Ptotocol Announcements

Letter to Cian Pirates: Q3 2025 RWA Primitive,

Dear Cian Pirates, Q2 2025 marked our evolution from yield optimization to something fundamentally more ambitious. As we enter Q3, we are excited to unveil our strategic direction for the next chapter of DeFi—one where we build the essential infrastructure for the future of finance. Q2 2025: Foundation Proven at Scale Our achievements demonstrate institutional-grade DeFi infrastructure scaling rapidly: Ecosystem Growth:

• 25,979 total wallets across all yield layer infrastructure,

• $1.45B total value locked across multiple protocols,

• 159.2k holders on stETH Yield Layer managing $583.87M,

• Strong Bitcoin LST adoption across FBTC, BTCLST, and other major protocols,

• 21 integrated protocols spanning to BSC, SEI, TAC ecosystem,

• 12 new automated yield strategies launched.,

Community & Thought Leadership:

• Hosted major Twitter Spaces on RWA infrastructure and yield strategies:,

  • USD1 as Infrastructure Currency for RWA with WLF, Stakestone, ListaDAO

  • RWAFi with Pharos, Pendle, PaimonFinance, Redstone

• Engaged 3000+ community members in strategic discussions,

Technical Excellence:

• 99.9% uptime across all automated strategies,

• Zero major incidents managing institutional-scale capital,

These numbers validate our thesis: the future of finance requires infrastructure bridging traditional capital markets with decentralized protocols.

Strategic Expansion: From DeFi Yield Layer to RWA Primitive While markets fixated on asset tokenization, we build something more fundamental: post-tokenization utility infrastructure. Tokenizing a real-world asset (RWA) is only the beginning. The real, multi-trillion-dollar opportunity lies in making these assets liquid, composable, and productive within the DeFi ecosystem. Though DeFi promised to disrupt traditional finance, its systems were designed primarily for crypto-native assets. We are filling the critical gap between RWA tokenization and true DeFi integration by making RWAs liquid and collateralizable.

Introducing Bondify & Staple Bondify: The RWA Flywheel Engine Bondify is a specialized lending protocol designed to unlock the full potential of tokenized RWAs. It introduces:

1. Capital-Efficient YT Generation: A mechanism to generate Yield Tokens (YT) from RWAs at lower cost, boosting yield opportunities.

2. Standing Lending Facility: A specialized lending facility designed for RWAs. Stablecoin providers earn diversified returns from borrow fees paid by both YT and Looper users across all supported RWA assets and more, while maintaining full withdrawal flexibility without lockup periods.

3. A TVL Flywheel: By matching stablecoin supplies and YT demand, Bondify creates a powerful flywheel for sustainable TVL growth for RWA.

4. Dynamic Risk Modeling: Bondify is underpinned by a robust, dynamic risk model that is the first of its kind. It quantifies and integrates off-chain financial data—such as an issuer's solvency and operational integrity—directly into on-chain risk parameters.

Staple: The Liquidity Hyper-Allocation DEX Staple solves the fragmented liquidity problem that plagues the RWA landscape.

1. Eliminating Isolated Pools: For RWA issuers, this means no longer needing to build massive, costly, and isolated liquidity pools. Staple improves capital efficiency by an estimated 3-5 times.

2. Synergy with Lending Protocols: Staple's shared liquidity directly empowers lending protocols including Bondify. This creates a robust, unified backstop for liquidations and enables significantly higher supply caps against RWAs.

Q3 2025 Roadmap Our execution plan is aggressive and clear.

Late August: Launch of the Bondify Testnet, accompanied by the submission of our smart contracts for a comprehensive audit.

September: Phased mainnet launch for Bondify, beginning with Ethereum and more chains to be followed, alongside the launch of the Staple Testnet.

October: Staple Mainnet Launch, unlocking shared RWA liquidity across the ecosystem.

Value Accrual As Bondify and Staple scale, all economic activity flows through our protocol infrastructure, creating multiple, compounding streams of value.

Looking Ahead: A New Financial Paradigm We stand at an inflection point. Traditional finance recognizes the efficiency of DeFi, while DeFi acknowledges the critical need for institutional-grade infrastructure and real-world value. We are no longer just building bridges between these two worlds; we are laying the foundation for an entirely new one.

Our vision is simple: to build the core infrastructure where any productive asset can achieve true DeFi integration. We are creating a world where capital flows without friction to its most productive use, erasing the lines between traditional and decentralized finance.

Q3 2025 will be remembered as the quarter when post-tokenization utility infrastructure proved its undeniable market fit. We are thrilled to be building this future with you.

Sincerely,

The Cian Captain @Luffy_CIAN