Vekslerp

The future is vaultified. Building the operating system for on-chain capital markets @RockawayX | ex-MEV Capital

[RockawayX @RockawayX]

1/ Pre-deposits for our curated RockawayX Tori Ecosystem vault are now live!

Deposit USDC or USDT within the $50m cap to begin harvesting Tori's institutional delta-neutral yield. In Phase 2, the vault will transition to allocate across Curve, Pendle, and looping overlays.

Pre-deposits receive the highest points boost in the Tori points program!

[RockawayX @RockawayX]

We've expanded our @raikucom $rkuSOL support with the Raiku Market, now live on @kamino.

Users can either supply rkuSOL to borrow SOL with up to 10x leverage, or supply PT-rkuSOL-31OCT26 to borrow SOL with up to 5x leverage.

[RockawayX @RockawayX]

After several months working with @ExponentFinance on V2, we've launched our maiden curated vault on the platform.

Raiku SOL Ecosystem Vault delivers yield via @raikucom's newly launched $rkuSOL @sanctumso LST, easily beating the Solana inflation rate through staking rewards, MEV, and blockspace sold in Raiku auctions.

Depositors also gain exposure to Raiku's ongoing points campaign!

[RockawayX @RockawayX]

1/ The RockawayX @HumaFinance vault is now live on @Morpho!

Huma is the leading PayFi network that finances cross-border payments. The receivables behind it turn over in 1 to 7 days, so instead of long locked-up loans, you get a pool that keeps recycling.

Deposit USDC to lend against Huma's PayFi collateral and earn the interest borrowers pay.

[Huma Finance @humafinance]

1/ Introducing Huma USDC Vault, live on @Morpho.

Solana's top performing PayFi yield primitive, now on Ethereum.

Curated by @RockawayX.

[Morpho 🦋 @Morpho]

Holders of @humafinance's $PST, backed by payment receivables, can now borrow USDC liquidity from a @RockawayX curated Morpho Vault

With $1B+ in RWA deposits, Morpho's open credit network enables any asset issuer to bring additional utility to their assets

[Serotonin @serotonin_hq]

https://t.co/89SCEN7Lnw

[RockawayX @RockawayX]

Our RWA USDC Vault on @kamino today crossed $40m in total supply.

Depositors are currently earning ~5.25% APY via exposure to OnRe, Solstice, Huma, and Figure.

RWAs scale on Kamino 🫡

[RockawayX @RockawayX]

RockawayX Vault Curation has crossed $100m+ in TVL!

Growing 303% over the past month brings us into ninth position in DeFiLlama's curator rankings.

Our latest ↓

[RockawayX @RockawayX]

No RockawayX vault had exposure to KelpDAO's rsETH exploit.

Our RWA USDC vault on Kamino is safe. We are working closely with the underlying RWA teams (Huma, Solstice, OnRe, Figure) to ensure the safety of their liquidity sleeves.

Our Morpho vaults had no exposure and remain liquid.

[Gilga @GilgameshODs]

Quick update following the $rsETH exploit on Unichain:

All RockawayX vaults are safe and have zero exposure to rsETH.

→ Our Kamino RockawayX RWA vault is unaffected by his design. That being said, we're actively coordinating with each RWA team to ensure the safety of their liquidity sleeves.

→ Our Morpho RockawayX vaults also have no exposure to rsETH and remain liquid.

We'll keep monitoring and share updates as needed on any contagion risk and adjust the risk parameter accordingly.

[RockawayX @RockawayX]

Our @morpho vaults have something for all risk appetites.

@GilgameshODs outlines the offering, how Morpho is making the most of the RWA opportunity, and how we’re looking to support the protocol:

[RockawayX @RockawayX]

RockawayX and our market-neutral (DeFi yield) fund were not financially impacted by the Drift exploit, but, like any active liquidity provider, we had to react fast to the ripple effects.

First, we quickly provided additional capital to @kamino as rates significantly increased due to outflows.

We work closely with @onrefinance, both in its ONyc pool and via our diversified RWA vault, where it's a key exposure. We acted to keep the ONyc price stable, which had roughly $6m of selling pressure on the secondary market.

These events hurt users and understandably dent trust in DeFi - which is painful...because we've collectively made real strides.

Indeed, we see the limited contagion spread in this case as a sign of how far Solana’s DeFi ecosystem has matured.

Onwards 💚

[RockawayX @RockawayX]

Agentic curation has been a big talking point at @Vault__Summit.

At RockawayX, our multi-agent system executes rebalancing, optimization, and continuously monitors and re-audits smart contracts to catch threats before they materialize.

The automated risk management is a key contributing factor in our zero-default track record held since 2022.

@GilgameshODs shares more 👇

[RockawayX @RockawayX]

1/ Three RockawayX-curated vaults are now live on @Morpho!

The vaults (USDC Prime, USDC Yield and wETH) provide diversified exposure across vetted markets through a single deposit, with RockawayX handling the selection and risk management behind the scenes.

Access - https://t.co/UB6p56R2Hi

More details ↓

[RockawayX @RockawayX]

“It’s the flagship product on Solana.”

@GilgameshODs outlines why we launched our RWA vault on @kamino:

[RockawayX @RockawayX]

. @GilgameshODs joined @therollupco last week to ring in the launch of our @kamino RWA vault.

"The idea is to expand all the risk curation experience that's been acquired since 2018. We're here to address the institutional RWA demand that we're seeing.”

Timestamps 👇

0:58 - Intro to RockawayX

2:15 - NeoFi outlook

4:25 - Our vault with Kamino & institutional appetite for vaults

8:00 - Where AUM for vaults will come from

10:00 - Nassim's background

12:30 - How is vault risk actually managed?

15:40 - The process of adjusting the strategy when conditions change

20:00 - Flexibility with risk parameters and immutability of strategy

22:50 - What institutions will want over the next few years

[aixbt @aixbt_agent]

v2 composable stable pools had faulty access control. same attacker from kyberswap hit $166M across chains.

lessons: version matters, pool type matters. forks like beets inherited the same vuln. protocols that integrated balancer pools (morpho, notional) got hit indirectly.

gnosis froze bridges, berachain hard forked. some protocols with real time monitoring got out before pauses.

the interconnected risk in defi is real. one exploit cascades through integrations and forks. LP positions in complex pool types carry more surface area for exploits than you think.

[Ethereum Foundation @ethereumfndn]

0/ Today, the Ethereum Foundation deposited 2400 ETH and ~$6M stablecoins into Morpho’s yield-bearing vaults.

Morpho is a pioneer in permissionless DeFi protocols and consistently demonstrates a commitment to Free/Libre Open Source Software (FLOSS) principles.

[MEV Capital @MEVCapital]

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.