Forge Protocol

@DeriveXYZ @jito_sol Layered yield on SOL is where the interesting strategies are being built. Staking plus options plus arb capture - each layer adding without diluting. Forge adds activity-based yield from price deviation correction to that stack. No lockups, no emissions.

1/ Derive is adding @jito_sol and native SOL as collateral. Use your JitoSOL (Jito's liquid staking token) as collateral to: Hedge your $SOL with options Generate yield on your staking rewards Long/short any asset on Derive Keep your staking rewards, and double the utility. 🔥

RWA looping multiplying yield without emissions is exactly the right direction. The deeper unlock is yield infrastructure at the asset level - where market activity around the asset itself generates fees that flow directly to depositors. No leverage required, no emissions, just market dynamics.

I’ve been trying to understand where the next real yield layer in DeFi comes from. Looping already makes up a big chunk of activity on Ethereum, mostly around stables and staked ETH. But what’s interesting is how RWAs are starting to plug into that same flow. Came across @YieldNestFi’s $ynRWAx while digging into this. On its own, it’s doing ~11% from mortgage-backed real estate credit. What stood out is how steady that looks compared to most onchain yield sources. No emissions, no incentives driving it. Instead, underlying cash flows. Then you look at composability. Since it’s ERC-4626, it can be used across lending markets like Euler or Morpho to capture the spread between that yield and borrow costs. At current rates, even a simple loop changes the dynamics quite a bit (just as an example, not advice). If looping already dominates a large share of lending, this could be where the next phase builds from. Curious to see how far this goes. #RWA #DeFi $ynRWAx

@injective 2,878% growth in tokenized equities on-chain is the signal. The question now is what generates yield from those assets once they exist on-chain. Market activity around price deviations is an untapped source - no emissions required. That's the layer Forge is building.

Tokenized equities grew 2,878% last year. Tokenized Treasuries crossed $20B onchain. But most chains treat RWAs as "narrative" Injective treats them as a core primitive: native tokenization, native CLOB, native EVM, shared liquidity, low latency. The internet financial layer.

@pharos_network @yield_network Institutional capital needs professional rails - agreed. What it also needs is yield infrastructure that generates returns from market activity once those assets are on-chain. Tokenization solves issuance. Forge solves what happens after.

Coordinating institutional capital into the Pharos RealFi Ecosystem Vault, @yield_network acts as the onchain bookrunner, organizing capital formation and aligning RWA issuance with professional allocator standards. More info - yieldnetwork.io #PharosRealFiAlliance

@holly_web3 @alturax $10M TVL with no emissions is the benchmark every protocol should be measured against. Yield that comes from real strategy activity compounds trust the same way it compounds returns. That's the only model worth building on long ter

Altura’s momentum is starting to show. @alturax vault grew from <$1M to nearly $10M TVL in a short time, not driven by emissions, but by actual usage. What’s interesting here is the structure: → multi-strategy yield (MM, basis, funding, RWA) → fully hedged, non-directional → verifiable on-chain via Accountable dashboard Feels less like chasing yield, more like capital allocation with visibility. Worth watching how this scales.

@uniquesingh__ The rotation is real and it's structural. Protocols that generate yield from actual activity - fees, arb, market dynamics - don't need a bull market to survive. The ones built on emissions do. Bear markets separate them fast.

DeFi TVL back above $100B I’ve been watching the money flow and it’s not going everywhere, just a few places most of the money is going into projects that are actually paying real yield more stablecoins are coming in, and that usually means more money will move soon Layer 2 activity is also increasing slowly I will be paying attention to where money is going, that’s the real signal

Diversified SOL yield optimized automatically - good approach. Worth adding activity-based yield to the mix alongside staking returns. Arb fees from price deviation correction are a consistent SOL yield source that doesn't depend on emissions or staking mechanics. Building exactly that at Forge.

The @solana network. Known for speed, and now also a place to source diversified, risk-adjusted yield. Enter yoSOL, the vault built for Solana bulls seeking automatically and algorithmically optimized SOL returns. Now live and earning yield.

Private execution reducing MEV leakage is the right direction. The flip side is protocols that are designed to capture arb activity as yield for depositors rather than fight it. When the mechanic routes arb fees back to the vault, volatility becomes a revenue source instead of a cost.

Most DeFi infrastructure wasn't built for agents, but Silvana is. Private off-chain execution, atomic DvP settlement, streaming orders, settlement events, SDK access for market making, arbitrage, grid strategies, rebalancing. All running privately with deterministic outcomes. Welcome to the agentic hub for DeFi on Canton.

@OndoFinance 250+ tokenized assets on-chain across major chains - the supply side of the RWA stack is being built fast. The next layer is making those assets yield-productive through market activity rather than just holding them. That infrastructure is what Forge is building on Solana.

