StableTable πŸ“ˆ (@StableTableDeFi) header
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Daily stablecoin yield research. Quoted vs earned. No hopium. Follow daily analysis. Join Discord for more: https://teapaw.org/t.co/ppbO6h7X6S Not financial advice

Dubai, United Arab Emirates
Joined May 2025
Photo by StableTable πŸ“ˆ (@StableTableDeFi)Photo by StableTable πŸ“ˆ (@StableTableDeFi)Photo by StableTable πŸ“ˆ (@StableTableDeFi)Photo by StableTable πŸ“ˆ (@StableTableDeFi)Photo by StableTable πŸ“ˆ (@StableTableDeFi)Photo by StableTable πŸ“ˆ (@StableTableDeFi)Photo by StableTable πŸ“ˆ (@StableTableDeFi)Photo by StableTable πŸ“ˆ (@StableTableDeFi)Photo by StableTable πŸ“ˆ (@StableTableDeFi)Photo by StableTable πŸ“ˆ (@StableTableDeFi)
StableTable πŸ“ˆ retweeted
$sDOLA looped 20x on LlamaLend gave 43.4% this week and @yieldbasis incentives via @merkl_xyz gave 46.7% to $pyUSD and $crvUSD. πŸ‘€ Find even more worth farming in the weekly post. news.curve.finance/curve-bes…
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StableTable πŸ“ˆ retweeted
crvUSD/USDT is nice, good for the peg!
The borrow cap has been raised for the following markets: - crvUSD/USDT β†’ Collateral APR: 6.46% || Borrow APY: 4.61% - reUSD/scrvUSD β†’ Collateral APR: 3.29% || Borrow APY: 0% - cbBTC/WBTC β†’ Collateral APR: 1.56% || Borrow APY: 6.5% (fixed) Link below πŸ‘‡
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πŸŽ‚ Vectis 2-Year Anniversary πŸŽ‚ Two years ago, Vectis began with a simple belief: institutional-grade quantitative strategies could bring more sustainable, risk-conscious yield to DeFi. Looking back, these two years have been a journey of continuous growth, adaptation, and resilience. 1. Evolving With the Market We continuously adapted our strategies to changing market conditions. What started with crypto-native opportunities has expanded into equities and other traditional asset classes. We launched two versions of #UltraX_Arb_V2, covering both @solana and @ethereum network, while extending our trading universe beyond crypto into tokenized stocks. Through changing market environments, we remained focused on delivering solid, consistent returns through market-neutral strategies. 2. Growing Alongside Strong Partners Over the past year, we expanded our relationships and collaborations across the ecosystem, including @binance, @okx, @HyperliquidX, @Cobo_Global, @CeffuGlobal, and @AccountableData. Each of these partners plays an important role in our infrastructure, trading, custody, or transparency framework. We’re grateful to have these partners alongside us as Vectis continues to grow. 3. Built on Trust, Sustained by Community We understand that confidence in DeFi has evolved, and investors have become more thoughtful about where and how they allocate their capital. Yet many users and partners have continued to stand alongside Vectis, trust our work, and grow with us. A special thank you to our communities and investors across Japan, the UAE, Singapore, the United States, and Hong Kong. Your continued support means more than words can express. 4. The People Behind Vectis Vectis began as a small 10-member strategy lab and has since grown into a multidisciplinary team spanning quantitative research, trading, product, and operations. Throughout this journey, core members @0xTomFu and @freda_vectis have continued to guide Vectis' strategic direction, supported by dedicated quantitative researchers working behind the scenes to drive innovation and strengthen our strategies. Meanwhile, community leads @famousRaymond4 and @IbrahimIjai have worked closely with the entire team to deliver a more professional, responsive, and friendly experience for our investors and users. The team is still here. Still researching, still building, and still improving. 