We've added a new PT-rkuSOL maturity as collateral on our Raiku Market on @Kamino. rkuSOL is built on @raikucom. Its PT-rkuSOL, maturing on January 14, 2027, can be bought on @ExponentFinance and used as collateral to borrow SOL on Kamino with a 95% LLTV. Market available here:

Next up in our Catapult mentor spotlight series: @nickducoff Nick is GM, Institutional at @SolanaFndn, working with TradFi institutions and Solana ecosystem teams to bring assets and capital markets onchain. Before Solana, Nick co-founded and exited two startups, Infochimps and Edmit. His career has also spanned securities law, venture capital, and higher education, giving him a unique perspective on entrepreneurship and building businesses around emerging technologies. Our video interview drops tomorrow!

“Transparent” can mean many things. On @AccountableData, we're now grading Proof of Solvency dashboards to make protocol transparency claims visible and comparable. @GilgameshODs explains how the grades work:

(1/3) RockawayX Vault Curation has crossed $100M in @Morpho deposits! Across 15 vaults, we've focused on differentiated RWA yields like reinsurance, PayFi, auto loans, and trade finance. We've also built out EUR liquidity with products like Belem RWA EURCV and our EUROP Prime vault. Moving forward, we'll continue advancing our thesis in both areas.

RWA founders get unparalleled mentor support when they build in Catapult. Our mentors come from 20+ leading RWA companies and helped shape the category. Whatever you're stuck on, you'll get an answer from someone who has already done it. Apply below ↓

⏳ $150,000 worth of rewards go live with @Kamino tomorrow. 📅 Promotion: 2026-10-03 00:00 to 2026-12-01 23:59 UTC Subscribe ≥100 USDC to Kamino RockawayX RWA USDC pool, and share 150,000 USDC worth of boosted APR rewards via #Binance# Wallet DeFi for 60 days! Rewards start tomorrow! Have participated in Season 1? Hold your position and roll over in Season 2 automatically. View More👇 (open in mobile browser)

INSIGHT: The RWA opportunity & onchain yield Tokenized RWA markets will explode over the coming years, estimated to reach $2T-$30T in total onchain AUM by 2030, a minimum >50x change from current levels. Credit markets are a stand-out beneficiary. Citi expects $100B in tokenized private credit by 2030. BCG forecasts 20-30% of all securitized debt to move onchain by 2035, with blockchain rails making the credit lines cheaper and more transparent to originate and trade. If this forecast is realized, it would imply $2.5-$3.8T in structured product AUM onchain - a 1000x increase from today. We agree that the growth of yield-bearing RWAs onchain will be explosive, but onchain yield markets face an obvious gap today - they crave differentiated, scalable yield. Low-yield, large-scale assets are abundant, but differentiated yields - defined by high nominal yield and low volatility - are in short supply. As we see in the chart below, most assets cluster near 3-6%, not at all differentiated from the risk-free rate of 3.62% or the 10-year yield at 5%. We believe there is ample opportunity for differentiated yield profiles that move the efficient frontier, i.e., adding incremental yield while simultaneously lowering volatility of existing DeFi portfolios.

Transparency dashboards are useful tools, but they depend solely on the willingness of the token issuer to maximise transparency. PTR resolves this issue by providing a clear standpoint from an external perspective and incentivising token issuers to provide more information.

Huma's PST Proof of Solvency dashboard, powered by @AccountableData, has received the first AA grade from @RockawayX under its Protocol Transparency Ratings, the highest of the first grades published.

"Privacy is going to be a winner-takes-all market" "This is about customer acquisition, scaling TVL & liquidity" "We want to be the protocol that encrypts 95% of all financial transactions onchain" @analog_kyle & @randhindi on why they launched Zama confidential vaults:

🇰🇷 INSIGHT: “The liquidity you see today is definitely not the liquidity you will have tomorrow,” said @RockawayX’s @GilgameshODs on managing risk in digital asset treasury strategies at CONNECT: Seoul.

Capital is easy to find. A partner who can solve your cold start problem is not. First check, anchor TVL, market making, vault distribution, and the operators who already scaled this. Come build with us.

.@zama has been making waves with the confidential vaults deployed earlier this month on @Morpho, now holding over $66M+ in confidential deposits. As a launch partner, our vaults have scaled to over $16M in deposits, offering ~13.31% APY (RWA USDC) and ~9.39% APY (USDC Yield). @bart_hillerich caught up with @randhindi and @analog_kyle to talk the launch, Zama's mission, and confidentiality as a rising tide that lifts all boats.

(1/6) Introducing Catapult, our accelerator for founders bringing new yield-bearing RWAs onchain. You bring the asset, and our team incubates, bootstraps liquidity, market-makes, and drives integrations across onchain markets through our curation arm, while leaders from 20+ top co’s shaping the RWA space mentor you along the way. How to join ↓

1/ Today we launched Catapult, an RWA accelerator backed by RockawayX incubation, liquidity, and curation support with industry-leading mentors. Catapult builds on our thesis that the growth of yield-bearing RWAs onchain will be explosive, but face an obvious gap today - they crave differentiated, scalable yield. We're looking for that differentiated yield and pairing it with our proven model that helps overcome any challenges that good RWAs face in scaling. More on our thesis and how to apply 👇

The private AI thesis continues to play out with substantial @AskVenice growth. Here's @AustinBarack last week outlining growth expectations from the OpenAI controversy, and the addressable market for the sector:

4/ @GilgameshODs shared his curation insights in the @StrataMedia_ vaults survey: "Curators are still seen as risk managers, but in practice, they are also growth managers." "A vault can give you something loosely like a senior tranche on an asset compared with holding it outright. Some are blue chip and easy to exit, others pay more and are harder to get out of during stressed markets." "The questions we get have changed, too. It used to be whether we had a vault; now it is which vault we can bring, and how it can be built around their risk profile."

base:0xacfe6019ed1a7dc6f7b508c02d1b04ec88cc21bf 7d is up 60%, and @AustinBarack says it has legs to keep going. → Private AI addressable market is 10-20% of AI users → OpenAI Millennium Prize controversy is a huge marketing moment He also told @bart_hillerich why chasing beta here is a losing strategy, outlined where Venice fits in the broader crypto x AI landscape, and shared his VVV price target.