SYRUP (SYRUP)

Quite excited for Maple post their warehouse facility with Kraken. I will write something more in depth on why this is a big deal for on-chain lending as a sector. But fundamentals are now decoupling heavily from price with 4.6B in AUM and 1.835B in outstanding loans. NIM has compressed due to rates but I think Maple can out grow this. Still remains one of the few DeFi assets I have high conviction in. $SYRUP

Mark your calendar: July 8, 2026, 11AM ET. Q2 Maple Investor Call. @joe_defi and @syrupsid will walk through quarterly performance, key milestones, and what's coming in H2 2026. https://t.co/hwr5WLdumF

I cannot wrap my head around how undervalued $SYRUP still is. @maplefinance just printed a new all-time high in active loans. The token ripped 25% on it - then gave back 15%. The market saw a record and sold it. What is it going to take? > Active loans climbed to $1.725B, a fresh ATH, up 6.2% over the prior peak of $1.623B from December. > Since bottoming at $772.9M in April, the loan book has rebounded 123.2%. In a single day, they added more than $200M in new loans. ✦ Now sit with the next part, because this is what should stop you. They set this record while $BTC price action was horrific. Their addressable market effectively got cut in half, and they still posted an ATH. This is the opposite of a protocol that needs a bull market to breathe. Utilization sits at 81.4%. Nearly every dollar deposited is out working as an overcollateralized loan. That is brutal capital efficiency for institutional lending. > Trailing 365d fees are $103.6M. The entire market cap is $159M. > That is a protocol genera

New Outstanding Loans ATH for Maple, and $SYRUP is up 25% today. @maplefinance has reached a new all-time high in active loans, climbing to $1.725B, up 6.2% from its previous peak of $1.623B, recorded in December. Since bottoming at $772.9M in April 2026, active loans have rebounded by 123.2%. Loans are Maple's primary revenue driver, and now you can expect revenue to follow in the coming months. It's also worth remembering that Maple managed to reach a new all-time high while $BTC price action has been horrific. Their TAM has effectively been cut in half, and somehow, they still managed to post a new loans ATH. We've been quite vocal lately about how underpriced and underappreciated Maple and $SYRUP are. In a single day, they added more than $200M in loans, which once again confirms just how resilient this team is. Onwards, Maple. More below.

New Outstanding Loans ATH for Maple, and $SYRUP is up 25% today. @maplefinance has reached a new all-time high in active loans, climbing to $1.725B, up 6.2% from its previous peak of $1.623B, recorded in December. Since bottoming at $772.9M in April 2026, active loans have rebounded by 123.2%. Loans are Maple's primary revenue driver, and now you can expect revenue to follow in the coming months. It's also worth remembering that Maple managed to reach a new all-time high while $BTC price action has been horrific. Their TAM has effectively been cut in half, and somehow, they still managed to post a new loans ATH. We've been quite vocal lately about how underpriced and underappreciated Maple and $SYRUP are. In a single day, they added more than $200M in loans, which once again confirms just how resilient this team is. Onwards, Maple. More below.

New Outstanding Loans ATH for Maple, and $SYRUP is up 25% today. @maplefinance has reached a new all-time high in active loans, climbing to $1.725B, up 6.2% from its previous peak of $1.623B, recorded in December. Since bottoming at $772.9M in April 2026, active loans have rebounded by 123.2%. Loans are Maple's primary revenue driver, and now you can expect revenue to follow in the coming months. It's also worth remembering that Maple managed to reach a new all-time high while $BTC price action has been horrific. Their TAM has effectively been cut in half, and somehow, they still managed to post a new loans ATH. We've been quite vocal lately about how underpriced and underappreciated Maple and $SYRUP are. In a single day, they added more than $200M in loans, which once again confirms just how resilient this team is. Onwards, Maple. More below.

New Outstanding Loans ATH for Maple, and $SYRUP is up 25% today. @maplefinance has reached a new all-time high in active loans, climbing to $1.725B, up 6.2% from its previous peak of $1.623B, recorded in December. Since bottoming at $772.9M in April 2026, active loans have rebounded by 123.2%. Loans are Maple's primary revenue driver, and now you can expect revenue to follow in the coming months. It's also worth remembering that Maple managed to reach a new all-time high while $BTC price action has been horrific. Their TAM has effectively been cut in half, and somehow, they still managed to post a new loans ATH. We've been quite vocal lately about how underpriced and underappreciated Maple and $SYRUP are. In a single day, they added more than $200M in loans, which once again confirms just how resilient this team is. Onwards, Maple. More below.