Usual USD0 bUSD0 Rate Jump To 6.8%: Treasury Mechanics
The 2.38pp bUSD0 rate increase to 6.8% on $503M TVL is alpha yield plus T-bill base rate. The sustainability depends on USUAL token price, not just collateral.
DeFi Yield Strategies
How To Monitor 8-12 Yield Positions In 20 Minutes Weekly
Systematic review process for allocators with $200k-$800k across multiple protocols. Which metrics to check, alert thresholds to set, and when to rebalance vs. hold.
Why Three Curve Pools Dropped Off Yield Tracking
The frxUSD/msUSD, PYUSD/crvUSD, and pmUSD/crvUSD pools disappeared from tracking this week. Here is what happened and how to see it coming next time.
How To Size Convex CVXCRV Positions After Rate Changes
CVXCRV jumped 1.71pp to 11.64% on $53M TVL. How much is sustainable base yield vs temporary boost? Exit liquidity testing, lock period trade-offs, actual slippage.
How To Evaluate A New High-Yield Protocol: The Checklist
An extra 6% on $50,000 is $3,000 annual. Losing the principal costs $50,000. Here is the checklist that prevents allocation into protocols with hidden fragility.
Aave's Tokenized Stock Collateral Misses the Income Story
Aave V4 now accepts tokenized stocks as collateral for USDC loans, but the structure excludes the users who need dollar credit most - those in high-inflation economies.
What Your Yield Position Actually Returned
Most DeFi positions return 3-7 percentage points below quoted APY. Here is the five-component formula for measuring what a yield position actually nets.
How To Systematically Find 1-3% Better Rates At Same Risk
A repeatable process for comparing equivalent-risk positions across protocols: matching collateral requirements, lock periods, audit scores, and TVL, then isolating the net rate difference.
What To Ignore: The Signals That Look Like Problems
APY drift, TVL drops, failed governance proposals, remediated audit findings, and social media panic often mean nothing. Here is how to tell noise from signal.
What TVL Outflows Tell You That The APY Does Not
Rate is what a protocol advertises. TVL is what people do. When the two disagree, the second one is usually right. Here is how to read the signal.
Five Signals That Predicted The Compound V3 Rate Drop Early
Five on-chain signals visible 72 hours before the 5.36% to 3.29% Compound V3 USDC rate collapse. Monitor utilization curves, borrow trends, and governance to exit before yield crashes.
What To Do When A Protocol Drops Off Yield Trackers
When your yield position vanishes from DefiLlama or RWA.xyz, you have six hours to distinguish data lag from liquidity freeze. Here's the exact checklist.
The Fifteen-Minute Weekly Check For A Yield Portfolio
Most monitoring advice is a list of everything that could be checked. This is a list of what is worth checking and explicitly what is not.
KelpDAO Sues LayerZero Over $292M rsETH Bridge Exploit
KelpDAO filed a lawsuit against LayerZero over the April 18 exploit that drained 116,500 rsETH worth $292 million, alleging the protocol endorsed the vulnerable configuration.
Why 15%+ Stablecoin Yields Historically Don't Last
Anchor's 19.45% APY, Celsius's 17%, and BlockFi's 8% all went to zero within months. Three mechanisms explain why yields above 15% collapse predictably.
Stablecoin Yield vs Money Market Funds: A Sustainability Comparison
Where stablecoin and money market yields actually come from, what can break each, and which delivers better risk-adjusted returns when you account for collateral quality and failure modes.