NickS

[Avant @avantprotocol]

Institutional onchain markets are built one layer at a time: deeper liquidity, more productive collateral, and infrastructure capable of supporting capital at scale.

Tydro v2 expands this on @inkonchain and gives Avant a stronger foundation to deploy into.

We're building a flagship product alongside the Tydro and Ink teams designed around what meaningful capital actually requires: risk controls, clear transparency, and room to scale.

More to come next week.
https://t.co/HAYIGQwZfo

[Tydro @tydrohq]

Tydro v2 brings new capital partners to Ink.

First up: @avantprotocol.

Avant, one of the largest capital allocators in DeFi and the team behind avUSD, is partnering closely with Tydro and Ink to launch a flagship yield product.

With v2, that product will use some of the new flagship features to build something safe, scalable, and transparent:

• Safer market design from day one
• Built to scale with institutional capital
• Transparent by default

More next week.

[Dolomite 🏔️ @Dolomite_io]

$savETH from @avantprotocol is now supported as collateral on Dolomite's @arbitrum deployment. 🧡💙

Deposit savETH, borrow against it, and continue earning Avant's underlying yield.

[Avant @avantprotocol]

The avUSD → USDC flow via @monad is now Live!

Integrated directly into the Avant front end, users can now swap avUSD into USDC through a low-slippage path, providing an alternative to the standard 7-day redemption cooldown.

Access your liquidity when you want it.

[NickS @ChillberN]

RT @avantayman: It feels like these past few weeks have been one milestone after another.

Extremely honored to share that $savUSD now gene…

[Keyring Network @KeyringNetwork]

New website. New docs. New Features.

Link in profile description.

[Avant @avantprotocol]

The avUSD product suite has officially crossed $15M in Total Yield Distributed.

Every dollar came from transparent, well-executed strategies, as capital deployed through avUSD continues to scale.

An important milestone for avUSD, and a foundation for the next stage of Avant’s growth.

[Ivan Zhang 🦇🔊 @crlfq]

Some quick thoughts on EIP-8363, the new emission burn proposal. It sucks. https://t.co/SbFLmTV8aa

[Alex McFarlane @flipdazed]

The whole central banks setting 2% as inflation target was actually entirely arbitrary though. Let’s not forget that.

The bank of NZ set it at 2% because they viewed deflation as problematic and 1% seems a bit too tighter for interventions and 2% seemed sensible.

No further thought was put into this.

You can see the confirmation of this process from an exchange I had on LinkedIn with one of the guys involved in the 2% target.

NZ central bank defeated inflation problems not because they targeted 2% but because they gave forward guidance to bond markets and a commitment that they’d honour.

This arbitrary 2% was then adopted globally in a phased approach eventually through BoE and FED.

The point is that we can’t take what the BZ central bank decided over a lunch as a religious ideology when creating new primitives.

That being said, it’s annoying as hell that senior EF engineers keep dicking about with economics.

The lesson learned from NZ central bank isn’t the rate; it’s that they don’t mess with the model once they adopted it. The markets will always back-solve.

[Avant @avantprotocol]

avETH has surpassed $20M in TVL, up nearly 40% from $14.3M at the start of July.

This milestone reflects growing demand for ETH-denominated yield as more capital looks beyond staking alone.

Through its senior and junior tranches, the avETH suite gives allocators access to actively managed ETH strategies.

[Avant @avantprotocol]

Avant has surpassed $150M in TVL.

Reaching this threshold for a second time reflects the resilient demand for Avant-managed onchain portfolios with transparent risk structures.

Across USD, BTC, and ETH, Avant is building the infrastructure for this transition via transparent strategies spanning senior and junior tranches.

[ayman @avantayman]

.@avantprotocol is back at $150M, a level we first crossed ~1 year ago.

Absolute TVL looks flat. Our share doesn’t.

We’re at ~47% of combined TVL vs. InfiniFi, Reservoir, Resolv, and Yuzu Money, an all-time high for the cohort.

I have real respect for every team in this set. Our category has seen more hard days than good this year. Today we get to celebrate our performance through it.

Couldn’t be prouder to work alongside what I believe is one of the best teams in the industry.

[Keone Hon @keoneHD]

Welcome @ethena to the Monad Ecosystem!

Excited to grow DeFi together with @gdog97_ @n2ckchong and the team

[Avant @avantprotocol]

First: Curve avUSD/AUSD.

The avUSD/AUSD pool creates another high-depth liquidity route for users moving between Avant assets and Monad-native stablecoin liquidity.

It is the deepest avUSD liquidity venue anywhere onchain.

Pool:
https://t.co/HCALPALOis

[Avant @avantprotocol]

Avant is now live on Monad.

avUSD and savUSD have been deployed as the foundation for a broader Monad-native push: deep liquidity, high-quality lending markets, and potential yield opportunities across the ecosystem.

Onchain savings, now built for Monad.

[Deepcryptodive.eth ⟠ @deepcryptodive]

Why settle for the native Lido staking rate, when you can earn 50% more yield by also lending? 🤔

[KPK @kpk_io]

1/ The KPK wstETH Earn Pool on @GearboxProtocol is now the #1 lending venue for wstETH, and #2 overall.

The yield is driven mostly by organic borrowing demand, not incentives.

(rankings via @vaultsfyi)

[Nick van Eck @Nick_van_Eck]

We are thrilled to welcome Tanya Denisova to Agora!

Tanya spent the last 6 years at Robinhood, where she was COO of Robinhood Crypto. Over her tenure they scaled operations to a multi-billion dollar business unit.

Let's go! Full blog: https://t.co/fsvaeNqmJR

[PennyWorks @pennyworks_]

About Mainstreet $msY and $MSUSD:

A few weeks ago, we were approached by @Main_St_Finance to help them generate NAV for their box spreads strategies. PennyWorks requires the client to provide transparency over their transactions data, onchain and offchain. After several discussions, it became clear that MainStreet could not agree to PennyWorks’ data and transparency requirements, hence they were never onboarded with us.

We advise investors and lenders to exercise extreme caution when reviewing reported financials, as the methodology of reporting matters to whether the numbers could or could not be trusted.

That’s why PennyWorks only does things “the hard way”, by processing each transaction and building complete financial statements to provide a full picture of what a vault does. There is no other alternative.

This should be industry standard.

We remain ready and look forward to onboard funds and protocols that want to meet or exceed our standards.

[Rhett Shipp @RhettShipp]

. @pennyworks_ has been an excellent partner to @avantprotocol. Highly recommend.

Also, Avant has no exposure to MsY. Hope those with exposure have recovery.