Sumcap

Plasma launched with 55+ protocols and $2.7B+ in pre-commit TVL, through partnerships with @binance, @ether_fi, @maplefinance, & @MidasRWA. A clear success, but what does the data reveal beneath the surface? Introducing the @Plasma Dashboard 👇 🔗plasma.sumcap.xyz

@DennisMidas @MidasRWA

@Sumcap @MidasRWA Builders know builders. Proud to work with @Sumcap from day 1.

We're pleased to have participated in @MidasRWA's $50M Series A. Since inception, they've tokenised over $1.7B in assets and nearly $40M+ in yield distributed. Huge congrats to @DennisMidas and the entire @MidasRWA team!

@MidasRWA Onwards and upwards! 🙌

Explore how they’re boosting on-chain transparency and enabling instant liquidity with mSL. More details: midas.app/blog/introduci…

Midas is building the architecture for onchain capital markets to scale, bringing any asset, vault, ETF or stock on-chain with atomic instant liquidity and native composability. mSL introduces atomic redemptions and external liquidity pools, a new standard for tokenised products. Explore Midas products through our dashboard at midas.sumcap.xyz

What if your stablecoins could earn you Bitcoin every day? Introducing ern.app

@PlasmaAfric @Plasma @USDT0_to Trillions 🫡

@Sumcap @Plasma @USDT0_to Trillions to go

151 days since mainnet launch, and @Plasma has officially cleared $250B in cumulative @USDT0_to transfer volume. What began as a specialized vision for stablecoin-native infrastructure has rapidly scaled into a high-velocity liquidity layer. Here is the data behind the maturation of the network

A $250B milestone is only possible with a robust foundation. Today, 60+ protocols - ranging from decentralized exchanges to institutional RWA providers - rely on @USDT0_to as their primary liquidity base on @Plasma. Explore the 60+ projects driving this growth stats.plasma.sumcap.xyz

The pulse of the network has moved from early-stage volatility to sustained, mature utility. • $580M average daily volume (last 30 days). • 74% of all stablecoin supply on Plasma is now USDT0. We are seeing the establishment of a new liquidity standard.

🏁/ That's it for today, frens! We hope you enjoyed our overview of Aave V4! To stay updated, follow us on X or join our Telegram channel below: t.me/sumcap_research 👋👋

5/ Misc Upgrades 🛒 Under the hood, V4 comes with an array of additional changes: • 💰 Liquidity Premiums - collateral-specific risk factors (0→1) that modify borrow costs (i.e. riskier collateral pays more) • 📊 Dynamic Risk Configurations - each loan locks in its own risk params, letting new configs roll out without affecting existing borrowers. • 🧹 Automated Asset Offboarding - a rule-driven process that progressively drives an asset’s liquidation thresholds toward zero until fully offboarded. • ⚙️ User Actions - user-defined automated responses to gov changes to avoid liquidation without monitoring updates manually • 🛠️ Liquidation Engine V4 - variable liquidation factors, reverse-Dutch-auction bonuses, configurable liquidation strategies + batched liquidations

With @Aave V4 underway, the stakes are now higher than ever. This upgrade will define how: • $33B in TVL across 18 chains, • $1B in Annualized Fees, • and 152k unique users, ...will interact with DeFi Lending! Let’s take a look at what’s different for Aave 👇

Transparency is our operating infrastructure. Our model includes live NAV dashboards, risk limit monitoring, and independent validation of all data. We welcome review and feedback from the @gnosisDAO community. Read the full proposal and join the discussion here: forum.gnosis.io/t/request-for-…

We are fundamentally aligned with the DAO’s success through a "Skin in the Game" model: • Co-investment: K3 mirrors the strategy with a $10M portfolio alongside the DAO. • Performance-Linked: Fees are tied to benchmarks. • Alpha Focus: We only earn performance fees when returns exceed passive alternatives. No gains, no performance fees.

We’ve submitted a joint proposal with @K3_Capital for the @gnosisDAO Treasury Management RFP. We are proposing a long-term framework to operate the Gnosis treasury with institutional-grade execution and independent risk oversight.