Sypher Capital

@syphercapital

Tweets are not investing advice.

linktr.ee/syphercapital Joined January 2025

362 Following 396 Followers 322 Posts

Latest posts 5

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Sypher Capital @syphercapital Feb 9

Bitcoin’s Feb 5 sell-off was fast, violent... and often misread.

Our latest market readout breaks down what actually happened, from positioning and leverage to ETF mechanics, and includes our 2025 Sypher Capital Annual Letter.

Full newsletter here 👇

Sypher Capital @syphercapital Sep 10

@StackingDao allows institutional capital to receive all the benefits of @Stacks's Genesis Bond, while still allowing allocators to remain nimble.

StackingDao 🤝Sypher Capital

Sypher Capital @syphercapital Sep 10

🔥Honored to participate in a monumental moment for institutional bitcoin yield!

This is a game changer.

stacks.btc @Stacks Sep 10

Bitcoin Staking on Stacks is officially LIVE.

@UTXOmgmt, @21shares, @HashKeyCloud, @syphercapital, and @FireblocksHQ are the inaugural participants in the Genesis Bond, the first institutional bonding period.

Institutional Bitcoin now earns native BTC yield while staying on Bitcoin L1.

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Sypher Capital @syphercapital Sep 9

Bitcoin yield is a matching problem, not a rate hunt for the highest yield.

Who holds the BTC, what they paid for it, and where the BTC sits decide which yield makes sense long before the headline APY does.

Check out our new whitepaper: The State of Bitcoin Yield 2026 (free)

docsend.com/v/xnf3k/stateo…

Sypher Capital @syphercapital Aug 25

@GraniteBTC and @ZestProtocol👀

Borrow/On/Bitcoin - Compare BTC Loans Verified account @borrowonbtc Aug 25

DeFi BTC/USDC Rates for 8/25/26

Current average rate: 5.26% (TVL-weighted)

@GraniteBTC: 1.81%
@ZestProtocol: 2.38%
@eulerfinance: 3.54%
@Aave: 4.19%
@Morpho: 4.65%
@compoundfinance: 5.72%
@0xfluid: 6.58%
@BenqiFinance: 6.68%
@kamino: 7.47%
@Dolomite_io: 7.73%

Check the full Bitcoin DeFi Loan Rate Index at: borrowonbitcoin.com/rates

@StacksEndowment, @Stacks, @VenusProtocol
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