One Yield

Every Yield Opportunity On-chain
Bridging DeFi and RWA tokenization

DYOR • Not financial advice

[One Yield @Yield_Onchain]

4/ @WuBlockchain
Grayscale added BNB to its Smart Contract Fund at 30.6% weighting, ahead of Ether at 29.47% and Solana at 29.15% after Q2 rebalancing.
https://t.co/VvO1Vy1YsY

[Wu Blockchain @WuBlockchain]

BNB Overtakes Ether and Solana in Grayscale Smart Contract Fund

Grayscale added BNB to its Smart Contract Fund during its second-quarter rebalancing, giving the token a 30.6% weighting, ahead of Ether at 29.47% and Solana at 29.15%. Its DeFi Fund reduced UNI exposure, although Uniswap remained the largest holding at 34.16%, while the Decentralized AI Fund trimmed NEAR, which retained the top position at 31.35%.

[One Yield @Yield_Onchain]

Daily Yield (August 7, 2026)

1/ @kamino
kamino launched Institutional Commodity Yield to bring one of the world's largest institutional credit markets on-chain for commodity traders' short-term working capital.
https://t.co/krdpLyHSNP

[Kamino @kamino]

Institutional Commodity Yield brings one of the world's largest institutional credit markets on-chain.

Commodity traders require short-term working capital to move physical goods through global supply chains.

Before financing is provided, the purchase and onward sale are already agreed at fixed prices. Both contracts are signed at fixed prices before financing is provided, so the trade is structured around the trader's commercial margin from the outset; the trader still needs capital to fund the purchase and complete the transaction.

Institutional Commodity Yield provides that financing through commodity loans structured to be fully collateralized. As the trade settles, the borrower is contracted to repay the loan plus interest; the trader realizes the commercial profit, while the interest accrues to the vault as yield.

As loans mature, principal is redeployed into new qualifying loans, creating a rolling cycle of financing backed by recurring demand for commodity trade.

[One Yield @Yield_Onchain]

3/ @plumenetwork
Plume joined the DTCC Digital Assets Solutions Industry Working Group alongside Charles Schwab, Alpaca, and Nasdaq to advise on tokenization initiatives.
https://t.co/rtoPZZGTHm

[Plume @plumenetwork]

Plume has joined The Depository Trust & Clearing Corporation (DTCC) Digital Assets Solutions Industry Working Group, joining industry leaders such as @CharlesSchwab, @AlpacaHQ, and @Nasdaq, who are also members.

The group was created to provide feedback on the DTCC Tokenization Service and facilitate ongoing, robust dialogue that drives widespread digital assets adoption and advances innovation.

@The_DTCC provides custody and asset servicing for over $114 trillion in assets and is the premier post-trade market infrastructure for the global financial services industry.

We look forward to contributing to this initiative and leveraging our expertise in compliance standards to the work the Digital Assets Solutions Industry Working Group is doing.

We work with world-class security partners to scan every transaction at the sequencer level, before it's ever included onchain. Through Kimber Transfer Agency, a SEC-registered transfer agent, Plume maintains an official record of ownership for tokenized securities.

[One Yield @Yield_Onchain]

4/ @CoinDesk
BlackRock launches tokenized access to $311B in money market funds across Europe minting on-chain share classes on Ethereum via Kinexys by JPMorgan.
https://t.co/xSWyk8pqjJ

[CoinDesk @CoinDesk]

TODAY: @BlackRock launches tokenized access to $311B in money market funds across Europe, minting on-chain share classes on Ethereum via Kinexys by JPMorgan.

[One Yield @Yield_Onchain]

Daily Yield (August 5, 2026)

1/ @DinariGlobal
Dinari becomes the first to bring regulated tokenized US securities to investors and businesses in the United States with the entire S&P 500 live as dShares onchain 24/7.
https://t.co/tlTXVuBeOO

[Dinari @DinariGlobal]

Today, Dinari becomes the first to bring regulated tokenized US securities to investors and businesses in the United States 🇺🇸

The entire S&P 500, live as dShares™. Onchain and accessible 24/7 for the very first time in the US.

Do more with your stocks.

[One Yield @Yield_Onchain]

3/ @raincards
Western Union's Stablecard is live allowing remittances to arrive as stablecoins and be spent instantly anywhere Visa is accepted via mobile app and cards powered by Rain for $100B a year across 100M customers.
https://t.co/Q4uWT2MN6z

[Rain @raincards]

Western Union's Stablecard is live.

Remittances can now arrive as stablecoins and be spent instantly anywhere Visa is accepted.

Mobile app, embedded wallets, and cards powered by Rain.

$100B a year for 100M customers is moving onchain.

[One Yield @Yield_Onchain]

4/ @CoinDesk
Mastercard completes acquisition of stablecoin infrastructure firm BVNK for up to $1.8B.
https://t.co/o8PwFR51ce

[CoinDesk @CoinDesk]

JUST IN: @Mastercard completes its acquisition of stablecoin infrastructure firm @BVNKFinance for up to $1.8B, giving the payments giant enterprise-grade tools for holding, transferring and converting between stablecoins and traditional currencies.

