Individual offerings are typically designed to hunt for returns, but it is the underlying framework that actually provides the pathway to them. While products tend to be tailored for the immediate market climate, the foundational systems remain operational and relevant no matter which trends happen to be popular. Our team is dedicated to constructing this enduring infrastructure.
During 2026, we are observing a dramatic surge in vaults, with figures climbing from $6B to more than $15B. While this is impressive, vaults ultimately function as an application layer that utilizes yield located within DeFi. The significant hurdle remains the actual onboarding of regulated assets into the ecosystem. Before anything else can happen, the necessary infrastructure must be established. The question is, who is responsible for constructing this foundation?
🔥 We have officially reached Burn #4 in the Renzo Buyback and Burn Program today. You are invited to examine the 🧵 below for a complete breakdown of the figures. This update includes data on the open market buybacks, the total cumulative burn, and the specific quantity of $REZ allocated to our REZ stakers.
When analyzing market dynamics, we see two distinct participants. On the supply side, asset issuers are searching for necessary distribution channels and liquidity. Conversely, allocators on the demand side are seeking entry into high-quality assets. The missing link between them is infrastructure. Currently, neither party possesses the technological rails needed to bridge the gap between regulated assets and DeFi capital. The question remains: who is working to build this solution?
The tokenized economy is progressively moving on-chain, yet a significant challenge remains. Most assets are permissioned, bound by compliance checks and eligibility requirements, which means they cannot plug into DeFi. This creates a barrier we call the Integration Gap. Although quality assets exist, they remain isolated from the decentralized finance ecosystem. The question stands: who is providing a solution?
We are thrilled to present the newest enhancement to Renzo Reserve, created in collaboration with @compoundfinance. This launch introduces the ezETH Alpha Loop Vault, a product powered by █████████ that the Renzo team has been eagerly developing. For those who take the time to read the full blog post, there is a special easter egg included. Please see below for further particulars.
Lesson 3 emphasizes that institutions require a balance of privacy and regulatory adherence. While total transparency on the blockchain is advantageous for retail users, it creates significant liabilities for institutional players. Under full transparency, every action acts as a broadcast signal to the market. This exposure allows competitors to engage in front-running and enables malicious actors to identify and target vulnerabilities. To address these challenges, the solution lies in implementing selective visibility, ensuring verifiable compliance, and maintaining position privacy.
Lesson 2 emphasizes that users generally want to avoid being locked in. Relying on a single LRT, one venue, and one stack creates a vulnerability; if that specific stack malfunctions, you are left stranded. Rather than being tethered to a solitary venue, users require the agility to rotate their capital as market conditions evolve.
Here is the first key takeaway: profit streams are often fleeting, whereas the underlying systems stand the test of time. We observed this clearly within the Restaking landscape, which initially offered impressive returns before those opportunities diminished. However, the sophisticated frameworks developed to handle operational intricacies and automation remained intact. While specific yield opportunities inevitably ebb and flow, the infrastructure created to support them endures.
🔥 Сегодня отмечается событие Burn #3 в рамках программы выкупа и сжигания Renzo. Следите за 🧵 для получения информации о общей сумме, приобретенной на открытом рынке, накопленной сумме, которая была сожжена на сегодняшний день, и распределении $REZ среди стейкеров REZ.
Я встретил 12-летнего на детской площадке, который, как сообщается, зарабатывает $1 миллион в месяц с помощью ультра-мега-авто-компандера, называемого ezETH, который, как он утверждает, он создал всего за пять минут, используя Claude Opus. Когда я спросил о процессе, он объяснил: "Я просто подключился через панель управления Renzo; это не требовало никаких навыков программирования." Он поставил амбициозную цель достичь $5 миллионов к лету и упомянул, что он заработал $700,000 во время своего перерыва!
В 2025 году Ренцо пережил значительный институциональный рост, достижения в устойчивых инновациях и укрепление общинного взаимодействия. Мы гордимся своими достижениями и хотели бы уделить минутку, чтобы оглянуться на достижения 2025 года, а также предложить взгляд на то, что нас ждет в 2026 году. 🧵
Пока многие праздновали Рождество в окружении близких, несколько преданных продолжали свою тяжелую работу без паузы, стремясь повысить ценность для каждого держателя $REZ.
Вот @LucasKozinski в канун Рождества, незадолго до полуночи в 11:59 PM.
🎄 Желаем радостного Рождества всем, кто ценит ясные и устойчивые доходы.
Сейчас Renzo Superstate Vault предлагает впечатляющую годовую процентную ставку (APY) более 6% в стабильных активах. Никогда не было более удачного момента для инвестирования неработающих средств.
Смотрите следующий поток для получения более подробной информации 👇