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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.