Suhail 🦇🔊

A stablecoin collapse. Millions in unbacked tokens. Full depeg in minutes. To make sense of it, we spoke to DeFi risk authority @0xpxls from @628Labs We discussed: ⦿ How contagion spreads in lending markets ⦿ Why TVL & APY share risks ⦿ Risk infrastructure under pressure

Judging by the data, the markets are still not ready for risk-on. These are the top TVL gainers this week, per data from @portals_fi: 1. @ether_fi ETH: +$385m 2. @ether_fi wrapped eETH: +$345m 3. @maplefinance USDC: +$198m 4. @maplefinance USDT: +$105m 5. @LidoFinance GGV: +$101m 6. @ethena staked USDe: +$88m 7. @pendle_fi Golden Goose Vault: +$65m 8. @strata_markets SY Senior USDe: ~$58m each 9. @strata_markets Senior USDe 2APR2026: +$58m 10. @strata_markets Senior USDe: +$58m EtherFi alone accounts for $730m out of 1.57b total TVL increase. When the top 10 is basically two protocols and a stablecoin rotation, the market is telling you it doesn't have any conviction in a rally yet. Capital goes defensive when conviction is low.

@0xYield_Maxi @vaultsfyi Check out explorer.portals.fi

If you’re looking for yields, @vaultsfyi is a great tool It searches and organizes all Vault products in DeFi just make sure to do your homework - there’s no risk ratings - understand the risk of the vault before depositing.

@phtevenstrong @ipor_io Some others: @MidasRWA Hyperithm BTC printing 3.65% @lagoon_finance Flagship cbBTC at 4.40%

🚨Quick Look: Best BTC Yields🚨 Sure, we're down a bit today, but sentiment is shifting. SO, here are some of the best BTC yields available at the moment: 1) @ipor_io's BTC vaults (1%-7% APY) These vaults are "carry trade" vaults. They collateralize BTC, borrow stables, and get yield on those stables. The @reservoir_xyz vault in particular has been a top performer. 2) @gauntlet_xyz BTC Vaults (1-2% APY) Gauntlet has many BTC vaults. But there are a couple that stand out. ➤ Gauntlet BTC Yield: 2% (788K TVL) ➤ Gauntlet WBTC Balanced: 1.73% (3.78M TVL) These two can handle a fair bit of size and are professionally directed by Gauntlet's curation mechanisms / risk parameters. 3) @avantprotocol savBTC / avBTCx (3-5% APY) I feel like I still need to say, everytime I mention Avant, that we once were fairly scared about them because they used a greybox mechanism. But they've been fully transparant for months now, and that's given me much more confidence in their strategy and performance. And they're in S1 still IIRC. Anywho, they have a two-tranche mechanism, which is currently yielding 3.78% on the senior tranche and 4.75% on the junior tranche. Most of the exposure is in @ZestProtocol on @Stacks, so please make sure you are okay with the exposures before depositing. 4) @yield yoBTC Vault (11% APY) This one is interesting because the base yield is actually fairly conservative, BUT there's 10% in added APY via incentives. The benefit of Yo, in general, is that all strategies are transparent, as well as all rebalances, which minimizes any trust concerns / greybox concerns. 5) @Uniswap WBTC/LBTC LP (7-10% APY) I love this one, but it's mostly for tick-snipers or those with more sophisticated CLP management systems. There's only 250K in TVL now, as it seems this 1bps fee tier semi-recently vamp-attacked the 5bps pool which still has 7M in TVL. You have to stay within 1-2 tick range to benefit from the higher APR. Note 1: I'm an Ipor ambassador Note 2: This would have been better formatted as an article, but didn't want to give you article fatigue. If you guys prefer articles all the time, please let me know in the comments below.

@loshmi @kieran_eth

maturing is realizing that FTX was one of the best investors in crypto industry: > $500M in Anthropic would now be worth roughly $30.4B > $1B in Solana would now be worth roughly $5.1B > $648M in Robinhood would be $5.7B > $100M in Sui would be $1.2B > $1.15B in Genesis Digital Assets would be $3.5B > $700M in SpaceX via K5 would be $3B did some estimates and their total portfolio would be up from $4.7B to $52.5B which is a $47.8B in rise absolutely nuts

@stacy_muur Stablecoin yields listed: explorer.portals.fi/discover?asset…

Question to all DeFi nerds What are some protocols with the highest stablecoin yield & the lowest risk of getting rugged?

@defiapp @RealJohnnyTime This is a 2026 post about a 2020 exploit bro. You are supposed to be the DeFi app…

@RealJohnnyTime Sucks man. This is a 2021 exploit still happening in 2026…

$34M gone in 7 minutes. Harvest Finance got drained by a simple trick: 1. Flash loan $50M 2. Pump USDT on Curve 3. Deposit at inflated price 4. Dump & Withdraw 5. Repeat 32x Stop using single DEX spot prices smartcontractshacking.com/attacks/oracle…

@nomos_paradox @RealJohnnyTime This happened in 2020…

@RealJohnnyTime How are protocols still getting hit with 2018-grade hacks? Stop being cheap and get an oracle. This is negligence!

