A digital assets investment firm focused exclusively on Decentralized Finance.
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MEV Capital confirms that the underlying assets in investment vehicles and curated vaults remain unaffected by yesterday’s volatility; there is no bad debt on any of the vaults.
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MEV Capital is glad to collaborate with the @MidasRWA team and help enhance DeFi composability by co-introducing Liquid Yield Tokens (LYT) powered by atomic redemptions.
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MEV Capital team is aware of the Balancer exploit incident and wants to confirm that Midas mMEV and mevBTC vaults had no exposure to Balancer v2 and are not affected.
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Statement regarding USUAL USDC vault on @MorphoLabs
MEV Capital received the information regarding USD0++ redemption changes late yesterday night. @usualmoney Team did not reach out beforehand and it came without notice.
MEV Capital is in touch with the Usual Team and is waiting for more clarification regarding the early redemption/burning system 1:1 USD0++ to USD0. In the meantime, the reallocation to the hardcoded markets has been suspended.
Moreover, a new market, "USD0++ naked" was deployed in which USD0++ is priced at the exchange rate of $0.87 with a high LLTV. The market was deployed as a security measure following the USUAL Team's statement and is expected to be live around 00:00 UTC.
Newly deployed market allows current USD0++ borrowers to zap and move their positions without having to payback their debt and to drastically reduce the borrowing rate.
Pendle PT and LP markets will be redeployed in a similar fashion, pricing USD0++ at $0.87. LP markets are expected to take a bit more time due to the sensitivity of the price feed.
A more detailed announcement will follow after new market deployment.
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We are aware of the recent disclosure regarding a $93M shortfall in the Stream Finance ecosystem. MEV Capital is providing this update regarding curated markets and products exposed to Stream Finance assets.
TL;DR: MEV Capital’s actively managed vaults (Midas, Upshift, Mellow, Symbiotic) and lending markets on mainnet L1 have no direct exposure to Stream Finance assets. The exposure is contained to 4 permissionless lending markets and 1 vault deployed across three L2 chains, namely: Silo Vault - xBTC, xUSD (Avalanche), Euler Cluster - xUSD (Sonic), and Morpho Vault - xUSD (Arbitrum) - where MEV Capital provides venues for borrowers and lenders to Stream Finance assets.
List of vaults and lending markets curated by MEV Capital impacted by Stream Finance shortfall:
- Silo (Avalanche) USDC Vault
Current allocation to xUSD market: $7.2M USDC, LLTV: 89%
- Silo (Avalanche) BTC.b Vault
Current allocation to xBTC market: 164.3 BTC.b, LLTV: 89%
- Morpho (Arbitrum) USDC Vault
Current allocation to xUSD market: $628K USDC, LLTV: 91.5%
- Euler (Sonic) USDC Cluster
Current deposits: $3.4 M USDC, LLTV: 91.5%
- Euler (Sonic) scUSD Market
Current deposits: $7.02M scUSD, LLTV: 91.5%
MEV Capital vaults status:
vaults.mevcapital.com
Current actions:
- Our AM team updated exposed Market parameters to contain the situation and limit any direct or indirect exposure to Stream Finance assets out of current chains and markets
- Our Legal team has reached out to Stream Finance’s legal counsel to address Stream's borrowing positions in the curated vaults & markets exposed to Stream’s assets.
- Our BD team is reaching out with protocols & chains representatives for further actions on exposed lending markets to coordinate exposure limitations and action plans.
- Our Technical team is tracking any developments from Stream Finance’s activity and associated protocols directly and indirectly exposed to Stream Finance’s assets.
We continue collecting information to assess potential outcome for lenders exposed to Stream Finance assets, most of it will depend on Stream Finance's decisions to clarify the current reserve situation. We will continue to monitor and adjust our lending market parameters, we keep the situation isolated from other vaults while the situation evolves.
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Usual Boosted USDC Vault just crossed $100M in deposits, becoming the largest stablecoin-denominated vault on Morpho.
Congratulations to the @usualmoney team on the amazing work done since launch and happy to be a part of their success.
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Following today’s events, MEV Capital has suspended the curator fee collection on Morpho’s USUAL USDC vault until further notice.
Statement regarding USUAL USDC vault on @MorphoLabs
MEV Capital received the information regarding USD0++ redemption changes late yesterday night. @usualmoney Team did not reach out beforehand and it came without notice.
MEV Capital is in touch with the Usual Team and is waiting for more clarification regarding the early redemption/burning system 1:1 USD0++ to USD0. In the meantime, the reallocation to the hardcoded markets has been suspended.
Moreover, a new market, "USD0++ naked" was deployed in which USD0++ is priced at the exchange rate of $0.87 with a high LLTV. The market was deployed as a security measure following the USUAL Team's statement and is expected to be live around 00:00 UTC.
Newly deployed market allows current USD0++ borrowers to zap and move their positions without having to payback their debt and to drastically reduce the borrowing rate.
Pendle PT and LP markets will be redeployed in a similar fashion, pricing USD0++ at $0.87. LP markets are expected to take a bit more time due to the sensitivity of the price feed.
A more detailed announcement will follow after new market deployment.
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MEV Capital operational update on Morpho USDC vault:
The Ethereum Morpho USDC Vault removed @Elixir sdeUSD/USDC market pair, resulting in the vault realizing a bad debt equal to nearly 3.6% of the total vault TVL at the time. The vault no longer has exposure to any Elixir assets. Other markets and parameters remain unchanged.
🔹 Concerned Vault: app.morpho.org/ethereum/vaul…
MEV Capital is currently working with relevant parties to address the situation on Elixir creditors as it evolves.
