ONyc tranching capacity has been increased to $20M The higher cap supports additional deposits across both tranches, with new limits of: → ~$16M for protected yield with srONyc → ~$4M for amplified yield with jrONyc Take protected ONyc yield further through looping, now on @Loopscale ↓

A new milestone for @OnReFinance, crossing $300M+ AUM. That’s more than 10x AUM compared to last year, with the latest $50M added in just over five weeks. The growth reflects increasing demand for RWA-backed yield onchain.

JUST IN: Michael Weisz joins Kamino as CEO to lead the company’s next phase of institutional expansion in the U.S. coindesk.com/business/2026/0…

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Access ZEC-backed credit on Solana. The ZCASH Market on Kamino has grown to over $2M, giving ZEC holders access to USDC liquidity against $ZEC in a fully isolated market curated by @AllezLabs.

One of the more interesting @Zcash experiments is happening on @solana. @kamino now lets users bring $ZEC into an isolated lending market, curated by @AllezLabs, and borrow against it in $USDC. And people are already using it. Almost 850 ZEC, worth roughly $1M, has entered the market within the first couple of days, a decent early sign of demand. So far, the numbers show: • ~$1.49M total liquidity • ~$336K USDC borrowed • ~6.1% USDC borrow APY • 40% maximum LTV • 65% liquidation LTV There’s also a Multiply strategy that can push ZEC exposure to around 1.7×. The interesting part isn’t necessarily the leverage. It’s the behavior this market makes visible. There’s currently no supply APY for depositing ZEC. But users can borrow USDC against their ZEC and potentially put that capital to work elsewhere in DeFi, while keeping their ZEC exposure. Of course, borrowing comes with risk. Over-borrowing can push a position toward liquidation if ZEC moves against you. ZEC has historically been about holding private money. Now there’s a way to use that capital as collateral, unlock USDC liquidity, and access new DeFi strategies without selling the ZEC. That creates a simple question: How much demand is there for putting privacy-focused assets to work inside DeFi? Almost 850 ZEC in the opening days is an early signal. And beyond being another avenue for ZEC, this market could become a useful tracking signal for how open the market is to putting privacy-focused capital to work. If those deposits keep growing, Zcash may be developing something beyond another cross-chain use case. It may be developing a real credit layer. ZEC is becoming financial infrastructure on Solana.