[One Yield @Yield_Onchain]

Daily Yield (August 4, 2026)

1/ @solana
BlackRock files with the SEC to issue tokenized fund shares on Solana and launches BRSRV cash management vehicle.
https://t.co/pnFUG7m6Na

[Solana @solana]

BREAKING: BlackRock files with the SEC to issue tokenized fund shares on Solana.

BlackRock expanded its cash management strategy with the launch of BlackRock Daily Reinvestment Stablecoin Reserve Vehicle ("BRSRV") on Solana.

The world's largest asset manager, with $15 trillion in AUM, is bringing stablecoin reserves onchain.

[One Yield @Yield_Onchain]

3/ @kamino
Kamino introduces Institutional Yield vault infrastructure with Commodity Yield now live at $25M USDC initial capacity.
https://t.co/TNMqZ7o5DR

[Kamino @kamino]

Introducing Kamino Institutional Yield.

Purpose-built on-chain vault infrastructure connecting real-world, institutional credit markets with on-chain users.

Commodity Yield, the first vault built on this infrastructure, is now live. Initial deposit capacity: $25M USDC.

[One Yield @Yield_Onchain]

3/ @solana
Solana ETP hits NYSE, Korean payment network brings 330K+ merchants to stablecoin settlement, and Solana blocks grow 66% larger this week.
https://t.co/Wfhb6B2Kzt

[Solana @solana]

This week: a Solana ETP hit the NYSE, a Korean payment network moved 330K+ merchants closer to stablecoin settlement, Solana blocks got 66% bigger, and a 65-million-year-old Triceratops skull is coming onchain. 🦖

Here’s everything that happened:

📰 Headline News

- Morgan Stanley’s Solana Trust ETP ($MSOL) began trading on NYSE Arca

- KSNET signed an MOU with @SolanaFndn to pilot stablecoin settlement across its network of 330K+ South Korean merchants

- BancaStato, a state-owned Swiss bank with $24.2B in total assets, enabled clients to buy, hold and sell SOL through its existing applications

- Solana's RWA ecosystem set a fresh all-time high of $3.72B in total value

- Solana raised its mainnet block compute limit from 60M to 100M compute units, expanding network capacity by 66%

📰 Launches

- @HastraFi brought AUTO live, giving users onchain access to yield backed by U.S. consumer auto loans through @Figure’s infrastructure

- @kamino opened a gold-backed credit market curated by @SteakhouseFi, enabling USDG borrowing against @Paxos's $PAXG

- @SuperstateInc deployed CUSHY on Solana, bringing a $25M onchain share class of @CoinbaseAM’s USD Stablecoin Yield Fund

- @sunrise brought tokenized Strategy ($MSTR) shares to Solana, backed 1:1 by shares held in custody at @Backpack Securities

- @kamino added the oTFY Market curated by @RockawayX, offering USDC liquidity against Obligate's Trade Finance Yield token

- @21shares_us dropped the sponsor fee on its $TSOL ETF to zero through July 2027

- @JupiterExchange shipped Spot V2, combining Swap and Terminal execution with integrated market data

- @moonpay introduced PayBox, a non-custodial payment vault for Claude and ChatGPT AI agents

- @elfa_ai debuted Iris, a real-time intelligence and awareness stack built for AI agents

- @SolanaFndn expanded solana. com/data with unified RPC benchmarking

- @rarible initiated its expansion to Solana

- @readycards added direct PSA Vault transfers for card storage and resale

- @solflare rolled out BRIDGE, offering users a permanent deposit address for cross-chain wallet funding

- @AIWayfinder updated Shell to natively support Solana token swaps and AI agent trading

- @ArcanePrivacy released Arcane Pay for private payments across multiple wallets

- @phygitals shipped its dedicated RWA mobile app

- @Vistadex introduced Indices powered by @adjacent___ for tracking real-world trends

- @trepa_io opened 60-second Bitcoin precision markets

- @PhoenixTrade introduced Phoenix Flight Club, distributing 420K USDC to active traders over 28 days

- @thingsmarket launched Season 1, letting traders compete for 30% of seasonal revenue

- @magicblock debuted an ecosystem map for discovering and connecting with active builders

- @JurassicFi announced the upcoming tokenization of Deaton, a 65-million-year-old Triceratops skull

- @formacity established Forma Campus as a permanent builder location in Bristol, UK

- @NoahAINetwork began accepting applications for its Solana-focused accelerator

- @SuperteamGEO opened applications for Startup Village Kakheti, held in partnership with the Bank of Georgia

- @solana announced the WSOP Solana Showdown for August 4 in Las Vegas

📰 Milestones

- @WalletConnect facilitated ~$4B in volume through Solana during H1 2026

- @crediblefin settled ~$611M on Solana, representing 65.2% of its total payment volume

- Tokenized SpaceX stock ($SPCX) cleared $1B in volume since listing via @sunrise and @Backpack Securities

- @ArcherExchange_ logged over $25M in tokenized stock trading volume within weeks of its first listings

- @onrefinance’s total market size on @ExponentFinance crossed $32M

- @Collector_Crypt saw $36M worth of packs opened over seven days

- @jupiter_trade’s Jupiter Gacha reached $25M in cumulative volume

If you enjoyed this week’s newsletter, please share it with an RT.

