YieldStalled

MEV Capital

Routes Société Générale capital through DeFi. Stream Finance showed the limit: isolation held for credit, not behavioral contagion.

mevcapital.com ↗#risk-curator#morphoStale, re-verify Mar 25, 2026
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Brief

Morpho vault curator with discretionary yield strategies. ~$1.4B TVL at peak, ~$10M now (DefiLlama, Oct 2026). Exposed in November 2025 xUSD incident (~$700K bad debt).

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Recent activity

Latest moves on the changelog feed.

  • Oct 15, 2026NEW

    MEV Capital → stalled. TVL ~$10M in October 2026 per DefiLlama, against ~$1.4B at peak.

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Snapshot

Key terms and identifiers.

Asset classes
Treasuries, Private credit
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Milestones

How this player got here.

  1. Oct 2026MEV Capital → stalled. TVL ~$10M in October 2026 per DefiLlama, against ~$1.4B at peak.
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Connections

Who they build with, build on, integrate with.

Dependency

Where this player builds on, integrates, or relies on others.

Tension

Direct competition or overlapping market position.