Binance is a clear outlier, it has contained damage so brilliantly that we as an industry hardly even noticed ripple effects. It will be worse next time a more fragile product is hacked. So if you are a high yield leveraged USD guy, how to decrease sensitivity to liquidity squeezes? Diversify your trades! - do delta-neutral basis trade - low correlation with defi rate spikes - Allocate to high yield, non-leveraged RWA positions. They are not exposed to borrow rate spikes - borrow at fixed rates (ah, right there are no fixed rate markets for USD assets)

Every major shock shows up onchain as a jump in USDC borrowing costs. After the @Binance hack, the average borrow rate across Aave, Morpho and Fluid nearly doubled to ~10% within hours, then fell back to pre-hack levels in under two days. After April’s Kelp DAO exploit, where the bad collateral sat inside @aave itself, rates nearly quadrupled to ~13.5%, held above 11% for four days and took about a week to normalize. The difference: @tether and @circle moved fast to freeze stolen funds, and Binance quickly committed to covering user losses. That kept the panic out of DeFi lending. This chart ran first in our monthly newsletter. Subscribe to get the next one first

Wanted to confirm that @Vault_St products remain unaffected by the Binance incident at the moment. The team is monitoring the market situation since the first minutes as it unfolds. Hope you stay on the safe side too and wish Binance all the strength to go through unscathed.

Four questions we think anyone should ask before putting money into an onchain yield product. They come from @utila_io’s latest piece on DeFi risk management, which is worth a full read: Our own answers are here:

Independent research on mGLO from @Vault_St. Legal structure, portfolio composition, NAV mechanics, redemption terms and the technical stack behind it. @FasanaraCapital runs the strategy: short-dated SME trade receivables and digital invoices from fintech originators. Full report:

Q3 2026 report is out: - Recovery portal closed - 2 live vaults: primeUSD + CARRY, leveraged markets enabled - $7.5m TVL, $32m gross AUM - 1.87m $RESOLV distributed to stakers - 2nd dedicated $RESOLV market maker onboarded

With Utila, @Vault_St adjusts onchain yield strategies with granular wallet controls and less custom adapter development. See how the team structures permissions and transaction checks in our latest customer story.

Vault users shouldn't have to guess where their capital is. Vault Street is now an Octav transparency partner. Each vault gets a public board showing allocations across protocols, chains and wallets. Prime USD and CARRY are live.

CARRY includes delta-neutral strategies that add to its yield. Our infrastructure partner for these is @arkisxyz. Here's how the gold trade inside CARRY works: Long: XAUT, levered on @Aave on CEXs Short: gold futures on @Bybit_Official and @Hyperliquid, via Arkis DMA subaccounts Why Arkis: better trading fees through their VIP tiers, and an off-exchange setup that reduces our counterparty risk with the exchanges.

Our architecture combines security and flexibility, thanks to @utila_io. We can introduce and adjust strategies faster, without loosening controls or building & auditing a custom adapter each time. - Each product runs in its own vault, with its own approvers, admin quorum and policies. - Default-deny wallets: they can only do what they're explicitly allowed, down to recipient, approval amount and asset - Our backend checks slippage and health factors before approval, and a human still signs - Policies exported for independent review by our security partner

Our architecture combines security and flexibility, thanks to @utila_io. We can introduce and adjust strategies faster, without loosening controls or building & auditing a custom adapter each time. - Each product runs in its own vault, with its own approvers, admin quorum and policies. - Default-deny wallets: they can only do what they're explicitly allowed, down to recipient, approval amount and asset - Our backend checks slippage and health factors before approval, and a human still signs - Policies exported for independent review by our security partner

Where is CARRY's capital deployed? We are happy to announce a partnership with @OctavFi to make CARRY's portfolio transparent, from onchain RWAs to offchain delta-neutral strategies. Explore the allocations across protocols, chains and assets in one dashboard:

Where is CARRY's capital deployed? We are happy to announce a partnership with @OctavFi to make CARRY's portfolio transparent, from onchain RWAs to offchain delta-neutral strategies. Explore the allocations across protocols, chains and assets in one dashboard:

The onchain vault landscape keeps expanding. @Vault_St's new CARRY combines RWAs and delta-neutral strategies, including USCC, @Bitwise's crypto cash-and-carry fund tokenized by Superstate. Another use case for tokenized funds in onchain portfolios.

so here is the story of CARRY When we went to the drawing board on the high yield product, the ask from the investors was to combine: - pls be liquid, no material lockups - pls no cash drag from redemption settlement cycle - pls high yield and low fees - pls no stupid sh*t in the vault. we wanna rely on your DD and monitoring - building yet another leverage loop aggregator? wtf pls no. do something funky, delta neutral is cool - pls can we borrow against it when needed (actually wait, we just wanna outright loop it) How about all of that in one product? Our tremendous team at Vault Street did a f**king great job shipping it with CARRY. Super proud to work with these legends. And the partner teams whose products we chose to integrate? Absolutely killing it. When you see Superstate, Midas, Hastra, Centrifuge in our vaults' allocations, it's not random. Man, it's because these are great products! Together, we help people make money, and make it without the stupid sh*t.

Today, @Vault_St launches CARRY, its second vault after primeUSD, combining leveraged exposure to RWAs with delta-neutral strategies. The CARRY portfolio includes mGLOBAL and mWIN, linked to the performance of strategies run by @FasanaraCapital and @Wellington_Mgmt. Composable onchain investment products are purposefully built to be used this way. Read the full X article:

There are so many vaults rn that they are becoming a commodity. Still, they can be broadly divided into two categories. You have either a boring vault that yields on par with T-bills, or a high-yield construct backed by "black-box mandate". CARRY fills that gap - targeting 12%+ APY with transparent RWA backing and liquidity sleeve, making it a decent mid-term liquidity management tool. And yes, if you are keen to leverage that - the market on Morpho is already open (with target borrows @ 7%), so reach out to arrange liquidity there!