Nonce Capital

Institutional DeFi yield infrastructure. Vaults, research, and risk systems for onchain capital.

[Nonce Capital @noncecap]

@ether_fi ♥️

[Nonce Capital @noncecap]

We entered Bunker Mode in early October at Nonce Capital.

The recent security incidents across crypto and the broader tech industry over the last several months, led us to enter into "Bunker Mode" at Nonce Capital. Bunker mode is a more conservative, risk-off approach across all https://t.co/pimiDk5MVs Liquid vault positions we curate.

Prioritizing security kept us free from impact of the Binance hack yesterday. We started moving positions before the Binance hack and is a main reason why we were not impacted.

With Bunker Mode we are prioritizing:

- Reduced collateral exposure: Favoring isolated, single-collateral markets.
-Fewer layers: Minimizing smart contracts and protocols between vaults and underlying assets.
-Stronger asset protection: Favoring off-chain or allowlisted assets with controlled minting and redemption.
-Full transparency: Only holding positions with independently verifiable returns.

This policy applies across the entire Nonce Capital portfolio, including longstanding, well-performing positions. We believe this is the right tradeoff to protect capital and will resume more active strategies when the risk/reward becomes attractive again.

Thank you for your continued trust in Nonce Capital

[Nonce Capital @noncecap]

@ether_fi love spending with liquid usd!

[Nonce Capital @noncecap]

We’re on @DefiLlama

Nonce Capital: #4 risk curator by TVL, live across @ethereum and @Optimism Mainnet.

[Nonce Capital @noncecap]

@ether_fi @aave @Optimism Great work team!

[ether.fi @ether_fi]

The next generation of the https://t.co/WT8phhoIdx crypto neobank is live.

Earn, trade, borrow, spend. One app to replace your traditional bank.

What’s new:

→ Tokenized stocks and metals trading
→ An integrated @Aave market on @Optimism, borrowing against your full portfolio at ~4%
→ New on and off-ramps support over 30 new currencies
→ New payment methods: Cash App, Apple Pay, LemonPay, and more
→ Programmatic ETHFI buybacks from every product and revenue line

[DCF GOD @dcfgod]

Where should you stake your eth?

The two most important things are yields and safety

One of these providers is the highest yield paid out AND has more insurance than all eth slashing events in history

Numbers based on actual payouts not advertised ui numbers

The yield differences may look small but 2.43% is 9% higher than 2.23. Makes a huge diff when looping as well

Note: dcf cap seeded @ether_fi

rseth 1-Month APR: 2.43%
• StartRate: 1074214968156506112
• EndRate: 1076357332855894016

weeth 1-Month APR: 2.43%
• StartRate: 1097529772724616320
• EndRate: 1099717772126433024

steth 1-Month APR: 2.27%
• StartRate: 1237498574957027072
• EndRate: 1239803051333795840

ethx 1-Month APR: 2.23%
• StartRate: 1091437204579846528
• EndRate: 1093437837950118272

ezeth 1-Month APR: 2.21%
• StartRate: 1080174288908615936
• EndRate: 1082138878028827520

[Nonce Capital @noncecap]

@ether_fi 🤝

[ether.fi @ether_fi]

Security isn't a feature at EtherFi. It's the product.

When users interact with us, they're trusting the protocol with their assets. Over the last several months, we've made significant investments to make EtherFi a more safe place to stake.

A thread 🧵

[ether.fi @ether_fi]

Safety of users funds is our top priority at https://t.co/gbHcksy7eA, earning @CredoraNetwork highest risk rating is not something we take lightly.

Best in class security will continue to be a major focus for us in the evolving DeFi space

Onwards 🚀

[Nonce Capital @noncecap]

@avantprotocol 🤝

[Avant @avantprotocol]

https://t.co/qQuk9Wo0cV has selected Avant as a yield venue for its Earn vaults, with Nonce Capital serving as curator.

The mandate is structured as an ongoing allocation program, scaling alongside https://t.co/qQuk9Wo0cV's Earn franchise.

We're honored to be part of the @ether_fi stack.

[Nonce Capital @noncecap]

24 days post-incident, Liquid ETH is positive across every APY window from 1D to 90D.

Full write-up:
https://t.co/H2ntg4tpkA

[Nonce Capital @noncecap]

On April 18, the Kelp DAO rsETH bridge was drained for ~$292M.

Nonce Capital, curator of the EtherFi Liquid vaults, paused vault entries, isolated cross-chain routes, and unwound Aave exposure as the incident developed.

[Nonce Capital @noncecap]

The response was visible on-chain.

Liquid ETH reduced Aave V3 Core WETH debt by ~268k WETH, enabled aWETH deposits to help unwind exposure, and added WETH/weETH Uniswap liquidity to support orderly exits.