5. Standing Strong Through Industry Challenges The past year has been one of the most challenging periods for DeFi. Major security incidents, including the Drift exploit and Binance-related security disruptions, alongside the closure of numerous projects and teams, have reshaped the industry. Confidence has been tested, capital has shifted, and the meaning of trust and resilience has become more important than ever. We know that many in the industry have faced difficult decisions, and that users have become more cautious. Through all these changes, Vectis has continued to move forward, adapting our strategies, strengthening our infrastructure, and staying committed to the people who trust us. Two years in, our conviction remains unchanged. Markets will change. Technologies will evolve. The industry will go through more cycles. But our commitment to quantitative research, capital protection, transparency, and sustainable yield remains the same. To everyone who has been part of this journey β€” our users, partners, community, and team β€” thank you for being here. Vectis Team
Vectis 1 Year Recap: Pioneer, Transparent, Steady From a single line of code to ten vaults serving users across six continents, #Vectis has officially completed its first year. Over the past 12 months, we’ve stayed true to our core mission: Pioneer in vision, transparent in strategy, steady in growth. 🧩 Product On Day 1, Vectis launched with just one strategy β€” a JLP hedging vault on @DriftProtocol . It was a modest beginning, but laid the foundation for everything that followed. Since then, Vectis has consistently led the market as a pioneering fund manager, with each strategy designed to dynamically optimize yield while managing risk. πŸ₯‡ First to offer an insured JLP hedging strategy (JLP Navigator II) πŸ₯‡ First to hedge JLP exposure on @HyperliquidX πŸ₯‡ First to enable depositors to earn @Backpack Points through integrated trading activity πŸ₯‡ First to make institutional-grade funding rate arbitrage accessible to retail investors πŸ₯‡ First to deploy a live AI-powered trading vault using @AlloraNetwork predictive price signals Our average annualized yield has remained above 20%, supported by continuous strategy upgrades, portfolio balancing, and active monitoring across multiple venues. On the partnership front, we’re proud to collaborate with some of the most respected names in the ecosystem, including @JupiterExchange , @DriftProtocol , @HyperliquidX , @Backpack , @Cobo_Global , @voltrxyz , and @AlloraNetwork β€” to build resilient infrastructure and expand access to innovative #DeFi strategies. βš™οΈ Risk Management This year, #Vectis has completely revamped our user interface and transparency framework, now disclosing real-time positions, leverage, and realized returns, not just estimates. This level of openness sets a new benchmark for what #DeFi fund management should look like. We want everyone to have access to our trading records and positions anytime, anywhere, as transparency has always been our top priority. To ensure institutional-grade security, all vault assets are also custodied with @Cobo_Global , one of the most reputable custodians in the industry to minimize the single-point-of-failure risks associated with private key management. In addition, every smart contract used by Vectis undergoes independent and rigorous audits to safeguard system integrity and user trust. On the trading side, Vectis promptly detected market volatility and entered full monitoring mode, continuously tracking liquidity depth, margin utilization, and cross-exchange spreads in real time. This vigilance enabled swift, decisive actions and ensured that all systems operated smoothly throughout the event. The 1011 market meltdown was a true stress test for the entire #DeFi landscape. Vectis stood strong through the chaos with zero liquidations, no drawdowns, and 100% operational uptime. πŸ‘₯ Team Vectis began as a small 10-member strategy lab and has since grown into a multidisciplinary team this year spanning quant, trading, product, and operations. As the team expanded throughout the year, core members @0xTomFu and @freda_vectis have continued to guide Vectis’ strategic direction, supported by a dedicated group of quantitative researchers driving innovation behind the scenes and refining the product’s robustness. Meanwhile, community leads @famousRaymond4 and @IbrahimIjai have collaborated closely with the entire team to deliver a more professional, responsive, and friendly service experience for all investors and users. 