Osero, a Poland-based provider of stablecoin yield infrastructure, has raised $13.5M in seed funding led by Sky Ecosystem with Plasma as co-lead. The company offers an embeddable SDK, direct app access, and Foundry tokenization tools that let platforms and institutions generate sustainable yields on stablecoins through integration with Sky's USDS and sUSDS products. The capital will support product development, risk reserves, and distribution within the Sky ecosystem.
Stablecoin Infrastructure Attracts Ecosystem Capital
The timing aligns with Sky Protocol's record Q1 2026 performance, which included $123.79M in gross revenue and 67.9% YoY growth in USDS supply to $11.7B. Sky's decision to lead the round and extend a $2.5B credit facility signals direct alignment rather than generic sector interest. Osero positions itself as a distribution agent that captures yield for end platforms without assuming full asset management risk.
Stablecoin Holders Face Yield Access Gap
The $300B+ stablecoin market has grown rapidly, yet most yield accrues to issuers rather than holders or distribution platforms. Institutions and wallets seeking transparent returns encounter either high-risk CeFi options or complex DeFi protocols that require direct asset management. Osero addresses this by providing an SDK that integrates in roughly ten lines of code while maintaining institutional risk controls.
SDK and Foundry Deliver Differentiated Access
Osero Earn enables quick embedding of sUSDS yields, the App offers direct user access, and Foundry supports on-chain deployment for asset managers with up to $2.5B allocation capacity under a Basel III-inspired risk framework. This contrasts with fully decentralized protocols that shift all risk to users and with CeFi platforms that centralize custody.
"The platforms that win the next five years are the ones that can offer their users a sustainable, transparent return on idle stablecoins without taking on asset management risk themselves." - Piotr Saczuk
Sky Ecosystem and Plasma Provide Strategic Backing
Sky Ecosystem, formerly MakerDAO, brings both capital and protocol integration through its USDS stablecoin, while Plasma adds specialized stablecoin and DeFi infrastructure expertise. The round structure as a SAFT with $10M reserved for risk capital underscores a conservative approach to scaling yield products. This backing validates Osero's role as an extension of the Sky agent network rather than a standalone competitor.
Market Expands Toward Trillion-Dollar Scale
Stablecoin market capitalization is projected to exceed $1T by late 2026, driven by institutional adoption of real-world assets and expanding payment rails. Yield-bearing products are expected to grow significantly alongside this expansion. Osero's focus on embeddable infrastructure positions it to capture demand from wallets, applications, and institutions looking to diversify exposure without building custom yield strategies.
Incubation and Launch Signal Early Traction
Osero emerged from Stablewatch incubation and launched with immediate integration into Sky's $15B on-chain balance sheet. The team of 13 has prioritized risk buffers and transparent revenue models through spread capture and platform fees. This measured entry reflects the sector's emphasis on sustainable infrastructure over rapid yield maximization.