Good News! My math was wrong. There's not $3.5K left to distribute, there's $8.5K ($8.1K now). I misunderstood the rewards schedule. That's roughly 75% APR for limit orders, though some people have been getting higher.

Name & Symbol: aPriori ($APR)
Address: 0x299ad4299da5b2b93fba4c96967b040c7f611099

Was doing some math. TL;DR: ~32% APR on limit orders on @ExponentFinance for @solsticefi assets. There's ~$3.5K in eUSX incentives left to be distributed over the next 15 days ($85K annualized) There's also roughly $260K of TVL in limit orders within the qualifying range. I.E., there's 19.2M in YT orders, which is valued at $260K, so 85K/260K = 32%.

Name & Symbol: aPriori ($APR)
Address: 0x299ad4299da5b2b93fba4c96967b040c7f611099

It's incredible that @solsticefi, against rough market conditions, has stayed over $200M FDV. That said, there are a few things they have going for them that may explain the strong valuation (aside from just good market makers). ➢ USDai-like product coming soon ➢ STRC product coming out soon ➢ Tranching infrastructure that can tranche any yield And Solana defi, in spite of the absolutely sinister, heinous, disgusting, degenerate, etc vibe that Pump brought to it, is quickly becoming one of the best places for stablecoin farming. Well done, Solstice lads; happy to be an ambassador for you all.

Name & Symbol: Pump.fun ($PUMP)
Address: pumpCmXqMfrsAkQ5r49WcJnRayYRqmXz6ae8H7H9Dfn

It's incredible that @solsticefi, against rough market conditions, has stayed over $200M FDV. That said, there are a few things they have going for them that may explain the strong valuation (aside from just good market makers). ➢ USDai-like product coming soon ➢ STRC product coming out soon ➢ Tranching infrastructure that can tranche any yield And Solana defi, in spite of the absolutely sinister, heinous, disgusting, degenerate, etc vibe that Pump brought to it, is quickly becoming one of the best places for stablecoin farming. Well done, Solstice lads; happy to be an ambassador for you all.

Name & Symbol: Solstice ($SLX)
Address: 0x02bcc4c181b83a8c0a342bc003389cbecb4bc54d

One of the things I didn't realize was that incentives on @ExponentFinance are relative to the tightness of your liquidity. I.E., the 4% additional APR on @onrefinance liquidity in $ONyc incentives increases if you tighten your liquidity range. This isn't reflected on the front end yet which is why I thought it was worth mentioning. Here, you can see the estimated starting APR for a slightly tighter range is 17.65%, that's before including the >4% additional incentives in ONyc. I love it. Please note: I'm an Exponent ambassador and I actually do love CLP on rate-swapping protocols.

Name & Symbol: aPriori ($APR)
Address: 0x299ad4299da5b2b93fba4c96967b040c7f611099

It's rough out there, BUT at least you can get 15-19% APY on home equity loan origination and securitization on @ipor_io via @HastraFi solana:3b8X44fLF9ooXaUm3hhSgjpmVs6rZZ3pPoGnGahc3Uu7 vaults. I've talked a bit about PRIME in the past, but their actual duration exposure HELOCS is something like <30-50 days. I.E., Prime is NOT tokenized HELOCS in that you hold exposure to a bag or basket of HELOCS until they're paid off. Rather, you are funding warehouse lending liquidity for HELOCS which are then bundled and sold as securities. Note: I love the lads over at @628Labs and am a Fusion ambassador And I also really like Figure / Hastra but I don't work with them.

Name & Symbol: ($PRIME)
Address: 3b8X44fLF9ooXaUm3hhSgjpmVs6rZZ3pPoGnGahc3Uu7

EVM land does seem to be on fire now, but at least @solana is doing quite alright with @ExponentFinance and @solsticefi. Solstice, despite crypto being remarkably down, has maintained its good valuation excellently so far. And its Exponent PTs are loopable against negative borrow costs at the moment on @kamino but also loopable on @Loopscale. 4.51% PT Yield at a -.89% borrow cost and 5x leverage... = 26.11% Net APR with fixed collateral yield BUT ALSO, I recently learned that if you simulate deposits into @ExponentFinance you can see what your APR would be at different concentrated liquidity ranges. I know HYPE flipped SOL (at least for a day), but tbh, I've been surprised by how frequently Solana has been the go-to for stablecoin yields lately. Note: Solstice points maxi and Exponent V2 ambassador

