What changed
Portals now shows superNVDA at $400.44K TVL with +$79,630.62 of one-day flow. Versus the public Portals observation of $305.4K TVL on 2026-09-15, TVL is higher by about $95.04K, or 31.1%. Headline APY declined from 19.84% to 17.08%, a 2.76 percentage-point drop.
Why it matters
The move shows continued capital inflow into a SuperVault designed to combine tokenized-stock exposure with onchain yield, while the simultaneous decline in headline APY points to reward dilution or a change in incentive allocation as TVL scales. The 2026-09-15 public observation showed 0% base APY with returns coming from USDC, sUP and related rewards, but the current base-versus-reward split was not independently revalidated from the present Portals aggregate view.
Evidence
- Portals Explorer — Tokenized stocks on Base — NVDA SuperVault: APY 17.08%, TVL $400.44K, 1d Flow +$79,630.62.
- SIGNA ET STRUCTURA — Research index — The 2026-09-15 public observation recorded superNVDA at about $305.4K TVL / 19.84% APY on Portals and about $306.2K TVL / 19.76% APY on DefiLlama, with 0% base APY and reward-driven yield.
Limitations
The current snapshot was verified on Portals, but a same-time secondary reading from DefiLlama or another provider was not obtained. The Portals aggregate view does not expose the current base-versus-reward APY split, so the reward structure observed on 2026-09-15 should not be assumed to be unchanged. TVL also moves with the price of NVDAc, so one-day flow and TVL growth need not match exactly. Smart-contract and withdrawal-liquidity risk, Coinbase Tokenized Stocks issuer/custody/redemption/eligibility risk, and the timing mismatch between 24/5 underlying equity markets and 24/7 onchain trading remain relevant.
Disclosure
This is a public-market observation and does not constitute investment advice.