The Institutional DeFi Layer
- Tweets 11,711
- Following 1,834
- Followers 69,395
- Likes 7,750
Pinned Tweet
Kraken clients can now put tokenized equities to work while retaining equity exposure.
Sentora curates the strategies behind the xStocks vaults, built on @veda_labs vault infrastructure
5
7
36
7,765
DeFi TVL rose $9.28B this week to $127.71B. Asset prices drove much of the move, and a $2.76B increase in stablecoin supply confirms genuine inflows.
High-risk loans reached a record $7.41B after rising $551M, their third straight weekly increase.
1
2
16
1,727
Kraken DeFi Earn vaults just passed $902M in TVL with 100.1K unique depositors. 📈
The Advanced Strategies BTC vault has grown past $500M since its June launch, and the three USDC vaults hold nearly $400M combined.
Proud to build this with @krakenfx and @veda_labs.
7
3
28
3,422
Tokenized private credit is growing at scale as an access and distribution tool, and the smartest allocators know exactly how to use it.
On his latest research, @admff492 explores what 2026 data teaches us about building durable onchain credit markets:
sentora.com/research/article…
2
2
7
4,613
Every tokenized asset carries a permission model, and it decides which venues can hold it and what the asset can be used for.
How much does DeFi growth depend on that being open?
1
21
2,259
Two tokens can track the same listed share and leave the holder with entirely different claims if the issuer fails.
Our new article maps the three issuance models, the custody chain behind each, and what settlement genuinely improves.
sentora.com/research/article…
1
11
2,257
Sentora retweeted
I just published a new essay: medium.com/@jrodthoughts/tok… about a new thesis that encapsulates some of our core work at @SentoraHQ. We need to transition from plain tokenization to tokenized assets with real financial utility. We call this DeFi-native RWAs ( but we know we need a better term ;) ).
Here is the idea
You tokenized a fund. The token moves in seconds. The underlying loans still repay over years.
That gap explains why tokenization needs its next chapter: DeFi-Native RWAs.
Putting an asset onchain changes how it is represented. Making it useful as collateral, a source of liquidity, or an input to investment strategies requires much more.
A token can earn yield and still make terrible collateral. Thin markets, stale valuations, restricted transfers, and quarterly redemptions don’t disappear when you deploy a smart contract.
The opportunity is a DeFi Adaptation Layer: infrastructure that connects an asset’s actual behavior with a protocol’s financial promises.
Think funded liquidity reserves, financing aligned with redemption windows, credible pricing, borrowing limits, and eligible liquidators.
The crucial detail: somebody must fund the waiting period. A wrapper cannot turn a quarterly redemption into unconditional instant liquidity. It can organize and finance that mismatch, with explicit costs and risks.
Tokenization brings assets and cash flows. DeFi brings reusable financial applications. The adaptation layer makes selected combinations workable.
In my essay ( medium.com/@jrodthoughts/tok…) , I explore why this transition matters and why some integrations should never make it.
The next milestone: measuring tokenization by the useful financial activity it supports, beyond the assets it records.
1
2
16
2,850
Sentora's VP of Institutional DeFi @LucasOutumuro
will be live at 11 AM ET tomorrow with @kamino @xStocksFi & @veda_labs to discuss xStocks Earn.
Don't miss it👇
Tokenised stocks have crossed $3B, but most of that capital still sits idle.
Last week, @xStocksFi vaults went live in collaboration with @Kamino, @veda_labs, and @SentoraHQ, letting @krakenfx users earn yield on these assets.
Join us on Wed, 23rd Sep, 3 pm UTC
5
25
3,508
Institutional DeFi is one of the most used and least defined terms in this market.
On Beyond Yield with @DIAdata_org, our CEO @admff492 sets out who the institutions are, how many are genuinely allocating onchain today, and what still stands in the way of the rest.
What are the institutions in crypto? Who are they? How many real are out there?
Institutional DeFi gets mentioned constantly, but nobody agrees on what this actually means.
@admff492, CEO of @SentoraHQ, breaks down the term on Beyond Yield
8
3
19
3,472
Which real world assets are seeing the most traction onchain, and what do they have in common?
Our read on where the next era comes from.
1
6
2,415
Banks create deposits when they lend. Vaults cannot: every dollar lent must first be saved. Sentora calls this the elasticity gap. It explains where on-chain yield comes from, and why funding runs at the first sign of stress.
Read the full report👇
sentora.com/research/reports…
10
2
23
3,671
The next phase of decentralized finance looks less like new protocols and more like new assets moving through the ones that already work.
Here's where we think RWAs take the DeFi ecosystem.
2
2
21
2,452
New: Risk Radar now supports @maplefinance, with dedicated risk indicators available across all Smart Yield vaults with exposure to Maple assets.
Full breakdown below👇
medium.com/sentora/new-in-sm…
1
2
7
2,805
Sentora retweeted
Real-world payment credit is moving onchain.
@SentoraHQ’s new PST Vault on Morpho lets PYUSD holders earn yield by lending against PST, @HumaFinance’s yield-bearing asset backed by real-world payment flows, offering a sustainable alternative to the treasury and crypto-collateral-backed yield dominating DeFi.
We break down how it works, where the yield comes from, and the risks behind this new yield primitive.
Read the full article here.
defillama.com/research/spotl…
2
1
9
5,540
