The start of a new wave of diversification on the infiniFi portfolio begins - 2026 is going to be a huge year for the growth of off-chain yields being SCALED on chain and we are excited to position infiniFi in the midst of it.
infiniFi will become one of the best risk adjusted all-weather portfolio's in the industry.
The wait is almost over - INFI is coming.
INFI will be airdropped directly to all registered wallets, subject to each user's distribution schedule.
INFI tokens will initially arrive as non-transferable (frozen) & will become transferable simultaneously for all holders shortly after distribution.
The exact airdrop date & time will be announced soon.
Stay tuned & turn on notifications 🔔
Season 3 is getting a bonus!
A portion of the unclaimed INFI from the Seasons 1 & 2 airdrop will be added to the season 3 rewards as a bonus.
We’re also setting aside some of the unclaimed INFI for YT holders as a BONUS on top of the regular points they earn.
1) On this Proof of Vision episode, Jacob Yakovsky (@_yakovsky), Founder at @3janexyz, joins our Director of Protocol Services @0xkmack. They discuss LCC, a new primitive where participants promise capital to 3Jane and stake 7.5% of the amount as margin, with part of the margin slashed and auctioned if the capital isn’t delivered, and how credit scores are used to underwrite those commitments. They also cover 3Jane’s pivot from FICO-based unsecured credit to warehouse facilities and forward flows for fintech lenders after 10/10, the Lenswift warehouse facility, the Slope forward flow, the USD3 senior and junior structure, Morpho curators, and the Q4 TGE target for the Jane token.
Now that registration is concluded, it's time to start talking about how value flows back to INFI holders - well, to start, it's how you get your own Prime instance 😎
Y10k Capital has provided $3M in liquidity to @infiniFi's siUSD pool on @pendle_fi.
The position reflects infiniFi's track record of zero incurred losses in over a year of operation and siUSD's senior tranche structure, with liUSD being junior capital that absorbs losses first.
Most stablecoin data stops at market cap.
Introducing the Global Stablecoin Map: every stablecoin and issuer with supply, peg history, growth/trends, DeFi use, regulation, and much more.
Explore the map and the report behind it for free.
The INFI Airdrop Registration is NOW CLOSED.
We are preparing for the INFI TGE. Details on timing & next steps will be announced soon.
In the meantime, Season 3 is LIVE & ongoing.
Use infiniFi to keep earning points, & positioning yourself for future INFI distributions.
Aave Labs acquiring @avon_xyz is a big signal: the largest lender in DeFi is betting on fixed rates.
But fixed-rate lending has never really been a tech problem. It's a liquidity problem. Someone has to stand there and quote a rate, and that means pricing collateral risk and time to maturity together.
That's why we started making markets on @TenorFinance at @ClearstarLabs. We already underwrite USD3, reUSD and siUSD in our variable-rate @Morpho markets, so quoting fixed-rate offers against them was the natural next step.
More big players building here means more borrowers who expect a fixed rate. Underwriters who can price that risk will be the ones who matter.
infiniFi ALPHA AIRDROP > ONLY DURING REGISTRATION
If you've ever had the pleasure of dealing with me as your whale/fund POC at @infiniFi, you know I'm basically your guardian angel.
Well, we've just created a loophole for better airdrop vesting terms.
Call it an Easter egg. I call it Robin Hood.
BEFORE:
To improve your vesting terms, you had to bring your position back to its all-time high (ATH).
Had $1M in infiniFi and now have $0? You'd need to redeposit $1M to qualify for better terms.
NOW:
You can use Pendle YTs instead.
1 YT siUSD = $1 of TVL during registration.
Let's do the maths.
You previously had $1M in infiniFi. Today, your position is $0.
Old route: redeposit $1,000,000.
New route: buy approximately $23,250 worth of YTs to meet the 1.5x ATH TVL requirement.
The catch? You must maintain your qualifying YT exposure through the end of Season 3. You'll have until your existing YTs expire to purchase replacement YTs and maintain your eligibility.
What does this mean for your airdrop?
If you're currently on one of the longer vesting schedules, here's how much your terms could improve.
Season 1
BEFORE:
15-month vesting
7-month cliff
AFTER (with 1.5x ATH-equivalent TVL):
7-month vesting
2-month cliff
Season 2
BEFORE:
18-month vesting
9-month cliff
AFTER (with 1.5x ATH-equivalent TVL):
8-month vesting
4-month cliff
A pretty decent cheat code for anyone who wants better vesting terms without redeploying their entire previous principal.
Only available during registration
Calculations exclude slippage, YT price fluctuations and transaction costs so do your own maths :))