StableTable 📈

Daily stablecoin yield research. Quoted vs earned. No hopium.
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Join Discord for more: financial advice

[StableTable 📈 @StableTableDeFi]

StableTable is a research driven DeFi project focused on one thing above all:

Finding, filtering, and explaining the best stablecoin yield opportunities across DeFi

We do not exist to add noise
We exist to bring clarity

In a market full of scattered protocols, changing rates, temporary incentives, and hard to compare opportunities, StableTable helps turn complexity into a clearer path:

> We constantly search for strong stablecoin yield opportunities

> We compare different strategies, structures, and conditions

> We share analysis, insights, and actual observations on what looks worth watching

> We help make the stablecoin yield space easier to understand and easier to navigate

Our focus is not random speculation
Our focus is smart stablecoin research, better yield discovery, and clearer strategy selection

What you will find here
> Daily analysis
> Yield focused insights
> Research based posts
> Educational content
> A cleaner view of where stablecoins can work harder in DeFi

If you want to stay close to the project and take part in the early community, join our Discord and take the Pioneer role:

> Discord: https://t.co/ppbO6h7phk

Stay connected

Follow this page for daily research and updates

Not financial advice

[StableTable 📈 @StableTableDeFi]

@reservoir_xyz rUSD lost about a 20% of its TVL in under an hour, in redemptions that kept getting bigger. 🔍

Nov 5, the day of the market drop. Twelve redemptions of ethereum:0xd3fd63209fa2d55b07a0f6db36c2f43900be3094 between 14:58 and 15:54 UTC, a few minutes apart: 1.1M, 1.5M, 1.8M, 2.0M, 2.3M, 2.6M, 3.0M, 3.4M, 3.9M, 4.45M.

That’s not a crowd. It’s one holder testing the exit, seeing it work, and scaling up.

The exit did work. Every redemption cleared, and the last 24h are flat. TVL is still −22.3% over the week.

What’s left is utilization at 90%. In the lending markets where wsrUSD is used as collateral, the borrowable side is running low, and that’s what makes unwinding looped positions harder from here.

Nothing is broken. It’s a token that lost a fifth of its TVL in one hour and now sits in markets with little slack. Worth watching.

https://t.co/Ec0VYGlXRW

[StableTable 📈 @StableTableDeFi]

A conservative stablecoin book, three months in: 7.5% realized, no leverage 🧊

Ten positions, six of them untouched since day one, 91 days ago.

That’s the result worth showing. No rotation, no rescue, just a week where every line did what I bought it to do.

The top three are two @Pendle (PT-USDat at 11.2% and sUSDe LP at 10.0% across the full 91 days) and @autopools baseUSD vault.

Quoted 7.0%, realized 7.5%. The target for this book is 6–8%.

This is the conservative book: unlevered, touched about once a month. The aggressive one runs with leverage and rotating yield windows. Posted separately.

@pendle_fi @autopools @saturn_credit @ethena @yearnfi @0xfluid @Morpho @gauntlet_xyz @zama @SteakhouseFi @OriginProtocol @fraxfinance @aave

[StableTable 📈 @StableTableDeFi]

@StakeDAOHQ @CurveFinance @3janexyz @fraxfinance @crossworldsfi The more choice the better. A seamless migration from one collateral to another would also help.

[StableTable 📈 @StableTableDeFi]

@AlchemixFi Just do not speed up the redemption rate. On Base that one hit us.

[StableTable 📈 @StableTableDeFi]

@FraxForce @StakeDAOHQ @Morpho This vault is what funds the StakeDAO leverage.

Running frxUSD-sUSDS and frxUSD-sDOLA leveraged LP strategies, looking for more.

[Vectis Finance @vectis_finance]

🎂 Vectis 2-Year Anniversary 🎂

Two years ago, Vectis began with a simple belief: institutional-grade quantitative strategies could bring more sustainable, risk-conscious yield to DeFi.

