The Institutional DeFi Layer
Based in United States
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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
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Morpho, Aave and Uniswap account for 98.8% of TVL on Circle's Arc, according to DefiLlama
@MorphoLabs leads with $256.4M, followed by @aave with $180.8M and @Uniswap with $38.5M. This rapid growth is notable, and we expect it to broaden as more protocols deploy on the chain.
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Circle's Arc reached $481.7M in TVL within ten days of its mainnet launch, according to @DefiLlama.
Daily app fees peaked on launch day and have since settled well below $1M, with 7-day fees totaling $3.28M. Deposits are arriving faster than usage.
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Uniswap V4 is the most capital efficient DEX design on Ethereum.
Over the last 30 days, every $1 deposited in Uniswap V4 supported $13.70 in trades. The same $1 supported $8.70 on Uniswap V3, $1.90 on Curve, and $0.11 on Uniswap V2.
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Uniswap V4 now captures 50% of Ethereum DEX volume across Uniswap V2, V3, V4 and Curve, up from 31% in August 2025.
It has held the top position every month since March 2026. Over the same period, Uniswap V2 fell from 5% to under 1%.
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Tokenizing a security changes the record of ownership and leaves the instrument itself untouched.
Our article separates what changes legally, operationally and economically, and names the risks tokenization leaves in place.
sentora.com/research/article…
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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.
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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.
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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…
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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?
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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…
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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.
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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
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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
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