Jfabeth

DPRK drained ~$292M through the LayerZero + Kelp exploit before using them to take loans from @aave
DeFi United raised ~$318M.
That’s ~$24M above the estimated loss.
What will be done with these funds?
Data by @EntropyAdvisors.

The Mantle market on Aave is offering some of the best stablecoin yields right now.
USDe: 6.15% APY
USDC: 6.04% APY
USDT0: 5.3% APY
GHO: 3.20% APY
Mantle also has one of the largest treasuries in DeFi and has shown it will step in to protect users.
Allocating here makes sense.

DeFi is moving away from shared pools toward isolated markets and vaults.
The trend is clear:
> @Morpho's vault-first design and isolation
> @eulerfinance's V2 vault architecture
> @sparkdotfi's segmented strategies
> @0xFluid’s vault system
Now, the largest DeFi protocol is taking it one step further: @aave v4 via Hub & Spokes, combining the isolation component with shared liquidity.
V4 will be huge for institutional and curator onboarding.

Canton currently looks like a top chain by revenue.
But when looking under the hood, earnings tell us a very different story. @CantonNetwork has lost:
~$1.2M in the last 24 hours
~$5.0M in the last 7 days
~$30M in the last 30 days
All that glitters is not gold.

A short story

This is unbelievable.
How on Earth do LayerZero and Kelp have the audacity to make any requests?
> @LayerZero_Core has STILL not disclosed how much they will contribute to DeFi United.
> @KelpDAO hasn't even committed to contributing at all.
Keep in mind that (1) these were the two responsible parties for the hack in the first place and (2) LayerZero has raised ~$300M in total.
This is the epitome of shameless behavior.

The last 48 hours have been very telling for DeFi.
We've seen what individuals, organizations, and SPs actually care about @aave, DeFi, and users as a whole.
There's twitter fingers, and there's trigger fingers.
Aave Labs, BGD, EtherFi, Lido, Arbitrum, and Golem have proven to be the latter.
Respect to these organizations and individuals for stepping up when it matters the most.
DeFi won't ever forget.

~63% of the RWA Onchain Market Cap lives on Ethereum, per @DefiLlama.
Liquidity, composability, and distribution are already there, and RWAs need all three to scale.
Whoever tells you otherwise either lacks knowledge on the matter or is shilling their bags.
Ignore the noise.

Today someone asked what I look for when picking assets.
> Token value accrual
> Growth potential
> Transparency
> Team execution
Hence, I'm accumulating $SKY & $AAVE.
@SkyEcosystem: real yield, scaling fast
@aave: 100% revenue to holders + growing TAM
Both: Great execution.

The market share of USDS is up 4.5x since Jan 2025, per @DefiLlama.
This proves:
1. Market appetite for high-yield stables (sUSDS consistently offering higher APYs vs peers)
2. Proper execution > incentives
3. USDS's adaptability to liquidity cycles
H/T to @SkyEcosystem's team.

Don't sleep on @aave.
Value accrual
> 100% of revenue to DAO & holders
Growth potential
> Aave App & GHO will expand TAM beyond lending
Transparency
> Onchain finances (@DefiLlama, @tokenterminal)
> Quarterly reports
Execution
> GHO at ATHs
> Relentless product expansion
Few protocols are this well positioned for 2026.