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

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.

@MidasRWA @hyperithm @FasanaraCapital 🙌

2025: A look at Midas' breakout year We minted $1.7B in total assets, distributed $37M in yield to users, and grew to more than 13,000 token holders. This growth spans cross 18 products representing distinct investment strategies from @hyperithm, @FasanaraCapital, @ApolloCryptoFM, @MEVCapital, @EdgeCapitalMgmt, and @Re7Labs. Ending the year with $500M+ in TVL, roughly 55% of mTokens are actively utilized across platforms like @Morpho, @pendle_fi, @Contango_xyz and @eulerfinance to unlock additional DeFi opportunities. Looking ahead to 2026, we’re focused on scaling this foundation: bringing even more capital onchain, expanding product offerings & DeFi use cases, and continuing to build the premier platform for composable onchain investment products.