Name & Symbol: Kamino ($KMNO)
Address: KMNo3nJsBXfcpJTVhZcXLW7RmTwTt4GVFE7suUBo9sS

EVM land does seem to be on fire now, but at least @solana is doing quite alright with @ExponentFinance and @solsticefi. Solstice, despite crypto being remarkably down, has maintained its good valuation excellently so far. And its Exponent PTs are loopable against negative borrow costs at the moment on @kamino but also loopable on @Loopscale. 4.51% PT Yield at a -.89% borrow cost and 5x leverage... = 26.11% Net APR with fixed collateral yield BUT ALSO, I recently learned that if you simulate deposits into @ExponentFinance you can see what your APR would be at different concentrated liquidity ranges. I know HYPE flipped SOL (at least for a day), but tbh, I've been surprised by how frequently Solana has been the go-to for stablecoin yields lately. Note: Solstice points maxi and Exponent V2 ambassador

Name & Symbol: Solstice ($SLX)
Address: 0x02bcc4c181b83a8c0a342bc003389cbecb4bc54d

I've said it once, I'll say it again. LPs on @pendle_fi or @ExponentFinance one of the few places in DeFi where you can get your cake and eat it too. I.E., you keep your principal and you farm some of the highest points multipliers in DeFi. Let's check out some of the top LPs on each: PENDLE: ➤ nOPAL: 49% No Points / PLUME Incentives ➤ WOUSD: 37% No Points / OUSD Incentives ➤ apyUSD: 33% 32x Points / PENDLE Incentives ➤ apxUSD: 27% 100x Points / PENDLE Incentives EXPONENT: Remember that Exponent is different because you can choose your APY range to make your liquidity tighter or wider for more or less yield ➤ ONyc: 20% 8x Points / ONyc Incentives ➤ eUSX: 15% 22.5x Points / eUSX Incentives

Name & Symbol: Plume ($PLUME)
Address: 0x4c1746a800d224393fe2470c70a35717ed4ea5f1

Black Opal has been one of my favorite RWAs to follow on Plume / Nest. Cool to see them on @pendle_fi now. Also, both Pendle and Plume are incentivizing the LP. Currently at 57% APR... h/t @blackopal_fi

Name & Symbol: aPriori ($APR)
Address: 0x299ad4299da5b2b93fba4c96967b040c7f611099

Over half a billion; incredible work! The only yields unincluded that you might want to check out if you have a very high risk tolerance is the looping over on @Morpho. PT-apyUSD (22d) ⇒ 3.3M to Borrow ⇒ 78% Max Yield PT-apxUSD (22d) ⇒ 2.25M to Borrow ⇒ 34% Max Yield apyUSD/USDC ⇒ 6.3M to Borrow ⇒ 75% Max Yield apyUSD/apxUSD ⇒ 3.86M to Borrow ⇒ 47% Max Yield (no depeg liquidation risks) NOW, please understand that you SHOULD NOT LEVERAGE THINGS YOU DON'T UNDERSTAND. Now should you ever leverage without calculating or accounting for entry and exit costs. And as always, if you can cheat loop, you should cheat loop. Please note, I'm a heavy apyx point farmer as well as an ambassador.

Name & Symbol: Morpho Token ($MORPHO)
Address: 0x58d97b57bb95320f9a05dc918aef65434969c2b2

Great to see @avantprotocol back at 17% APY on the junior and 8% on the senior. Those are the numbers I grew to love. FWIW, here's what they're allocated to: ► USDe Aave Loops (MegeETH, Mantle, Plasma, Eth) ► SyrupUSDC/PYUSD Loops on Morpho (Eth) ► wsrUSD/USDC Loops (Eth)

Name & Symbol: Plasma ($XPL)
Address: 0x405fbc9004d857903bfd6b3357792d71a50726b0

Airdrop Season? STRC still taking mindshare Kamino adds half a billion YT pain or future airdrop millionaire? Monarch is alpha Pendle Markets and more...! Join us: https://t.co/IG8qoEpTtx

Name & Symbol: Kamino ($KMNO)
Address: KMNo3nJsBXfcpJTVhZcXLW7RmTwTt4GVFE7suUBo9sS

PRIME is finally on EVM! I've been waiting for this for a while. TL;DR: solana:3b8X44fLF9ooXaUm3hhSgjpmVs6rZZ3pPoGnGahc3Uu7 is a HELOC-backed stable getting ~7.5% yield, mint/redeemable on ETH & leveragable on @Morpho for up to 40% APY. Also, I've heard rumors that @ipor_io might have a vault for the leveraged loop soon.

