Alex Telegin | UltraYield

Leading @ultrayieldapp, prev - (RaaS). Telegram: alex_ultrayield

[UltraYield - Vault Curation & Infra @ultrayieldapp]

Our @Morpho V2 stablecoin vaults accepting USDC and USDT are live!

If you have liquidity in Morpho V1 vaults, please migrate to the new ones, the links are available in the following tweets.

[UltraYield - Vault Curation & Infra @ultrayieldapp]

Check out our @Morpho vault on @base - steadily in Top-Five by APY (at 5-6% now), low-risk collaterals, has some good incentives from @Bedrock_DeFi

https://t.co/rYnTCOdT0m

[Alex Telegin | UltraYield @drinkius]

@gnosis_ To everyone hesitating and unsure how to vote, at Edge Capital (@EdgeCapitalMgmt) we are happy to hop on a call to tell you why we are the best option on the list, or ask away here, will answer publicly

[Edge Capital Group @EdgeCapitalMgmt]

Edge Capital: Market Update

We believe the recent sharp sell-off in digital assets has been largely driven by broader global risk-off sentiment.

• Global crypto sell-off + commodity weakness (gold & silver pulling back after a strong rally)
• Competitive pressure in AI following the rapid evolution of OpenAI/ChatGPT
• Concerns that large U.S. tech firms may see margin compression — many mega-cap names are down ~30% in the past month

At the same time, fears that pressure on digital asset treasuries would force selling created a reflexive cycle. That dynamic encouraged directional shorts from hedge funds and accelerated downside momentum.

However, positioning data tells an important story:

• Open interest and futures positions have shrunk significantly — in some cases 50% to 3x reductions across exchanges
• Leveraged positions have been massively flushed out
• Many long positions appear to have already been cleared

In our view, this was primarily a sentiment-driven deleveraging event — not a structural bubble collapse.

NOT INVESTMENT ADVICE. NOT an offer to sell any securities or constitute a solicitation of an offer to purchase any securities.

[UltraYield - Vault Curation & Infra @ultrayieldapp]

Tough markets but we stay strong and managed to avoid any potential losses in the vaults that we curate.

Stay strong everyone!

[Alex Telegin | UltraYield @drinkius]

3 people are joining on our side, don't miss!

[Kelp @KelpDAO]

1 DAY TO GO!

Join us tomorrow for the AMA with @NexusMutual and @ultrayieldapp 🌱

We’ll be breaking down why embedded cover matters and what this sets as a new standard for DeFi vault design.

📅 Jan 14
⏰ 4:15 PM UTC

Set your reminders!
https://t.co/6LqqxAk7og

[Alex Telegin | UltraYield @drinkius]

@KelpDAO @NexusMutual @ultrayieldapp Happy to join!

[Alex Telegin | UltraYield @drinkius]

Scaling 💪

[Looping Collective @looping_col]

https://t.co/sWi8kaBIh9

[Alex Telegin | UltraYield @drinkius]

@justinalick And I like seeing the posts about how this is the expected behavior and the vaults accepting private credit collaterals were always supposed to have drawdowns. Pretty sure with these expectations the returns should have been in 30-50% APRs min, not 10-15 people were getting

[Alex Telegin | UltraYield @drinkius]

@DefiIgnas Well a fully decentralized/permissionless one - indeed, but there are secure custody-based permissioned solutions that can ensure the smart contract risk is minimal

[Muggles⚙️🧰 @mugglesect]

The largest USDC holder on Monad?

Gearbox's USDC lending pool curated by @EdgeCapitalMgmt, holds over 25% of all USDC on Monad.

2.5X bigger than the Uniswap liquidity pool

Say it back, gmonad

[Muggles⚙️🧰 @mugglesect]

A few more $1M+ deposits and we are now at 19.5M in less than 24 hours.

Almost 50% bigger than the second biggest lending market on Monad.

Kudos to @ultrayieldapp. A combination of Permissionless having the risk tools no one else does, Edge’s approach and MON incentives.

[Alex Telegin | UltraYield @drinkius]

~2.5M in deposits several hours after going live. Glad to work with @monad and @GearboxProtocol on this launch!

[Gearbox Protocol @GearboxProtocol]

◾️ Lend USDC: @ultrayieldapp markets

Curated by Edge Capital, the UltraYield USDC pool enables users to access passive yields on their stablecoins.

🪙 Weekly rewards: 1.1 Million MON

Access truly passive lending: https://t.co/pEEJKPdEx6

[Alex Telegin | UltraYield @drinkius]

@ultrayieldapp @elonmusk CC @ads @Support

[Alex Telegin | UltraYield @drinkius]

Our @ultrayieldapp account was marked as South Korean for some reason so we can't setup an Ad campaign, tried support but instead of helping they deactivated ads account, @elonmusk can you investigate why support doesn't want us to spend money with you?

[Alex Telegin | UltraYield @drinkius]

msyrupUSDp is still one of the best vault opportunities on the market targeting ~15% APY (including Plasma incentives)

[Edge Capital Group @EdgeCapitalMgmt]

New YouTube Series: Deep Dive into the msyrupUSDp Vault

In this Panel Discussion, @ Vadim Khramov and partners from @Plasma, @maplefinance, and @Token_Logic explore:

— msyrupUSDp vault strategy and structure
— Target APY for the msyrupUSDp vault
— Edge Capital’s backing and Maple's collateralization behind msyrupUSDp

Thanks to @VadimKhramov (Founder & CIO, Edge Capital), @robmk_xyz (Head of Research, Edge Capital), @MartindRijke (Head of Growth, Maple Finance), @river0x (DeFi Lead, Plasma), and @AkgEmilio (Analyst, TokenLogic) for participating.

Full podcast below 👇
https://t.co/JrZCU4x6Ij

[Mellow @mellowprotocol]

Meet voices shaping the next chapter of onchain finance in Buenos Aires on Nov 20th.

@robmk_xyz, Head of Research at @EdgeCapitalMgmt will take the stage at Onchain Capital Summit.

The lineup keeps getting sharper, see you in BA:
https://t.co/oBdlSUEeGs

[Maple @maplefinance]

The syrupUSDT @Plasma vault is open for deposits.

With ~16% expected APY over the next 30 days it presents one of the best opportunities in DeFi.

Sourced from syrupUSDT on @aave and @0xfluid + excl. XPL rewards.

Managed by @EdgeCapitalMgmt.

Full details in article below.

[Mellow @mellowprotocol]

Behind every great summit stand the ones building the future – the protocols, funds, and builders shaping the next trillion in onchain assets.

Proud to have @EdgeCapitalMgmt as a Sponsor of the Onchain Capital Summit🦾

Find us in BA on November 20:

https://t.co/oBdlSUEeGs

[Alex Telegin | UltraYield @drinkius]

@KelpDAO @ultrayieldapp Glad to be working with you!