🌍 Our Community Over the past year, #Vectis has grown into a truly global community, reaching users across Mainland China, Hong Kong, and Taiwan, as well as Japan, Korea, Singapore, Malaysia, Australia, Switzerland, France, the United Kingdom, Russia, Turkey, the United Arab Emirates, Nigeria, Brazil, Canada, the United States, and beyond. Also, throughout the year, Vectis has strengthened connections with users worldwide and continued to grow alongside its community. Online, we introduced initiatives such as Badge Rebates, Monthly Drops, and the Boost Station Campaign, bringing more rewards, excitement, and engagement to users everywhere. Offline, Vectis connected with its community at events across the UAE, APAC, and the Americas, with more opportunities to meet and collaborate in person already in the works. πŸš€ Looking Ahead As we celebrate our first anniversary, Vectis has built a strong foundation of product, risk management, and trust. The next chapter is about scaling with stability β–ͺ️Stay grounded: continue refining our mechanisms to adapt to an ever-changing market. β–ͺ️Pursue new alpha: explore innovative strategies to bring more exciting opportunities and returns to our community. β–ͺ️Endure cycles: befriend time and harness the power of compounding. Thank you to every user, partner, and supporter. The journey is just beginning. πŸ’š #Vectis #DeFi #Anniversary #YieldFarming
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StableTable πŸ“ˆ retweeted
Lend frxUSD against Stake DAO LPs. The Frax Ecosystem Accelerator is a ethereum:0xcacd6fd266af91b8aed52accc382b4e165586e29 vault on @Morpho, launched with @fraxfinance and curated by @crossworldsfi. β€’ Supply frxUSD to the vault β€’ Borrowers post Stake DAO LPs of Curve frxUSD pools as collateral β€’ Borrowers pay interest to the vault Extra rewards on top from @InverseFinance, @3janexyz, @hemi_xyz, Frax and Stake DAO. Supply: app.morpho.org/ethereum/vaul…
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StableTable πŸ“ˆ retweeted
Arbitrum's approach to DeFi incentives is pretty interesting. @maplefinance 's syrupUSDG has been growing on the network, and part of that growth comes from cheaper borrowing enabled by incentives. Take USDG lending on Morpho: > Gauntlet USDG: ~2.55% base APY > Steakhouse USDG Pro: ~2.55% base APY > With ARB rewards: ~7.05% total APY Lenders earn an attractive return, while curators can offer cheaper borrowing rates. That makes looping strategies more attractive without necessarily incentivizing syrupUSD directly. @arbitrum 's DRIP season 2 launch announcement mentioned a $10M incentive program, so it'll be interesting to see how much more liquidity these rewards attract and retain.
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StableTable πŸ“ˆ retweeted
We just raised Transmuter caps on Mainnet. Our current fixed-rate yields: ✦ USDC: 11.9% APR ✦ ETH: 7.8% APR Deposit alAssets at today's rate and receive 1:1 underlying at maturity. Lock in: go.alchemix.fi/fixed-yield
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StableTable πŸ“ˆ retweeted
avUSD LPs are still earning double-digit returns across the board. Current yields: β†’ frxUSD/avUSD: 12.93% β†’ BOLD/avUSD: 13.99% β†’ alUSD/avUSD: 34.97% Even throughout market volatility, avUSD liquidity continues to offer meaningful opportunities across @CurveFinance and @StakeDAOHQ
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StableTable πŸ“ˆ retweeted
A vulnerability (worse_query) affecting iOS 26.7.1, 27.0.1, and 27.2 allows malicious apps to read local files from other apps, putting seed phrases, private keys, and login credentials at risk across the entire ecosystem. This is an iOS-level issue, not unique to Binance. Immediate Action Required: - Delete any apps installed from untrusted sources (such as sideloaded or manually signed IPAs). - Update iOS and all apps to the latest official versions. - If you suspect a breach, transfer funds to a new wallet created on a clean device and reset all active login sessions. Never install unauthorized packages, and keep your software up to date.
