Well a fully decentralized/permissionless one - indeed, but there are secure custody-based permissioned solutions that can ensure the smart contract risk is minimal

If Yearn finance failed to built a secure vault product, not sure who else can.

The largest USDC holder on Monad? Gearbox's USDC lending pool curated by @EdgeCapitalMgmt, holds over 25% of all USDC on Monad. 2.5X bigger than the Uniswap liquidity pool Say it back, gmonad

A few more $1M+ deposits and we are now at 19.5M in less than 24 hours. Almost 50% bigger than the second biggest lending market on Monad. Kudos to @ultrayieldapp. A combination of Permissionless having the risk tools no one else does, Edge’s approach and MON incentives.

~2.5M in deposits several hours after going live. Glad to work with @monad and @GearboxProtocol on this launch!

@ultrayieldapp @elonmusk CC @ads @Support

Our @ultrayieldapp account was marked as South Korean for some reason so we can't setup an Ad campaign, tried support but instead of helping they deactivated ads account, @elonmusk can you investigate why support doesn't want us to spend money with you?

msyrupUSDp is still one of the best vault opportunities on the market targeting ~15% APY (including Plasma incentives)

Meet voices shaping the next chapter of onchain finance in Buenos Aires on Nov 20th. @robmk_xyz, Head of Research at @EdgeCapitalMgmt will take the stage at Onchain Capital Summit. The lineup keeps getting sharper, see you in BA: luma.com/onchain_capita…

The syrupUSDT @Plasma vault is open for deposits. With ~16% expected APY over the next 30 days it presents one of the best opportunities in DeFi. Sourced from syrupUSDT on @aave and @0xfluid + excl. XPL rewards. Managed by @EdgeCapitalMgmt. Full details in article below.

Behind every great summit stand the ones building the future – the protocols, funds, and builders shaping the next trillion in onchain assets. Proud to have @EdgeCapitalMgmt as a Sponsor of the Onchain Capital Summit🦾 Find us in BA on November 20: luma.com/onchain_capita…

@KelpDAO @ultrayieldapp Glad to be working with you!

Over the last 35 days, market-wide depegs and liquidations reminded everyone of a core DeFi principle: in stress events, strategy quality determines stability. Stable Gain, powered by @ultrayieldapp, maintained consistent performance and delivered steady rewards throughout this turbulence. The vault currently sits at $7.5M TVL, delivering 14% rewards. Stable shouldn't be a promise – it should be proven. Earn high rewards from your stables in one click. Deposit in Stable Gain now! ⚓ kerneldao.com/kelp/gain/stab…

Our View on the Stream Finance Situation The recent developments involving Stream Finance highlight the critical importance of prudent risk management, proper due diligence, and transparency in leveraged investment structures. Edge Capital had no exposure to Stream Finance or xUSD nor on deUSD (Elixir). We were one of the very few curators in the market who chose not to work with Stream Finance. To the best of our knowledge, our due diligence identified what we considered to be significant shortcomings in risk management, operational design, and decentralization. Various market participants proceeded despite these red flags, creating apparently unleveraged synthetic loan structures that, in our opinion, exposed investor capital to potentially unnecessary risk while layering on additional fees. We want to reaffirm that Edge Capital has never engaged in such practices, and none of our smart contracts had any direct or indirect exposure to Stream Finance or xUSD. Stream Finance appears to have operated as a fund of funds, engaging in complex arrangements that may have allowed underlying funds to leverage their positions. This structure could have created hidden exposure and systemic risk among participating funds. It remains unclear how Stream Finance could report losses as significant as $90m, as the underlying funds’ actual losses during the October 10 sell-off period were materially smaller. Based on publicly available information, these losses may have arisen from structural weaknesses, governance failures, or other operational issues rather than market exposure alone. We believe affected investors may wish to consider pursuing Chapter 11 bankruptcy proceedings in the United States, given Stream Finance’s U.S. registration. Such proceedings could potentially enable oversight by the SEC and allow for the recovery of assets, including funds redeemed prior to insolvency. This reflects our general view on investor protection mechanisms rather than specific legal advice. During Chapter 11 proceedings, there could be potential recovery through clawback mechanisms, allowing affected investors to pursue restitution. In our opinion, clawback risks for curators might be significant. Certain market participants who withdrew funds from Stream Finance shortly before insolvency was reported could, depending on the circumstances, be subject to clawback review under U.S. bankruptcy law.