About the report

In this post, we examine the performance of DeFi vaults. Vaults can be considered "self-custodial investment strategies" in traditional finance: vaults are smart contracts that enable users to deposit funds from their cryptocurrency wallets and trade a predefined strategy with investors' money.

Note: In this post, we benchmark all vaults following the ERC-4626 standard. Vaults not following the ERC-4626 interface are not currently included in the benchmark.

Report content updates

Since the previous report is from November 2025, we have updated the report as follows:

  • Multiple new protocols supported: LLAMA, Summer.fi, TrueFi, Superform
  • Added new chain: Monad
  • The real time vault top lists updated

These benchmarks include:

  • Supported denomination stablecoins include USDC (Circle), EURC (Circle), USDT (Tether), USDS (Sky), Metamask USD (mUSD) and other popular stablecoins.
  • The report covers 9,245 stablecoin-denominated vaults out of 26,382 total vaults
  • The report data is dated 2025-12-22
  • Total 21 EVM blockchains

DeFi vault community news, December 2025

Top vaults by stablecoin

The breakdown of vaults by their denomination stablecoin is available. USDC accounts for half of the vault markets at ~$3B; USDT is next. The real-world asset-backed USDAI, which uses GPU-related loans as an asset, is the third.

Monad launches

Monad is an EVM-compatible Layer-1 blockchain delivering 10,000 TPS, sub-second block times, and near-instant finality via parallel execution. For DeFi, Monad enables high-frequency trading, onchain orderbooks, DEXs, lending, and perpetuals with low fees and minimal congestion, fostering greater adoption and innovation. The first onchain orderbook DEXes like Clober are already available.

Ostium funding round

Ostium, a real-world asset perpetual futures DEX, completes a new funding round and raises $20M. Ostium is known for its market-making vault, which trades against its DEX users.

The best-performing vaults

Here you can find the vaults with the best absolute monthly returns.

⚠️ Note: Due to the Stream xUSD incident, some profitable-on-paper lending vaults are now illiquid. Avoid these.

  • Filtered for $50k USD minimum TVL
  • The best vaults by their one-month return
# Vault 1M Return Ann. 3M Return Ann. 3M Sharpe TVL USD Chain Denomination
1LP TOKEN431.7% (g)365.7% (g)2.3058,125SonicUSDC
2Liquity V2 WETH Stability Pool404.0% (g)80.4% (g)5.00127,302EthereumBOLD
3EVK Vault eUSDC-8254.4% (n)0.0% (n)0.00178,909SonicUSDC
4SIRE Vault Units142.9% (g)0.0% (n)0.00986,668BaseUSDC
5Spark USDS Compounder113.4% (g)35.8% (g)10.00235,145EthereumUSDS
6Tulipa Capital USDT072.8% (g)24.6% (g)2.802,075,541PlasmaUSDT0
7Pocky's High Yield USDS46.4% (n)0.0% (n)0.00602,397EthereumUSDS
8Morpho Gauntlet USDT Prime Compounder38.1% (g)98.2% (g)5.50249,429EthereumUSDT
9Peapods Interest Bearing USDC - 3341.8% (g)42.6% (g)52.604,886,714EthereumUSDC
10USDC-TIBBIR shares36.0% (g)0.0% (n)0.00131,591BaseUSDC
11CPT48 Selection34.3% (n)0.0% (n)0.0050,970BaseUSDC
12K3 Capital USDT31.1% (n)18.4% (n)24.4013,218,389AvalancheUSDt
13K3 USDT Earn Vault31.1% (g)18.4% (g)24.302,984,177AvalancheUSDt
14Peapods Interest Bearing USDC - 13733.5% (g)137.1% (g)13.2054,527BaseUSDC
15Peapods Interest Bearing USDC - 7331.9% (g)17.3% (g)27.00355,455BaseUSDC
16Strata-Money PTs looping Ethereum23.2% (n)7.1% (n)0.50491,395EthereumUSDe
17Pocky's High Yield USDC26.6% (n)0.0% (n)0.00101,033BaseUSDC
18cSuperior Quality Private Credit USDC24.5% (g)24.0% (g)24.20399,692EthereumUSDC
19Noon USDT23.5% (n)18.6% (n)17.8083,136EthereumUSDT
20Upshift AZT17.1% (g)12.8% (g)4.002,925,869EthereumUSDC
21Hub Capital USDC vault17.0% (n)19.0% (n)8.40767,649EthereumUSDC
22AQRU Maple Pool USDC117.0% (g)17.2% (g)14.207,427,469EthereumUSDC
23Macro USDC Vault19.9% (n)31.4% (n)24.1061,746BaseUSDC
24Angmar Capital13.1% (n)0.0% (n)0.00542,210ArbitrumUSDC
25Staked USDS18.2% (g)0.0% (n)0.00109,458,399EthereumUSDS
View the full live benchmark

Next steps

Visit our vaults page for real-time dashboards. If you have any questions, contact us on Discord, email or Twitter.