Sentora reposted
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The Institutional DeFi Layer
Joined February 2019
- Posts 11,458
- Following 1,832
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4,149 Photos and videos
If you don't see the point in stablecoins, you might be looking from the wrong perspective.
Sentora's CEO @admff492 goes over his background, what he learned from inside Wall Street, and the value stablecoins provide to emerging economies on @therollupco.
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Tokenized real-world assets, excluding stablecoins, have reached roughly $32B onchain, more than tenfold growth since early 2024.
Treasury debt anchors the market, while credit, commodities, and public equities take a growing share of onchain value.
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Jul 4
Weighted average stablecoin supply rates on Ethereum mainnet now span 2.58% on Aave V3 to 4.67% on Fluid Lending.
A spread above 200 bps across major venues means venue selection drives a meaningful share of realized return for onchain capital.
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Jul 3
This week’s key onchain metrics:
✔️DeFi TVL rose $3.99B to $98.35B, while stablecoin supply fell $3.26B.
✔️That points to capital moving out of idle cash and into onchain markets.
✔️USDC funding also tightened, with CDOR jumping to 6.36%, suggesting USDC borrow demand is outpacing supply on Aave.
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Jul 2
RT @Firelightfi: Regulation is accelerating. Institutions are paying attention. But is DeFi's risk infrastructure ready?
Join Firelight an…
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$124 trillion are changing hands in the next couple of decades, and the people receiving them manage their money in a completely different way.
Things are about to change in the world of finance. Sentora's CEO @admff492 explains how on @therollupco.
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Jul 1
Global crypto ETP AUM sits at $140B, down ~15% YTD, while BTC coin holdings inside ETP structures remain within 8% of all-time highs at 1.25M BTC.
With Bitcoin down ~50% from its $126K peak, most of the AUM decline reflects mark-to-market moves rather than institutional exits.
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Jun 30
Circle's USYC is now the largest tokenized U.S. Treasury fund: $3.13B vs $2.40B.
The main driver of this growth is collateral plumbing: ~86% of USYC supply sits on BNB Chain as off-exchange margin.
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Sentora reposted
Jun 29
Top @Morpho risk curators by YTD deposit growth:
1. @SentoraHQ
2. @SteakhouseFi
3. @SkyMoney
4. Armitage (@wintermute_t)
5. @kpk_io
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Jun 28
Weekly DeFi liquidations are rising: $22.4M, up $17M from the prior week.
Yet, they are still well below the ~$102M spike from early June.
⚠️ Higher money-market stress is worth watching.
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Jun 27
Tokenized U.S. Treasuries on public chains: ~$15B, average yield ~3.35%.
The same T-bill exposure can now sit in lending, perps, or structured yield without waiting for banking hours.
Idle cash equivalent was the old framing. Productive collateral is the new one.
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Sentora reposted
Jun 26
Andy asks Co-founder Anthony DeMartino how Sentora thinks about product strategy.
Anthony says dollars first.
"Stablecoins are basically where the global economy is going to run in the future. That's going to have constant tailwinds."
"We created a prospectus as if you're buying an ETF. Here's the parameters, here's the assets, here's the protocols, here's the amount of leverage."
"Return of capital before return on capital. That's what we've lived by."
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Jun 26
In 2025, the average US savings account paid 0.4% APY.
$20K in savings returned $80. A yield-bearing stablecoin strategy would've returned $800 to $1,6K. And the difference accrued to the depositor, not the bank.
There's a new economy taking shape.
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Sentora reposted
Jun 26
🚨LIVE: RETURN TO FUNDAMENTALS! HYPE, LIT, SOL Leading The Bounce. Saylor FUD ATH?! Sentora, Nest, and Portal VC In The Tower x.com/i/broadcasts/1nJOLLYRd…
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Jun 26
USYC passed BUIDL in tokenized Treasury AUM.
$3.13B vs $2.40B.
Both hold short-duration Treasuries. Both yield ~3.1–3.4%. But ~86% of USYC supply sits on BNB Chain as off-exchange derivatives collateral. That is the entire story.
Collateral rails beat issuer brand.
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Jun 25
DeFi protocols operate block by block. The risk teams overseeing them run on group chats, conference calls, and signatures collected one by one.
That mismatch is a structural risk, and it compounds as vault complexity grows.
Read more:
sentora.com/research/article…
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Jun 25
Every application that holds a user balance will become a place where that balance earns by default.
In his latest article, Sentora co-founder @jrdothoughts examines how fintech products could evolve as more financial activity moves onchain.
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Jun 25
DeFi concentration rose as the market fell.
Capital that left the market withdrew from smaller venues first and stayed with the largest. The market contracted and concentrated in the same motion.
Dominance can increase through attrition alone:
sentora.com/research/dashboa…
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