Kraken clients can now put tokenized equities to work while retaining equity exposure. Sentora curates the strategies behind the xStocks vaults, built on @veda_labs vault infrastructure

Bank deposits got insurance in 1933. Brokerage accounts got protection in 1970. DeFi is building its own, onchain. Join @jrdothoughts, @ConnorSullie and @admff492 on Oct 7 at 12:00 PM ET to learn how onchain cover works and which failures it responds to. Register here: sentora.com/research/webinar…

Borrowers have taken $1.66B against RWA collateral, almost all of it in dollar stablecoins. ✔️USDC leads at $560M (34%), followed by PYUSD at $380M (23%). ✔️RLUSD is 74% of borrowing on Aave Horizon, and USDG is 87% on Aave V4.

DeFi lenders hold $2.20B of RWA collateral across @Morpho, @kamino and @aave. Credit makes up 72% of it, split almost evenly between off-chain borrower credit ($799M) and crypto-linked credit ($778M). Tokenized Treasuries account for just $23M, about 1% of the total.

While Bitcoin and Eth prices remained largely unchanged this week, nearly all major DeFi metrics saw growth. The table below breaks down the most important numbers👇.

Tokenized Treasuries scaled because the token became useful to someone other than its holder. Our article covers how the leading products are built, and the concentration risk the growth figures conceal. sentora.com/research/article…

Leveraged RWA positions in DeFi lending earn their returns from three inputs: the collateral yield, the stablecoin borrow rate and the amount of leverage. Borrowers combine these in different ways, and many end up with similar net returns on their own capital.

Sentora's @humafinance PST Main Vault on @Morpho keeps growing. Deposits crossed $45M, so capacity has been raised from $45M → $65M. Every new deposit makes the case stronger for real yield collateral like PST.

Equity holders who need cash usually have to sell their shares. On @kamino, they can deposit tokenized stocks like SPYx and borrow stablecoins while keeping their market exposure. Learn how it works: sentora.com/research/article…

Sentora's @krakenfx xStocks vaults just got an upgrade. APYs on Sentora's xStocks vaults on @krakenfx now track real vault performance. See the live numbers on Kraken. kraken.com/pro/tokenized-equ…

DeFi holds $88B in TVL, and only around $124M of it is protected by onchain cover. On Oct 7 at 12:00 PM ET, @jrdothoughts, @ConnorSullie and @admff492 explain how coverage can become a native layer of the DeFi stack. Register here: sentora.com/research/webinar…

Open USD (OUSD) is live on Tempo, with $400M+ in liquidity at launch. Issued natively on Tempo, OUSD by @openstandard gives businesses a new stablecoin for payments, settlement, and treasury, with liquidity deployed across decentralized exchanges, stablecoin swaps, and bridges.

Pontes went live on 21 September, connecting distributed ledger platforms to TARGET Services. Learn more about the two settlement routes, the eligibility tests, and what follows for intraday liquidity: sentora.com/research/article…

$OUSD is live. Build with OUSD via @Coinbase @Mastercard @Stripe and @Visa. Each integration path supports 1:1 USD conversion at no cost. Read the announcement: joinopenstandard.com/blog/ou….

Private credit pools, receivables financing, undercollateralized lending. Each one arrived with a thesis and a growth curve. How did they hold up?

Only about 10% of tokenized RWA value is used as active lending collateral. This follow-up piece written by @admff492 looks at what the 2026 data says about private credit in that role. sentora.com/research/article…

Update: The Stablecoin FX Layer has recorded over $1B in RLUSD/USDS pool activity less than a month after the pair launched on @Uniswap v4. RLUSD/USDS pool averaged approximately $40M in daily trading volume over that period. Together with @SentoraHQ, Spark connects RLUSD to the FX Layer's shared liquidity network, enabling capital to remain productive between swaps.

Morpho, Aave and Uniswap account for 98.8% of TVL on Circle's Arc, according to DefiLlama @MorphoLabs leads with $256.4M, followed by @aave with $180.8M and @Uniswap with $38.5M. This rapid growth is notable, and we expect it to broaden as more protocols deploy on the chain.

Circle's Arc reached $481.7M in TVL within ten days of its mainnet launch, according to @DefiLlama. Daily app fees peaked on launch day and have since settled well below $1M, with 7-day fees totaling $3.28M. Deposits are arriving faster than usage.