Looking back, these two years have been a journey of continuous growth, adaptation, and resilience.

1. Evolving With the Market

We continuously adapted our strategies to changing market conditions.

What started with crypto-native opportunities has expanded into equities and other traditional asset classes.

We launched two versions of #UltraX_Arb_V2, covering both @solana and @ethereum network, while extending our trading universe beyond crypto into tokenized stocks.

Through changing market environments, we remained focused on delivering solid, consistent returns through market-neutral strategies.

2. Growing Alongside Strong Partners

Over the past year, we expanded our relationships and collaborations across the ecosystem, including @binance, @okx, @HyperliquidX, @Cobo_Global, @CeffuGlobal, and @AccountableData.

Each of these partners plays an important role in our infrastructure, trading, custody, or transparency framework.

We’re grateful to have these partners alongside us as Vectis continues to grow.

3. Built on Trust, Sustained by Community

We understand that confidence in DeFi has evolved, and investors have become more thoughtful about where and how they allocate their capital.

Yet many users and partners have continued to stand alongside Vectis, trust our work, and grow with us.

A special thank you to our communities and investors across Japan, the UAE, Singapore, the United States, and Hong Kong.

Your continued support means more than words can express.

4. The People Behind Vectis

Vectis began as a small 10-member strategy lab and has since grown into a multidisciplinary team spanning quantitative research, trading, product, and operations.

Throughout this journey, core members @0xTomFu and @freda_vectis have continued to guide Vectis' strategic direction, supported by dedicated quantitative researchers working behind the scenes to drive innovation and strengthen our strategies.

Meanwhile, community leads @famousRaymond4 and @IbrahimIjai have worked closely with the entire team to deliver a more professional, responsive, and friendly experience for our investors and users.

The team is still here. Still researching, still building, and still improving.

5. Standing Strong Through Industry Challenges

The past year has been one of the most challenging periods for DeFi. Major security incidents, including the Drift exploit and Binance-related security disruptions, alongside the closure of numerous projects and teams, have reshaped the industry.

Confidence has been tested, capital has shifted, and the meaning of trust and resilience has become more important than ever.

We know that many in the industry have faced difficult decisions, and that users have become more cautious.

Through all these changes, Vectis has continued to move forward, adapting our strategies, strengthening our infrastructure, and staying committed to the people who trust us.

Two years in, our conviction remains unchanged.

Markets will change. Technologies will evolve. The industry will go through more cycles.

But our commitment to quantitative research, capital protection, transparency, and sustainable yield remains the same.

To everyone who has been part of this journey — our users, partners, community, and team — thank you for being here.

Vectis Team

[Stake DAO @StakeDAOHQ]

Lend frxUSD against Stake DAO LPs.

The Frax Ecosystem Accelerator is a ethereum:0xcacd6fd266af91b8aed52accc382b4e165586e29 vault on @Morpho, launched with @fraxfinance and curated by @crossworldsfi.

• Supply frxUSD to the vault
• Borrowers post Stake DAO LPs of Curve frxUSD pools as collateral
• Borrowers pay interest to the vault

Extra rewards on top from @InverseFinance, @3janexyz, @hemi_xyz, Frax and Stake DAO.

Supply: https://t.co/FljHH55aYi

[Jordi in Cryptoland @lordjorx]

Arbitrum's approach to DeFi incentives is pretty interesting.

@maplefinance 's syrupUSDG has been growing on the network, and part of that growth comes from cheaper borrowing enabled by incentives.

Take USDG lending on Morpho:

> Gauntlet USDG: ~2.55% base APY
> Steakhouse USDG Pro: ~2.55% base APY
> With ARB rewards: ~7.05% total APY

Lenders earn an attractive return, while curators can offer cheaper borrowing rates. That makes looping strategies more attractive without necessarily incentivizing syrupUSD directly.