Readers added context they thought people might want to know
Binance recommends updating iOS to the latest versions against worse_query, but researchers describe it as an unpatched 0day and Apple's iOS 27.2.1 notes omit any such fix. github.com/forcequitOS/wo… support.apple.com/en-us/149715 x.com/0xjohnny/statu…
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StableTable πŸ“ˆ retweeted
Three times this year I got out of a stablecoin before it broke. None of it came from watching the price. πŸ” > March, MIM. Curve pools on Ethereum and Arbitrum had skewed until the other side was under 10%. Price was fine. A pool that lopsided means the exit is thinning β€” that was enough to stay out. > June, msUSD (Main Street). Morpho market at 100% utilization for days. Balancer pools down to 14% on the other side. I closed everything at a profit. The depeg landed the next day. > July, msUSD (Metronome). Different protocol, same ticker, same shape. Out with a few percent of slippage β€” not clean, but not damaging. The pattern each time: utilization pinned high, pools tilting, and large flows moving through, all while the price sat at a dollar. Price is the last thing to move, which makes it the worst thing to watch. πŸ“Œ I was doing this by hand, on a handful of tokens, by remembering to look. So I built the thing that looks for me. Plumbline reads four on-chain signals β€” utilization, pool skew, large swaps and redemptions, TVL change β€” across 40+ stablecoins on 9 chains, every 10 minutes, and rolls them into one status. Overall is the worst of the four, because a token is only as healthy as its weakest signal. Open to everyone, no signup: plumbline.watch/?utm_source=… Built by me, for my own book. Disclosure: it’s my product.
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Start your week off with rewards. sfrxUSD continues to deliver the highest risk-adjusted yield on stables. Earn 5.3% APY with set-it-and-forget-it savings. πŸ’° Get started: frax.com/earn
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StableTable πŸ“ˆ retweeted
Provide liquidity for BOLD / avUSD on @CurveFinance and earn 13% APR You can stake the LP on @stakedao and earn closer to ~ 18% APR πŸ‘€ app.stakedao.org/strategy?pr…
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Another week. Still leading. sfrxUSD just climbed to 5.3% APY, continuing to deliver the highest risk-adjusted yield in stablecoins. Make your dollars more productive. πŸ’° frax.com/earn
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StableTable πŸ“ˆ retweeted
Replying to @ResupplyFi
🫢
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StableTable πŸ“ˆ retweeted
Looking for $BOLD and juicy yields? Here are 3 great options: - @aeroxyz LPing BOLD/USDC - @InverseFinance yBOLD loop - @Tangent_fi Curve BOLD/USDC loop Links below.
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StableTable πŸ“ˆ retweeted
Variable borrow rates moved all week. FiRM borrowers' rates did not move at all. Buy $DBR once, lock your rate for any duration. No maturity dates, no utilization spikes, no surprises.
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StableTable πŸ“ˆ retweeted
Big incentives for avUSD LPs on @CurveFinance this epoch. Current yields: β†’ frxUSD/avUSD: 25.40% β†’ BOLD/avUSD: 22.53% β†’ alUSD/avUSD: 76.68%
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StableTable πŸ“ˆ retweeted
A conservative stablecoin book targets 6-8%. Mine is at 7.1% realized, eleven weeks in β€” and this week I reopened a position that cost me money in my aggressive book three weeks ago. 🧊 Pende @saturn_credit PT-USDat, 14JAN27, at 9.0% fixed for 77 days. Three weeks ago I closed a leveraged PT-USDat position in the other book because Saturn announced heavy YT rewards ahead of their TGE. New PT yields jumped from 7% to 9%+, leverage demand followed, borrow costs climbed β€” and my rate was fixed before the announcement, so I was paying for a rally I wasn’t in. Same asset, same rewards, opposite outcome. Without a borrow, there’s no spread to invert. A high fixed rate is just a high fixed rate. 🎯 The thing that broke a levered position is the thing that makes an unlevered one attractive. Worth sitting with that, because it’s the clearest example I’ve had of leverage changing what a trade is, not just how big it is. Also this week: I rolled Pendle sUSDe LP into the 28JAN27 maturity rather than closing it. I said last week I’d close at maturity. The forward rate came in at 13.7% β€” top of my book by a distance β€” so I rolled instead. Same position, new expiry, 77 days continuous and counting. And I closed @superformxyz Flagship BaseUSDC at 6.4% realized after 28 days. Quoted 9.1% when I entered. Two things happened: the sUP reward stream shrank, and TVL grew. Fewer rewards divided across a bigger base. πŸ“Œ That’s the second position this month to go the same way β€” @zama went 10.5% to 5.8% on pure dilution while its program was still running. So I’ll state it as a rule now rather than a suspicion: the headline rate on a fresh subsidised vault is an entry rate. It is highest before anyone notices, and it decays without an announcement, without a date, and without anything breaking. Book-wide: quoted 7.5%, realized 7.1%. Six of ten positions have been running since day one, seventy-seven days ago. This is the conservative book β€” unlevered, aimed at 6-8%, touched about once a month. The aggressive one runs with leverage and rotating yield windows. Posted separately. @ethena @autopools @Morpho @gauntlet_xyz @yearnfi @0xfluid @SteakhouseFi @OriginProtocol @aave @fraxfinance
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StableTable πŸ“ˆ retweeted
The #1 thing I'd love to see on Aave is a section showing the oracle type. On the Aave V3 UI, you can only see the oracle contract. On Aave V4, even that is impossible unless you dig into gov proposals. Showing the oracle type would help both lenders & borrowers assess risk.
