🟡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

This week’s risk check looks at how far our main levered vaults sit from their liquidation thresholds. mF-ONE_USDC – current LTV is around 87%, versus a liquidation LTV of about 91.5% (buffer ~4–5 percentage points). rseth yield layer – current LTV is around 91%, versus a liquidation LTV of about 95% (buffer ~4 percentage points). USCC_USDC – current LTV is around 55%, while Horizon’s relevant LTV levels sit in the 73%–88% range depending on mode, implying a wider margin. arb wstETH vault – current LTV is around 64%, versus a liquidation level around 96%. enzoBTC – current LTV is around 29%, versus a liquidation level around 75%. These numbers are simply a snapshot of where each position currently sits relative to its limits. We track these LTV bands on an ongoing basis and use them as inputs when adjusting size or de-risking, with the aim of keeping vault risk within a controlled range. Not financial advice — DYOR always.