Grayscale Adds ENA, Drops AERO in Q1 2026 DeFi Fund Rebalance
A routine quarterly rebalance, but the ENA inclusion signals where Grayscale's product team is leaning as the real-yield sector matures.
Decentralized finance — DEXs, lending, yield strategies, on-chain derivatives, and tokenized real-world assets.
A routine quarterly rebalance, but the ENA inclusion signals where Grayscale's product team is leaning as the real-yield sector matures.
For a decade, DeFi audited code. Mythos maps how small weaknesses in keys, bridges and oracles chain into systemic failures — and both attackers and defenders are already moving.
Raw dollar losses look similar — roughly $2.6B in TradFi and $2.8B in DeFi in 2025 — but volume-adjusted, DeFi loses at an 86x higher rate, and the marketing damage may outlast the math.
A joint proposal from Aave, Kelp, and LayerZero is asking the Arbitrum DAO to release $71 million in frozen ETH as part…
Aave has proposed contributing 25,000 ETH to DeFi United, a collective effort to plug the hole left by the Kelp DAO…
The DeFi Education Fund, joined by other prominent crypto industry voices, is pressing the SEC to formally codify its…
Mantle has put forward a proposal to lend up to 30,000 ETH to Aave, positioning the move as a direct response to bad…
Two months of steady long accumulation on the leading on-chain perps venue reads less like a tactical scalp and more like whales positioning for a structural breakout.
Live token performance among recently launched perp DEXs offers a yardstick for four pre-token venues still farming points, with GRVT, Extended, Hibachi, and Ethereal the names to watch.
The Hyperliquid HIP-3 sector has cleared $181B in cumulative perp volume, but the market is essentially a one-horse race: XYZ alone accounts for 86.9% of the flow, with Paragon still rounding to zero.
A single verifier-path failure let a fraudulent cross-chain message slip through, and the knock-on withdrawal cascade is now reading as a stress test of DeFi contagion plumbing.
The doubling in six months signals a structural pivot: traditional yield-bearing instruments are migrating on-chain, with BlackRock, Franklin Templeton, and Ondo all running material books.
The raise lands as the stablecoin market crosses $310B in supply and RWA tokenization stops being a slide-deck category — Mercury Fund and Notion Capital are betting OpenTrade becomes the middleware…
The product lands inside a prediction-market sector that traded roughly $29B in April alone, but its binary-options-adjacent format is the precise category US and EU regulators have spent years…
Aave V3 USDC borrowing costs ran from spike to fix to normalization in days — independently of where bitcoin trades — and that decoupling is the more useful read for institutional allocators watching…
The reframing aims to give attackers legal title to the frozen ether under a 19th-century fraud doctrine — the move that lets victims reach the funds at all, before a May 6 Manhattan hearing.
April was likely the worst month for DeFi hacks on record — a $295M Drift exploit and a similar-sized KelpDAO hit landed while State Street told Consensus Miami the rails aren't ready for…
Griff Green argues the real risk on Aave isn't smart-contract bugs — it's operational: leaked keys and social engineering from state-aligned attackers that lending markets haven't priced in.
A $3.8M seed pool and tokenized loss claims try to bridge a $295.4M gap — but relaunch as a security-first venue is the bigger industry test after Aave's Kelp DAO rescue.
A 91% origination-cost gap and a pivot to a marketplace model with 80–85% EBITDA targets — but the onchain footprint is contested, with DeFiLlama pegging real tokenized assets near $140M, not the…