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StableTable πŸ“ˆ retweeted
18.0% realized on my aggressive stablecoin book. I restructured two positions, and both came down to the same question: when is the right moment to borrow? 🏹 frxUSD @ReSupply: I closed the reUSD-fxUSD LP leg and turned the position into a 9x loop, frxUSD against borrowed reUSD. The timing is the whole trade. reUSD had moved from 0.99 up to 0.994 β€” unusual for it β€” and when you borrow a token, you’re short it. You borrow at today’s price and repay the same number of tokens later, so the cheaper it gets, the less your debt costs you. Borrow it expensive. It’s already back around 0.992. πŸ“Œ Which is the exact mirror of something I wrote here three weeks ago. alUSD was trading at 0.95 and I said don’t loop it β€” because a recovery to par would grow your debt against a levered position, and being right about the peg would be the thing that hurt you. Same principle, opposite sign. A discounted token is dangerous to borrow and fine to hold. A token trading rich is the opposite. Both positions are in my book right now, and they’re structured accordingly: reUSD borrowed at the top of its range in a loop, alUSD borrowed at a discount but put straight into a pool so the debt is offset rather than levered. 🎯 And I’m paying for that same move elsewhere in the book, which makes the point better than any example I could invent. My crvUSD 10x position on reSupply borrows reUSD too β€” opened two weeks ago, before the run-up. The same price move that made the new loop cheap to open put the old one underwater: realized dropped from 31.3% to 11.0% in a week while its quoted rate went up to 31.1%. That’s a mark, not a loss. reUSD is already back near 0.992 and I expect it to settle where it normally trades. Closing now would convert a paper mark into a realized one, so I’m holding and collecting the leverage in the meantime. 🧾 Same token, same week, two positions on opposite sides of its price. That’s what it looks like when the borrowed asset’s price is a real variable rather than a footnote. Most people pick a strategy and then look at the rate. The price of the token you’re borrowing is the other half of the entry, and it barely gets discussed. The second change is smaller. On the rlUSD-USDC position at Tangent, I moved the borrowed USG out of the USDC-OUSD pool into USDC-USG β€” rewards on the first had slipped, the second pays better and holds deeper liquidity. Same structure, better destination. One line I’m watching: reUSD-sfrxUSD has fallen to 7.3% quoted, bottom of the book by a distance, against 16.8% realized. If the forward rate stays there, it stops paying for its seat. Book-wide: quoted 20.4%, realized 18.0%. This is the aggressive book β€” leverage, LPs, and yield windows I expect to rotate out of. The conservative one targets 6-8% unlevered and gets touched about once a month. Posted separately. @AlchemixFi @aeroxyz @fraxfinance @Morpho @StakeDAOHQ @ConvexFinance @CurveFinance @InverseFinance @USDai_Official @Tangent_fi @LiquityProtocol
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StableTable πŸ“ˆ retweeted
Happy Halloween from us to you! πŸŽƒ
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