Mahone Defi

@Capy_Research @Kalshi @Polymarket hmmm, license + proof 👀

➥ the two winners this week didn't win on speed. they won on what can't be copied. spent today on two stories that looked unrelated, frens. they weren't. ✦ prediction markets → @Kalshi passed @Polymarket. not faster, not cheaper. it had a CFTC license the other couldn't replicate. ✦ zkVMs → @SuccinctLabs is formal-verifying its core while rivals chase benchmarks. correctness you can prove, not just claim. the pattern → in a space obsessed with TPS and APY, the durable edge keeps being the boring stuff. a license. a proof. a distribution deal. speed gets copied in a quarter. a moat takes years to build and years to break. when you look at a project, ask the quiet question → what here is actually hard to copy? most of the time, the answer is the whole thesis. DYOR / NFA

@YashasEdu @zama Private yield 👀

The Steakhouse Confidential Prime USDC Vault with @zama just went live on Morpho You deposit cUSDC and it earns yield by lending into Steakhouse’s Prime strategy against blue-chips + RWAs. This is the first credible onramp for private capital into established DeFi lending and should pull in flows that were previously unreachable. Large holders and institutions can now park stables onchain and generate yield without leaking their moves or sizes to competitors and front-runners.

@Jonasoeth Insightful breakdown

Following STRC's depeg from ~$100 to ~$88, the biggest thing the market lost wasn't yield. It was confidence in the credit quality of the asset. That's why Strategy adding another $300M to its USD Reserve may be far more important than buying an additional $300M worth of Bitcoin. Let's dive in

@0xSmerfik @CredoraNetwork know your risk

Hi, I just wanted to mention that Total Value Rated by @CredoraNetwork is almost $7B across 120 products and it seems it's gonna be bigger soon Thank you for your attention to this matter 🤗

@Eli5defi @grvt_io LFGRVT $GRVT is going to be huge

LFGRVT! This is the final week for @grvt_io S2, so what you can do? - ❶  Trade More Live Equity Big expansion of live equity & ETF perpetuals. On my watch: - $ASML → Chipmaking leader - XLE → US energy ETF - URNM → Uranium miners ETF - $AAOI → Optical networking/components - AMAT → Semiconductor equipment This adds to GRVT’s RWA perps (stocks, sector ETFs, commodities). One platform instead of multiple accounts: 24/7 trading, no market hours, one balance with yield on margin, and fully on-chain settlement. - ❷ Final S2 + TGE As season 2 enters its final stretch, GRVT shared great stats: - $341b+ total traded volume - 86 real-world assets live - $439m in deposits - ~67% of traders active every week S2 is now in its final week, likely the last big chance to earn points. grvt is targeting tge for end of June 2026. Points earned count toward the genesis airdrop (75% points-based). -- Personally speaking, GRVT is executing one of the more credible builds in the current perp DEX and RWA wave. They are not simply listing assets for announcements. And let's not forget GRVT’s capital-productive design (trade + earn yield from one balance) remains a meaningful differentiator versus pure perp venues and fragmented TradFi setups. So, are you ready for $GRVT?

@crypto_linn @Mantle_Official Distribution is the real moat

Ze RWA race is not about who tokenizes the most assets (oh no IT is about where that capital actually flows (@Mantle_Official cough cough) Mantle now leads all L2s with $90M+ in RWA capital deployed across DeFi Zat means stables, equities, ETFs and tokenized assets are all converging on le Mantle $USPXx is the latest example: - @FTI_US’ tokenized Franklin U.S. Equity Index ETF, issued by @xStocksFi, is now live on Mantle. - A ~$2B slice of the U.S. equity market, giving exposure to NVIDIA, Microsoft and more, now tradable 24/7 on @Fluxion_network (tasty) - $USPXx trades through Atomic RFQ with locked-in best market prices, full-depth liquidity and no AMM slippage (extra tasty) Mantle is eggselently positioning itself as the distribution layer for real-world finance dc: linn is a mantle ambassado

@pendle_fi @3janexyz pendle

Welcoming another addition to Pendle's RWA stack: sUSD3 (17 Dec 2026) by @3janexyz Fix, speculate or trade yields (and $JANE rewards), from uncollateralized crypto loans to RWA fintech installment loans.