Artwork by @Claynosaurz 🔥

[One Yield @Yield_Onchain]

Daily Yield (August 03, 2026)

1/ @MorphNetwork
Morph partners with Gauntlet, Morpho, Redstone and Chainlink to deliver BTC-backed lending and yield to 125M+ Bitget users.
https://t.co/DMmyzeCTng

[Morph @MorphNetwork]

Institutional yield is coming to 125+ million users of @bitget and @BitgetWallet through Morph.

Together with @gauntlet_xyz , @Morpho , @redstone_defi ,and @chainlink ,Morph is helping bring BTC-backed lending and yield strategies to Bitget’s global user base.

More details ↓

[One Yield @Yield_Onchain]

2/ @tempo
Tempo adds BlackRock's BUIDL USD Institutional Digital Liquidity Fund to its onchain yield products with Securitize tokenization and Redstone oracles for daily accrual.
https://t.co/41fwgCKZjR

[Tempo @tempo]

Tempo's onchain yield offering now includes BUIDL, @BlackRock's USD Institutional Digital Liquidity Fund.

Supported by @Securitize's tokenization infrastructure, with daily onchain valuation and interest accrual via @redstone_defi oracle feeds. Eligible users can access tokenized U.S. dollar yield without leaving their onchain workflows.

Learn more: https://t.co/sS7ip4typo

[One Yield @Yield_Onchain]

@MorphNetwork @bitget @BitgetWallet @gauntlet_xyz @Morpho @redstone_defi @chainlink 2/ @tempo
Tempo adds @BlackRock's BUIDL USD Institutional Digital Liquidity Fund to its onchain yield offering with @Securitize infrastructure and daily @redstone_defi oracle valuation.
https://t.co/41fwgCKruj

[Tempo @tempo]

Tempo's onchain yield offering now includes BUIDL, @BlackRock's USD Institutional Digital Liquidity Fund.

Supported by @Securitize's tokenization infrastructure, with daily onchain valuation and interest accrual via @redstone_defi oracle feeds. Eligible users can access tokenized U.S. dollar yield without leaving their onchain workflows.

Learn more: https://t.co/sS7ip4typo

[One Yield @Yield_Onchain]

Daily Yield (August 3, 2026)

1/ @MorphNetwork
Morph brings BTC-backed lending and yield strategies to 125M+ @bitget and @BitgetWallet users via @gauntlet_xyz @Morpho @redstone_defi and @chainlink.
https://t.co/DMmyzeClxI

[Morph @MorphNetwork]

Institutional yield is coming to 125+ million users of @bitget and @BitgetWallet through Morph.

Together with @gauntlet_xyz , @Morpho , @redstone_defi ,and @chainlink ,Morph is helping bring BTC-backed lending and yield strategies to Bitget’s global user base.

More details ↓

[One Yield @Yield_Onchain]

@kamino @ethereuminsti 3/ @serotonin_hq
Serotonin shares Strata analysis on tranches to price risk, expanding the State of Onchain Credit report covering infiniFi, 3F, Pareto, 3Jane, Centrifuge and others.
https://t.co/Vfy1L51BKN

[Serotonin @serotonin_hq]

https://t.co/M4vq5vU259

[One Yield @Yield_Onchain]

Daily Yield (July 30, 2026)

1/ @kamino
Kamino launches AUTO, first permissionless RWA from $1.68T auto market by Agora Data, Figure Forge and HastraFi on Solana.
https://t.co/ohblb43KZa

[Kamino @kamino]

Introducing AUTO, now live exclusively on Kamino.

The first permissionless RWA backed by near-prime U.S. auto loan yield, bringing the $1.68T U.S. auto credit market onchain.

Originated by Agora Data, powered by @Figure Forge, and issued by @HastraFi on Solana.

[One Yield @Yield_Onchain]

@kamino 2/ @ethereuminsti
Ethereum Institute closes initial ecosystem funding round with broad participation to drive institutional adoption of Ethereum.
https://t.co/CQICTnD4jC

[Ethereum Institutional @ethereuminsti]

1/ We’re excited to announce the close of @ethereuminsti's initial ecosystem funding round and supporter coalition, with broad participation and support from individuals and entities focused on driving institutional adoption of @ethereum.

Our ecosystem funding round is anchored by @BitMNR, @Sharplink, Ethereum co‑founders @ethereumJoseph , and @MihaiAlisie, alongside a larger group of individuals and crypto‑native institutions.