Kasu

Yield Gets Real.

Discord:

[Kasu @KasuFinance]

"More people will be able to access wealth management."

a16z's @meigga, two days ago.

Private credit at banks: $1M min, 1 yr lock, 8%, bank keeps spread.

Private credit on Kasu: $500 min, 16% APY, no accredited investor rules.

Private Credit. Public Access.

https://t.co/U0KpCsYEDj

[Kasu @KasuFinance]

Tough times at DeFi High.

$180M in bad debt built on hidden dependencies, bridges, wrappers, rehypothecation.

Kasu is built differently.

Isolated credit. Real underwriting. High credit-worthy business borrowers. Zero losses.

If you can’t trace the risk, you’re holding it.

[Kasu @KasuFinance]

Two months of silence.

Not because nothing was happening: $8M TVL, $17M originated, zero capital losses.

Three tranches live, 14 to 22%.

Some teams post updates. We just quietly built the best risk-adjusted yield in private credit.

Start earning today https://t.co/ekvKtJf5i1

[Kasu @KasuFinance]

Happy Lunar New Year. May the Year of the Horse bring momentum, resilience, and compounding prosperity.

提前给大家拜年啦㊗️大家2026丙午安康, 马年大

[Kasu @KasuFinance]

New year. New regime.

The Australian Reserve Bank's December rate hold made it clear... Higher for longer is not a phase. It is the operating environment. Cash at 3.60%. Inflation risks skewed up. Cheap money is not coming back anytime soon, likely not before 2026.

This is not a problem... It's an opportunity.

Australia - and the world - is in a private credit moment. Banks are pulling back. Non-bank lenders are stepping in. Yields are strong. Volatility is lower than public markets. Capital is moving.

HNWs, family offices, and institutions are already rotating.

Away from rate-sensitive growth. Toward secured, income-producing private debt and real assets.

With 10-year yields pushing 5%, this is not a short trade. It is a multi-year reset in how capital is allocated.

The rotation is already underway.

Get off the rollercoaster and make 2026 the year of steady gains.

https://t.co/U0KpCsYEDj

[Kasu @KasuFinance]

Merry Christmas from Kasu...

[Kasu @KasuFinance]

You can now find Kasu on @DefiLlama with full TVL tracked on- & off-chain.

This is a single source of truth and shows traction that is measurable, auditable, and growing.

A small milestone, but an important one. Real yield should be visible. Now it is.

https://t.co/v6Bwhg35tN

[Kasu @KasuFinance]

Strong list. Most people selling “RWA magic” won’t touch these truths.

At Kasu we treat RWAs as what they are: credit businesses first, blockchain second.

- Daily reporting not monthly PDFs.
- Real underwriting not risk scores.
- Yield tied to cashflow, not vibes.
- No fake liquidity promises.
- Buffers for when defaults actually happen.

RWA only works if you take the TradFi parts seriously.

Most don’t. We do.

[Kasu @KasuFinance]

Crypto wiped $1.3T since October, but the signal isn’t price, it’s flows.

ETFs bleeding. Liquidity vacuum. Funding, OI and skew at extremes you see near exhaustion.

This bounce is likely oversold mechanics, not a reversal.

Trade the noise if you want, but wealth is built on patient positioning and reliable yield, not hoping for a V-shape.

The highest risk-adjusted yield you'll find is right here: https://t.co/hfPEYY1Guc

[Kasu @KasuFinance]

Crypto is bleeding out again.

ETH is down ~40% from its peak, ETFs are posting daily outflows, and the last big buyer, BitMine, is looking shaky.

They hold 3.56m ETH, nearly 3% of supply, yet sit on ~$3B in paper losses with mNAV collapsing toward 0.8.

Peter Thiel’s Founders Fund dumped half its position. ARK and JPMorgan doubled down. The market is split because the model itself is cracking.

BitMine’s entire “5% of ETH supply” plan now hinges on burning $600M cash reserves, selling stock via ATM issuances, and squeezing a sub-3% staking yield that’s already negative carry vs Treasuries.

