Founder @portals_fi (prev. co-founder @zapper_fi) β‘Godfather of the zap #Web3 #DeFi
Joined June 2018
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Cryptonomik π¦π retweeted
YO's head of product @0scaronchain joined @portals_fi for a yield-coded episode of The DeFi Drop.
Check it out for a great summary of what he and the team have been up to, and why the new Ecosystem Vault likely wouldn't exist without YO V2:
A yield optimizer should show you where capital goes and constrain where it can't
ποΈ @0scaronchain, Founding Member, @yield, joins The DeFi Drop to unpack:
β’ YO V2's closed-loop architecture
β’ The Ecosystem Vault, curated by @kpk_io
β’ Its Risk Graph for devs and AI agents
Cryptonomik π¦π retweeted
1/14
Crypto didnβt run out of good builders.
It made being one a bad trade.
Why spend 3 years shipping real tech when you can launch 30 shitcoins and only need one to hit?
Gen Z didnβt break crypto. They figured out what it actually rewards. π§΅
Cryptonomik π¦π retweeted
Start from what you already hold.
Crosschain zaps are live on Portals Explorer, running on Relay β‘οΈ
Any token, any chain we support, into the position you picked.
Cross-chain is now live on the Portals Explorer, powered by @RelayProtocol
Move into any opportunity from almost any asset, across major blockchains, in one flow. No manual bridging needed.
Cryptonomik π¦π retweeted
Who's attending @ETHGlobal for Onchain Builders Day in Lisbon? π΅πΉ
@ward3_ed from our team is on the ground, happy to connect, talk DeFi infrastructure, or walk through what we've been building at Portals.
Want to schedule a conversation? Drop a comment or send a dm π€
Cryptonomik π¦π retweeted
This week in DeFi.
β’ Morpho Midnight goes public
β’ Aave V4 hits Avalanche
β’ Bitcoin DeFi surges 18%
β’ Portals launches support for @FlareNetworks
β’ DTCC begins tokenized securities pilot
and more...
Full breakdown below.
blog.portals.fi/defi-tvl-julβ¦
Cryptonomik π¦π retweeted
Our CBO @BaptisteCota joined @portals_fi for a deep dive on tokenisation, why institutions are moving onchain, how Midas Staked Liquidity solves the exit problem and what it takes to scale a infrastructure business to over $ 2B.
No headphones with you? You can also read everything about the episode in Portals blog post: blog.portals.fi/defi-drop-miβ¦
"Crypto prices will matter increasingly less to what's actually being built on chain."
π @MidasRWA DeFi Drop ποΈ
CBO @BaptisteCota joins us to discuss:
β’ Solving the RWA exit problem
β’ Why institutions are decoupling from retail sentiment
β’ The 3 layers of Midas liquidity
Cryptonomik π¦π retweeted
The range of DeFi positions Royco unlocks is broader than most people realize.
Senior is a better version of the underlying asset, an immaculate collateral, and once looped, a powerful mezzanine layer.
@ShivaanshKapoor explains it all in under three minutes π
"Dawn senior tranches are the immaculate collateral. A better version of the underlying asset from a risk point of view."
π @roycoprotocol DeFi Drop ποΈ
@ShivaanshKapoor, Head of Engineering:
π Why they pivoted from incentives to Dawn
π TradFi waterfall credit
And more...
Cryptonomik π¦π retweeted
This week is showing what tranching is actually for.
@ShivaanshKapoor walked through the reasoning on @portals_fi days ago:
The nature of STRC-backed stablecoins, the volatility they carry, and why Royco's Observation Period is part of the core design.
Press play π
"Dawn senior tranches are the immaculate collateral. A better version of the underlying asset from a risk point of view."
π @roycoprotocol DeFi Drop ποΈ
@ShivaanshKapoor, Head of Engineering:
π Why they pivoted from incentives to Dawn
π TradFi waterfall credit
And more...
Cryptonomik π¦π retweeted
The week in DeFi.
β’ @coinbase backs @ethena ahead of a savings product launch
β’ Ethereum L2 ecosystem faces consolidation
β’ TradFi execs: DeFi won't win big banks until hacks stop
β’ @Morpho launches $400K "Midnight" audit competition
Read on below.
blog.portals.fi/defi-tvl-junβ¦
Cryptonomik π¦π retweeted
One of the most underrated DeFi tools right now.
@portals_fi covers 400+ protocols and tracks over 30 million discrete yield-bearing positions.
I had no idea this existed at this scale until recently, and I can't figure out how I missed it.
For @roycoprotocol specifically, having everything in one place is very useful. You can see:
> Senior and Junior position APYs live across networks
> Pendle and other market integrations
Btw, the podcast they put out with @ShivaanshKapoor is amazing. Shiv walks through the protocol end to end and drops hints about what comes next.
We've been on Royco Dawn for roughly two months and apparently, the next version is already close π³
If you're doing yield research, you must use Portals.
"Dawn senior tranches are the immaculate collateral. A better version of the underlying asset from a risk point of view."
π @roycoprotocol DeFi Drop ποΈ
@ShivaanshKapoor, Head of Engineering:
π Why they pivoted from incentives to Dawn
π TradFi waterfall credit
And more...
Cryptonomik π¦π retweeted
Recent posts by Manuel ArΓ‘oz on AI and DeFi security have been widely circulated, and customers have asked whether they reflect OpenZeppelin's position. They do not.
Manuel co-founded OpenZeppelin and served as the companyβs CTO until 2019 when he left the company.
Cryptonomik π¦π retweeted
π¨ @EchoProtocol_ exploited on @monad
NOT a smart contract bug. Admin private key compromise.
Attacker minted 1,000 eBTC out of thin air, borrowed 11.3 WBTC from Curvance against it, bridged out. But how?
Let's go through the full chain of events with Foresight β π§΅
Cryptonomik π¦π retweeted
The @yieldbasis opportunities yb-cbBTC and yb-WBTC TVL both stepped up sharply yesterday, hitting ~12% APY.
Same week, spot BTC ETFs printed $1b in net outflows.
Here's what's going on 𧡠(1/6)
Cryptonomik π¦π retweeted
msUSD and msY are now live on @portals_fi
Access real-time data and earning opportunites in the Main Street Ecosystem!
See here: explorer.portals.fi/stablecoβ¦
Cryptonomik π¦π retweeted
Not just the new, not just the recent.
Explorer's Activity feed (such as this @SteakhouseFi on @Morpho) now goes back to day one. Every deposit, every withdrawal, in one continuous scroll.
Find out what the first transaction looked like, and who caught the alpha from the start.
Cryptonomik π¦π retweeted
The KelpDAO exploit reshuffled DeFi.
Our Leaderboards show where capital went.
β Out: liquid restaking, yield-bearing stablecoins
β In: plain @Morpho USDC vaults
@SteakhouseFi & @gauntlet_xyz USDC are top TVL gainers. $130M flowed into @sparkfinance Savings USDC in 24 hrs.
Cryptonomik π¦π retweeted
$285M drained from Drift Protocol. 50% US tariffs on metals. Fear Index at 9 π
Same week: Aave V4 launched. Ethereum Foundation staked $93M. USDC supply up 2.3%.
DeFi keeps building through the worst of it.
Read the full weekly report ‡οΈ
blog.portals.fi/portals-defiβ¦