SYRUP (SYRUP)

Everyone talks about crypto like its all still vaporware... But there are legit defi protocols operating RIGHT NOW at solid profit margins, and generating substantial revenue... Case in point: @maplefinance As per clip below from co-founder @syrupsid: $30M+ ARR currently... team's goal is $100M... Cashflow positive operating at solid net profit. Firmly believe that once the macro climate catches up with the shift in fundamentals across crypto (especially in defi) there are going to be a number of really solid on-chain businesses that start getting the esteem they deserve. Note: I own a ton of $SYRUP and work with the team so am including the new Nikita tag on this just to be safe :)

FULL CONVERSATION with Sid Powell, Co-Founder & CEO of Maple – How oil driven liquidity could lift Bitcoin – The institutionalization of crypto credit – Custody unlocking larger scale borrowers – DeFi distribution as Maple’s growth edge – Protocol rev reshaping token debates https://t.co/0a2wem7k95

New ATH for syrupUSDC and syrupUSDT: the total deposits have exceeded $2.5B. Maple's yield dollar assets continue to scale in all market conditions. https://t.co/1EF8OADfhR

SYRUP is the 2nd largest position across smart money wallets ($50M–$1B), and they are still gradually increasing exposure. For the past five months, @maplefinance has consistently generated over $2.1M in monthly revenue. Each month, 25% of protocol revenue flows to the Syrup Strategic Fund (SSF), funding SYRUP buybacks and strengthening the protocol’s balance sheet. One important detail: $SYRUP is fully unlocked.

The SSF was one of the key topics featured on the latest tokenholder call. How will Maple approach buybacks and what will drive the SSF framework? Learn more in this clip and get the full recording here: https://t.co/Uwrg1auRF4 https://t.co/Ior5zV3qUo

I personally don’t have $SYRUP in my portfolio (yet) but I’m seriously considering adding in 2026. I will update if I do I haven’t added any alts in months and I’ve only bought $BTC lately. I’m just not convinced we haven’t bottomed out yet

Maple - Q1 2026 Investor Call Summary || @maplefinance Despite a challenging quarter for the broader crypto industry, Maple’s management remains satisfied with the protocol’s performance so far. ▫️AuM: Currently $3.8B, slightly down quarter-over-quarter, mainly due to the general decline in digital asset prices during Q1. ▫️Revenue: Maple reached a monthly all-time high in January, generating $2.57M in revenue, equivalent to an annualized run rate of $30.8M, as it progresses toward its $100M ARR target by the end of 2026. ▫️During Q1, DeFi yields compressed across the market, yet Maple maintained an outperformance of ~120bps (1.2%) versus peer yield products, supported by the stability of its fixed-rate institutional loan book. This ability to deliver high and consistent yields across market conditions continues to attract capital. Despite the market downturn, Maple recorded +$290M in net new deposits this quarter, reinforcing its growing reputation as a "safe haven" for DeFi users. ▫️Risk Management