Jfabeth

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If there was a 2026 Most Improved Protocol award, it'd go to @SkyEcosystem.
~$134M in YTD Revenue (Top 5 protocol)
~$6B in sUSDS, up >35% YTD
~$15B TVL (Top 5 protocol)
~8% Treasury growth
~$0 in token incentives
The most impressive part? Fully organic.
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Active loans in @Morpho reached $4.3B, up ~30% YTD.
It’s the fastest growing lending protocol in 2026 and needs no internal BD.
The growth flywheel is simple:
> Curators onboard LPs
> Revenue goes to LPs & curators
> Repeat
The most interesting part? $MORPHO holders get $0.
MORPHO-1,13%
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sUSDS grew ~3x in the last 180 days, making @SkyEcosystem the largest lending protocol by stablecoin deposits.
It's simple. sUSDS offers high and consistent yield without looping or incentives. Just real, exogenous yield backed by RWAs.
Ethena is already moving in the same direction, and others will follow.
Don't trust me. Just look at the data.
ENA1,65%
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OceanZoo:
It’s just trash. The yearly K-line is only for trapping retail investors. If it’s meant to be shorted, then short it—don’t expect too much.
The Aave V4 architecture is already being replicated.
Compound just proposed a move to a Hub & Spoke design, the same core architecture behind @aave V4.
Capital efficiency and risk isolation are becoming the industry standard, Aave just got there first.
Facts over noise.
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"@CantonNetwork is permissionless like the internet, not like Ethereum."
False.
On the internet, I don’t need approval to deploy, send data, or access information. On Canton, I do. Validator access is gated, participation requires sponsorship and state visibility is restricted.
ETH1,51%
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Just off a call with the private wealth team at a major wall street bank. Their words, not mine:
"LINK is less correlated to NASDAQ than BTC. It's a true portfolio diversifier — fits in both the disruption/venture bucket and the macro hedge bucket."
And the kicker: a BTC-LINK barbell outperforms a BTC-XRP barbell.
The institutional thesis for @chainlink isn't "crypto exposure." It's better portfolio construction.
BTC1,12%
LINK0,95%
XRP0,36%
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The @SkyEcosystem is experiencing parabolic growth as we speak.
The supply of sUSDS (high-yield savings account for USDS) grew by 38% in the last 30 days, equal to $1.63 billion USD. Since October, its supply has doubled.
Thanks to its RWA collateral, made up of T-Bills and corporate debt, Sky can offer a consistently higher yield than competitors, and even competitive to TradFi yields.
Nothing short of impressive.
SKY-1,22%
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The @SkyEcosystem is experiencing parabolic growth as we speak.
sUSDS (high-yield savings account for USDS) grew by 38% in the last 30 days, equal to $1.63 billion USD. Since October, its supply has doubled.
Thanks to its RWA collateral, made up of T-Bills and corporate debt, Sky can offer a consistently higher yield than competitors, and even competitive to TradFi yields.
Nothing short of impressive.
SKY-1,22%
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CT will try to convince you that $AAVE is down 50% because of the Labs vs DAO dispute. In the same timeframe:
> $ETH: -37%
> $LINK: -36%
> $XRP: -33%
> $ENA: -67%
> $ARB: -57%
> $ETHFI: -42%
@Aave is good, it just launched v4, and is actively working in onboarding institutions.
AAVE2,78%
ETH1,51%
LINK0,95%
XRP0,36%
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Climb mountains not so the world can see you, but so you can see the world.
- David McCullough Jr.
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ICYMI: @aave's first public quarterly update took place Yesterday.
Highlights include:
> 2026 Roadmap (Leverage, vaults, team accts)
> SOC2 compliance
> Aave App (Fintech in front, DeFi in the back)
> Token centric model: 100% of Product & Protocol revenue to Aave DAO (BIG win)
After watching the livestream, I am quite certain that Aave is extremely well positioned to see exponential growth in 2026, and I can't see a scenario where this doesn't become the new standard for DeFi protocols.
Accountability & transparency will be increasingly important as this industry moves forward.
Great work by
AAVE2,78%
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Anyone claiming DeFi yields are dead doesn't understand the mechanics behind them.
DeFi yields have always been cyclical.
High interest rates = lower DeFi utilization & supply APYs.
Low interest rates = higher DeFi utilization & supply APYs.
However, @sparkdotfi might've achieved permanently competitive yields by integrating high quality RWAs as collateral to their savings vaults.
By doing this, Spark is able to offer:
> Higher yields than the rest of DeFi during low utilization periods
> Higher yields than TradFi during high utilization periods
Quite genius if you ask me.
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Every single chain claims to be hyperscaling, but @arbitrum is actually doing it.
> ArbOS 51 enabling predictable fees
> Stylus allowing for Rust smart contracts
> Imminent 96kb smart contract sizes (for rust/c/c++/move) and multidimensional gas pricing
BIG difference.
ARB7,46%
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The more DeFi incidents I see, the more I appreciate @chainlink’s track record and that it has never been hacked.
My condolences to everyone affected this weekend.
LINK0,95%
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Lately I’m growing very fond of contrarian takes on this platform.
Quite tired of the countless yes-men that just repeat BS consensus takes for engagement.
Useful insights comes from people who actually think.
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Lately I’m growing very fond of contrarian takes on this platform.
Quite tired of the countless yes-men that just repeat BS consensus takes for engagement.
Real alpha rarely comes from consensus, it comes from people who actually think.
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ARRIBA VENEZUELA🇻🇪🇻🇪
Venezuela just beat the USA 3-2 to become the world champions.
WHAT A GAME.
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this is @0xDouwe
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