WEEKLY DIGEST
The ETF Bid Turns Into a Flow Shock
Inside the Kraken Bitcoin Vault: Yield, Controls, and Capital Safeguards
When Crypto Markets Break: Modeling Tail Risk in DeFi
DeFi Security in the Age of AI
When Risk Curation Becomes Intelligent
AI in DeFi: Turning Data Into Strategy
Risk Curators in DeFi: Where Yield Meets Guardrails
Learn from our newest research
The DeFi Rate Stack
Interest Rate Models, Benchmarks & Capital Markets
The Smart Vault Paradigm
AI Agents, Verifiable Curation, and the Future of Modular DeFi
The Vault Economy
Architecture, Risk, and the Rise of Professional Curation in DeFi
The Incentive-Adjusted Yield Framework
Analyzing Crypto Interest Rates
The Three-Anchor Rates Framework
Analyzing Crypto Interest Rates
Analyzing major market events, protocol risks, and emerging trends shaping the DeFi ecosystem.
Sentora Launches Morpho Vault to Support Institutional DeFi on Tempo
Morpho is now live on Tempo, bringing open credit infrastructure to a network designed around enterprise stablecoin flows and onchain payments. To support this, Sentora is launching a pathUSD vault on Morpho, designed to lend the stablecoin against cbBTC collateral within an isolated market structure.
ERC-4626 Explained: The Standard That Turned Vaults into Lego Blocks
ERC-4626 established a universal standard for tokenized vaults. This piece covers how the standard works, why it matters, and what it has made possible across lending markets, aggregation strategies, and institutional financial products.
The Next Stage of Vault Curation: Separating Asset Risk from Vault Risk in the RWA Era
DeFi vaults have become the backbone of institutional capital deployment into real-world assets (RWAs). Curators promise sophisticated risk management, deep due diligence on collateral, and balanced protection for both borrowers and lenders. Yet repeated incidents have exposed a critical flaw in this model.
Sentora Launches PRIME Vault on Morpho
The new Sentora Prime vault on Morpho provides Ethereum users the option for returns uncorrelated to crypto cycles, rate stability, and exposure to a multi-trillion-dollar credit market.
The Invisible Layer: How DeFi Vault Infrastructure Is Powering Institutional Capital
DeFi vaults are the infrastructure layer behind a new generation of financial products. This piece examines how vault architecture is enabling institutional platforms to deliver onchain capital allocation, and what that shift demands in terms of risk standards and accountability.
Sentora Launches Morpho Vault to Support Institutional DeFi on Tempo
Morpho is now live on Tempo, bringing open credit infrastructure to a network designed around enterprise stablecoin flows and onchain payments. To support this, Sentora is launching a pathUSD vault on Morpho, designed to lend the stablecoin against cbBTC collateral within an isolated market structure.
ERC-4626 Explained: The Standard That Turned Vaults into Lego Blocks
ERC-4626 established a universal standard for tokenized vaults. This piece covers how the standard works, why it matters, and what it has made possible across lending markets, aggregation strategies, and institutional financial products.
The Next Stage of Vault Curation: Separating Asset Risk from Vault Risk in the RWA Era
DeFi vaults have become the backbone of institutional capital deployment into real-world assets (RWAs). Curators promise sophisticated risk management, deep due diligence on collateral, and balanced protection for both borrowers and lenders. Yet repeated incidents have exposed a critical flaw in this model.
Sentora Launches PRIME Vault on Morpho
The new Sentora Prime vault on Morpho provides Ethereum users the option for returns uncorrelated to crypto cycles, rate stability, and exposure to a multi-trillion-dollar credit market.
Reading DeFi as a Map of Where Capital Clusters
Most analysis tracks which DeFi protocols exist and how they perform. A clearer view comes from asking where the capital has actually settled, and how tightly it gathers around a few venues.
Enterprise Earn Programs are all the Rage
Learn how to build them for scale
The Agentic Consumer: How Autonomous AI Bots Are Rewriting the Infrastructure Requirements for DeFi Protocols
DeFi was designed around human depositors, but a growing share of activity now comes from software: trading bots, AI-managed treasuries, and agentic wallets that act on behalf of users. These automated users operate at block speed, need verifiable rules they can check in code, and want risk profiles tailored to specific strategies at scale. This article examines the infrastructure shift required to serve them, and where the human role moves in the process.
Inside the Kraken Bitcoin Vault: Yield, Controls, and Capital Safeguards
This overview details our approach to vault management, risk monitoring, and the safeguards involved in the Kraken Bitcoin Vault. We show how these controls support the deployment of BTC into yield strategies at scale, and address directly the questions we hear most from users: how leverage is used, why it is structured the way it is, and what prevents a bad outcome when markets move.
How Human Coordination Failures Are Creating DeFi's Next Systemic Crisis
DeFi's lending protocols now operate block by block, but the risk teams overseeing them still run on group chats, conference calls, and multisig approvals. This article examines the resulting Multisig Bottleneck and sets out why oversight needs to move onto the same clock as the markets it governs.
Sentora Launches Morpho Vault to Support Institutional DeFi on Tempo
Morpho is now live on Tempo, bringing open credit infrastructure to a network designed around enterprise stablecoin flows and onchain payments. To support this, Sentora is launching a pathUSD vault on Morpho, designed to lend the stablecoin against cbBTC collateral within an isolated market structure.
ERC-4626 Explained: The Standard That Turned Vaults into Lego Blocks
ERC-4626 established a universal standard for tokenized vaults. This piece covers how the standard works, why it matters, and what it has made possible across lending markets, aggregation strategies, and institutional financial products.
The Next Stage of Vault Curation: Separating Asset Risk from Vault Risk in the RWA Era
DeFi vaults have become the backbone of institutional capital deployment into real-world assets (RWAs). Curators promise sophisticated risk management, deep due diligence on collateral, and balanced protection for both borrowers and lenders. Yet repeated incidents have exposed a critical flaw in this model.
Highly curated interactive research dashboards that provide insights about the latest trends in the DeFi space.
Crypto Treasury Tracker
A unified dashboard tracking crypto reserves across entities and assets.
Stablecoins Insights
Analyze market dynamics of leading stablecoins with on-chain data
DeFi Exploits
This dashboard analyzes key DeFi lossses, reasons, impacts, and auditors.
Flare DeFi Ecosystem
Analyze Flare's DeFi landscape, including TVL and protocol performance.
Aave v3 Across Blockchains
Aave analytics for supply and borrow TVL by token across different blockchains
Crypto Treasury Tracker
A unified dashboard tracking crypto reserves across entities and assets.
Stablecoins Insights
Analyze market dynamics of leading stablecoins with on-chain data
DeFi Exploits
This dashboard analyzes key DeFi lossses, reasons, impacts, and auditors.
Flare DeFi Ecosystem
Analyze Flare's DeFi landscape, including TVL and protocol performance.
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