What changed

Portals displayed $190.59K of one-day deposit volume, $155.14 of withdrawal volume, 7 deposits and 2 withdrawals, with TVL at $189,256.17. DefiLlama displayed $116,255 of TVL and 35.97% APY for the same vault. Portals showed 27.61% APY, and its live APY moved materially during the observation window.

Why it matters

Capital flow into the tokenized-stock vault is notable, while the yield remains entirely incentive-driven rather than base yield. The large TVL and APY differences across providers also mean that a single headline metric is not sufficient to assess vault size or sustainable yield.

Evidence

  • Portals Explorer — superNVDA: TVL $189,256.17; 1d volume $190.75K; deposit volume $190.59K; withdrawal volume $155.14; 7 deposits / 2 withdrawals; APY 27.61%; Base APY 0.00%; Reward APY 27.61%. 2026-09-15T00:58:10+09:00
  • DefiLlama Yields — superNVDA: TVL $116,255; Supply APY 35.97%; Base 0.00%; Reward (USDC, sUP) 35.97%; 153 holders. 2026-09-15T00:58:10+09:00

Limitations

Portals is a live interface and its displayed APY moved materially during the observation window. Portals and DefiLlama may differ in update timing or aggregation methodology, and the reason for the TVL gap is unresolved. Portals deposit volume is gross flow and is not equivalent to net TVL growth. The displayed yield is entirely reward-driven and can change quickly if incentive allocations or campaign terms change.

Disclosure

This is a public-market observation and does not constitute investment advice.