Elixir has worked tirelessly over the previous 48 hours and has successfully processed redemptions of 80% of all deUSD holders thus far (not including Stream).
As it stands now, Stream holds roughly 90% of the deUSD supply (~$75m), while Elixir holds a similar proportion of its remaining backing as a Morpho loan to Stream.
All remaining holders of deUSD and sdeUSD will be able to redeem for a dollar.
To protect the interest of these holders (and remove any risk of Stream liquidating deUSD before repaying their loan), a snapshot has been taken of all remaining deUSD and sdeUSD holder balances, and a claim page will go live later today. These parties will be able to claim USDC.
As a part of this, the mint/redeem infrastructure has been turned off, and we will be sunsetting deUSD in the near future. Any affected LPs in AMM pools or lending markets will be able to claim the full value of their position.
Given that Stream comprised of 99%+ of the lending positions (and has decided to not repay or close positions), we will work with Euler, Morpho, Compound and the curators moving forward to help distribute repayment of the Stream loan to liquidate these positions. We still believe this will be honored 1 for 1.
We will follow up to this post later today with claim page information.
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Catch the Yield Farming panel brought by Odos & MEV Capital at 'Whale watching w/ DeFi degens on the Seine' side event during ETH CC[6] tomorrow.
@gerrithall @pablo_veyrat @mattdeible @Bob_Baxley
@CurveFinance @MEVCapital @mavprotocol @AngleProtocol @Equilibriafi @odosprotocol
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MEV Capital & @k3_capital recently deployed a co-curated $rLBTC restaking vault using Lombard LBTC as collateral.
$LBTC can now be re-staked to provide shared security to multiple Networks at once (BSNs/SSNs) using @babylonlabs_io and @symbioticfi as universal staking infras.
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Powered by @MorphoLabs, a Pendle wBTC vault has been deployed on Morpho, now enabling fixed maturity BTC LST from @pendle_fi as collateral
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MEV Capital is delighted to announce a partnership with @ChorusOne, which is joining our Cluster of Node operators to facilitate restaking activities on-chain.
Established in Switzerland, Chorus One is one of the largest staking infrastructure companies offering tailor-made solutions since 2018, currently securing more than $1.6 billion worth of digital assets across multiple EVM chains.
MEV Capital and Chorus One have deployed solutions using @symbioticfi as an infrastructure layer and will be working together on @LidoFinance v3 release, expected this summer.
___________________________________
Chorus One (node validator):
chorus.one
Lido v3 (liquid staking solution):
v3.lido.fi
Symbiotic (re-staking infrastructure):
docs.symbiotic.fi
MEV Capital/Chorus One re-staking solutions using Symbiotic:
lnkd.in/eyWHn_7z
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Maker's Enhanced DAI Savings Rate via IPOR is paying 8% APR at the current utilization rate
@MakerDAO @ipor_io
🚨 #IPOR DAI LPs can now enjoy the 8% APR coming from @MakerDAO's Enhanced DAI Savings Rate (#EDSR).
⏳The higher rate will be available until the EDSR reaches 20% utilization. With the EDSR currently at 17.4%, the time to deposit $DAI is now!
💧 Deposit DAI and boost with #pwIPOR at app.ipor.io/pools/dai
🎓 Read the announcement: blog.ipor.io/ipor-protocols-…
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Update regarding the MEV Capital Usual USDC vault on Morpho:
The vault has not resulted in any bad debt so far, all the lenders remained safe while the Usual team started to liquidate positions that were at risk.
In the meantime, MEV Capital has deployed new markets detailed in previous post(nitter.app/MEVCapital/status/1878…), allowing borrowers to migrate in the best possible conditions. Borrowers, if needed, are able to hold their positions at a more reasonable borrowing rate, lower than prior to the event.
The vault has a remaining allocation of 400K to the hardcoded markets, representing now less than 0.2% exposure of the overall MEV Capital Usual USDC vault. The team actively monitors these positions to reduce it to zero with no bad debt to lenders.
Given current vault's condition and stabilisation made over the last 72 hours, the vault performance fees will be re-enable within the next 24 hours.
The vault continues to provide access to past and newly-deployed USD0++ markets.
A more detailed post-mortem will be shared at a later date.
app.morpho.org/vault?vault=0…
Update on the market migrations for the borrowers & lenders of the MEV Capital Usual USDC vault.
1. The following new markets are being progressively deployed and provisioned by MEV Capital:
a) USD0++ / USDC (app.morpho.org/market?id=0x9…) (86% LLTV - Chainlink ) . So far $70m liquidity borrowed, with $3m available at 45% Borrow APY. We don't expect much more deposits there.
b) USD0++/USDC (app.morpho.org/market?id=0x1…) (96.5% LLTV- Naked Floor Price). So far the $50m borrow cap was reached and a $200m one was submitted and will be effective around 00:00 UTC time. We do expect a part of the Chainlink USD0++/USDC positions to migration to this market.
c) USD0++USD0/USDC (app.morpho.org/market?id=0xA…) (96.5% LLTV - Naked Floor Price) - will be live at 7pm UTC with $100m cap.
d) PT-USD0++-27MAR2025 / USDC (app.morpho.org/market?id=0x1…) (91.5% LLTV - Naked Floor Price) - will be live at 7pm UTC with $30m cap
(app.morpho.org/market?id=0x1…) PT-USD0++-26JUN2025 / USDC (app.morpho.org/market?id=0x1…) (91.5% LLTV - Naked Floor Price) - will be live in at 7pm UTC with $2m cap
2) Given the high uncertainty in USD0++ hard-coded markets, we recommend to actively monitor positions. Users have the ability to use Morpho refinancing features (nitter.app/MorphoLabs/status/1876…) to move from hard-coded oracle markets to new ones
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MEV Capital is collaborating with @cicadacredit to co-curate
@mystic_finance $pUSD vault @plumenetwork
Two risk frameworks are coming together to safely bring RWA assets on-chain.
