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Jun 11
JUST IN: Coinbase now allows AI agents to trade crypto autonomously.
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mike retweeted
Mar 24
We will post a partial post-mortem later because the competition can't wait. We hope to help better explain Morpho's public allocator, MEV bots, and sequencing. Our primary focus remains on achieving a swift resolution with Resolv.
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In an era where big companies are known for weaponizing lawyers against their own customers, this is a refreshing change
More of this please- less "sue your fans" nonsense
Mar 11
General Motors is assisting with the restoration of EV1 V212, an historic, all-electric production vehicle following its sale to a group of EV enthusiasts.
gmauthority.com/blog/2026/03…
#gm #ev1 #electricvehicle
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Surprised the second-order effects of AI-induced strategy crowding didn't get a mention: when the displaced retail/working class copy trade agents to desperately preserve returns on their capital in the face of income loss.
Probably nothing... right?
I spent 100 hours over the past week researching, writing and editing the piece we just put out.
It’s a scenario, not a prediction like most of our work. But it was rigorously constructed, dismissing it outright requires the kind of intellectual laziness that tends to get expensive.
And we’ve released it for free. Hopefully you enjoy it.
citriniresearch.com/p/2028gi…
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Interesting
Feb 20
Unmodified terminal clearing using a standard credit card on ColossusNet (devnet) 🗽
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Crypto cards on tradfi rails were always a dead end. You don’t fix payments by routing through mastercard/visa. Point-of-sale UX whatever merchant hardware needed was the real opportunity; @coinbase and @blocks had the right idea.
Feb 10
another no kyc crypto card provider bites the dust
same exact playbook i described in the article below
mastercard or the issuing bank decided they no longer have the risk appetite to deal with criminals and overnight the business you spent a year building falls apart
in this case UnCash had their license revoked by mastercard and now they’re saying user funds will be released
that’s probably true but i’d bet it takes 4-6 months, definitely not instantly
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mike retweeted
Feb 6
In the last ~72 hours, over 4,700 liquidations totalling $151M were processed across markets allocated to our curated @Morpho vaults, with no bad debt.
As always, our risk team was on deck during the volatility period, with multiple risk-off reallocations performed, including 30% of Prime liquidity into idle capital - a buffer against liquidity crunch.
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mike retweeted
Feb 4
How to establish competitive DEX price execution through incentives
This multifaceted problem requires modeling and a sophisticated understanding of DeFi and DEX mechanics.
We break this problem down into two parts:
1. How much TVL is needed to hit competitive slippage levels?
2. What amount of incentives is needed to attract that TVL?
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This is the future of finance I envisioned
Jan 18
Did you ever stop to ask yourself if it was possible to inject prediction markets directly into the Old School Runescape game client?
Because I did.
@pumpcade is going to be literally everywhere.
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mike retweeted
Jan 16
The era of curated yield and RWA composability
Gauntlet's @dara_khan spoke with @animocabrands about the themes driving activity onchain in 2026:
• The evolution of stablecoins: from payments to yield-bearing assets
• RWA maturity: moving from "tokenization" to "composability"
• The new institutional bridge: the "risk curator" model
As TradFi assets come onchain, risk management will be central to the process. Whether that's driving risk-adjusted yields on stablecoins, BTC, and ETH, understanding how to build sustainable onchain ecosystems, or navigating the opportunities and risks of tokenization.
Explore our vaults on the Gauntlet App: app.gauntlet.xyz/?utm_source…
Learn more about our work on VaultBook: vaultbook.gauntlet.xyz/?utm_…
Reach out to chat with our team: form.typeform.com/to/wL0KbKA…
The unparalleled guide to 2026 is LIVE.
Digital Assets Outlook 2026 features insights from 60 industry leaders and explores major institutional & retail themes. @animocabrands
Read the report and top 10 trends in the report: research.animocabrands.com/p…
Top 10 trends:
1⃣ The O2O year (off-chain to on-chain)
2⃣ Perpification of everything
3⃣ Crypto exchange vs. traditional brokers
4⃣ The silent DEX surge
5⃣ DAT consolidation
6⃣ Stablecoin rides the adoption curve
7⃣ A year of on-chain vaults
8⃣ Global retail brands to lead consumer crypto issuance
9⃣ “Bitcoin Pizza” moment for crypto agent pay
🔟 Race for on-chain privacy
Authors: linkedin.com/in/mingruan/ @shuang_log2pi @hoidya_ linkedin.com/in/andrew-ho-hk…
Download: docsend.com/view/tif8cn7v3hn…
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mike retweeted
Jan 6
2025 Recap: Leading Risk Management & Growth Optimization in DeFi
With 8 years of experience across market cycles, GAR is the leading risk management, ecosystem optimization, and onchain governance partner in DeFi.
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who chases multiple rabbits, catches none
23 Dec 2025
How do we select which asset pairs to incentivize for maximum campaign efficiency?
We use a hub-and-spoke approach that combines historical data analysis, cryptoeconomic modeling, and broader DeFi ecosystem insights to maximize incentive impact.
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Ecosystem primitives are inherently interdependent; risk and capacity estimations are critical to understand how much growth a protocol can safely handle.
4 Dec 2025
To understand how collateralized markets behave under stress, start with LaR
Liquidations at risk (LaR) is central to our risk management and curation work, and is a core pillar of our ecosystem optimization framework.
We use it to model:
• Impact of stress events
• Insolvency risk
Below, we dig into how we model and use LaR.
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mike retweeted
3 Dec 2025
Users can now supply USDC to Gauntlet USD Alpha on @arbitrum
No bridging. No swapping.
Just intraday rebalancing, 24/7 monitoring, risk-off automation, and cross-chain yield.
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