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CIAN 🟡
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Advanced Automation - LST & LRT & RWA focused Delta-Neutral Yield Strategy DC: http://discord.gg/q3vVTsfcsU TG: http://t.me/CIAN_Protocol
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CIAN 🟡
03-13
Thread
Ethena announced a dynamic sUSDe unstaking cooldown, dropping to as little as 1 day. This is bigger than it looks.@Ethena Unwinding a looped sUSDe position isn't a single action. Each layer of leverage requires unstaking sUSDe back to USDe to repay debt, and under the old mechanism, each unstake meant a 7-day wait. A multi-layer loop translated to a multi-week exit, and during that window, the risks stack up in ways that compound each other. USDe's peg stability relies on delta hedging across derivatives venues — under acute market stress, depeg risk rises precisely when you need to exit, eroding collateral value while your debt stays fixed. At the same time, sUSDe's native yield is funded by perpetual funding rates, which can turn negative in a risk-off environment, meaning you're paying borrowing costs on one side while your yield on the other collapses. USDC/USDT borrow rates on AAVE can spike sharply during periods of market stress, further compressing or outright reversing the strategy's net return. And if you try to bypass the cooldown entirely by selling sUSDe on the secondary market, you'll find that liquidity thins out exactly when everyone else is trying to do the same thing, leaving you to absorb significant slippage at prices well below NAV. The cruelest part of the old mechanism was that all four of these dynamics tend to arrive together. At some point, the loop strategy stopped making sense. Not because the yield wasn't there, but because the exit cost made deeper loops too expensive to justify.
ENA
1.98%
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CIAN 🟡
02-10
🟡 Stablecoin Yield Update: Weekly Refresh! Since our last update, the biggest shift has been rate compression on the major lending venues, and the main driver looks like market deleveraging (loops getting unwound, borrows being repaid, utilization dropping). On Aave (ETH) this showed up very clearly: USDC supply TVL rose to 1340M (from 398M) while supply APY fell to 2.22% (from 4.15%), and USDT supply TVL increased to 2280M (from 1660M) with APY down to 1.9% (from 2.79%). Outside of Aave, we also saw incentive normalization: Morpho Gauntlet USDC Core (Arb) cooled to 3.7% (from 6.2%), and Fluid USDC (ETH) eased to ~4.2% (from ~6.3%). On the incentive-heavy tail, USD1 continued rotating venues—Kamino USD1 is no longer on our sheet, while Dolomite USD1 (ETH) softened to ~8.8% (from ~9.5%) as TVL grew to ~39M (from ~29M), consistent with reward dilution as deposits scale Not financial advice — DYOR always. #DeFi #RWA #Stablecoin #Yield #CianYieldlayer
YIELD
0%
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CIAN 🟡
01-15
Statement on CIAN x Renzo Strategy Vault Withdrawal Delays We want to provide a transparent update to the community regarding a withdrawal issue we have identified: Core Issue:At the start of our collaboration, @RenzoProtocol committed to providing Instant Unstake support for CIAN's integration. However, Renzo has failed to honor this agreement, blocking the fast withdrawal channel that was promised. Responsibility: This delay is not caused by CIAN's strategy failure. It is a functional limitation on Renzo's side. The Absurd Reality: Renzo offers differentiated withdrawal treatment to different addresses through "private deals." Users of our smart contract enjoyed this treatment consistently—until December last year. But now, even a high-net-worth user with over $100M in connected assets and a $6M deposit is being asked to wait 15 weeks or pay >1% exit fees, simply because they don't have a recognized "Private Deal". This is a serious departure from DeFi's permissionless principles, and demonstrates a stunning double standard: No ID check when depositing, endless barriers when withdrawing. Our Action: We have escalated this issue multiple times, demanding that @RenzoProtocol restore support and provide a clear timeline. So far, we have received no effective response. Funds are safe, but the experience is unacceptable. We will push until Renzo honors their commitment.
REZ
5.26%
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CIAN 🟡
01-15
🟡 Stablecoin Yield Update: Weekly Refresh! This week was mostly small repricing across core lending venues, but a few moves were worth flagging. The standout was Avantis LP Vault (Base), where APY jumped to 13.0% (from 8.7%) while TVL held firm at ~100M (from 98M)—a classic reminder that fee/flow-sensitive yields can re-rate quickly when market activity shifts. On the “big TVL” side, ETH USDC looked slightly softer: Maple (ETH) eased to 5.1% APY (from 5.5%) with TVL down to 2692M (from 2746M), while Aave (ETH) saw a more meaningful TVL pullback to 720M (from 844M) even as APY ticked up to 3.5% (from 3.3%). Solana cooled further: Jupiter Lend dropped to 4.4% (from 5.2%) with TVL easing to 518M (from 540M), and Kamino Steakhouse stayed in the low-4% range at 4.1% (from 4.3%) but with TVL stepping down to 45M (from 60M). On the more incentive-sensitive tail, Echelon (Aptos) normalized to 5.7% (from 6.9%) as TVL fell to 13M (from 16M), and Gearbox (Monad) also cooled to 7.1% (from 8.3%). Not financial advice — DYOR always. #DeFi #RWA #Stablecoin #Yield #CianYieldlayer
YIELD
0%
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CIAN 🟡
12-17
Thread
🟡Stablecoin Yield Update: Weekly Refresh! Here's the latest on stablecoin yield strategies—mostly minor tweaks this week, with APYs and TVLs showing subtle market adjustments (e.g., USDC Maple on ETH TVL up to 2903M from 2919M, APY down to 6.3% from 6.6%; Kamino on Solana down to 6.2% from 6.9%). This week, we're spotlighting lesser-known stablecoins with limited but solid yield options: USDS (e.g., Spark on ETH at 5.5% APY via stUSDS, focusing on non-liquidatable lending), USDF (Pendle PT-sUSDf on ETH at 10.2% APY, maturity-dependent yield), USD1 (Echelon on Aptos at 16% APY with high rewards, but note reward end date), and PYUSD (Kamino on Sol at 7.6% APY with strong rewards, plus Aave on ETH at 5.9%). These provide niche opportunities for diversification, often blending base rates with incentives—check the attached chart for the full breakdown! #DeFi #RWA #Stablecoin #Yield #CianYieldlayer
USDS
0.01%
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