Builders are shipping.
Treasuries are moving.
Capital is organizing.
Here’s what mattered in DeFi this week. This is your Dispatch 🧵
🏦 Public Solana treasury firm stacks $5B in firepower
@defidevcorp (NASDAQ: DFDV), the first public company with a @solana-native treasury, just locked in a $5 billion equity credit line to aggressively scale its SOL exposure.
🔗
💡 Why this matters:
A $5B credit line tied to SOL shows just how far public-market appetite for crypto-native assets has come. It’s a serious step toward institutional capital structuring around token treasuries.
💼 Morpho V2 brings fixed-rate lending to DeFi
@MorphoLabs launched its highly anticipated V2: intent-based, peer-to-peer lending with fixed rates and fixed terms, plus support for real-world collateral and cross-chain flexibility.
🔗
📌 Key takeaway:
Fixed-term lending brings DeFi closer to what institutions actually need: predictability, customization, and capital efficiency.
💭 Will predictable lending terms finally make DeFi usable for traditional capital allocators?
📊 @SentoraHQ launches CDOR: DeFi’s first stablecoin benchmark rate
Built in collaboration with @CoinDesk Indices, CDOR uses @aave's lending data to publish a daily on-chain benchmark for USDC and USDT.
🔗
🧠 Behind the move:
This is a big leap toward mature DeFi markets. With a reference rate like CDOR, stablecoin lending can support real interest-rate products — from floating-to-fixed loans to on-chain derivatives.
💭 Could CDOR become DeFi’s version of LIBOR?
💸 Hoskinson wants to deploy $100M ADA to kickstart Cardano DeFi
Charles Hoskinson proposes converting $100M in ADA into BTC and stablecoins to boost @Cardano DeFi liquidity and raise its stablecoin/TVL ratio closer to @ethereum's.
🔗
📈 What this signals:
Cardano’s moving from passive treasury to active capital deployment. It’s a bold bet on ecosystem health, but balancing liquidity support with token pressure will be critical.
💭 Are active treasuries the new catalyst for DeFi growth?
TL;DR:
➡️ Solana treasury play backed by $5B
➡️ Morpho brings fixed-rate lending on-chain
➡️ Aave powers DeFi’s first benchmark rate
➡️ Cardano eyes $100M to fuel DeFi growth
DeFi’s building new rails, and institutions are watching.
Which move caught your eye this week? 👇
0
15.06K
The content on this page is provided by third parties. Unless otherwise stated, OKX is not the author of the cited article(s) and does not claim any copyright in the materials. The content is provided for informational purposes only and does not represent the views of OKX. It is not intended to be an endorsement of any kind and should not be considered investment advice or a solicitation to buy or sell digital assets. To the extent generative AI is utilized to provide summaries or other information, such AI generated content may be inaccurate or inconsistent. Please read the linked article for more details and information. OKX is not responsible for content hosted on third party sites. Digital asset holdings, including stablecoins and NFTs, involve a high degree of risk and can fluctuate greatly. You should carefully consider whether trading or holding digital assets is suitable for you in light of your financial condition.