Tomorrow. On the 51st floor of CapitaSpring, Singapore, a curated room of institutional leaders will gather, with every attendee carefully reviewed. Join us at 9 am for a networking breakfast, with panels running throughout the day, and a cocktail hour 🍸 to close. Capacity is strictly limited, so make sure to arrive on time. Entry is first-come, first-served. @AccountableData (host), @PanteraCapital, @Bering_Waters, @OnigiriVC (co-hosts), @FINTECHTVglobal (media partner), @GalaxyHQ, @Maven11Capital, @NexusMutual, @Valos_io, @SpiceProtocol, @credilabs, @sharpbytexyz, @onrefinance, @AlcumOfficial, @Universal_USDU, @defi_raven, @0xCoinshift, @zkstables, @ZestProtocol, and @pelicaninv. See you soon.

There's a trust problem in yield-bearing assets. Next week, we'll dive into what separates durable yield from fragile yield. On this topic: Ayyan Rahman, @onrefinance Richard Liu, @humafinance Tarun, @0xCoinshift Marco Pagnini, @pelicaninv Qin En Looi, @OnigiriVC

The Monad economy is growing; quick information for people who always say nothing is happening in Monad. Monad mainnet has completed eight months with more than: - $1.4B in TVL, including borrows - $770M in DeFi TVL - $550M in stablecoins, and - $430M in tokenized real-world assets Money can now enter Monad through 30+ fiat ramps, including UPI in India. Users can bring stablecoins onchain, deposit them into lending markets, earn yield, borrow against them, and use that capital for trading without leaving Monad. Money markets are doing a great job: - Aave: $250M+ - Euler: $175M+ - Pendle: $130M+ - Morpho: $115M+ - Curvance: $90M+ - Neverland: $15M+ Monad spot markets have processed around $15B in total volume, with more than $1B monthly DEX volume. Uniswap and @KuruExchange are leading spot activity, while @perpltrade crossed $1B in volume as of today. Monad now has more than $430M in active tokenized RWAs, currently behind only Ethereum and Solana. Fastlane, NadFun, Monorail, Dirol, and LeverUp contributions to TVL and volume are also remarkable here. Network stats: - 3.5M transactions daily - 15,000+ daily active addresses - 500M+ transactions since mainnet - 150+ applications - 200 validators - 300ms block time(reduced from 400ms) Money can enter through UPI, move into stablecoins, earn yield on Aave, get borrowed, traded on Kuru or Perpl, and even be spent through a Metamask card.

Want to lend or borrow stablecoins? Compare market-size weighted base rates across the EVM. Today: → Supply: 3.23%, highest = USDC @ 4.06% → Borrow: 4.06%, lowest = USDE @ 2.56% We track 10 stablecoin majors across 8 blue-chip protocols here: defillama.com/yields/rates

The stablecoin yield leaderboard looks a lot different this week. @MidasRWA actually takes up two spots in the top three, with both $mHYPER and $mF-ONE making the cut. Here's your weekly snapshot of the best stablecoin yield opportunities with more than $10M in TVL ↓ • @MidasRWA $mHYPER – 12.23% APY Yield comes from a diversified portfolio of market-neutral, stablecoin-focused strategies deployed across onchain markets and managed by Hyperithm. • @gaib_ai $sAID – 10.94% APY Yield comes from interest on AI infrastructure financing (GPUs, robotics), alongside T-bill and stablecoin reserves. • @MidasRWA $mF-ONE – 10.21% APY Yield comes from Fasanara Capital's strategy across fintech receivables, SME lending, real estate-backed private credit, and delta-neutral digital asset positions. • @UnitasLabs $sUSDu – 9.55% APY Yield comes from delta-neutral strategies capturing liquidity-provisioning fees, trader activity, funding rates, and protocol fees (including JLP hedging). • @opentrade_io $XUPL – 9.50% APY Yield comes from short-dated, self-liquidating payment receivables generated through cross-border payment flows. • @noon_capital $sUSN – 8.72% APY Yield comes from capital deployed across delta-neutral strategies, tokenized T-bills, DeFi lending, and discounted Pendle principal tokens. • @avantprotocol $savUSD – 8.21% APY Yield comes from an actively managed mix of market-neutral basis trades, lending-rate arbitrage, and other onchain strategies. • @infiniFi $siUSD – 7.81% APY Yield comes from capital allocated across DeFi lending and duration strategies (Ethena, Pendle, Aave). • @USDai_Official $sUSDai – 7.79% APY Yield comes from interest on GPU-backed loans and T-bill returns on idle reserves. • @gauntlet_xyz $gtUSDa – 7.78% APY Yield from actively managed liquidity across DeFi lending protocols, basis trades, and market-neutral strategies. Looks like the biggest change this week is the range of yield sources.

RWA market by asset class, as of 7/13/26. US Treasury Debt dominates at $15.5B (45.6%) - nearly half of all onchain RWA value sits in a single category. Commodities follow a distant second at $4.5B (13.1%). Everything else is fragmented: Asset-Backed Credit $2.3B (6.9%), Specialty Finance $2.0B (5.8%), Stocks $1.8B (5.3%), Corporate Credit $1.8B (5.2%), Active Strategies $1.7B (4.9%), non-US Government Debt $1.4B (4.0%), Private Equity $1.1B (3.1%), Venture Capital $1.0B (3.0%), Diversified Credit $850.9M (2.5%), Real Estate $202.6M (0.6%). Total onchain RWA value: $34.1B. Source @RWA_xyz