Aya Kantorovich (@aya_kantor) 's Twitter Profile
Aya Kantorovich

@aya_kantor

Co-Founder & Co-CEO @august_digital powering @upshift_fi | Fmr Founding Team @FalconXnetwork, prev @PanteraCapital opinions are my own | pfp @crypto_coven

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calendar_today08-03-2013 16:18:53

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Aya Kantorovich (@aya_kantor) 's Twitter Profile Photo

It’s refreshing to see leadership cross the partisan divide with such grace and camaraderie — and especially powerful to witness this kind of collaboration coming from women in leadership. Over the past four years, it’s been inspiring to watch Senator Cynthia Lummis and Senator

It’s refreshing to see leadership cross the partisan divide with such grace and camaraderie — and especially powerful to witness this kind of collaboration coming from women in leadership. 

Over the past four years, it’s been inspiring to watch Senator Cynthia Lummis and Senator
Aya Kantorovich (@aya_kantor) 's Twitter Profile Photo

"But the real question is what happens when institutions start playing this game. Retail can be won with a smoother UX, but institutions demand something different." DISTRIBUTION IS THE MOAT Institutions are looking for trust and best-in-class service. But distribution is still

Aya Kantorovich (@aya_kantor) 's Twitter Profile Photo

ETH staking update 🚨 Kiln validators exiting last week → unbonding period now ~45 days (vs just a few days avg). This is the longest delay in ~2 yrs. What this means: • Liquidity risk is real — your staked ETH is stuck longer • Exit queue pressure growing • Partners

Upshift (@upshift_fi) 's Twitter Profile Photo

The third edition in our TradFi x DeFi series: Featuring speakers from August, MystenLabs.sui Bluefin and MEV Capital. Stablecoins are up 28x in the last year, Bitcoin is at all time highs - the institutions are here. Dive in this Thursday as we discuss the trends

The third edition in our TradFi x DeFi series:

Featuring speakers from <a href="/august_digital/">August</a>, <a href="/Mysten_Labs/">MystenLabs.sui</a> <a href="/bluefinapp/">Bluefin</a> and <a href="/MEVCapital/">MEV Capital</a>.

Stablecoins are up 28x in the last year, Bitcoin is at all time highs - the institutions are here.

Dive in this Thursday as we discuss the trends
Aya Kantorovich (@aya_kantor) 's Twitter Profile Photo

While this is largely true - lending on Morpho, Aave or Euler isn’t composable in the same way stablecoins are. That’s why tokenized vaults have taken off - unlocks the composability for lending market returns.

Aya Kantorovich (@aya_kantor) 's Twitter Profile Photo

Vaults continue to abstract onchain complexity for both institutions and users. Hosting a panel now about institutional adoption across DeFi, specifically on Sui. Tune in: x.com/i/spaces/1OdJr…

Upshift (@upshift_fi) 's Twitter Profile Photo

Upshift will power earnAUSD - the largest, Monad-native yield asset in the ecosystem. Vaultification is coming to Monad. Up only.

Aya Kantorovich (@aya_kantor) 's Twitter Profile Photo

Vaultification is already one of the fastest growing narratives in DeFi. It started with money market vaults with simple lending strategies. Two years ago, Ethena tokenized the basis trade and made it composable everywhere. Now vaults are everywhere and Upshift is working

Aya Kantorovich (@aya_kantor) 's Twitter Profile Photo

Great to speak today on Bloomberg Live about: - Bitcoin performance amid ETF inflows - dollarization through stablecoin legislation - the broader crypto regulatory environment in the US There is no better time to be building in DeFi, which has recovered well post Black

Great to speak today on <a href="/BloombergLive/">Bloomberg Live</a> about: 

- Bitcoin performance amid ETF inflows 
- dollarization through stablecoin legislation
- the broader crypto regulatory environment in the US

There is no better time to be building in DeFi, which has recovered well post Black
Aya Kantorovich (@aya_kantor) 's Twitter Profile Photo

$500 million on Upshift and accelerating. We are at a major turning point for DeFi. When we launched our first Upshift vaults with Kelp, our thesis was around connecting established DeFi ecosystems with sophisticated yield generation. Fast forward less than a year, we are

Aya Kantorovich (@aya_kantor) 's Twitter Profile Photo

Let the people Earn. In TradFi, demand for yield across bonds and savings totals over $100 trillion. As more assets are tokenized and composable returns become possible, the majority of that capital will shift over to DeFi in search of outsized returns. That means that whether

Aya Kantorovich (@aya_kantor) 's Twitter Profile Photo

Pendle is still the primary yield trading platform, closing in on $8B TVL. Our focus for Core USDC is to make it the default, institutional-grade Earn vault for stablecoins. We’ll continue to expand coreUSDC composability with the best partners, so users never miss a yield

Aya Kantorovich (@aya_kantor) 's Twitter Profile Photo

Soon, it will be the first instinct for tokenized asset issuers to launch vaults as part of their GTM. Vaults are a simple abstraction of DeFi yield and incentive distribution, enabling protocols to fully control the economic dynamics between their asset and holders. As long as

Aya Kantorovich (@aya_kantor) 's Twitter Profile Photo

Upshift will be the Day 1 vault provider on Monad next week. It's becoming clear that multi-strategy vaults are critical for any ecosystem GTM - vaults help bootstrap liquidity across protocols, give users a simple way to get started in DeFi, and form a composable building

Aya Kantorovich (@aya_kantor) 's Twitter Profile Photo

Congratulations to the Monad (mainnet arc) team on Mainnet launch! Upshift is excited to be collaborating on Day 1: - First stablecoin vaults - earnAUSD and sAUSD - earnAUSD is the primary yield token for Agora - Primary market-making vaults: wBTC/AUSD, wMON/AUSD gMonad 💜