Name & Symbol: Morpho Token ($MORPHO)
Address: 0x58d97b57bb95320f9a05dc918aef65434969c2b2

PRIME is finally on EVM! I've been waiting for this for a while. TL;DR: solana:3b8X44fLF9ooXaUm3hhSgjpmVs6rZZ3pPoGnGahc3Uu7 is a HELOC-backed stable getting ~7.5% yield, mint/redeemable on ETH & leveragable on @Morpho for up to 40% APY. Also, I've heard rumors that @ipor_io might have a vault for the leveraged loop soon.

Name & Symbol: ($PRIME)
Address: 3b8X44fLF9ooXaUm3hhSgjpmVs6rZZ3pPoGnGahc3Uu7

$400,000,000 TVL hit for @apyx_fi. I can't remember the last time a stablecoin/RWA protocol climbed in TVL this quickly. As a reminder, S1 ends in NINE DAYS. 1m Pip value at different FDVs: $100M: $23 $250M: $57 $500M: $115

Name & Symbol: Allo ($RWA)
Address: 0x9c8b5ca345247396bdfac0395638ca9045c6586e

I almost always agree with CC, but let me give the contrarian take. Securitize (gold standard, imo), e.g., is an SEC-registered transfer agent and you are actually the legal owner of the stocks you hold with them. I.E., the official shareholder ledger is updated with each transfer. You get voting rights, dividends, and official ownership. NYSE also named them its first official digital transfer agent, FWIW. Ondo is definitely different. With Ondo you hold a senior secured note with a 1:1 legal claim on assets custodied by Alpaca. Since their Feb '26 SEC filing, they've moved to a reporting issuer model, which means they have to prove on a regular basis to the SEC where the underlying stocks are held and how much of them are held. xStocks (which I like, personally) uses Liechtenstein's Token Container model to issue "bearer certificates." This means you hold a legal claim to the asset against the issuer (Backed Assets JE) for the fair market value of that share according to the Liechtenstein Blockchain Act. With both Ondo and xStocks, you still retain a bankruptcy remote claim to the value of the stock (meaning that even if the issuers are bankrupt, the SPVs holding the underlying are not affected and derivative holders are the direct claimants).

Name & Symbol: Ondo ($ONDO)
Address: 0xfaba6f8e4a5e8ab82f62fe7c39859fa577269be3

It took me awhile to understand what's going on here. Basically, this is looped without mint and redeem fees though leveraged through the mint and redeem contract. This mechanism pushes the APR from a modest 5% to currently 8-10%. And the exposures are conservative. You can check them out at https://t.co/w9m6Jxfzkm. So you're getting exposure to a conservative defi fund managed by @hyperithm with modest leverage. Hyperithm is also the "atomist" (strategy provider) for this market on Ipor, so there's a 1:1 alignment between strategy provider and underlying strategies.

Name & Symbol: aPriori ($APR)
Address: 0x299ad4299da5b2b93fba4c96967b040c7f611099

Some points on Solstice. Out of the 1.4M wallets, only about 32K of them ever deposited capital. The other ~1.396M botted the sign-up points without ever depositing. That reduces the total qualifying wallets to 32K. Out of those 32K, only roughly 20K deposited more than dust (i.e., only 20K weren't sybils). Given this new denominator for Cohort 6, these are the AVERAGE expected airdrops per cohort at different given TVLs. Please note: The airdrop is linear. The cohorts are primarily just to distinguish vesting conditions. Just because two people are in Cohort 3 does not mean they will receive the same amount of SLX.

Name & Symbol: SLIMEX ($SLX)
Address: 0x8a063a9ff4de28dcb87117cc759be6ce70e09f81

Morpho launched fixed-rate borrowlend "Morpho Midnight." I'm actually really excited about this.

Name & Symbol: Morpho Token ($MORPHO)
Address: 0x58d97b57bb95320f9a05dc918aef65434969c2b2

Flash Protocol Highlight: @Raacfi RAAC just got on my radar recently. They're a curve-aligned stablecoin / RWA protocol with 4.1% of the Curve voting power. They've got two main products: 1) pmUSD, a precious metals backed CDP that uses f(x) v1 tech to issue stables against gold and other PM backing 2) iREET, a tokenized real-estate RWA yielding around 9% last I checked pmUSD has some fairly interesting yields on curve, convex, and stakedao.