New explorer homepage at @portals_fi is live. Instead of waiting for someone on CT to post about a yield opportunity, the explorer now finds it for you. We built a scoring system that tracks APY growth, TVL flows, volume, and other metrics derived from onchain data , and it feeds into a trending section, yield momentum rankings, fresh opportunities (catch new yields from hour 1), blue chip picks, and leaderboards. Every position has a full data page so you can go deep without opening 10 tabs. This is our take on the DeFi super app and we're just getting started.

@0xNairolf Just launched our DeFi Superapp. Only improving from here x.com/portals_fi/sta…

we still need the all-in-one DeFi app with a normie friendly experience this will be our chatgpt moment (real)

@incyd__ @thedefiedge @stablewatchHQ @vaultsfyi check out explorer.portals.fi/discover

@thedefiedge @stablewatchHQ great selection @vaultsfyi using daily

Choppy markets = time to level up. Your Crypto research stack is probably missing at least 3 of these 9 tools. 1. @stablewatchHQ - A massive database of yield-bearing stablecoin metrics. Historical APYs, their own classification system for different stablecoin types, and deep research. If you're allocating into stables, this should be your first stop. 2. @vaultsfyi - Tracks nearly 1,000 yield positions across every major EVM network. Instead of checking 20 different apps, you check one. 3. @vfat_io - A full LP toolkit. Pool data, token info across dozens of networks and DEXs, position management, and autocompounding - all in one place. 4. @revertfinance - The best LP management tool for Uniswap and Aerodrome. Most people know the name but sleep on the backtester. If you're LPing without backtesting ranges first, you're guessing. 5. @velo_xyz - Probably the best free derivatives dashboard out there. Perps, futures, options data, deep charting, and a live news feed. There's a premium tier, but the free version covers 90% of what you need. 6. @HyperTracker - The best Hyperliquid analytics platform. They track millions of wallets bucketed by size and profitability. Profitable wallets on Hyperliquid are fully visible - this tool lets you see exactly how consistent winners are positioned. 7. @Tokenomist_ai - My go-to for unlock schedules, emission data, and allocations. The free tier is genuinely useful. Pro unlocks longer projections, buyback/burn tracking, competitor valuations, and CSV exports. 8. @RWA_xyz - The only RWA dashboard you need. Hundreds of companies across stables, T-bills, private credit, commodities, stocks, real estate. The free dashboard covers most use cases. 9. @definedfi - A Dexscreener/DEXTools/GeckoTerminal alternative built on @trycodex data. Found it recently and I'm finding myself less annoyed with it than the others when pulling on-chain prices and liquidity. Shout out to the OG's like DeFiLlama, Artemis, Dune, etc. I wanted to highlight the more under the radar tools this round. Most of these are free. The only cost is the 30 minutes it takes to set them up. That's the easiest ROI in crypto right now.

@DAdvisoor @vaultsfyi @kaimi_eth @ryanrodenbaugh @0x7477 @leviathan_news @portals_fi Yeah would love to!

@cryptonomik @vaultsfyi @kaimi_eth @ryanrodenbaugh @0x7477 Thanks! Wanna also come on my show on @leviathan_news ser? To talk about @portals_fi ?

The best Tg channel you're still not in Shoutout @vaultsfyi @kaimi_eth @ryanrodenbaugh @0x7477 t.me/vault_insights

@_exnihil0_ @august_digital @upshift_fi @FasanaraDigital @MidasRWA @hyperithm @avantisfi Check out explorer.portals.fi/discover for more yields

The big outperformers (min $5M TVL): - @august_digital USDC vault on @upshift_fi - @FasanaraDigital USDC vault on @MidasRWA - @hyperithm USDC vault on @MidasRWA - MM USDC vault on @avantisfi

@TheoriqAI @vaultsfyi check out explorer.portals.fi/discover for more yields

daily @vaultsfyi check-in AlphaVault clocking the second-highest 7D native ETH APY. this is your sign to launch AlphaVault if you haven't yet infinity.theoriq.ai/vault

@thedefiedge @stablewatchHQ newly launched also: @portals_fi explorer for yields

@llamaonthebrink @omgcorn @poolpitako autopilot from @harvest_finance w/ @ipor_io

Are there any agentic yield aggregators yet? Imagine if Yearn introduced agentic liquidity allocation. That could bring back triple digit APY farms again. Except this time it would be sustainable, organic, grass feed, free-range, the whole shebang. cc @omgcorn @poolpitako

Answer:

~$1.8M in new inflows into Fusion vaults over the weekend. Stablecoins, tokenized gold, WETH - growth led by atomists @reservoir_xyz & @ClearstarLabs x @yield

gNeutrl