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Introducing the Boyco Usual Bera pre-deposit Vault in collaboration with @usualmoney and @veda_labs.
The vault is designed to offer a competitive stablecoin-based yield by curating a selection of top-tier protocols deployed on Berachain and integrated with Boyco.
Introducing the Boyco Pre-Deposit Usual Bera Vault
Earn USD0++ yield and gain premium exposure to the highly anticipated @berachain ecosystem.
Let's dive into the details & rewards 👇
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$crvUSD is here, mintable by posting sfrxETH as collateral.
Currently, only you can only interact with $crvUSD by pinging the smart contract directly, @CurveFinance UI integration is pending.
An exciting day for #DeFi. Go Llamas! 🦙🦙🦙
Now tracking $crvUSD on @ethereum
crvUSD is a collateralized-debt-position (CDP) stablecoin pegged to the US Dollar
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Introducing the Liquid BTC Vault in collaboration with @ether_fi and @veda_labs .
The vault is designed to offer a competitive Bitcoin based yield by curating a selection of top-tier protocols including stablecoin, liquid restaking and money market protocols.
🎉 Announcing the Liquid BTC Yield vault!
🔥 BTC-Fi is heating up, earn yield on your $BTC
Stack your sats - let the vault handle compounding the rewards
Powered by @Veda_labs, managed by @MEVCapital
Deposit at: app.ether.fi/liquid/btc
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New @pendle_fi PT markets added to MEV Capital Usual USDC and wETH vaults. @MorphoLabs users can now deposit PT-berastone and PT-eUSDe as collateral for borrowing.
MEV Capital Usual USDC Vault —> app.morpho.org/ethereum/vaul…
MEV Capital wETH Vault 👇 shorturl.at/KrmEA
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MEV Capital curates the LCAP Vaults with @ReserveProtocol on @MorphoLabs @Base
Powered by Reserve, LCAP is an Index DTF (Decentralized Token Folio) tracking CF Benchmarks' Large Cap Index, representing ~95% of crypto's market cap excluding stablecoins.
It allows users to lend or borrow LCAP to take directional positions on the crypto market.
Vault links:
🔷 USDC / LCAP
app.morpho.org/base/vault/0x…
🔷 LCAP / USDC
app.morpho.org/base/vault/0x…
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In collaboration with @ResolvLabs, MEV Capital Resolv USR vault has been deployed on @MorphoLabs.
The vault supplies USR to blue chips markets and Resolv ecosystem.
Resolv is a protocol maintaining USR, a stablecoin natively backed by Ether (ETH) and pegged to US Dollar.
Access to the vault: app.morpho.org/vault?vault=0…
New Resolv USR Vault by @MEVCapital is now live on @MorphoLabs:
→ liquid yield on $USR deposits from lending
→ 30 points per $USR for deposits daily
→ Morpho incentives (~3-5% in Morpho tokens)
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@mavprotocol sends UniV3 LP strategies to the next level.
The team offers 4 different modes:
1⃣Static (similar to Univ3, but with infinite customization)
2⃣Left
3⃣Right
4⃣Both (Left & Right mode enables to dynamically replace liquidity near the current price)
(1/2)
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MEV Capital has joined the ranks of @MorphoLabs as Morpho Vault curator.
Morpho enables deployment of isolated lending markets, specifying collateral assets, loan assets, Loan-To-Value (LTV), pricing references (Oracle), and vault fees.
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MEV Capital is glad to partner with @NapierFinance v2 to expand yield trading potential by providing modular yield tokenization curation services.
As the sophistication of DeFi evolves, adequate risk management becomes a cornerstone not only to foster the emergence of competitive strategies but also to prevent and mitigate potential negative outcomes.
MEV Capital curation will focus on vault parameters set up and monitoring.
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Introducing MEV Capital USDC Vault powered by @term_labs, an automated way to leverage fixed-rate lending.
The vault offers fully automated way to engage in fixed-rate lending on USDC, eliminating the need for manual rollovers. Deposits are deployed across multiple Term Auctions, aiming for capital efficiency and competitive fixed yield.
Vault specs:
• Yield objective: >15%
• Minimal reserve: 15%
• Performance fees: 10%
The vault rebalancing is set on a weekly basis while auctions usually last for 4 weeks.
Users can deposit various collateral assets across stables and ETH/BTC derivatives.
Access to the vault: app.term.finance/vaults/0xa1…
You experienced Term Auctions, you’ve signed the Blue Sheets, now it’s time to enter the Vault.
Term Strategy Vaults are built on @yearnfi V3, and are automated to make fixed-rate lending effortless.
- Pick your strategy
- Deposit your funds
- Secure predictable yields
Everything is audited, automated, and available for any user.
Welcome to seamless DeFi, with Term.
Let’s dive deeper 🧵
1/ What are Term Strategy Vaults?
They’re automated DeFi tools that make fixed-rate lending effortless. Built on @yearnfi V3, these vaults simplify liquidity management, reinvest earnings, and optimize risk-adjusted yields for passive investors.
2/ How does it work?
Funds are re-balanced across lending positions while maintaining prudent portfolio risk controls:
▫️ Participate in Term Auctions & Blue Sheets.
▫️ Focus on fixed-rate lending = capital efficient and consistent yields.
3/ Why choose Term Strategy Vaults?