Name & Symbol: Allo ($RWA)
Address: 0x9c8b5ca345247396bdfac0395638ca9045c6586e

We're live! Come talk RWAs, ETH Denver, NAV Drama, Upcoming Airdrops, Citrini Doomerism, and much much more.... https://t.co/gS24oZYeDD

Name & Symbol: Allo ($RWA)
Address: 0x9c8b5ca345247396bdfac0395638ca9045c6586e

Something I miss is writing about strategies that may not be able to handle size but are fun and yieldy -- and at the very least illustrate farming concepts. So here's one I like (despite it being for small fish): Dirty Hedge Uranium Funding Farming So, here's one I like (despite it being for small fish): Buy some xU3O8 on @uranium_io, collateralize it on @okutrade's @Morpho instance, and borrow at 50% LTV, open a 2x lev position on $URNM on @HyperliquidX. Net APY: 100-200% Let's break down those steps though and how it manages to get 100-200%. 1) Bridge your principal in USDC over to @etherlink via https://t.co/NOGZ4UMoao 2) Bridgeswap some gas over if you need some via @JumperExchange 3) Buy xU3O8 via @uranium_io 4) Collateralize it via @okutrade's Morpho Instance 5) Borrow at 50% LTV (35% price drawdown to liquidation, so be careful) 6) Bridge USDC to @arbitrum 7) Deposit to @HyperliquidX 8) Open 2x Short on $URNM That's it. NOW, this is a DIRTY HEDGE. URNM is not 1:1 with Uranium. URNM is tokenized exposure to Uranium mining via Sprott ETF. And while it tracks Uranium price loosely (1.5-2 beta), it is not the same. So this is delta hedged but not delta neutral. On top of that, there is almost no liquidity to borrow on Oku (only 50K USDC). On top of that, the HL order book for this is fairly thin, so limit orders or very careful and well-times market orders (during spikes above index rate) are recommended. But here's the math: LTV * (usdcYield - usdcBorrowRate) Now, the funding rate is averaging about 300% at the moment, but let's assume it's 100%. At 2x leverage, that's effectively 200% on the borrowed USDC margin. SO: 50% * (200% - 0.5%) Which is 99.75% APR on a dirty hedged uranium play. ONE MORE NOTE, the IV on Uranium is 65% right now but has been as high as 88% recently. That means there's a fairly high chance that Uranium does drop enough to trigger liquidation if you're not watching carefully. To mitigate this danger, I would consider taking the funding earned and bridging it over to Etherlink and paying down the debt as frequently as possible OR using an even lower LTV. If you are very dynamic, you could do a 3x short, but that's playing with fire if you're not fairly expert at delta hedging with perps.

Name & Symbol: Morpho Token ($MORPHO)
Address: 0x58d97b57bb95320f9a05dc918aef65434969c2b2

Update on @solsticefi: It's no secret that I'm a fairly aggressive farmer of Solstice points. With zero referral points, I've farmed 0.2% of the total points. So definitely understand my bias. BUT I've updated the numbers recently, and given that we know there will be at least an 8% FDV airdrop, here where we're at: ► Current Flares: 122.75B ► New Flares Per Day: 1.8B ► Est Flares by TGE: 203.75B NOW, I am making some assumptions, for example, we don't actually know when TGE is, just that the team has indicated early-to-mid Q1, so I've been targeting Late Feb / Mid March. Also, the Flares Per Day have come down a bit, which is better for us, so I'm assuming little change in Flares per day. This can be affected by either substantially more TVL or high multipliers. That said, given my assumptions, here are the IMPLIED YIELDS for different point multipliers at each Launch FDV. This means even at a supremely low 50M FDV the YTs on @ExponentFinance appear to be a steal. At 50M FDV: ► eUSX IY is 2x undervalued ► USX is 2x undervalued Does that mean go out an ape YTs as a guaranteed win? Absolutely not, YTs expire to zero and if there are TGE delays, or points dilution, or any other black-swanning type events, your principal is gone forever. So while I personally am a fairly large YT bag-holder it is the MOST risk on way to bet on this. A more conservative approach would be the principal-protected LPs which get points and you keep your eUSX or USX, though the APRs aren't as enticing. If Solstice launches at even a fairly conservative 1:2 ratio, IY is SIX TIMES undervalued (i.e., YTs would theoretically make a 6x return). Anywho, this is one S1 I'm clearly participating in, and if you have any other thoughts, questions, or insights into this season, please let me know in the comments below. Note: On top of being an aggressive points farmer here, I'm also a Solstice Ambassador.

