One of the hardest problems with Project @Firelightfi – and with any serious DeFi insurance design – is that it’s not “just” a protocol, it’s a marketplace. And marketplaces have brutal scaling laws. You need to solve two things at once:

Balance supply…

The MSCI reclassification of digital asset treasury companies caused widespread fear, but in htis article, Sentora's head of lending Patrick Heusser argues this is part of an evolution toward Bitcoin-backed financial institutions👇

https://t.co/uqqP6P1sHQ

We’ve just launched a new risk dashboard for @Aave Horizon.

Track DeFi risk with detailed collateral, liquidity, and concentration indicators.

https://t.co/PPoZcHQx7z

Total supply on @Aave Horizon has been climbing steadily since launch.

The RWA lending market now sits at $581M in supply; a 56% month-on-month increase.

The @Firelightfi dream isn’t just DeFi insurance.
The dream is programmable insurance.

With @Firelightfi, we obviously have plenty of very practical, near-term goals: making DeFi cover actually work at scale, giving LPs a sane risk/return profile, and protecting…

Onchain data shows a broad cross-protocol de-lever is taking place, with high-risk loans dropping across the board.

In our latest Risk Pulse newsletter, we dive into this delaveraging and the relationship with ETF flows👇

https://t.co/2OdzNpauAH

The volume of high-risk DeFi loans has fallen by an impressive $1.2 billion over the past two weeks, driven by users deleveraging in the face of market uncertainty.

Recently at @Firelightfi we have started working on insurance for bridge transactions. Despite the rapid evolution of DeFi, bridges remain the most dangerous action in crypto—and why current insurance models fail to protect them.

Bridges are uniquely vulnerable…

RLUSD, @Ripple's U.S. dollar stablecoin, just surpassed $1 billion in market cap on Ethereum.

That’s 38.8% growth in the last month, making it one of the fastest-growing stablecoins.

Source: @DefiLlama

Ethereum saw -$1.15 billion in net outflows this week.

Users are withdrawing ETH at a rapid pace, likely migrating to on-chain DeFi environments, effectively tightening the liquid supply just as price momentum builds.

ETH supply on @Aave has surpassed 3 million ETH for the first time, with total supply doubling over the past year.

DeFi exploits remain one of the main roadblocks to DeFi’s growth, deterring institutional capital and fueling market fears.

While DeFi insurance has emerged as a potential solution, most initiatives have struggled to scale. Here’s why👇
https://t.co/PdrmaYJLwO

The circulating supply of USDC on Solana increased by nearly 25% in the past week and is approaching $10 billion

Plasma has quickly become a major venue for stablecoin liquidity, making risk analytics crucial.

To support this, we’ve added risk analytics coverage for @aave on @Plasma , allowing you to analyze market health, liquidations, whale activity and more.

h…

🔥 Firelight is LIVE → https://t.co/QT8qYUKDd2

A new era of economic security begins today.

We're unlocking $XRPs full utility in DeFi and opening the door to scalable, on-chain protection.

Learn more about our vision: https://t.co/4L4pELkXWA

Bitcoin’s cycles show that holding alone does not address volatility.
$FBTC enables Bitcoin to be used, not just stored.

Our curated vaults with @CIAN_protocol and @SentoraHQ demonstrate how $FBTC extends Bitcoin’s utility beyond simple hodling.

RWA usage in DeFi has exploded this year, but offchain strategies can carry additional risk.

In our latest risk newsletter, we break down the key topics to consider👇

https://t.co/Z62g8gFMP4

Total RWA supply on @Aave Horizon surged to nearly $300M between late August and mid-November. USCC was the main driver, thanks to its attractive yield profile.

For more insights, check out @LlamaRisk's report on Aave Horizon here👉https://t.co/3MnPwjOAPT

USDS has emerged as the largest yield-bearing/RWA stablecoin.

Since early November, its market cap is up 17.3%, in contrast to key competitors like USDe and BUIDL, which have both fallen by around 28% in the same timeframe.

Source: @stablewatchHQ

We just added risk analytics for @tydrohq !

You can now track liquidations, loan health, assets flows, whale activity and more for Tydro, @inkonchain's native lending market👇
https://t.co/mXAois5sJE

Banking on digital assets? Start with lending.

Our latest analysis explains how digital asset lending differs from traditional lending and breaks down the regulatory factors banks must weigh when considering digital asset lending solutions
https://t.co/C9CyBkzs03