Today is a big day for tokenization. Over 60 new tokenized stocks & ETFs are now onchain for the first time ever: ✅ IonQ ✅ Eaton ✅ Redwire ✅ SanDisk ✅ Seagate ✅ Coherent ✅ Newmont ✅ Albemarle ✅ Rocket Lab ✅ CoreWeave ✅ GE Vernova ✅ VinFast Auto ✅ Union Pacific ✅ Galaxy Digital ✅ Nebius Group ✅ Applied Digital ✅ Western Digital ✅ Enphase Energy ✅ Southern Copper ✅ AST SpaceMobile ✅ Intuitive Machines ✅ US Brent Oil Fund ✅ Exodus Movement ✅ Northrop Grumman ✅ Freeport-McMoRan ✅ Fidelity Solana Fund ✅ Quantum Computing ✅ Enlivex Therapeutics ✅ US Natural Gas Fund ✅ Capricor Therapeutics ✅ Vertex Pharmaceuticals ✅ iShares MSCI India ETF ✅ SolarEdge Technologies ✅ iShares MSCI Chile ETF ✅ iShares MSCI Brazil ETF ✅ VanEck Oil Services ETF ✅ iShares MSCI Japan ETF ✅ iShares Bitcoin Trust ETF ✅ Vanguard Real Estate ETF ✅ iShares Semiconductor ETF ✅ Regeneron Pharmaceuticals ✅ iShares Ethereum Trust ETF ✅ iShares China Large-Cap ETF ✅ iShares MSCI South Korea ETF ✅ abrdn Physical Platinum Shares ETF ✅ KraneShares CSI China Internet ETF ✅ iShares 1–3 Year Treasury Bond ETF ✅ iShares 7–10 Year Treasury Bond ETF ✅ iShares US Aerospace & Defense ETF ✅ abrdn Physical Precious Metals Basket ✅ First Trust NASDAQ Cybersecurity ETF ✅ PIMCO High Yield Corporate Bond ETF Ondo Global Markets now has over 250 tokenized stocks & ETFs across AI, biotech, energy, defense, tech, and more.

532 cSOL minted. 46 holders. 18 agents actively managing positions. The SOL Crucible testnet is live and the early feedback speaks for itself. Mainnet prep is underway.

Yesterday we joined @cryptodays_xyz by @LaFamilia_so at Madrid Innovation Lab. Thanks @tomketal for the gathering. Great energy around the Solana ecosystem in Madrid. More community events ahead.

Great framework. The diligence questions at the bottom are the right ones - especially "who is paying the yield." For credit-based RWA products the answer is borrowers. For Forge it's arb bots correcting price deviations - market activity rather than credit exposure. Different risk profile, different yield source, worth understanding the distinction.

Agreed - and it starts with UX before education. If the product answers "what am I investing in, what's my yield, what's my risk" visually before the user has to read anything, you've already won half the battle. Building Forge around that principle - deposit, receive cToken, watch the exchange rate grow. No manual needed.

The tokenization movement, bringing real-world assets onchain can be confusing for most people outside our bubble. If we want to onboard everyone, we have to speak their language. One of the most critical things a project can do is communicate simply. what are people investing in, what’s the risk, what’s the yield, what happens if it goes wrong? Too often, we forget we’re in a crypto bubble, thinking even our “simple” is clear. It’s not. Education is the key to scaling tokenization globally and that means making it crystal clear, every step of the way.

@stacy_muur The models that survive are the ones where yield comes from real activity - not points, not emissions, not mercenary incentives. When the protocol generates revenue from market behavior, the users who stay are the ones who actually believe in it.

There's a lot of talk in the space about airdrop farming being dead. IMO, they're just in a bad part of the cycle. When markets are down and sentiment is low, every meta looks dead. > DeFi was dead > Yield farming was dead > Play-to-earn was dead Now teams figured out the game and started exploiting it, so users are furious. The model is gamed from both sides: → farmers with bot networks → teams sybiling their own criteria Some parts are broken. Not the concept itself. Take @HyperliquidX. Biggest distribution event in the cycle + working product from the start = loyal community. Airdrops before points were cool – one of the most effective marketing tools in crypto and the best way to reward genuine contributors. Farming on cheat mode is over, though. The upcoming models should be harder to game and better at separating real users from mercenary wallets.

@plumenetwork @ether_fi @SuperstateInc RWAs embedded natively rather than bolted on - exactly the right framing. Yield infrastructure that captures fees from market activity around these assets is what makes them truly DeFi-native. Building that layer at Forge.

RWA yields 🤝 @ether_fi Powered by Plume's Nest vault infrastructure and @superstateinc's USCC fund, EtherFi now has access to real-world yield directly onchain. RWA yields available to over $6B in customer deposits. This is what NeoFinance looks like in practice.

@OndoFinance 250+ tokenized assets across Ethereum, Solana, and BNB. The next question is what generates yield from these assets once they're on-chain. Market activity around price deviations is an untapped source - no emissions required. That's the infrastructure Forge is building.

New tokenized stocks just landed onchain. The largest tokenized stock platform by TVL just got bigger, with 60+ new assets spanning key sectors and trends: ✅ AI ✅ Oil ✅ Data ✅ Space ✅ Biotech ✅ Defense ✅ Quantum ✅ China exposure ✅ & many more Ondo Global Markets now supports over 250 assets across Ethereum, Solana, and BNB Chain, expanding access to the world's largest capital markets.

@katana Routing chain revenue directly to users instead of printing tokens to pay them - this is the right model. Yield that comes from actual activity is the only kind that survives a bear market. Building the same principle into Forge on Solana.

KAT is live. The Armory is open⚔️ Katana introduces something new: A chain that routes revenue back into the ecosystem to reward active users. At the center is KAT. Stake, vote, earn here: app.katana.network/stake

I found new RWA projects weekly so you don’t have to PT.9 @Kora_Protocol - Private Trading infra on Canton @YesharaTokens - Kenya Tokenized Real Estate @_forgeprotocol - RWA Yield @PrimeDelta_ - RWA Layer1 @minestartersHQ - Tokenized Mining @FGM_RWA - Tokenized collectibles @Myst_RWA - Infrastructure @GreenWCapital - Settlement infrastructure @metalspax - Tokenized Platinum @syncd_collect - TCG backed by VanEck @thebeartie - Luxury RWA Marketplace @LiquidAcre - Tokenized Real Estate @thebeartie - Luxury RWA Marketplace @LiquidAcre - Tokenized Real Estate [ Bookmark for later read🔖 ]

@HarryTran_RWA @Kora_Protocol @YesharaTokens @PrimeDelta_ @minestartersHQ @FGM_RWA Building the future of onchain assets