Name & Symbol: aPriori ($APR)
Address: 0x299ad4299da5b2b93fba4c96967b040c7f611099

We've been talking about this ICO in the Dojo. Pros: ⇒ No VCs ⇒ Raising at ~1:2 FDV:TVL, historically, stables launch around 1:1 ⇒ No serious Solana-Native competition ⇒ Backed by Deus X, >$1B Investment/Operating Company ⇒ Already integrated into Solana giants like @kamino and @ExponentFinance Cons: ⇒ Market conditions ⇒ 50% vesting ⇒ Basis compresses in a bear market ⇒ Stables often settle lower than 1:1 FDV:TVL ratio Note: I have a ton of points I farmed from my personal wallet with ZERO referrals and am also an ambassador.

Name & Symbol: Kamino ($KMNO)
Address: KMNo3nJsBXfcpJTVhZcXLW7RmTwTt4GVFE7suUBo9sS

I just noticed @maplefinance also launched on @aave on @Plasma AND there's actually still 13M syrupUSDT of room to deposit there.

Name & Symbol: Plasma ($XPL)
Address: 0x405fbc9004d857903bfd6b3357792d71a50726b0

I briefly got excited about muBOND because there's an 80% APR LP on Merkl paired with AUSD for it. But then the Dojo lads informed me that muBOND has nothing to do with tbills and is actually just a junior tranche for Chinese private credit. Oof https://t.co/oxY6YXRdWQ

Name & Symbol: aPriori ($APR)
Address: 0x299ad4299da5b2b93fba4c96967b040c7f611099

Farmers are rotating from @Plasma to @monad. @megaeth next? Shout out to @withAUSD for the nice yields here. https://t.co/RxmlTDVviz

Name & Symbol: Plasma ($XPL)
Address: 0x405fbc9004d857903bfd6b3357792d71a50726b0

Direct Asset Exposures: Morpho Steakhouseinfinifi USDC: 3.2m ► Lending USDC to infinifi assets Euler Gauntlet Yield USDC: 2.6m ► Euler Yield (USDC) lending to various markets PT-cUSD: 1.9m ► Cap Money's PT (Cap is backed by overcollateralized lending and Aave lending) PT-tUSDE: 6.9m ► This is a predeposit campaign PT for Termpinal Dex on Ethena PT-srUSDe: 6m ► senior tranche USDe point farming via Strata wsrUSD: 14.2m ► Reservoir's wrapped and redeemable stablecoin, exposed to lending agg and a bit of stablecoin LPing PT-USDe: 3.6m ► Ethena PT sGHO: 1.5m ► Aave's staked stable PT-syrupUSDC: 5.7m ► Overcollateralized lending receipt asset from Maple PT-sUSDe: 12m & 1.9m ► Ethena PT (staked) Fluid USDC: 0.9m ► USDC lending on Fluid fxSAVE: 30m ► Stability pool receipt token for f(x) protocol sUSDe: 36m ► Ethena (staked) sUSDC: 27.8m ► Spark's USDC receipt asset, lending to Maple, Morpho, Sparklend, Idle, and Superstate Aave USDC: 2m ► Lending USDC on Aave

Name & Symbol: Reservoir ($DAM)
Address: 0xf9ca3fe094212ffa705742d3626a8ab96aababf8

I have no affiliation with the Dolomite lads aside from liking the team. But this seems big? @worldlibertyfi's USD1 is having a points campaign and their first jump into defi is Dolomite.

Name & Symbol: Dolomite ($DOLO)
Address: 0x0f81001ef0a83ecce5ccebf63eb302c70a39a654

Not to dilute my friends, but this is the best lendside yield on @solana and it's not even close. ❧ 20% APR + 5x Flares ☙ ➢ $50K in incentives monthly ➢ $20K per week at the moment

Name & Symbol: aPriori ($APR)
Address: 0x299ad4299da5b2b93fba4c96967b040c7f611099

Thankfully Aave, Fluid, and Morpho all use XAU-USD price oracles instead of XAUT or PAXG market pricing. I would recommend against using gold collateral / margin anywhere that doesn't.

