"Stablecoins and DeFi are really not that big. There's much larger places to get capital from." It's traditional finance, says @Luketruitt He co-founded @LoopScale, "A financial primitive layer that can connect these newly tokenized assets into an actual financial investment product that can then be distributed via some of these larger platforms." "Our goal now over the next three to six months will be scaling that product up with a couple stablecoin partners to then be able to embed within TradFi or fintech type interfaces." "It's a little bit less how do we do the next vampire type thing on some other asset that's coming out, and rather, what can we do to grow the pie on the stablecoin or the capital side."

The OnRe Growth Vault has scaled to $5.5M+ in deposits, providing a single entry point into ONyc growth strategies across lending, looping, and fixed-rate markets. One USDC deposit, dynamically allocated across the OnRe ecosystem on @solana.

OnRe Growth allocates a single USDC deposit across @onrefinance's DeFi ecosystem, rebalanced daily. Earn optimized yield up to 11.9% APY from: • Idle USDC lent to OnRe markets • Looped ONyc and PT-ONyc • PT-ONyc on @ExponentFinance

The industries consuming the most capital right now, physical AI, robotics, manufacturing, energy, are the ones that are the most difficult to fund through traditional brokerage, says @Luketruitt "Whether that's a $5 million bond issuance to go fund part of a data center being constructed or building a new missile factory, whatever it may be." "The old rails take all the time to underwrite. It's expensive, requires huge dollar amounts to make it profitable." "But doing it onchain, you can knock a lot of those barriers down and spread out what types of projects are able to raise capital through these structures." "Crypto can move at the speed needed to meet the moment with how fast the world is changing." CEO of @LoopScale on Stabledash Live today.

srAUTO loopers are earning 33% net APY on average Looping APY accounts for the active borrow rate, leverage and additional rewards at the time of the loop srAUTO rewards run through September 19 and can be claimed from "Your Position" in the AUTO Tranching Market on Exponent

Great to join and share my perspective on vaults with @TokenRelations. TLDR the value sits in the finance, not the infrastructure, *but* operating both offers a durable advantage. A curator embedded in the underlying primitives can onboard new assets quickly, keep rates consistent with the broader market, and shape the venues their strategies run on. Beyond that, the advantage comes from relationships with asset issuers and with the platforms that hold distribution to allocators. Full survey below 🔥

Most of the value in financial infrastructure sits in the finance, not the infrastructure. Especially in the age of AI, code is a commodity. The moat is pricing and managing risk. Most of DeFi is the inverse, with maximally permissionless systems that take no view on risk or delegate it to curators. This week, because an oracle was configured to price collateral based on the pool, a ~$320K trade in a thin PT pool led to ~$36M in liquidations. On Loopscale, oracle configuration is the responsibility of the infrastructure itself. For PTs, the pool price is excluded by design. A PT is a fixed claim on one unit of underlying at maturity, so we mark it at the underlying's first-party oracle price, discounted for time to expiry at a governed rate. By doing so, there is no pool or price to manipulate. As code gets cheaper, the infrastructure that endures will be the infrastructure that owns its risk decisions.

The newest maturity for @ExponentFinance's PT-ONyc is live. Loop PT-ONyc-10JAN27 for leveraged fixed yield on @onrefinance ONyc. Open a new Loop or roll an existing position into the new maturity. PT Loops are best held to maturity.

Thrilled to share an exciting update! @RelayerCapital has been acquired by @RockawayX. Relayer will become RockawayX’s flagship liquid fund, and I’m excited to lead this next chapter as CIO. I believe crypto markets have bottomed. The current setup resembles the emergence from prior bear markets in 2020 and 2023, when deep dislocations created exceptional investment opportunities and drove major positive re-ratings. I’ve known the RockawayX team for more than six years and have seen firsthand the world-class firm they have built. Combining forces creates a unique set of capabilities for the opportunities ahead.

Now live on Loopscale: boosted yield for eHYUSD/USDC Loops with 4x Hylo XP, powered by @hylo_so. Earn up to 26.5% APY thanks to 12K hyUSD in incentives on the USDC Genesis Lending Vault over the next 3 months. Only possible on Loopscale.

Earn up to 15.4% APY on srAUTO Loops, now live on Loopscale. srAUTO is the senior tranche of @ExponentFinance's AUTO risk-tranching market, trading yield upside for principal protection. Built on @HastraFi's AUTO, backed by US consumer auto loans, originated by Agora and delivered onchain through @Figure Forge.

Now on Loopscale: borrow against @Securitize's SECZ. Eligible holders can post their tokenized SECZ as collateral to borrow USDC at a fixed rate, without selling their shares. Onchain credit for the same stock trading on the NYSE, with pricing powered by @redstone_defi.

Put real-world silver to work in fixed-rate credit markets on Loopscale. Borrow fixed-rate USDC against @Dominion_Market's $SILV, or Loop it for up to 2x long silver exposure. USDC Frontier's cap is now $2M, earning up to 13.3% APY including $SILV rewards.

Loopscale Earn vaults optimize across high quality ecosystem venues to capture everything from: -> increased yield from points farming via PTs -> high lending yield from incentives or high utilization on money markets -> the best staking rates across LSTs all while balancing liquidity to ensure low cost entry and exits.