Allez Labs
@AllezLabs
Data and risk experts, in DeFi risk management since 2019
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USX incentives on the Allez USX Lending Vault increased by 50%.
Current supply APY: 10.81% (8.64% 90D avg).
The vault lends USX on @Kamino, giving access to @solsticefi's yield.
Vault link in the quoted post below.👇
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The Allez USX Lending Vault is now live on @Kamino!
Deposit USX to lend against @SolsticeFi collateral & @ExponentFinance PTs.
Earn extra USX rewards.
The @OnReFinance market on @Kamino just crossed $200M in supply for the first time.
→ Supply: $205M
→ ONyc collateral: $127M
→ Borrowed against: $69M
→ 30-day growth: +24%
From $50M in February to $200M+ today.
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120M cap on ONyc, now live on Kamino.
OnRe’s market is calibrated for its specific reinsurance risk: the LTV-to-liquidation buffer is sized to absorb its max single loss and most likely drawdowns, as per historical nat-cat projections.
These guardrails allow for less risk of liquidation and safer leverage.
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The ONyc supply cap on Kamino's @onrefinance Market has been raised to 120M.
Expanding access to the largest tokenized reinsurance market on Solana.
More USX rewards on the Allez USX Lending Vault.
Supply APY at 12%+ on @kamino.
One-click access to Solstice yield. Curated by @AllezLabs.
Rewards have been replenished for Allez USX Lending Vault.
Current Supply APY is at 12.32% (8.63% 90D avg)
Supply USX on @kamino for one-click access to @solsticefi's yield.
Link to the vault on the quoted tweet below 👇
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The Allez USX Lending Vault is now live on @Kamino!
Deposit USX to lend against @SolsticeFi collateral & @ExponentFinance PTs.
Earn extra USX rewards.
The home of curated onchain yield.
Kamino Earn Vaults provide access to professionally managed strategies across Kamino's isolated markets on Solana.
Tesla, Nvidia and SpaceX are now collaterals on @VenusProtocol.
Tokenized equities landed this June, Venus now accepts stocks as lending collateral.
Monthly @VenusProtocol Insights - June 2026
As markets contracted to their lowest levels in years, Venus Core Pool absorbed the shock cleanly. BNB fell 23%, 1,697 liquidation events seized $4.24M, protecting protocol solvency along the drop.
Continues 👇
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The Vault ecosystem by @kamino kept growing even as the broader market contracted in June. Transaction volume hit $4.82B (+28%), a new @ethena vault launched at $250M+ instantly, and our own Allez USDC vault grew 23% right alongside it.
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Vault stayed PYUSD-heavy, reflecting the same rotation:
→ @SentoraHQ Ethena PYUSD Prime: $250.3M (new)
→ @SentoraHQ PYUSD: $142.3M (-26.7%)
→ @RockawayX RWA USDC: $26.0M (-40.3%)
→ @SteakhouseFi USDC: $22.5M (-26.5%)
→ @AllezLabs USDC: $16.0M (+23.0%)
The new PYUSD Prime vault funds the Ethena Multiply strategy; the prior USDG Ethena Prime shrank to $7.5M.
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We're extending Allez Analytics access on all free plans, as well as keeping Allez APY’s limits 50% higher, through July 19.
The Allez @solsticefi USX Vault on @Kamino crossed $1M supplied.
The Allez USX Lending Vault is now live on @Kamino!
Deposit USX to lend against @SolsticeFi collateral & @ExponentFinance PTs.
Earn extra USX rewards.
And looping is the junior tranche
If you're looping ONyc, one number to watch for: the NAV drawdown that liquidates you.
→ 1.5x → ~−53%
→ 2.0x → ~−33%
→ 2.3x → ~−25%
→ 2.9x (max) → ~−12%
The senior lender is protected by your equity. As the looper, you're the one underwriting the tail. Size leverage accordingly.
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Lending stablecoins here = the senior tranche: over-collateralised by ONyc, ahead of borrower equity.
@onrefinance underwrites catastrophe reinsurance and holds low-risk assets like T-bills and yield bearing stables for its yield. Only ~half the book is currently deployed to reinsurance, which limits drawdown risk and leaves potential redemption capacity.
A supplier loss needs both a ~30% ONyc NAV drop and a liquidation failure. @kamino has passed no bad debt to date, across ~$230M of liquidations cleared (280k+ events since 2023).
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Three loops live on @kamino. Currently yielding over 11% APY.
The Solstice Yield Looping Vault now runs:
- eUSX/USX
- PT-USX/USX
- PT-eUSX/USX
One USX position.
Curated by @AllezLabs & PTs on @ExponentFinance.
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The @solsticefi Yield Looping Vault now runs three loops on the @Kamino market:
→ eUSX/USX
→ PT-USX/USX
→ PT-eUSX/USX
The PT loops supply @ExponentFinance PTs, borrow USX, and swap to more PTs. Levered fixed yield, funded at the USX borrow rate.
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Steady lads, we are raising the cap limit!
@solsticefi Yield Looping Vault has crossed $2M TVL and capacity just increased.
Let's take a look at the strategy details 👇
Monthly @VenusProtocol Insights - June 2026
As markets contracted to their lowest levels in years, Venus Core Pool absorbed the shock cleanly. BNB fell 23%, 1,697 liquidation events seized $4.24M, protecting protocol solvency along the drop.
Continues 👇
Show more
Lending stablecoins here = the senior tranche: over-collateralised by ONyc, ahead of borrower equity.
@onrefinance underwrites catastrophe reinsurance and holds low-risk assets like T-bills and yield bearing stables for its yield. Only ~half the book is currently deployed to reinsurance, which limits drawdown risk and leaves potential redemption capacity.
A supplier loss needs both a ~30% ONyc NAV drop and a liquidation failure. @kamino has passed no bad debt to date, across ~$230M of liquidations cleared (280k+ events since 2023).
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Stablecoin yields in the OnRe Market are outperforming DeFi benchmarks and 3M U.S. Treasuries.
Earn up to 8.21% on USDG and 6.91% on USDC (30D avg), with diversified, risk-adjusted yield sourced from reinsurance premiums, stablecoin markets, and T-bills.
Risk-adjusted stablecoin yield, powered by Kamino.
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We are glad to have risk partners who have strong experience in insurance and DeFi.
@AllezLabs is responsible for the level of improved transparency, reporting, and information accountability we hold ourselves too.
Excited to scale insurance on chain!
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Monthly @VenusProtocol Insights - June 2026
As markets contracted to their lowest levels in years, Venus Core Pool absorbed the shock cleanly. BNB fell 23%, 1,697 liquidation events seized $4.24M, protecting protocol solvency along the drop.
Continues 👇
Show more
Vault stayed PYUSD-heavy, reflecting the same rotation:
→ @SentoraHQ Ethena PYUSD Prime: $250.3M (new)
→ @SentoraHQ PYUSD: $142.3M (-26.7%)
→ @RockawayX RWA USDC: $26.0M (-40.3%)
→ @SteakhouseFi USDC: $22.5M (-26.5%)
→ @AllezLabs USDC: $16.0M (+23.0%)
The new PYUSD Prime vault funds the Ethena Multiply strategy; the prior USDG Ethena Prime shrank to $7.5M.
Show more
Steady lads, we are raising the cap limit!
@solsticefi Yield Looping Vault has crossed $2M TVL and capacity just increased.
Let's take a look at the strategy details 👇
The Allez USX Lending Vault is now live on @Kamino!
Deposit USX to lend against @SolsticeFi collateral & @ExponentFinance PTs.
Earn extra USX rewards.
