0/ Today, there are more ways than ever to earn yield on Solana, but also new risk vectors that are unique to DeFi. Yet there's still no objective way to evaluate them. We're changing that. Introducing YieldCompass, a standardized framework for risk & returns on Solana. ⛩️

Elemental USDG Optimizer is live on YieldCompass Here are the main risk takeaways from our assessment. How it works: Depositors supply USDG and receive vault shares that appreciate as borrowers pay interest across Kamino markets. An active curator (Elemental) reallocates capital across the different markets at its discretion under an aggressive mandate. Main risk factors: 1/ Infrastructure: Built on Kamino's lending vault infrastructure (5 auditors, 20 audits, zero exploit history, zero bad debt, 5-of-10 multisig, 12h timelock). Pricing runs through Scope, Kamino's oracle aggregator (Pyth, Switchboard, Chainlink, Redstone), with TWAP/EWMA smoothing and price bands. A robust setup. As in all of DeFi, residual smart contract risk exists - but Kamino is one of the most battle-tested DeFi protocols on Solana. 2/ Curator discretion The Aggressive mandate lets @elementaldefi shift into similarly novel markets at any time. This can drive higher yield volatility, and potentially higher risk. Elemental Fund has operated on Solana since September 2022. The team is pseudonymous but has demonstrated high operational standards - though a separate Elemental USDC vault had limited exposure to the April 2026 Drift exploit. Worth noting: Elemental has no power to withdraw holder funds. Its authority is limited to allocation decisions. 3/ Counterparty: The vault is currently ~80% allocated to the OnRe Market - the first tokenized reinsurance product onchain. Product is BMA-regulated but less than a year old, and its strategy is fat-tail-prone by the nature of the business. ~20% is also allocated to the Solstice vault. Worth noting: a problem in OnRe or Solstice carries directly into this vault. If collateral value drops faster than liquidations clear, the resulting bad debt is absorbed by depositors. 4/ Exit & Liquidity No lockup on the depositor side. Withdrawal is instant when buffer liquidity is available, but is otherwise constrained and depends on two layers: the vault buffer (~5–10%) and the underlying reserve. The Aggressive profile permits allocation to thin isolated markets, where high utilization can slow capital recall under stress. Full risk-to-reward assessment on YieldCompass: yieldcompass.fi/strategy/kam…

Ok @toly, a few months ago you called for the need of a "Moody's of Solana DeFi". We shipped it. And it is now live. It's more than time we start raising the information standards in DeFi. Feedback welcome.

As DeFi matures, capital allocators deserve accurate, up-to-date information about yield strategies. YieldCompass exists to close that gap. This goes deeper than a normal dashboard. We combine two key offer you can't find anywhere else: Risk ratings from in-house, transparent methodology. Realized APY measured from onchain state, net of fees and cooldown period. Every piece of information you need to make a thoughtful allocation decision, in one intuitive interface. yieldcompass.fi

New feature live: one-click realized APY comparison across the Solana DeFi universe. Line up any strategies covered on YieldCompass and compare what you actually earn net of fees, side by side. yieldcompass.fi/