UltraYield by Edge Capital

Glad to be working with @TermMaxFi and move the market forwards!

We love our partnership with @KelpDAO and offer solid returns not only on ETH but on stables as well, please check out Stable Gain vault!

And here are some strategies involving uniBTC for you!

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…

Prepare in advance!

Congrats to our good friends at @ArkisXYZ

@Bedrock_DeFi @MorphoLabs @base @merkl_xyz @EdgeCapitalMgmt @Morpho Happy to be working with you on this one!

The $uniBTC / $USDC lending market is officially LIVE on @MorphoLabs on @base! 🔵 Strategies unlocked: 1️⃣ Earn: Supply USDC and farm boosted $OP rewards via @Merkl_xyz. 2️⃣ Loop: Supply uniBTC → Borrow USDC → Buy more uniBTC. Institutional-grade safety curated by @EdgeCapitalMgmt. Start earning: 👇 app.merkl.xyz/opportunities/…

Please check out the fresh new markets we curate on Base!

“Capital is consolidating around control of execution, balances, and distribution” This is exactly what UltraYield provides

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

Fresh intel 🫡

Happy to start curating on @TermMaxFi ! We see great potential in fixed-term lending and are eager to explore the product, check out the offering: app.termmax.ts.finance/earn/eth/0xbbf…

With U.S. inflation cooling, markets are shifting from directional moves toward repricing policy credibility and geopolitical risk. Past Week Macro Highlights 🔹 December core CPI slowed to 2.6% year over year, with both headline and core prints coming in at or below expectations. The data reinforced a steady disinflation path rather than renewed price pressure. 🔹 Markets were unsettled by news of a criminal investigation involving U.S. Fed Chair Powell, raising questions around institutional independence. Public support from global central banks helped stabilize sentiment, but policy credibility briefly came into focus. 🔹 NATO activity in Greenland kept geopolitical tensions elevated. The impact has been felt more through risk premia and volatility than through broad market repricing. Our view: Macro conditions remain broadly constructive, but risk is becoming more localized. For institutional portfolios, the focus is on credibility and transmission. Where volatility appears, how quickly it is contained, and whether it spills across assets matters more than the headlines themselves. 👉 Full breakdown and extended market coverage available here: open.substack.com/pub/edgecap/p/… #GlobalMarkets #Macro #RiskManagement NOT INVESTMENT ADVICE. NOT an offer to sell any securities or constitute a solicitation of an offer to purchase any securities.

@D2_Finance @TradingProtocol @alturax @Detrade_en @YuzuMoneyX @berachain @kaledora @PeapodsFinance @etherscan @upshift_fi @StreamDefi @hyperbeat Totally understand, it should have never happened in the first place

@ultrayieldapp @TradingProtocol @alturax @Detrade_en @YuzuMoneyX @berachain @kaledora @PeapodsFinance @etherscan @upshift_fi @StreamDefi @hyperbeat Thank you for addressing it. To confirm, we are whole on our side. However, as you can imagine, we were left with a bad taste from the experience

Top performing new DeFi stablecoin vaults (less than a month old) - @alturax 23% ann. / 30 days - @Detrade_en 11% ann. / 30 days - @YuzuMoneyX 8% ann. 30 / days And a lot of more - for new vaults the data is extremely noisy tradingstrategy.ai/trading-view/v…

We didn’t reply there since we were awaiting the instructions from our partners - the issue wasn’t related to performance but the vault tech setup, and eventually this was resolved, sorry didn’t follow up on our side. From what I know the compensation should have actually come from Upshift since the whole issue was due to the pricing engine peculiarities. Upshift must have sent the funds to Hyperbeat for distribution. Will follow up internally, don’t want there to be any bad perception of the vault especially since the issue was actually addressed and in no means relates to the curation or performance.

UltraHype by @hyperbeat (we allocate dev resources for direct integration) was flat or slightly down in July, but Hyperbeat team graciously sent the balance from their treasury to fill the gap. They opened a chat with you, but you never addressed it. As you can imagine, in our books, Caleb seemed more serious than your team. 😅( we never allocate to stream, they allocated to us and made money in both strategies).

@D2_Finance @TradingProtocol @alturax @Detrade_en @YuzuMoneyX @berachain @kaledora @PeapodsFinance @etherscan @upshift_fi @StreamDefi So you base your investment decisions on the word from Stream Finance? :) probably the reason he talks bad about us is that we rejected his investment proposal (for reasons that became obvious to everyone in November). What loss do you refer to, and which vault in particular?

About @upshift_fi (anecdotally the one we actually allocate we lost/ flat money on, via @ultrayieldapp), do you have any color on how their TVL increased during the @StreamDefi blow-up? Funny enough, in a quick call with Caleb of stream ( the one before he deposited the 6M on hype++ where he made money on ) he said he did some due diligence on the Edge / Upshift relationship and would not have put money there. 🤣 If @0xLaw do not want touch it, wondering if any info we missed.

🔔 Quick update from Edge Capital Capital is no longer chasing crypto narratives, it is consolidating around infrastructure institutions can deploy at scale. 📊 Past Week Crypto Venture & M&A Highlights 🔹 $495M raised across 16 projects, with capital decisively favoring infrastructure over application layer experimentation. 🔹 Rain’s $250M raise and Fireblocks’ acquisition of TRES underscore sustained demand for compliant rails connecting tokenized money with traditional financial operations. 🔹 M&A activity concentrated in regulated investment products and staking infrastructure, pointing to consolidation driven by durable institutional use cases, not speculative growth. Our view: Recent capital formation continues to validate a broader market shift toward institutional grade, regulated infrastructure as the primary driver of long term value creation. As institutional participation deepens, scalability, risk management, and integration with existing financial systems are becoming non negotiable. 📈 Derived from our Weekly Market Outlook 👉 Full breakdown and extended market coverage available here: edgecap.substack.com/p/weekly-marke… NOT INVESTMENT ADVICE. NOT an offer to sell any securities or constitute a solicitation of an offer to purchase any securities.

Edge Capital: 2025 Performance Results 2025 was a challenging year for digital asset markets, reinforcing the value of disciplined risk management. Edge Capital closed 2025 with a +10.1% net return in USD, with other share classes performance as follows: 🔹 BTC: +8.9% net BTC-on-BTC 🔹 ETH: +10.0% net ETH-on-ETH Since inception in 2020, the strategy has generated 19.5% annualized returns and positive performance in 95% of months, with consistently low correlation to BTC, equities, and hedge fund indices. In Q4 2025, a broad market sell-off compressed relative-value opportunities and reduced leverage across the space. And as we enter 2026, conditions are improving. We see basis spreads are widening, token activity is returning, and our opportunity pipeline is rebuilding into Q1. For 2026, we target +15-20% net returns in USD in a modest environment. The strategy continues to generate alpha and incremental yield as volumes normalize. Please see the factsheet here: lnkd.in/ewXYhNTx NOT INVESTMENT ADVICE. NOT an offer to sell any securities or to constitute a solicitation of an offer to purchase any securities. Please refer to the factsheet for performance disclosures.

Happy to work with you 🫡

1 DAY TO GO! Join us tomorrow for the AMA with @NexusMutual and @ultrayieldapp 🌱 We’ll be breaking down why embedded cover matters and what this sets as a new standard for DeFi vault design. 📅 Jan 14 ⏰ 4:15 PM UTC Set your reminders! x.com/i/spaces/1rmGP…