Name & Symbol: Fluid ($FLUID)
Address: 0x6f40d4a6237c257fff2db00fa0510deeecd303eb

Thankfully Aave, Fluid, and Morpho all use XAU-USD price oracles instead of XAUT or PAXG market pricing. I would recommend against using gold collateral / margin anywhere that doesn't.

Name & Symbol: Morpho Token ($MORPHO)
Address: 0x58d97b57bb95320f9a05dc918aef65434969c2b2

I just found out Morpho uses XAU price feeds for their gold oracles instead of onchain market rates (which got rekt 10/10 on some exchanges / perp dexes). Excellent liquidation protection, tbh. https://t.co/DxjHCo8vlV

Name & Symbol: Morpho Token ($MORPHO)
Address: 0x58d97b57bb95320f9a05dc918aef65434969c2b2

Pendle. Plasma. Pyields. https://t.co/yvC1VprWiN

Name & Symbol: Plasma ($XPL)
Address: 0x405fbc9004d857903bfd6b3357792d71a50726b0

"Can you explain..." triggers the years I worked as a teacher. I'd love to Funding rate arbitrage is a type of "cash-and-carry" trade where you make money having an equal long and short exposure to an asset. FOR EXAMPLE If I held 10 ETH and opened up a 10 ETH short, I would be "delta neutral." Delta neutral just means my strategy value doesn't go up or down due to price action (i.e., "delta"). The cool thing about perps is that they have funding rates and more-often-than-not those rates pay you to be short. Right now, for example, shorting HYPE on Drift pays 74% APR on the notional value of your position. The notional value is the size of your exposure to an asset, not your principal. Principal = starting capital / money at risk / margin Notional = starting capital times leverage / (how much exposure you have to an asset) Because funding is on the notional, not the principal, if you're leveraged, you effectively get leveraged exposure to the funding rate, which is great. ANYWHO, funding rate arbitrage is super simple, so let me explain the APR. Imagine I'm okay with a 2x short on HYPE but want to be delta neutral, and I have $150,000. 1) Buy $100K of HYPE 2) Short $100K of HYPE using $50K of margin (2x short) 3) Typically, I like to get yield on the long, could get 12% on Pendle You're done! Here's the math for APR: 100K Long * 12% = $12K 100K Short at 30% = $30K Total Annualized Yield = $42K Principal (in $) = 150K Yield divided by Principal = $42K/$150K = 28% APR DELTA NEUTRAL Please note, there are risks. You could get liquidated on your short, especially if you're not monitoring it regularly, shorting illiquid assets, or using too much leverage. I rarely ever exceed 2x leverage for FR arb and only use big blue chips like ETH, BTC, SOL, etc. There's also a risk of funding turning against you. The reason why shorts get paid by long is because market pressures are pushing the MARKET PRICE on the perp dex over the INDEX PRICE (this is just an average of prices across major dexs/cexs). Funding is used to incentivize getting the Market Price closer to the Index price. IF market price goes below index price, funding rate goes negative and shorts actually pay longs instead. THAT'S ALL! Hope that helps. Happy farming

Name & Symbol: Drift ($DRIFT)
Address: DriFtupJYLTosbwoN8koMbEYSx54aFAVLddWsbksjwg7

This is 100% correct. Likewise, EVM CLP and DLMM protocols could learn a lot from Meteora and Orca UX/UI. Solana could benefit a ton from understanding the success of Morpho/Euler, and the RWA/Stablevault sector.

Name & Symbol: Allo ($RWA)
Address: 0x9c8b5ca345247396bdfac0395638ca9045c6586e

The yield on srUSD is now 15% apy Highest yield bearing stablecoin in the market Loopers paradise on @ipor_io, @MorphoLabs and @Dolomite_io Choose Reservoir, just loop it. https://t.co/CcjuuBHZIy

Name & Symbol: Reservoir ($DAM)
Address: 0xf9ca3fe094212ffa705742d3626a8ab96aababf8

