I personally think that @upshift_fi is one of the most underwatched stablecoin protocols now. The setup? Institutional capital seeks a secure, risk-managed approach to earning the best DeFi yields. ETH and BTC ETF flows are substantial, and investors will want yield opportunities beyond just staking. So my thesis is simple: • Institutions like family offices, treasuries, and asset managers already deposit with Upshift to earn yields, as seen with clients like Swissborg. • Upshift is built on the prime brokerage platform, August. • The team is strong, consisting of former founding members of FalconX and Ledger Prime, and is backed by Dragonfly. • Upshift has excellent partners, including Resolv, Kelp, Neutrl, Avalanche, Monad, and Agora. They previously collaborated with Ethena and Lombard. Recently, they've gained momentum with Neutrl pre-deposit vaults and the Agora/Monad announcement. • Composability moat: ERC-4626 + Pendle integration makes Upshift a DeFi building block, not just an app. • Curator network effects: As more top-tier funds join (MEV Capital, K3, Edge), Upshift becomes the go-to platform for institutional DeFi. • Neobank tailwinds: If Upshift powers yield for neobanks, TAM expands to billions of fintech users. • Proven execution: $50M vault filled in 20 minutes shows strong product-market fit. Seems I need to make a dedicated Upshift article; it's really a very good product. Join Upshift →