@Mars_DeFi You’re not alone, Mars. That’s why I think AI-made films will struggle to succeed the issue isn’t the visual quality, It’s the story and the human judgment a director brings to the film so ai is still just a tool

Am i the only one who has been hooked to the James Bond Collection that was recently added on Netflix ? I think the quality of movies being produced these days with better technology is still below those released in the previous decade story-telling wise. My 2 cents though.

@MeshClans @StaniKulechov @DeFi_Dad @0xspicexr @0xCheeezzyyyy @0xKolten Aave V4 is a game changer

Aave now holds ~46% of active DeFi lending, even after the lending market pulled back from its late-2025/early-2026 highs. The lending market is showing where trust concentrates when activity pulls back. The market became smaller, but also more selective. 40+ protocols have already gone inactive or shut down this year, and every closure creates the same question: where does the remaining capital go? Some of it leaves DeFi. But the capital that stays tends to rotate toward the venue users trust most. Right now, Aave is where a lot of that trust-driven flow is showing up. This is the main read here. @aave is not gaining share because every lending protocol is expanding at the same time. It is gaining share while the market is narrowing, which says more about where borrowers and lenders still feel comfortable parking size. A few things explain why: 🔶 deep stablecoin liquidity 🔶 large borrower activity 🔶 strong LST and LRT collateral markets 🔶 broad deployment across major chains 🔶 billions in liquidations processed over multiple cycles 🔶 no major protocol-level bad debt event undermining market confidence The last point is hard to replicate. Rates can adjust quickly. Incentives can shift even faster. But lending trust is built slowly, usually through risk systems working when markets are under pressure. Spot markets are different. Users can move around for slightly better execution. In lending, the decision is slower. Collateral safety matters. Liquidity depth matters. Liquidation infrastructure matters. Users need confidence that the market will function properly when conditions become less forgiving. Aave has become one of the few venues where large DeFi capital is comfortable operating at that level. The competition is still real. Morpho has better rate efficiency in some markets. Spark has pulled in serious inflows this cycle. Euler, Fluid, and others continue building around useful niches. The market looks more segmented. Aave is becoming the main liquidity venue, while other protocols compete around rates, isolated markets, stablecoin-native lending, and more customized risk profiles. Those categories can keep growing. But growth in specific niches does not automatically close the trust and liquidity gap. Aave’s position is already visible in the numbers: around $9.5–10B in active loans, roughly 46% of active lending, and about $140M in protocol revenue in 2025. v4 makes the setup more important. The new design works like a hub-and-spoke model: 🔶 shared hubs hold the main liquidity 🔶 each market can run with its own risk settings 🔶 partners can plug in without fragmenting the full liquidity base 🔶 new collateral types can be added without rebuilding everything from scratch To me, this is the quiet advantage. If DeFi lending keeps expanding into LSTs, LRTs, stablecoin strategies, tokenized assets, and more institutional-style collateral, liquidity fragmentation becomes a bigger problem. Aave’s v4 design gives it a cleaner way to absorb those markets without forcing capital to start from zero each time. Aave’s lead is about more than size. It is about where capital migrates when the market gets more selective, and whether the protocol can keep absorbing new demand without splitting liquidity across too many disconnected markets. Morpho, Spark, and other lenders can keep growing. They probably can. The real test is if they can pull enough liquidity and borrower trust away before Aave’s v4 design makes its lead harder to unwind.

@thelearningpill Either way, I really don’t want Strategy to run into any trouble Compared with BitMine, which at least has staking yield to help cover its basic costs, Strategy can only hold its BTC and wait for the price to go up. Kinda painful, honestly

@eosborn88 gSat

gSat

@smykjain @DeFi_Made_Here @iishann14 @_brizal Data source: @EntropyAdvisors

@arbitrum now hosts $822M in RWAs with $USDai becoming its largest RWA-native dollar built around real-world credit at $183M. @0xfluid now holds roughly $35M of $sUSDai DEX liquidity, around 95% of the total. By combining lending and trading liquidity Fluid is becoming the capital-efficiency layer for Arbitrum’s growing RWA economy.