@arbitrum 's DRIP season 2 launch announcement mentioned a $10M incentive program, so it'll be interesting to see how much more liquidity these rewards attract and retain.

[Alchemix @AlchemixFi]

We just raised Transmuter caps on Mainnet.

Our current fixed-rate yields:

✦ USDC: 11.9% APR
✦ ETH: 7.8% APR

Deposit alAssets at today's rate and receive 1:1 underlying at maturity.

Lock in: https://t.co/TwG0w2aL21

[Avant @avantprotocol]

avUSD LPs are still earning double-digit returns across the board.

Current yields:

→ frxUSD/avUSD: 12.93%
→ BOLD/avUSD: 13.99%
→ alUSD/avUSD: 34.97%

Even throughout market volatility, avUSD liquidity continues to offer meaningful opportunities across @CurveFinance and @StakeDAOHQ

[Binance @binance]

A vulnerability (worse_query) affecting iOS 26.7.1, 27.0.1, and 27.2 allows malicious apps to read local files from other apps, putting seed phrases, private keys, and login credentials at risk across the entire ecosystem. This is an iOS-level issue, not unique to Binance.

Immediate Action Required:
- Delete any apps installed from untrusted sources (such as sideloaded or manually signed IPAs).
- Update iOS and all apps to the latest official versions.
- If you suspect a breach, transfer funds to a new wallet created on a clean device and reset all active login sessions.

Never install unauthorized packages, and keep your software up to date.

[StableTable 📈 @StableTableDeFi]

@flyingtulip_ Staked ftUSD more than 3 months ago. Realized is around 9%.

[StableTable 📈 @StableTableDeFi]

Three times this year I got out of a stablecoin before it broke. None of it came from watching the price. 🔍

> March, MIM. Curve pools on Ethereum and Arbitrum had skewed until the other side was under 10%. Price was fine. A pool that lopsided means the exit is thinning — that was enough to stay out.

> June, msUSD (Main Street). Morpho market at 100% utilization for days. Balancer pools down to 14% on the other side. I closed everything at a profit. The depeg landed the next day.

> July, msUSD (Metronome). Different protocol, same ticker, same shape. Out with a few percent of slippage — not clean, but not damaging.

The pattern each time: utilization pinned high, pools tilting, and large flows moving through, all while the price sat at a dollar. Price is the last thing to move, which makes it the worst thing to watch. 📌

I was doing this by hand, on a handful of tokens, by remembering to look.

So I built the thing that looks for me. Plumbline reads four on-chain signals — utilization, pool skew, large swaps and redemptions, TVL change — across 40+ stablecoins on 9 chains, every 10 minutes, and rolls them into one status. Overall is the worst of the four, because a token is only as healthy as its weakest signal.

Open to everyone, no signup: https://t.co/CVJqi3Bo5G

Built by me, for my own book.
Disclosure: it’s my product.

[StableTable 📈 @StableTableDeFi]

@protocol_fx ethereum:0x085780639cc2cacd35e474e71f4d000e2405d8f6, four days on. 🔍

Last week I said skew was the number to watch, because a Curve pool absorbs one-way selling right up until it doesn’t.

It’s still absorbing. 13 more sells today, and TVL is down 41.4% over 30 days — 30.9% of that in the last week alone. Supply has shrunk by roughly a third since Friday.

What’s changed is the pace. The 24h drop is 3.2%, against 26.8% on the day of the crash. The wave passed; the selling didn’t stop.

That’s the shape worth recognising. A token that empties out fast and then stabilises has had one event. A token that keeps bleeding at a slower rate after the event is a different thing — the people selling today aren’t reacting to Thursday’s price action, they’re deciding they don’t want to hold it.

The pool is still doing its job. That’s what makes this readable rather than dramatic: nothing has broken, capital is just leaving in an orderly line.

$53M left, from a token that was half again that size a month ago.

