The Institutional DeFi Layer

Joined February 2019
The Sentora team is at @money2020! Exploring earn programs, onchain yield, or stablecoin solutions? Come meet us at our cabana at The Venetian to discuss how Sentora can support you. Send us a DM to plan a meeting
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GPUs are becoming an asset class, but a useful machine isn’t automatically good collateral. Here’s what DeFi needs to understand before it lends against AI compute.
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USDT’s share of the stablecoin market has fallen from ~70% to ~61% over 24 months, while USDC’s has risen from about 20% to roughly 24%.
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Atomic paths settled 89% of the $1.63B liquidated on Ethereum lending venues over the past year. Atomic liquidations depend on DEX liquidity. RWA collateral with thin pools and allowlisted transfers will push liquidations toward offchain market makers, RFQ and solvers.
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USDC supply has stayed between roughly $70B and $80B for 12 months, far above MiCA’s €5B threshold. On Oct 14, the EBA named USDC the first significant e-money token among 45 notified EMTs. Direct EBA oversight of reserves and liquidity starts Nov 12.
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Three quarters of US holders want digital assets at their own bank. A 2026 survey of 10,000 holders found the preference, which makes exchange balances a measure of what banks have offered. You can read the findings in our 2026 fintech report. sentora.com/research/reports…
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DeFi TVL fell $1.34B to $122.25B this week, and stablecoin supply fell $1.35B. The near-identical drop suggests capital is leaving onchain markets. Here are the weekly DeFi metrics:
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Sentora retweeted
XRP on Firelight backs coverage for @krakenfx Protected Strategies USDC and @SentoraHQ's USD Protected and Protected RWA Vaults. Tune in to learn why XRP’s market position matters for DeFi and how Firelight works. 🔥
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Friends at HSBC, partners at Coinbase, and now clients of Sentora. Let's start cooking! @bozHugo @BorisKapeller
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Approximately $124 trillion in United States wealth will pass to beneficiaries who favor non-traditional financial products. Banks holding these assets risk losing them unless they offer the services next-generation account holders prefer. sentora.com/research/article…
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Sentora is heading to Money20/20 USA in Las Vegas next week. If you’re building with stablecoins, tokenized assets or onchain yield, let’s talk. Send us a DM or visit sentora.com/contact to book a meeting. See you in Vegas!
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Sentora retweeted
Tempo is the first chain where you can lend and earn with OUSD. Enterprises and fintechs can now offer earn products to their customers with OUSD on @Morpho.
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Sentora retweeted
Enterprises and fintech platforms can now offer earn products with OUSD by @openstandard on @tempo Curated by @SentoraHQ. Powered by Morpho.
Tempo is the first chain where you can lend and earn with OUSD. Enterprises and fintechs can now offer earn products to their customers with OUSD on @Morpho.
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OUSD launched on September 30 with over $1B in committed liquidity from Coinbase, Mastercard, Stripe, and Visa, among others. Today, we’re excited to launch Sentora's new OUSD @Morpho Vault on @tempo. Read more: sentora.com/research/article…
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The Insurance Layer Crypto Has Been Missing Since Day One | @jrdothoughts from @Firelightfi 00:00 DeFi Hacks and Need For Insurance 00:53 What Is Firelight 03:14 Could Insurance Have Recovered Recent Losses? 08:47 Why AI Could Make DeFi Exploits Much Worse 10:02 Creating Yield Without Lending or LPing 12:45 Why XRP Was Chosen as the First Collateral 15:05 What Happens When a Major DeFi Exploit Hits? 16:31 Is Insurance the Final Unlock? 17:54 Which DeFi Vaults Are Already Covered? 19:06 Programmable Insurance and Where It Goes Next 20:58 RWAs, Vaults and Real Yield 25:45 What Could Make the Model Fail? 26:22 What Does Success Look Like? 27:30 Final Thoughts
🤝 Paid partnership
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The owner of digital assets is older than most product decks assume. 67 million US adults hold them, and 28% of first time buyers in the year to March 2026 were aged 55 or older. Our 2026 fintech report profiles them in full. sentora.com/research/reports…
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