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Sky Protocol Posts $107M Quarter as Revenue Run‑Rate Tops $429M

The Q2 report signals a move from token narrative to balance‑sheet economics with growing institutional use but reserves still below the protocol’s $150 million solvency goal.

Overview

  • Sky Frontier Foundation reported Thursday that Sky Protocol generated $107.35 million in gross protocol revenue for Q2 2026 and recorded a $33.29 million net protocol surplus for the quarter.
  • The protocol said annualized gross revenue run‑rate based on Q2 monthly settlements stands at about $429.4 million, a dynamic snapshot that can change as rates and deposits move.
  • sUSDS supply jumped 149% year‑over‑year to $5.52 billion and total Protocol Collateral rose to $12.32 billion, reflecting bigger stablecoin demand and a 45.5% year‑over‑year balance‑sheet expansion.
  • Prime Agent Vaults reached $6.84 billion with roughly $2.58 billion placed with institutional counterparties including Janus Henderson, BlackRock BUIDL, Anchorage, PayPal, Securitize, and Galaxy.
  • The report says operations stayed intact during April’s Kelp DAO rsETH bridge exploit, Sky Reserves rose to $82.40 million, and the disclosure highlights RWA income and growing exchange and wallet integrations while warning run‑rate and reserve targets remain variable risks.