Stablecoin News / Things to Watch For: ➢ @reservoir_xyz coming to @solana (Solana Stable Season!) ➢ @solsticefi going live in 1-2 weeks (the Ethena of Solana, Season 1) ➢ @neutrl_labs going live in 1-2 weeks (OTC Basis, big yield promises) ➢ @ResolvLabs adding new yield sources (Not just basis anymore) ➢ @noon_capital adding new yield sources (DeFi lending added) ➢ @maplefinance on @JupiterExchange (looping still >30%) ➢ @USDai_Official remains over-peg (massive Pendle demand, cap increases coming) ➢ @FalconStable releases new transparency dash (showing ALL collateral held, stating all hedged) ➢ @infiniFi_ crosses $115M TVL (liUSD consistently printing >14% base APY) ➢ @summerfinance_ benefits from arbitrum DRIP (>17% APY on its lend-agg vault) ➢ @avantisfi on @avax has the highest APR jr Tranche (>30% on last update, also launches jr for avBTCx) ➢ @protocol_fx puts LP yields on frontend (up to 26% on LPs like reUSD+fxUSD) ➢ @capmoney_ launches, makes a splash (various institutions farming to the benefit of cUSD) ➢ @LiquityProtocol releases airdrop APR dune (estimates up to 70% APR, making YTs eye-popping) ➢ @ethena_labs, @Paxos, @Frax and other huge names in a bidding war for USDH (hyperliquid) I'm sure I'm missing all sorts of good news. There are so many protocols! Nevertheless, feel free to add what I'm missing down in the comments.

Name & Symbol: Reservoir ($DAM)
Address: 0xf9ca3fe094212ffa705742d3626a8ab96aababf8

Btw massive shout-out to @intern_cc and @crypto_condom who absolutely nailed the $DOLO trade... Remember vividly bc we featured tweets from them in TDD a few months ago bullposting it in relation to the WLFI affiliation and etc before it went on its current 10x run...

Name & Symbol: Dolomite ($DOLO)
Address: 0x0f81001ef0a83ecce5ccebf63eb302c70a39a654

Since Permissionless Beta went live in March, Gearbox's TVL has increased by over 230%, adding $287M. Growth isn't bounded, it's Permissionless. ⚙️🧰 https://t.co/W0UHY5pGvJ

Name & Symbol: Gearbox ($GEAR)
Address: 0xba3335588d9403515223f109edc4eb7269a9ab5d

Silo Finance is rewriting the DeFi playbook on @avax. From $0 → $210 M TVL in just 2.5 months, @SiloFinance’s growth isn’t luck, it’s strategy. Here is why Silo x Avax is one of the best combo in DeFi ↴ ... ➥ Silo Isolated Market Unlike lending protocols that unify their liquidity and have potential risk of systemic collapse, Silo offers isolated lending markets. Each asset (AVAX, BTC.b, $USDT) has its own silo (pun intended) ⟶ Safer, scalable and faster deployment. The results: ➢ Silo is the Top 8 protocols on Avalanche by TVL with 21+ isolated markets + 5 managed vaults ➢ Peak daily volume: $15M ➢ $179K in July revenue (50% goes to $SILO buybacks) -- ➥ $AVAX Power Boost ➢ Fresh grant for Silo pools from Avalanche foundation ➢ Sub-second finality ➢ 4,500 TPS eliminates congestion ➢ 96% lower gas fees after Avalanche 9000 upgrade ➢ Upcoming $250M RWAs coming onchain via @grovedotfinance ... ➥ DeFi Strategies on Silo-Avax There are over 20+ strategies available in Silo's pool on Avax, offering attractive yields, and categorized into four main types, each with an AVAX incentive boost: ➢ Stablecoins: 5–30%+ APR, primarily managed by @MEVCapital and @VarlamoreCap. ➢ AVAX and its staking derivatives: 5-10%+ APR. ➢ $BTC: 4-8% APR. ➢ Auto-leverage sAVAX/AVAX: up to 11%+ APR. ... Silo infrastructure provides secure lending solutions for institutions. This positions Silo to capitalize on the trillions in the RWA market entering DeFi. As DeFi evolves towards institutional adoption, isolated lending architectures like Silo's could set the standard for risk management. SuperSilo.

Name & Symbol: Allo ($RWA)
Address: 0x9c8b5ca345247396bdfac0395638ca9045c6586e

Resolv protocol fee has now been activated. Starting today, 2.5% of positive daily profits will be directed to the Foundation treasury, the first step in a 4-week ramp to 10%. With this, a new phase begins — where the system retains and value accrues. https://t.co/6xPZPcqdui

Name & Symbol: Resolv ($RESOLV)
Address: 0xda6cef7f667d992a60eb823ab215493aa0c6b360