🔹 Automated lending + strict portfolio controls
🔹 Stable, reliable yields
🔹 Professional risk curation
🔹 Non-custodial + verifiable on-chain
4/ No expertise required!
You deposit $USDC, $wETH, or other supported assets, and the vaults handle the rest. It's DeFi lending made simple.
5/ How secure is it?
☑️ Term Vaults are non-custodial.
☑️ Funds are locked in immutable smart contracts.
☑️ Protected by strict smart contract-enforced constraints.
☑️ Third-party audits reinforce safety.
Your funds, your control.
6/ Who can benefit?
Passive lenders who want set-it-and-forget-it lending.
Yield hunters tired of inefficiencies in floating-rate protocols.
Risk-conscious DeFi users who want professionally curated and tailored strategies, not a one-size-fits-all approach.
7/ Getting started is easy:
> Pick a strategy based on your risk preference.
>> Deposit your assets.
>>> Relax while the vault optimizes yield.
Why work harder when you can let your money work smarter?
Start your Vaults journey → app.term.finance/vaults
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In collaboration with @levelusd and powered by @MorphoLabs, MEV Capital Usual USDC vault keeps expanding with the addition of the lvlUSD/USDC market opening the door to a set of new strategies:
• Supply lvlUSD as collateral to borrow USDC (looping)
• Boost rewards by supplying, depositing and staking lvlUSD
lvlUSD is a liquid restaked dollar: a yield-bearing, cross-chain dollar token fully collateralized by restaked stablecoins.
Access to the market: app.morpho.org/market?id=0x5…
Access to the vault: app.morpho.org/vault?vault=0…
gmorpho 🦋 and gMEV: lvlUSD/USDC market is now LIVE on @MorphoLabs, curated by @MEVCapital ✨
- Supply lvlUSD as collateral on Morpho and earn 7x Level XP.
- Borrow USDC with 91.5% Liquidation LTV (borrow cap of 5M USDC).
- Acquire more lvlUSD with your borrowed USDC.
Boost Your Strategy with Rewards 🎯
With your additional lvlUSD, you can:
- Supply lvlUSD as collateral on Morpho again to earn 7x XP. Loop it up!
- Deposit lvlUSD in the Level XP farm for 10x XP.
- Stake lvlUSD for slvlUSD and earn yield.
DeFi just reached the next Level. Start now 👇
app.morpho.org/market?id=0x5…
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🦋 Our Usual Boosted USDC vault on @MorphoLabs has a new name: rediscover the "MEV Capital Usual USDC" vault.
Curated by @MEVCapital, vault's rebranding comes with exciting updates. Let’s dive in 👇
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We are delighted to partner-up with @nodeinfra for Networks security needs and Vaults' delegation process across Symbiotic ecosystem.
MEV Capital Curation objectives aim to optimally set:
- Epochs & slashing risk mitigation modules
- Networks' TVL limit
- Node operators' shares
to target a competitive return from Restaking in a secured, yet dynamic environment.
MEV Capital curated vaults are currently capped to match demands. Depending on curated Networks' activities, more security may be required, leading to vaults' capacity increase.
More information about slashing risk on @symbioticfi:
mevcapital.com/gauging-slash…
As @symbioticfi launches, we're thrilled to announce our partnership with @MEVCapital, a leading on-chain risk manager operating in DeFi
Already $28M+ wstETH delegated from:
- Amphor Restaked ETH vault (Mellow private vault)
- MEV Capital wstETH vault (Symbiotic public vault)
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Update on the market migrations for the borrowers & lenders of the MEV Capital Usual USDC vault.
1. The following new markets are being progressively deployed and provisioned by MEV Capital:
a) USD0++ / USDC (app.morpho.org/market?id=0x9…) (86% LLTV - Chainlink ) . So far $70m liquidity borrowed, with $3m available at 45% Borrow APY. We don't expect much more deposits there.
b) USD0++/USDC (app.morpho.org/market?id=0x1…) (96.5% LLTV- Naked Floor Price). So far the $50m borrow cap was reached and a $200m one was submitted and will be effective around 00:00 UTC time. We do expect a part of the Chainlink USD0++/USDC positions to migration to this market.
c) USD0++USD0/USDC (app.morpho.org/market?id=0xA…) (96.5% LLTV - Naked Floor Price) - will be live at 7pm UTC with $100m cap.
d) PT-USD0++-27MAR2025 / USDC (app.morpho.org/market?id=0x1…) (91.5% LLTV - Naked Floor Price) - will be live at 7pm UTC with $30m cap
(app.morpho.org/market?id=0x1…) PT-USD0++-26JUN2025 / USDC (app.morpho.org/market?id=0x1…) (91.5% LLTV - Naked Floor Price) - will be live in at 7pm UTC with $2m cap
2) Given the high uncertainty in USD0++ hard-coded markets, we recommend to actively monitor positions. Users have the ability to use Morpho refinancing features (nitter.app/MorphoLabs/status/1876…) to move from hard-coded oracle markets to new ones
Zap to reduce your borrowing costs ⚡
Move an existing borrow position to a different market in one transaction.
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MEV Capital Strata PTs Vault will begin to migrate assets from pUSDe to srUSDe (the Senior Tranche of Strata USDe) on Monday, October 13. The underlying collateral asset (USDe), risk parameters, and x5 additional Strata Points will remain unchanged.
Through flash loan processing, this seamless migration allows depositors to avoid the entire unwind and re-wind position slippage, along with the associated fees, that would otherwise occur without the IPOR vault's infrastructure.
🏦⬇️
app.ipor.io/fusion/ethereum/…
@ipor_io, @strata_money, @ethena, @ethena_Eco,
@pendle_fi, @MorphoLabs
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Stablecoin Maxi lending cluster is LIVE on Euler v2.