@YashasEdu @solana sol szn

While ethereum:native staking is collapsing in TVL, the @solana LST sector is doing the opposite in fees. Every single major Solana LST is printing 7D fee growth of +39–47% simultaneously, even as their TVL is down 6–12% Fee yield per dollar staked is rising sharply. h/t to @DefiLlama for the data

@MeshClans @tori_finance Tori genuinely innovative is how it turns a traditionally offchain FX carry strategy into a composable onchain yield product moarrr yield

So @tori_finance just launched its pre deposit vault as a structured real yield protocol built on hedged carry trades in global money markets Here’s what stands out ahead of the pre-deposit vault launch ↴ The core strategy involves deploying stablecoin deposits into hedged carry trades → Borrow in low-rate USD environments → allocate to higher-rate currencies (often emerging markets) → fully hedge FX exposure through forward contracts The Product : trUSD - As a synthetic dollar backed 1:1 by USDC/USDT strUSD - The yield bearing version obtained by staking trUSD, with automatic yield accrual Unstaking includes a 7day cooldown or instant DEX liquidity. Performance fee is 10% on yield only. The Target APY Phase 1 is ~16.73% w/ 8.73% points + 8% real yield with Phase 2 at 6.9% points + 10% real yield ➥ Depositors also gets 2x boost active during pre deposit which are earned through holding, staking, and integrated DeFi protocols like @pendle_fi PT/YT and @Morpho loop IMO, this is one of the more thoughtful structured yield products entering the market combining real offchain carry with onchain composability and strong security from day one Pre-deposit link: app.tori.finance NFA, DYOR

@Eli5defi $35M filled in the first hour is insane 😬

I’ve looped a bunch of yield RWAs and stablecoin products lately. Frankly speaking, most of them feel like “park it and pray” assets. The base yield looks fine on paper, but the moment you actually try to lever it, borrow rates, fees, slippage, and opaque off-chain mechanics eat the edge. You’re left fighting for scraps or taking on risks you can’t properly see. That’s why @tori_finance’s pre-deposit vault caught my attention: → $50M cap, first-come-first-served ($35M filled in the first hour) → Yield accrues automatically via share price (no claims, no rebasing) → 2x Cores boost + fees waived during pre-deposit → Real-time reserve verification via @AccountableData → Protocol cover through @NexusMutual → Curated by @RockawayX To be honest, Tori’s strategy is simple in practice: they run an institutional carry trade, deploying into higher-yielding emerging market rates while hedging the currency risk back to USD. Because those markets are fragmented and many local players don’t hedge perfectly, a decent spread survives the hedge. They then bring that yield onchain as a liquid, verifiable asset. No foreign bank accounts or prime broker relationships required on your end. The real difference is that this spread looks durable enough to actually survive looping. That’s what turns it from another savings token into something that can function as productive collateral in DeFi. If you're interested, Pre-deposit is live now → app.tori.finance NFA. DYOR.

@crypto_linn @boros_fi @pendle_fi @maplefinance @Theo_Network @KyanExchange @Mantle_Official higher soon, thanks for the alpha

Linn's Leverage #1050 is out: (Link in tweet below) @boros_fi @pendle_fi @maplefinance @Theo_Network @KyanExchange @Mantle_Official Like/Repost to support:

@Mars_DeFi @tori_finance 10% real yield is huge

The highest earning window is usually the shortest one. @tori_finance pre-deposit is now live with a $50M cap and $30M was filled in an hr! It also boasts of waived fees and a temporary 2x Cores boost pushing this into the highest earning rate across the entire program. • Phase 1 targets 16.73% total APY - 8% real yield - 8.73% points yield • Phase 2 targets 16.9% total APY • 10% real yield • 6.9% points yield The interesting part is that once it closes, $strUSD targets up to 15% real APY, with extra on-chain composability layered through @Morpho , @pendle_fi , and @CurveFinance . So this is not just a pre-deposit farm but also a curated stablecoin yield product backed by @Delphi_Ventures , curated by @RockawayX , and designed to move from early boosted incentives into composable real-yield infrastructure. Pre-deposit is live at app.tori.finance. DYOR.

@Mars_DeFi SIUUUU

He didn't score all 5 goals as predicted but you can't deny his involvement in all 5. His mind games for the second, the freekick effort for the 4th that became a corner he charged after and the 5th where he was the target that could set it for Leao. Ronaldo is greatness 🐐