GHO KursGHO

3/ Horizon currently supports collateral from @SuperstateInc (USTB and USCC), @centrifuge (JRTSY and JAAA), and @circle (USYC), with backing from a network of leading partners including @chainlink, @Securitize, @Ripple, @vaneck_us, and @WisdomTreePrime. Stablecoin lenders can supply GHO, USDC, or RLUSD to earn yield from institutional borrowers.

@aave @chainlink @LlamaRisk 6/ Over $80M in stablecoins has already been borrowed on Horizon, with RLUSD leading the market at 61% of the total. GHO has recently started to see more aggressive utilization, overtaking USDC with over $20M in borrowed liquidity, while USDC currently sits at $13M.

10 main insights from this amazing report from @dl_research on liquidity sustainability in DeFi ↓ 1️⃣ Liquidity is no longer a technical metric; it’s a strategic moat that defines ecosystem resilience. 2️⃣ Protocol-owned liquidity (POL) gives control but ties up treasury capital; incentives scale faster but fade quickly. 3️⃣ Across all ecosystems studied, real utility (not yield) proved to be the key to lasting liquidity. 4️⃣ EURe on @gnosischain is the benchmark: utility (Gnosis Pay) turned liquidity into retention. 5️⃣ GHO on @arbitrum showed how incentive-heavy growth collapses once rewards end. 6️⃣ bCSPX’s liquidity was concentrated in a few wallets; when they left, TVL fell 70%. 7️⃣ SAFE’s POL strategy stabilized trading but cost the treasury 52% in impermanent loss. 8️⃣ No single liquidity model fits all; the optimal blend depends on token function and ecosystem maturity. 9️⃣ TVL alone is misleading; true liquidity health depends on distribution, retention, and utility integration. 🔟 The future of DeFi liquidity isn’t subsidies. It’s sustainable ecosystems built around real-world use. Great report, read in your leisure (esp. if you're building)

Another ~1.3M ARB in DRIP rewards are now flowing into Epoch 4! The second epoch of DRIP’s Performance Phase, where rewards scale with efficiency and top markets can capture a larger share of incentives. These are the key DRIP opportunities live now, with current APRs and markets 👇 1/ Morpho Supply USDC → up to ~9.29% APR + potential @Theo_Network points Borrow USDC → ~2.64% APR 2/ Fluid Supply USDC, USDT, or GHO → up to ~9.13% APR Borrow USDC from Fluid syrupUSDC/USDC Vault → ~6.3% APR 3/ Euler Supply USDC (Arbitrum Euler Earn) → ~9.27% APR + @USDai_Official points 4/ Silo Supply USDC to eligible vaults (Varlamore & Silo) → up to ~10.3% APR Supply WETH → ~2.1% APR 5/ Dolomite Supply USDC → ~9.96% APR Borrow WETH → -2.4% APR Join the DeFi Renaissance on @arbitrum