MEV Capital will act as a risk curator to provide an efficient Money Market for top-tier stablecoins and yield-bearing assets while generating competitive returns for @eulerfinance depositors.
1/ Introducing Stablecoin Maxi: A bespoke lending product to offer unparalleled capital efficiency for trading stable assets.
3 curators. 6 stable and yield-bearing assets. 3 incentives. 2 weeks to build.
Just build on Euler.
$sUSDe, $USDY, $stUSD, $USDC, $USD0, $USDe
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First settlement of Ethena $rsUSDe been processed from @mellowprotocol Symbiotic vault.
etherscan.io/tx/0x1583820285…
MEV Capital is looking forward to curating more of @ethena restaking operations.
$rsUSDe, $rsENA vaults available on Mellow Finance.
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MEV Capital is delighted to announce a strategic collaboration with @NapierFinance and @ResolvLabs , offering PT/YT curation of the Resolv market on Napier v2 infrastructure.
1/ Resolv Labs. Built with Napier v2. Curated by MEV Capital.
We are pleased to feature @ResolvLabs assets curated by @MEVCapital in the initial launch of Napier v2 and to foster close collaboration among these three projects.
ALT Napier v2 x MEV Capital x Resolv Labs
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MEV Capital update on the Arbitrum USDC Morpho Vault:
Regarding @StreamDefi market pair, the Arbitrum USDC Vault removed the Stream xUSD/USDC market following the 3-day time-lock. The Arbitrum vault realized a loss of approximately 600K USDC out of the remaining 5M USDC at the the time of pair deprecation. The Morpho vaults no longer have exposure to any Stream nor Elixir assets; other markets and parameters remain unchanged.
🔹 Arbitrum Vault:
app.morpho.org/arbitrum/vaul…
MEV Capital is currently working with relevant parties to address the situation with StreamFinance recovery and will provide updates to concerned lenders once more information becomes available.
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MEV Capital is collaborating with Societe Generale-FORGE (SG-FORGE) to bring USD and EUR CoinVertible stablecoin vaults on-chain via @MorphoLabs.
It will enable lending & borrowing against blue-chip assets, expanding institutional-grade liquidity and utility in DeFi.
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$MORPHO transferability has been enabled.
You can now assign your $MORPHO token voting power to MEV Capital delegating it to participate in @MorhpoLabs governance on your behalf.
Delegate at —> delegate.morpho.org/
$MORPHO delegation is live!
Delegation allows you to participate in Morpho Governance via your chosen delegates. You keep full ownership of your MORPHO tokens and can remove your delegation at any time.
Link to delegate below.
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USDT/sUSDX markets have experienced elevated borrow rates with limited repayment activity.
Recent MEV Capital actions:
- Set allocation cap to 0 for this market
- Updated the Interest Rate Model (IRM) to adjust borrowing incentives
ListaDAO's community is voting to update the oracle parameters through their governance process.
We continue monitoring market activity and liquidation processes.
Update:
We’ve received a public statement from @Re7Labs in our Discord regarding their proposed plan for asset handling the USDX market.
Link: discord.com/channels/9731644…
In light of this update, Lista DAO will soon initiate a governance vote to proceed with the market liquidation process.
More details will follow shortly.
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Restaked ETH will soon reach $4B TVL on @eigencloud.
Nearing 1.5% of Ethereum total supply – all LST & wETH combined - as the Eigen team lifted cap limits yesterday.
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Q4 DeFi Alpha drop
NOW:
🔥@ipor_io - $stETH yield trading + $IPOR incentives [$15 TVL in 14 months]
🟢@CelestiaOrg - Airdrop Campaign [60M token distribution, 6% supply]
🔥@sommfinance - $GHO vault [$2.8M TVL, 12.8% APR]
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MEV Capital Elixir USDC vault is live
Vault offers competitive risk-adjusted return for supplying USD to Elixir vault.
It blends 2 deUSD/USDC markets with 2 blue-chip markets (wBTC/USDC) and (wstETH/USDC) .
@elixir potion boost for users:
x1.7: Supply USDC
x5: Borrow deUSD
Introducing the Boosted deUSD vault on @MorphoLabs
In collaboration with @MEVCapital, users can now earn a 1.7x boost on Potions by supplying USDC, or a 5x boost for borrowing deUSD
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MEV Capital Euler cluster is live on Berachain, with a $50k $BERA incentive program.
Berachain on @eulerfinance cluster consists of 7 assets: BERA, wETH, wBTC, HONEY, USDC.e, STONE & BYUSD.
MEV Capital Berachain Cluster ---> app.euler.finance/?network=b…
1/ Ooga booga.
bEuler is now live on @berachain.
$150,000 $BERA incentives — Details ↓
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New @pendle_fi PT markets added to MEV Capital @eulerfinance cluster on @SonicLabs.
Users can deposit PT-wstkscUSD and PT-wstkscETH and borrow USDC and wETH respectively at 91.5% LTV.
MEV Capital Sonic cluster:
app.euler.finance/?governor=…
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@symbioticfi Networks boiling.
@Hyve_DA to become a major solution for data availability on Symbiotic?
HyveDA testnet going live this month: looking for operators from Cohort 0 such as @nodeinfra to opt-in and discover their work!
We are thrilled to support @Hyve_DA as a @symbioticfi operator 🤝
Fully leveraging the shared security of Symbiotic, HyveDA offers a unique DA solution that will benefit decentralized protocols.
Looking forward to contributing to the growth of HyveDA!
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This month, MEV Capital has deployed a Stablecoin High-Yield Fund to commercialize on-chain strategies within DeFi.
