DeFi

Compound.Blue Vaults powered by @morpho and curated by @gauntlet 
 have surpassed $100M in deposits between supply and collateral on 
@0xpolygon.

Supply: $65M+
Collateral: $45M+

aggregated blockchain scaling ethereum with zk tech.

Earn, Borrow, Build on Morpho 
/morpho and app.morpho.org

Economic modeling for crypto. Research, optimization, and risk management for DEX, Lending, Perpetuals, (Re)staking, Stablecoins, and Ecosystems.


gauntlet.xyz

Welcome to @pinged, founder of Gauntlet!

He's kindly agreed to do an AMA—starts in 30 minutes.

Reply with your questions!

ヽ(⌐■_■)ノ♪♬ @ @gauntlet/🤖Ventures/tldr/Aera \\ ¯\_(ツ)_/¯ Struggling with the nature of randomness \\ main: @gaa \\ /red-bull /defi-research maxi

Working on Farcaster and Warpcast. Longer thoughts at https://dwr.email

Founders

I help run the /daos channel |
CEO of Stay Liquid | Bringing DeFi to everyday CEOs |
Gamer, Sountrack fan & dog owner|
https://linktr.ee/tommy.stuart

Farcaster

Number one rule of the bear market: survive

Nouns

cofounder /ethglobal /optimism, team /canada 

liamhorne.com

Anyone able to compare the writing experience to Remarkable Pro?

@dwr.eth was there a major bot cleanup? Had 345 followers and now 311 😭

They were real to me man

I am pausing my activity on Warpcast for the foreseeable future due to the current issue with large number of bots.

Recent posts over the past few months have received hundreds of likes and recasts coming mostly from bots.

restaking

1/ Yesterday, restaking took a great leap forward with the launch of vaults on @symbiotic

Today, we break down our curation strategy.

If your restaking vault curator doesn't detail their methodology clearly to you

Assume you are the exit TVL

Allocate accordingly

Upcoming Space: Curated Risk, Curated Reward — a talk on Solana DeFi

Join us next Thursday, January 30, at 3pm ET for an alpha-heavy discussion covering @solana DeFi w/ @cindyleowtt, co-founder of Drift Protocol, and @tusharjain, co-founder of Multicoin Capital, and hosted by our own @riskringer.

Set a reminder here: https://x.com/i/spaces/1nAKEppdwDOxL/peek

They'll also cover our perp vault strategies available on Drift, including:

- hJLP 1x (USDC): https://app.drift.trade/vaults/CoHd9JpwfcA76XQGA4AYfnjvAtWKoBQ6eWBkFzR1A2ui

- hJLP 2x (USDC): https://app.drift.trade/vaults/JCigGWJJRCPas7B9eUe2JgkyqQjGxMKkvZcJ7VQaNBqx

To explore all our vaults on Drift, visit https://app.drift.trade/vaults and select 'Gauntlet' under the Manager filter.

daos

@dennison also getting takes on the ct side https://x.com/DennisonBertram/status/1879661896019939662?t=y5ee0-IUqhLtYWKHP9Crew&s=19

Related, Dennison when are you joining DAO weekly need some spicetakes

Rather than AI Delegates, lets augment Human delegates with AI workflows. 

Query Claude Desktop for proposals, evaluate them, and bull post them on twitter. 

Coming soon: Automatically Vote on them too. https://t.co/B4yc4nFTIr

Dennison

Building Tally.xyz.
Passionate about DAOs.

🚨 PSA: We’ve been notified an account is impersonating NounSwap 

NounSwap DOES NOT currently have a token. Stay safe out there!

Base

1/ New Morpho Vaults: Ionic WETH and USDC on @base

Two Gauntlet-curated @morpho vaults recently launched in collaboration with @ionicmoney.

• Ionic Ecosystem WETH
• Ionic Ecosystem USDC

@morpho bullposting day: New vaults on @base 

> Ionic Ecosystem WETH - 11.92% apy
> Ionic Ecosystem USDC - 26.31% apy 

https://app.morpho.org/?network=base

* love seeing @gauntlet being active on the purple app

I love FC but this kind of thing can only happen in the dark forest of CT

defi-research

Our @morpho  vault curation methodology includes frequent data checks and simulations to optimize for risk-adjusted yield and anticipate/mitigate potential risks.

We've built processes to handle increased complexity and continue to maximize risk-adjusted yield.

1/ New @morpho Vault: Gauntlet cbBTC Core on @base 

With this new cbBTC Core vault, we continue to provide opportunities to use BTC across DeFi. Token holders can supply the vault and provide liquidity to cbBTC markets as we optimize for risk-adjusted yield

New Restaking Research! 

Assessing the Economic Security of Stablecoin Collateral in Restaking

As restaking platforms expand support for ERC-20s, stablecoins have increasingly become viable and attractive staking collateral. In a new research blog, we examine how stablecoins, like USDC, can provide premium cryptoeconomic security.

New Restaking Research! 

Assessing the Economic Security of Stablecoin Collateral in Restaking

As restaking platforms expand support for ERC-20s, stablecoins have increasingly become viable and attractive staking collateral. In a new research blog, we examine how stablecoins, like USDC, can provide premium cryptoeconomic security.

https://www.gauntlet.xyz/resources/staking-stablecoins-assessing-the-economic-security-of-stablecoin-collateral-in-restaking

I know a big focus of the roadmap is on production. How much is on tech/streaming? Do you still want Unlonely to be the place streamers go to cast?

Las Vegas 🎰

/catwalk creator fund curator 🟣 i try farcaster things 🟣 sports junkie

Ffff been meaning to go for years. I was obsessed as a kid. Vlad the Impaler 4e

Head of Marketing at @gauntlet + Aera 🧮. Ex-@decentdao💜, Kraken🐙, Caesars🎰. ⌐◨-◨ #1204. 

No relation to Razzlekhan.

Dara Khan

@spookyaction-btc