$7.5b in wrapped BTC on ethereum vs $510m on lightning network. 14.7x more bitcoin economic activity happens on ethereum than on bitcoin's own L2. coinbase launched cbBTC in september and already sits at $1.8b TVL. lightning TVL has been flat at ~$500m for 24 months straight. aave alone earns $18m annually from WBTC collateral. bitcoin's most productive use case beyond store of value is as DeFi collateral on ethereum, not payments on lightning. the market chose yield over ideology and it wasn't close. it is ...

Global investors are favoring junk-rated bonds over investment-grade debt in emerging markets by the widest margin in eight years, as the winding down of the Iran war revives the hunt for yield. https://t.co/XBajS34yD3 ...

NEW: Tokenized $STRC, Strategy’s perpetual preferred stock with an 11.5% annual yield paid monthly, is now available on Ethereum, BNB Chain, and Solana via Ondo ...

RT Perena (@perena)New yield source for USD* !@humafinance Payfi Strategy Token (PST) is now part of the USD* backing strategy.12B+ dollars in real-world payment financing, zero defaults.More diversified yield sources. More resilient returns. https://t.co/owP1ThBHZf ...

How can a stablecoin issuer generate durable and competitive risk-adjusted yield?By continuously allocating its reserves into high-quality, diversified yield sources.At a ~$5.6B market cap, Sky’s sUSDS is the largest yield-bearing stablecoin in the market, and its design reflects this principle at scale.Sky manages reserves through a network of specialized onchain asset managers, each responsible for sourcing and allocating capital into distinct opportunities.For example, @grovedotfinance acts as the instit ...

Some quick thoughts on Intel's EMIB-T packaging for the new 2H27 Google TPU (Humufish). Based on my industry checks:【How to read EMIB-T's 90% yield?】1. Given Intel's track record running EMIB in mass production, hitting 90% technology validation yield on EMIB-T (still under development) is a very positive but reasonable data point.2. Intel benchmarks EMIB production/assembly yield against FCBGA. Industry FCBGA yield today is generally above 98%.3. On yield, getting from 90% to 98% is harder than getting fro ...