Open to everyone, no signup: https://t.co/25hitqRFV6

[Frax Finance ¤⛓️¤ @fraxfinance]

Start your week off with rewards.

sfrxUSD continues to deliver the highest risk-adjusted yield on stables.

Earn 5.3% APY with set-it-and-forget-it savings.

💰 Get started: https://t.co/Z3qkRXMjMq

[StableTable 📈 @StableTableDeFi]

Large @worldlibertyfi ethereum:0x8d0d000ee44948fc98c9b98a4fa4921476f08b0d redemptions are continuing. 🔍

Eight exits in seven days, ~140M total. Look at the sizes:

20,000,000 · 19,999,998 · 19,998,999 · 19,900,001 · 19,860,000 · 19,000,000

Six redemptions within a rounding error of 20M each, spaced roughly a day apart — Nov 3, 5, 6, 7, 7, 8.

That’s not a crowd. Frightened holders exit in messy amounts at random times. This is one party redeeming in fixed tranches, either against a per-transaction cap or on a schedule. Someone is unwinding a position methodically.

Everything else is calm: pool skew green at 32.83%, TVL and flows yellow rather than red. The exits clear without the liquidity side moving.

The open question is whether the tranches stop or keep coming. At this cadence that’s answered within a week.

Open to everyone, no signup: https://t.co/Hgx1GsvXCm

[Liquity @LiquityProtocol]

Provide liquidity for BOLD / avUSD on @CurveFinance and earn 13% APR

You can stake the LP on @stakedao and earn closer to ~ 18% APR 👀

https://t.co/pkoPWwqesy

[StableTable 📈 @StableTableDeFi]

@BaptisteCota https://t.co/LU9P1yetFI

[StableTable 📈 @StableTableDeFi]

Large holders keep leaving @SkyEcosystem ethereum:0xdc035d45d973e3ec169d2276ddab16f1e407384f 🔍

875M redeemed in three days out of a $5.6B token. Five exits, all round numbers through ERC-4626: 300M, 200M, 175.8M, and two of 100M.

Round sizes and that redemption path mean institutional, not retail.

The clustering is the part worth noting. On Nov 6, three redemptions totalling 675M cleared inside ten minutes. On Nov 8, two more of 100M each, seven minutes apart. Not a steady stream of exits — two decisions, executed fast.

TVL is −12.6% over 7 days, −18.1% over 30. But 24h is flat, so after yesterday the outflow stopped.

Everything else is green: utilization 82.96%, pool skew 38.52%. A $5.6B token absorbing 875M in redemptions without the liquidity side moving is the system working as designed.

I hold a leveraged frxUSD-sUSDS position and I’m not touching it. This doesn’t look like a flight — it looks like two allocators making size decisions, and the token handled both. But capital leaving at that scale is worth staying alert to, and I’d rather say so while I’m still in it.

Open to everyone, no signup: https://t.co/25O0kkteIJ

Disclosure: Plumbline is mine, and I hold a position tied to this token.

[StableTable 📈 @StableTableDeFi]

@Liquidity4U @protocol_fx Sorry about that, it should be working now.

[StableTable 📈 @StableTableDeFi]

What’s happening with @protocol_fx ethereum:0x085780639cc2cacd35e474e71f4d000e2405d8f6 ? 🔍

The USDC/fxUSD pool on Curve did $69.94M of volume on $8.61M of TVL yesterday. Eight times its own size, in a day.

27 sells, ~36M, right after total crypto market cap fell 6%. When the market drops, people want dollars fast.

The pool handled it. Skew still green at 32.02%, utilization green at 83.46%, and LPs earned 32.80% Net APR for sitting on the other side of that flow.

TVL is down 30.5% over 30 days, so capital is leaving. But the exit is working, which is the part that matters.

Skew is the number I’d watch from here, not the price. A pool takes one-way selling fine until the balance tips — the quote stays at a dollar right up to the moment it doesn’t.

Open to everyone, no signup: https://t.co/VxNqo0R3hK