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The Institutional DeFi Layer

Joined February 2019
Financial agents move capital within seconds whenever a better strategy appears elsewhere. Today at 12:00 PM ET, we cover what that behavior demands from onchain yield products, from liquidity design to mandate controls. Join us: sentora.com/research/webinar…
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AI agents are starting to allocate capital onchain, and they behave very differently from human investors. Tomorrow at 12:00 PM ET, Jesus Rodriguez explains how Sentora designs vaults for capital managed by agents. Secure your spot: sentora.com/research/webinar…
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Sentora vaults are now available inside Claude, ChatGPT, Gemini and Grok thanks to our collaboration with @agorawealthai ! Join the waitlist with code SENTORA 👉agorawealth.ai/sentora
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Institutional adoption of onchain vaults depends on clear risk frameworks and credible curation. This report addresses both, with a rigorous look at the market and the infrastructure behind it.
The State of Onchain Vaults is out today. 2026 is the year of onchain finance, and vaults are its culmination: the point where tokenized Treasuries, stablecoins, and trillion-dollar asset managers converge on the same structure. Our new 47-page report explains where the market stands and what it would take to get from here to there. What’s inside: · A taxonomy of vaults by yield source · What allocators want, who the curators are, and how regulators in the US and abroad are approaching the category · A Vault Ecosystem Map · Case studies on Midas mF-ONE and Coinbase’s Steakhouse-curated lending on Morpho · A risk framework across smart contract, oracle, liquidity, counterparty, and governance layers, worked through the Kelp DAO case · Commentary from @aave @MorphoLabs @wintermute_t @paretocredit @MidasRWA @SteakhouseFi @grovedotfinance @upshift_fi @SentoraHQ @hare_xyz Read the report: twoprime.com/resources/insig…
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Sentora’s USD Vault is now live on @D3inc. Users can allocate stablecoins to Sentora strategies directly in the D3 app, with execution on @upshift_fi infrastructure. Read more:
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Sentora’s Aave V4 deployment has passed $100M in deposits. Our Ethereum Liquidity Hub runs the first externally curated markets on @aave V4, with borrowing in RLUSD, PYUSD and OUSD.
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You can supply to Sentora’s Hub on Aave V4 today. The ethereum:0x8292bb45bf1ee4d140127049757c2e0ff06317ed market currently has a variable supply rate of 7.0% APY, set by live borrowing demand. Get started: pro.aave.com/explore/hub/MTo…
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This week, Sentora Vaults gained a major new capability: integrating a vault now takes just a few simple steps. Read more here: xitter.twitterapi.xyz/SentoraHQ/status/21186…
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This week in DeFi: - TVL: $112.44B (–$861M). Roughly flat as ETH round-tripped a volatile week. - Stablecoins: $293.69B (–$6.02B). Down every single day, the largest drop in weeks. - High-risk loans: $5.95B (–$123M). Leverage quietly unwound with limited forced selling.
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Most people hold income in two states, earned and spent. @admff492 explains what productive capital looks like for an individual, and why the tools are now widely available. The amount of value that disappears between payday and spending is massive. Here's how you recover it.
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AI agents are becoming economic actors. They hold funds, make payments and manage capital. Onchain infrastructure suits them well because it’s always on, programmable and built for software. But, something is still missing. On 4 November at 12:00 PM ET, Sentora co-founder and CPO Jesus Rodriguez will discuss what needs to be developed for economic AI Agents to take this next step. Register here: lnkd.in/ekXrWd89
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A $20,000 balance earns about $126 a year in a typical savings account. In a stablecoin vault, close to $1,600. Customers can compare both on one phone in under a minute, and balances are starting to move. Our latest article covers what’s driving the shift and how fintechs and banks can benefit. sentora.com/research/article…
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The Binance hot-wallet exploit drained roughly $6.4B across ten chains. Our research team breaks down what happened, where losses occurred, and what we're watching. Note: Sentora had no exposure to Binance. All vault redemptions were met throughout. sentora.com/market-events/ma…
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We are aware of the security incident affecting Binance and are closely monitoring developments. Sentora has no exposure to the incident. No Sentora-managed vaults or client positions have been impacted
Binance's initial investigation suggests that the security incident may involve a compromised DevOps engineer’s laptop, which allowed an attacker to gain access to a service container and submit unauthorized withdrawal transactions. We have found no evidence of any wallet private key leak. We will share a detailed technical post-mortem once the investigation is complete and the facts are fully verified. The estimated total impact sits at around $6.3B. We have worked with blockchain partners to freeze affected assets, with ~$3 billion frozen on-chain so far. Binance will cover all losses from the SAFU fund and the company’s funds. User funds are safe. We will also publish an updated Proof of Reserves once the remediation is complete. As an immediate precaution, Binance has: - temporarily suspended deposits and withdrawals while security checks are completed; - revoked the affected address authorisation; - engaged law enforcement and blockchain intelligence partners to trace and recover funds. Our teams are working around the clock to resolve this issue safely and thoroughly. We are working closely with our law enforcement partners to confirm the identity of these criminals and bring them to justice. Please rely only on official Binance channels for updates. Please feel free to contact Binance Customer Support if you have any further questions. binance.com/en/support/annou…
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Liquidity Update: All of Sentora's Morpho Vaults have idle liquidity for withdrawals, and rates have returned to normal. Our Kamino Earn vault rates are slightly elevated. The higher rates are all coming from the most liquid market SOL/BTC.
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The Sentora Huma PST Market is now live on @Kamino. Users can borrow PYUSD against @humafinance's PST, and the Sentora PYUSD Vault now allocates to this market. Depositors get exposure to real-world payment yield, under our risk framework
Payment-receivables credit continues to scale across curated vaults, and Huma is building the standard alongside @SentoraHQ. Today, we're bringing Sentora Huma PST Market to @Solana DeFi. Borrow PYUSD against Solana's PayFi yield primitive, now live on @Kamino.
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