Operating under a market-neutral investment mandate, the Fund employs trend-agnostic DeFi strategies to generate returns.
hedgeweek.com/2023/06/09/320…
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MEV Capital Co-Founder & CEO Laurent Bourquin will be speaking on a panel at @blockworksDAS on October 14th.
Topic: “Digital Dealflow – M&A and IPO Activity in Crypto Markets”
🕒 3:00 - 4:00 PM BST
📍Investor Track – Old Billingsgate
Full agenda: blockworks.co/event/digital-…
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Still decompressing after @EthCC. It was a blast and good luck to Brussels trying to outcompete Paris in 2024.
Kudos to all the attendees of the @MEVCapital and @odosprotocol side event by the bank of Seine. The turnout was great! 🫡🫡🫡
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MEV Capital is delighted to announce its participation as strategy Curator on $brBTC LRT.
Integrating @mellowprotocol wBTC vault to Bedrock, part of $brBTC TVL may be delegated to provide security to @symbioticfi Networks via a set of whitelisted Node operators.
👋🏻 Say goodbye to fragmented liquidity and missed earning opportunities. Meet $brBTC — your key to unlocking limitless possibilities in the era of BTCFi 2.0.
What makes brBTC a game-changer? Let’s take a quick look ⬇️
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Currently composed of 6 dedicated Node operators securing 3 whitelisted SSNs:
@0xCapx CapxAI Cloud
@0xHolonym Human Network
@primev_xyz Primev Commit
$rLBTC vault aims to provide BTC holders the most optimal exposure to incoming Networks' security needs across restaking layers.
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Looking forward to expanding (re)staking activities and shared security with @Kiln_finance 🤝
.@MEVCapital 🤝 Kiln
👉Announcing our collaboration with @MEVCapital, a professional curator, on @symbioticfi vaults.
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MEV Capital is delighted to partner with @NapierFinance v2
1/ MEV Capital is Napier aligned.
We're excited to onboard MEV Capital as the official curator for a modular yield tokenization protocol—Napier v2.
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MEV Capital has partnered with @AragonProject to introduce a Guardian system into its Morpho vaults, improving the security, operations' transparency, and decentralization of curated vaults.
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MEV Capital curated @Morpho vaults are LIVE on Arbitrum.
Users can deposit $USDC, $USDT0 & $wETH to generate lending fees and Morpho incentives. Lending supply can be utilized for borrowing against blue-chip collateral on the @arbitrum chain.
USDC vault: app.morpho.org/arbitrum/vaul…
USDT0 vault: app.morpho.org/arbitrum/vaul…
wETH vault: app.morpho.org/arbitrum/vaul…
Arbinauts, time to take off with 🦋
Earn and Borrow on @arbitrum
Powered by Morpho
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Under current circumstances surrounding @usualmoney, a decision has been made in agreement with @veda_labs to re-open withdrawals in the native deposited asset for the Usual Bera Vault.
The vault withdrawals will remain open until the Boyco launch.
Update on the Usual Bera Vault
Following yesterday’s announcement regarding changes to USD0++ redemptions and after thorough discussions with MEV Capital, the curators of the vault, Veda has decided to allow withdrawals for users who wish to exit the Usual Bera Vault.
Key Points:
- Withdrawals are completely optional and are being offered to provide users with flexibility during this period of uncertainty.
- Originally, deposits were meant to remain locked for 1-3 months post-Berachain mainnet. However, in light of the recent developments, Veda is offering the option to exit the vault ahead of the Boyco launch.
- There are no other changes currently planned for Usual Boyco Markets, but we will re-evaluate all markets prior to the full Boyco launch.
For users choosing to withdraw:
- Deposited Tokens Returned: You will receive the same tokens you originally deposited into the vault.
- USUAL Rewards for USD0++ Depositors: Users that deposited USD0++ will be eligible to claim their accrued USUAL rewards when claims are enabled in the Veda App, regardless of whether they choose to withdraw now. (This feature is currently under development.)
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The MEV Capital USDC vault now supports @upshift_fi upUSDC as collateral.
upUSDC holds $34M in TVL and earns consistent APY through overcollateralized lending to institutional borrowers.
Users can now borrow USDC against upUSDC and run looping strategies to generate additional yield.
LIVE: Borrow against your upUSDC on @MorphoLabs
The upUSDC/USDC market is now live on Morpho, with $164M+ liquidity supplied from @mevcapital curated USDC vault.
To deploy reliable and high-fidelity price-feeds, we work with @eo_network so redemptions and liquidation can run smoothly.
✳️ What is upUSDC?
→ upUSDC is the liquid receipt token for the Upshift USDC vault
→ The vault and receipt token accrue yield via lending USDC to overcollateralized institutional borrowers
✳️ How does this help me earn more yield?
→ Deposit to the Upshift USDC vault to earn 7.6% APY and receive upUSDC
→ Borrow USDC against upUSDC and re-deposit into the Upshift USDC vault for additional yield.
→ upUSDc deposits on Morpho will also earn 5x upshift points
Deposit upUSDC on Morpho for 5x points: join.upshift.finance/fHy9RTj…
Last week, upUSDC was added to Pendle. This week - it's live on Morpho. Where next?
MORE COMPOSABILITY = MORE YIELD
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MEV Capital has been selected as the curator of a native LRT Vault on @symbioticfi, powered by @mellowprotocol & @LidoFinance
Symbiotic restaking vault is generating #wstETH yield, Mellow and Symbiotic points for restakers.
Deposits available at: app.mellow.finance/restake/e…
At launch, four vaults will be live for stETH holders to experiment with DeFi restaking strategies.
