The Institutional DeFi Layer
- Tweets 11,737
- Following 1,834
- Followers 69,444
- Likes 7,758
Pinned Tweet
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
5
7
37
8,927
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…
2
6
22
2,123
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.
1
1
18
2,082
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👇.
2
3
18
2,366
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…
3
3
21
2,367
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.
5
5
24
2,609
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.
1
3
20
4,058
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…
2
4
33
4,119
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…
3
3
20
3,518
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…
3
13
66
13,471
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.
24
54
438
136,746
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.
24
54
438
136,746
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…
2
1
10
2,257
Sentora retweeted
$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….
211
678
3,963
476,888
What does a curator actually do?
Millions of dollars get put into curators' hands, and from there they decide what gets underwritten, where it goes, and how, while depositors never look up who is making those calls.
On this topic:
Lucas Outumuro, @SentoraHQ
Fernando Sobrini, @Bitwise
Aidan Bristow, @gauntlet_xyz
Wojtek Pawlowski, @AccountableData
3
5
18
736
Q3 is Huma's biggest quarter ever.
Key ecosystem updates:
• PST reserves and @arf_one receivables now independently verifiable via @AccountableData
• PST became the largest yield-bearing asset on @solana
• PST expanded cross-chain to @ethereum and @Arc
• PST curated by Billion Dollar AUM institutions
• New Huma brand identity and website
12
10
64
4,869
Q3 was built with an ecosystem of key institutional partners and the best builders in onchain finance.
Huge thanks to our distribution partners below and to all our existing partners, continuing to build for a world that's always on.
Next quarter is bigger. And there's no celebration till PST surpasses $500M.
2
9
1,953
Private credit pools, receivables financing, undercollateralized lending. Each one arrived with a thesis and a growth curve.
How did they hold up?
5
2
17
2,365
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…
6
3
27
2,907