Meanwhile the structure bleeds: multi-layer fees, huge comp packages, advisors, promoters... all extracting more than ETH staking actually earns.

Zoom out: ETH ETFs are net negative. On-chain fund flows have stalled. Treasury buyers are tapped. Liquidity is thinning.

So the real question is simple: Where does sustainable yield actually come from?

Not from DATs. Not from ETF inflows. Not from “5% alchemy.”

It comes from cash-flowing private credit, where returns aren’t dependent on crypto sentiment, NAV premiums, or narrative flywheels.

Kasu delivers exactly that: clean, transparent, 15–25% institutional-grade APY backed by real borrowers and real repayments, not hype.

If you want your stables to survive this market and actually earn, then put them where the yield is real.

Kasu.

https://t.co/hfPEYY1Guc

[Beny @zeroxbeny]

XDC's TVL is increasing regardless market's price situation and volatility.

$20mil so far in TVL and climbing..

Surge Program Epoch 001 proves that there is a demand from LPs to get into the chain led by @CurveFinance, @XSwapProtocol, and @okutrade, with a combined gain of over $7 million.

The majority of deposited assets are in USDC, scrvUSD, WXDC, and CGO, respectively, which shows one of the first instances of traction of stablecoins, especially @USDC, on the network.

I'm so bullish on the next Epochs when Money Markets start to get deployed on the network and further one-click deposit RWA vaults with DeFi exposure.

RWA is a market, and its landscape is insane and huge.

We aim to make XDC the primary settlement layer and infrastructure for private credit, with different risk tiers, as developed by @KasuFinance and other partners to be announced.

We're on the 3rd week of the Surge Program, next week we will probably have an RWA surprise 👀

Not financial advice | All personal opinion

[Kasu @KasuFinance]

@zeroxbeny @CurveFinance @XSwapProtocol @okutrade Since @XDCNetwork invested in Kasu, we've been working very hard behind the scenes to setup the rails for the XDC ecosystem of users to have seamless access to Kasu's industry leading yields.

Early days but good things cooking...

[Kasu @KasuFinance]

@EnisKorp Kasu hasn't launched it's token yet. All investors are kept up to date through private channels.

[Kasu @KasuFinance]

The rich don’t need the next hype cycle.

They turn volatile wins into stable income. They protect the principal, then stack predictable returns on top.

Boring? Maybe. The path to wealth? Absolutely.

Earn 16%+ from high credit-worthy companies today.
https://t.co/0CISgtMSfv

[Kasu @KasuFinance]

Great write up.

The black box challenge is still very real in on-chain private credit lending.

Once funds are lent, most people have no idea how their funds are being used or what risks they are facing.

We're trying to change that at Kasu.

A new lender dashboard will be live in the coming weeks, bringing granular-level insights into how every dollar is being used - and by whom.

No covenant reporting 'in arrears', real time insights and data as it happens.

This will be a first in RWA and also in TradFi.

[Kasu @KasuFinance]

@CryptoTiMb3R @cryptocreditguy @ZeusRWA Many thanks for your kind words :)

No TGE yet. Hopefully the stars will align soon though...

[Kasu @KasuFinance]

Many thanks to André Casterman and the team at @TFDInitiative for hosting Boris Redfern to discuss Kasu tech’s impact on receivables finance.

Tokenisation is no longer theory.

It is being implemented across trade finance, private credit, and short-tenor receivables markets.

[Kasu @KasuFinance]

@henddd_d https://t.co/ekvKtJf5i1

[Kasu @KasuFinance]

Is the top in?

If Bitcoin’s 1064-day bull / 364-day bear rhythm holds, we’re right on schedule.

The charts below show we could be at the 2025 cycle peak.

Every run ends the same: euphoria → drawdown → quiet accumulation.

If this really is the top, the smart move isn’t panic, it’s repositioning.

Take profits. Move to stables. Earn yield safely while the market resets.

That’s what Kasu was built for: stable, real-world private-credit yields that keep working while crypto sleeps.

📊 Charts below tell the story.

🧭 Your next move: https://t.co/U0KpCsYEDj