• Rest(e)aking Vault - Steakhouse Financial: stETH APR + Symbiotic Points + Mellow Points + Restaking APR
• Restaking Vault - P2P Validator: stETH APR + Symbiotic Points + Mellow Points + Restaking APR
• Restaking Vault - MEV Capital: stETH APR + Symbiotic Points + Mellow Points + Restaking APR
• Restaking Vault - Re7 Labs: stETH APR + Symbiotic Points + Mellow Points + Restaking APR
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Delighted to be working with Mellow Protocol on the curation of incoming Symbiotic networks.
MEV Capital targets to limit:
-> operator authority bias,
-> unintended slashing,
-> trust/security assumptions,
while keeping a competitive risk-adjusted yield for $stETH restakers.
"Damnit, MEV bots rekt me again!"
Hold up, that's a different MEV. We are talking about @MEVCapital who has joined Mellow as a risk curator!
MEV Capital, an on-chain digital asset manager, is one of the largest TVL boosters of restaking protocols worldwide 🧵
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Our Head of Legal, Justas Pangonis, gave a speech at the "Web3: Impact the Economy" conference last week.
Justas discussed risks associated with #DeFi and the future landscape of digital assets in light of Markets in Crypto-Assets Regulations (MiCA) enforcement in Europe.
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MEV Capital rLsETH Vault breakdown:
app.symbiotic.fi/vault/0xEa0…
Soon to be integrated into @InceptionLRT metavault
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$PEPE and other #Memecoins trading activity is putting deflationary pressure on $ETH.
ultrasound.money dashboard indicates that over 60K ETH has been net burned since #theMerge, representing a 2,62% annual supply reduction (at ceteris paribus).
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Liquidity is the talk of the town. Don't miss today's @mavprotocol liquidity provider panel with @MEVCapital Laurent Bourquin and @TokenReactor's Carson Cock.
Liquidity is the Backbone of DeFi.
We're excited to close our 5-Day DeFi Talks with @TokenReactor + @MEVCapital and look into their innovative solutions to put liquidity to work more efficiently in DeFi, with Maverick.
📅 Sunday, 6/18, 11AM ET
📍RSVP: nitter.app/i/spaces/1vOxwMklMpEGB
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MEV Capital will act as a curator of EURCV and USDCV Morpho vaults, supervise the list of eligible crypto collateral assets, ensure optimal capital allocation, and manage efficient liquidations of undercollateralized vault positions.
Full press release: sgforge.com/sgf-deploys-eurc…
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Great conversation today with @TokenReactor and the @mavprotocol team about the future of LP in DeFi and the next generation of AMMs.
👇
nitter.app/i/spaces/1vOxwMklMpEGB
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Our Co-Founder and Managing Partner Laurent Bourquin will be speaking at London Blockchain Finance Summit today.
Feel free to reach out and connect during the event or after.
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On-chain x Off-chain Risk Management
This partnership bridges two worlds:
- Cicada brings expertise in off-chain risk modeling, credit analysis, and TradFi risk frameworks.
- MEV Capital delivers on-chain monitoring, liquidity risk curation, and evaluation of capital efficiency and risk dynamics across DeFi.
Holistic risk management approach for DeFi users and institutional clients.
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(14/x)
How to play this: Part II
@mavprotocol DEX can be explored on many grounds, one of them is putting dynamic liquidity on wstETH/ETH, cbETH/ETH to generate yield.
Launched just over a month ago, Maverick is rapidly climbing the DEX leaderboard with more than $1B in volume.
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rLBTC Vault's current distribution breakdown of Node Operators, per Network:
app.symbiotic.fi/vault/0xdC4…
rLBTC vault contract:
0xdC47953c816531a8CA9E1D461AB53687d48EEA26
NOs/SSNs delegation address:
0xE5A99646119020Abbf70Eef7f6d9423d849605ec
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Our MD Laurent Bourquin will speak tomorrow at the Digital Asset Conference in London, powered by @FasanaraCapital
The discussion will center around #DeFi composability with TradFi and #RWA on the blockchain.
The team is in London for the week. DM us if you would like to meet.
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The flavor of the month: Maverick Protocol.
🥳Congratulations on the milestone!
@mavprotocol
Just hit $20m in TVL on Ethereum mainnet🚀!
Current protocol capital efficiency ratio on mainnet: 149% .
🟣Enter app: app.mav.xyz/pools
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We’re excited to be featured in @keyrock’s Onchain Asset Management Report.
Dive into the report to find our take on the future of on-chain asset management, alongside insights from the industry’s largest DeFi protocols and contributors.
Onchain Asset Management: Designing the Future of Investment Strategies
Dive into the future of asset management in our latest report, co-produced with @maplefinance, and insights from @pendle_fi, @MorphoLabs, @yearnfi, @MEVCapital, @gauntlet_xyz.
keyrock.com/onchain-asset-ma…
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Post-Shanghai ETH: Reduced Liquidity Risk and the Role of Liquid Staking Protocols
🧵a thread
(1/x)
Shanghai upgrade took place on Apr 12th and EIP-4895 took center stage. After more than 2 years,
PoS validators can now unstake their $ETH deposits and access accrued rewards.
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🔥Nov 2: @PrismaFi - token launch [15k ETH TVL in 2 months]
🔥Nov 10: Amphor.io - $wstETH vault [$3.2M TVL in 3 weeks]
Q4:
🟢@mavprotocol - VeGauge + Incentive Program [$38M TVL, $15B volume in 7 months]
🟢@MorphoLabs - testnet release [$0.5B TVL in 14 months]
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✅Vote passed: Binance's $wbETH gauge on @CurveFinance gauge controller.
