Yield you can see, risk you can verify, and rails AI agents can plug into. YO PM @0scaronchain on why we built YO from the ground up again, with YO v2:
A yield optimizer should show you where capital goes and constrain where it can't
🎙️ @0scaronchain, Founding Member, @yield, joins The DeFi Drop to unpack:
• YO V2's closed-loop architecture
• The Ecosystem Vault, curated by @kpk_io
• Its Risk Graph for devs and AI agents
Crypto winter is the season to build without the noise. The team has been heads-down on security and safety at YO. Now comes governance.
Mid retweeted
Get ready for all of the investors in frontier model companies to suddenly flip to regulatory capture mode today
Their investments in frontier model companies are currently at risk/capped because the biggest buyers of tokens are embracing open-source models: vertical AI companies, the government and enterprises
That’s all this is about: stopping open source — which I’ve been saying on the pod for two years
If you want safety, you want disclosure — and open source is the ultimate disclosure process
Mid retweeted
Now that @Uniswap LP-ing is hot again, maybe they can rescue the concept of liquidity shapes that Trader Joe introduced back in the day.
It's quite dissappointing that building such shapes is practically impossible in Uni v3/v4 but would make the LP experience 10x better.
yoUSD needed to reduce risk for wallet users who couldn’t see the vault breakdown. But other users were missing on the high yields of DeFi. We brought them back with a new vault.
yoloUSD is essentially the yoUSD from 6 months ago, and we are creating new features for it that we will announce in the coming month.
Resolv’s unilateral transfer of RLP collateral to Fluid raises serious conflict of interest concerns. The team was apparently pressured by Investors who back both protocols. Did anyone hear or uncover more about this?
Over the past weeks, Resolv has been actively working with affected counterparties and ecosystem participants to move the recovery process forward across both pre-incident and post-incident user groups.
As part of this process, we have reached a shared understanding with @0xfluid on the path forward, as one of the key counterparties impacted by the post-incident dynamics. This reflects constructive dialogue and close coordination between the teams throughout the process.
The agreed framework differentiates between pre-incident and post-incident exposures:
- pre-incident positions with positive equity are expected to be made whole by Resolv
- bad debt on positions created after the incident will be shared equally between Resolv and Fluid
The settlement execution will be completed on May 11.
Aligning with Fluid as the major affected protocol marks an important milestone as we continue discussions with other counterparties and protocols across the ecosystem. Conversations are ongoing and progressing well, and we remain focused on finalizing the broader recovery framework and further updates.
This article calls the Earn layer "the piece almost nobody integrates well." Point 7 describes a winning stack: local rails, stablecoin liquidity, card, earn, trust.
LATAM is home for parts of the YO team, which is why we're big fans of @itstuyo and how they are supporting the region.
Not only has Tuyo created a fantastic Earn layer (powered by @yield), they've got the whole stack solved right in their app.
The weakest link in onchain credit will always be risk. Perhaps moreso when paired with the inherent risk of DeFi?
It is important to properly assess these risks when offering them through yield-bearing products. I doubt we'll ever see any offchain credit @yield sources in a YO vault, but tranching is something of heightened interest lately...
