『 Portals at @EFDevcon Mumbai 』
@SaggySt from our Marketing & Communications team will be in Mumbai from November 3-6.
Builders, founders, and ecosystem teams: if you’re around, let’s connect 🤝
This week in DeFi.
• $6.3B Binance hack hits DeFi; Aave freezes 175 markets.
• DeFi TVL falls to $83.57B, BTC down 5.58%.
• Hyperliquid moves toward regulated US perps.
• RLUSD gets a trust bank charter and Moody's A2.
Full breakdown ⤵️
An agent can rebalance at 2:30 AM. It should not be able to withdraw your funds.
🎙️ @Zyfai_ Co-founder, @Paul_Laulan joins The DeFi Drop:
• Individual Smart Accounts
• Session-key guardrails
• Real-time risk exits
• An MCP layer for AI agents
This week in DeFi.
• DeFi TVL dips to $90.19B, BTC down 0.16%.
• Aero launches after the Aerodrome-Velodrome merger. • OCC finalizes GENIUS Act stablecoin rules.
• JPMorgan brings tokenized money-market funds to Solana.
Full breakdown ⤵️
YO Ecosystem Vault connects @yield, @kpk_io, and @Morpho
On the latest DeFi Drop by Portals, @0scaronchain explains how it supplies stablecoins against yoUSD and yoUSD Edge collateral, so lenders earn from looping demand.
Built on YO V2’s onchain risk controls.
🟦 $10K @base Tokenized Stocks raffle is still live.
Zap once into a participating position on Portals Explorer to enter.
59 winners:
↳ $2.5K picked at random
↳ $7.5K rewarded by volume
*Eligible to users outside the US only.
This week in DeFi.
• DeFi TVL slips to $89.38B, BTC falls 1.0%.
• Interactive Brokers launches ETH staking for eligible clients.
• Aave weighs native BTC collateral via Babylon.
• CFTC opens a crypto-market comment process.
Full breakdown ⤵️
A yield optimizer should show you where capital goes and constrain where it can't
🎙️ @0scaronchain, Founding Member, @yield, joins The DeFi Drop to unpack:
• YO V2's closed-loop architecture
• The Ecosystem Vault, curated by @kpk_io
• Its Risk Graph for devs and AI agents
Tokenized stocks don't have to sit idle.
@Dialectic_Group CEO @FarmerAlbus explains how Mag7 Machines on @makinafi turn stock collateral into on-chain yield, with the spread used to add more stock per vault share.
This week in DeFi.
• DeFi TVL slips to $91.45B.
• Aave V4 tokenized-stock deposits on Base reach a reported $4.7M.
• FinCEN withdraws two crypto rules.
• Securitize launches regulated onchain U.S. stock trading. And more.
Full breakdown ⤵️
In DeFi, risk can be binary. A position works, or an exploit takes it to zero.
🆕 DeFi Drop: @Dialectic_Group CEO @FarmerAlbus joins us:
• Trust-minimized vaults
• Defensive MEV and atomic exits
• On-chain accounting and operator limits
• Human gates for agentic DeFi
Cross-chain is now live on the Portals Explorer, powered by @RelayProtocol
Move into any opportunity from almost any asset, across major blockchains, in one flow. No manual bridging needed.
Earn while you hold stocks.
Coinbase Tokenized Stocks are live on the Explorer with yield opportunities.
Zap into participating @base positions from anywhere, across chains, to enter the $10K raffle.
Eligible to users outside US only.
We asked @MidasRWA about the RWA unwind problem on The DeFi Drop.
Building a leveraged RWA position can be done in a single block but unwinding it can take days.
@Sumcap published a detailed analysis on this exact problem of who absorbs that risk and how they get paid for it✍️
"Crypto prices will matter increasingly less to what's actually being built on chain."
🆕 @MidasRWA DeFi Drop 🎙️
CBO @BaptisteCota joins us to discuss:
• Solving the RWA exit problem
• Why institutions are decoupling from retail sentiment
• The 3 layers of Midas liquidity