Welcome to Curve Wars, @cz_binance
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Impermanent Loss Hedged LP (IL-hedged LP) allows liquidity providers to hedge the downside risk of LP value falling below a determined price level while generating yield from trading fees within a specific range.
mevcapital.com/products/impe…
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2. MEV Capital USDT Vault
DeFi users can now deposit the following assets as collateral for borrowing:
- BTCB
- SolvBTC
- USDF
- sUSDe
- USDe
- PT-sUSDe
Vault access -->
lista.org/lending/vault/0x64…
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We're seeing a rapid increase in digital asset derivative providers, signaling the growth of market appetite to hedge on-chain positions. #DeFi #ImpermanentLoss
DeFi investment firm @MEVCapital launches options-based hedging strategy for @Uniswap liquidity pools. By @IanAllison123.
trib.al/vr1h2B6
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With on-chain volumes recovering, DEX market-making presents a significant opportunity for liquidity providers that can properly #hedge Impermanent Loss.
Find out how we're hedging IL using exotic options contracts 👇
blockworks.co/news/startup-t…
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With centralized issuers facing regulatory & banking challenges in the U.S. and $USDC experiencing a temporary de-peg last weekend from Silicon Valley Bank #SVBBank exposure, #stablecoins are under pressure again.
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MEV Capital deployed 2 vaults on Morpho with more than $30M TVL
1️⃣ $USDC Usual Boosted Vault supplies USDC to markets with USD0++ and USD0USD0++ collateral
2️⃣ $wETH MEV Capital Vault supplies WETH to markets with LST/LRT collateral such as wstETH and ETH+ from @reserveprotocol
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What’s going on with stETH/ETH?
#stETH is a token that represents the staked Ether in @LidoFinance, a protocol that makes ETH deposited into the ETH2.0 staking contract liquid. 32 ETH are required to enter into a staking contract, to be locked until approx 6 months after #Merge.
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These Networks are selected to reflect the slashing & distribution rules in line with $brBTC governance, curators, and delegators.
More information on Symbiotic Networks, in partnership with @nodeinfra, can be found here:
mevcapital.com/gauging-slash…
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#Stablecoin Maxi Vault consists of 6 stables: USDC, USDe, USDY, USD0, sUSDe & stUSD with plans to integrate USDS and BOLD shortly.
The cluster is designed to optimize cross-market allocation and LTV ratios to target maximal capital efficiency while reducing liquidation risk.
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The vault supplies wBTC to Pendle PT depositors, starting with two curated pairs:
- PT-SolvBTC.BBN(Corn)-26DEC24/wBTC market, on @SolvProtocol
- PT-LBTC-27MAR25/wBTC market, on @Lombard_Finance
Vault access:
app.morpho.org/vault?vault=0…
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☑️ Increase in performance fees from 8% to 10%.
The additional 2% will go directly to the @usualmoney DAO treasury, funding community initiatives and directly benefiting USUAL/USUALx holders.
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🇫🇷Speak French?
🕜 And have 2 hours to spare?
Then you can watch Laurent and Remi from our Investment Team deep diving into @mavprotocol with @TokenBrice
👇
piped.video/watch?v=gvVVshJ0…
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The delicate $LUNA - $UST relationship pose #Insolvency risks?
#Terra (LUNA) is sitting at the #9 position in terms of crypto market cap. and is an emerging #Layer1 that is fighting with #Solana, #Avalanche, and #Cardano for top competitor spot with the #Ethereum DeFi
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Curve exploiter is returning stolen 1,000 alETH
Yesterday the hacker was proposed a 10% bounty if the assets were sent back within 72 hours.
Curve Finance hacker returns 1000 alETH worth $1.8 million
I am guessing there'll be numerous transactions
also, not sure what happens to MetronomeDAO hackers
etherscan.io/tx/0xaf7d9a75b6…
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1. MEV Capital wBNB Vault
DeFi users can now deposit the following assets as collateral for borrowing:
- BTCB
- SolvBTC
- PT-clisBNB
- USDC
- STONE
- slisBNB
Vault access -->
lista.org/lending/vault/0xd5…
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Announcing Lista DAO vaults curated by MEV Capital on the BNB network.
Borrowers can collateralize assets across markets such as @ethena $USDe, @Aster_DEX $USDF, @ResolvLabs $USR, and @SolvProtocol $solvBTC.
More info about Lista DAO - MEV Capital vault below:
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With the crypto market in cascading uncertainty, #stablecoins are increasing their market share.
As of today, fiat-backed stablecoins constitute more than 18% of the whole crypto market capitalization, an increase of 53% since June.
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EURCV approved collaterals:
🔹wstETH (LLTV 86%)
🔹Spiko’s EUTBL (LLTV 96.5%)
🔹wBTC (LLTV 86%) - Coming soon
Vault link: urlr.me/DbTGQA
USDCV approved collaterals:
🔹wstETH (LLTV 86%)
🔹Spiko’s USTBL (LLTV 96.5%)
🔹wBTC (LLTV 86%)
Vault Link: urlr.me/AzY6W7
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Excited about our partnership with @MarexSolutions to bridge the gap between #TradFi & & #DeFi.
Great and thrilling things to follow. The future is on-chain.
Today, Marex Solutions announces the collaboration with @MEVCapital , an EU-based manager specialised in #DeFi. Together we'll be designing innovative digital assets products and on-chain solutions for professional clients.
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The vault will continue to offer the best conditions for suppliers and borrowers.
Access the MEV Capital Usual USDC Vault: app.morpho.org/vault?vault=0…
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The #Ethereum Merge is set for August.
What do you need to know?
--> linkedin.com/pulse/ethereum-…
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