Sheng Puah

DeFi Frontier is live 🚀 We cover: ✅ 30D yield, TVL changes, benchmarks ✅ @ammalgam goes live! ✅ @kpk_io USDC Yield Vault ✅ @Yieldzio leverage ✅ @3janexyz levered callable capital ✅ @re redemptions ✅ ethereum:0x643c4e15d7d62ad0abec4a9bd4b001aa3ef52d66 deep dive ✅ STRC update All here 👇 the-edge

Over $7.2 billion have migrated from LayerZero to Chainlink CCIP as Mantle joins exodus

RWA private credit and reinsurance are delivering high fixed yields on @pendle_fi this week. Here is my stables watchlist: 1. PT nOPAL (13.16% APR) by @NestCredit Plume brings Brazilian payment network receivables onchain. nOPAL offers fast redemption under 30 minutes. The PT fixes the RWA yield.

There are few exogenous yields that I like as much as reinsurance. GRANTED, in a typical 10–20-year time horizon, you may have one catastrophic year that wipes out 1-1.5 years of yield, but overall, the average is something like 6-12%. So being mezzanine or senior to that risk at 6-12% is fairly c

If you're gauging the growth and success of reinsurance with DeFi teams like @re, there's a few metrics you should pay attention to and watch for growth. First up is Bound Premium, currently $511M for Re. Bound Premium is a pre-agreed fixed premium amount for a reinsurance contract, regardless of

看到很多人 RE 这个项目吃麻了，没忍住，我又去看了眼 @re 不仅是当时买YT的人吃麻了，开盘买入拿住的也吃麻了，我...... 项目简单介绍就是三个字：再保险 给你讲透彻些，就是保险公司的保险，保险公司是有概率碰到赔不起的理赔案件的，所以保险公司将这些风险分担出去，由再保险公司来承担，从而保证保险公司不被巨额赔付影响正常运营 这项目优势也算明显，就是市场上找不到和他同赛道的项目，还和RWA挂钩，而且再保险这种东西普通人也接触不到，搞到链上来也算是创新了，是我当时愚蠢了，没看上这项目，太偏见了 😂 这 RE 代币的庄家也有实力，开盘0.4，最高拉到将近1.1刀，现在还有0.6呢

这一轮Crypto的主线已经很确定是RWA了，重点就是三类资产：高稀缺性资产，高波动资产、高收益资产。信号也已经非常密集： l CEX 新上的现货基本都是 RWA l 合约交易量里面股票比例不断上升 l 链上最活跃的也是理财型用户。 最近币安 Listing 的现货 @RE，就是这高收益资产协议的典型代表。这类项目的分析其实就是回答三个问题： 1⃣底层资产是什么？ Re 穿透之后本质上是再保险资本敞口。资金存入以后一小部分做赎回缓冲，另一部分通过美国 Section 114 信托进到持牌再保险结构，承接房主险、商业车险、工伤险这些低波动险种的资本需求。保费应收就是收益来源。具体而言，

If you want to do more research on Re's reUSD, highly recommend learning from @PharosWatch. They have a whole analysis on reUSD, some details which we'll use to ask questions and learn more in a future @Edge_Pod on Re. https://pharos.watch/stablecoin/reusd-re-protocol/

So the protocol @re has been getting lots of attention, thanks to their $600M FDV token launch for RE, but I'm telling you the actual business behind this team is one of the most scalable to ever be built onchain. DeFi nerds will dig this, cuz it's proof what can be built onchain, with real yield,

DeFi Frontier is live 🚀 Inside: ✅ 30d yield, TVL changes, Benchmarks ✅ @flexmeow update ✅ @yearnfi's yvUSD - lock, loop, or liquid? ✅ A look at Black Opal from @NestCredit ✅ Redemptions for reUSDe from @re ✅ + a lot more in full piece below https://www.the-edge.xyz/p/defi-frontier-july-1