Joined August 2022
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What does it take to read the risk of a Morpho Blue lending market from the supplier's side? I built a dashboard that does it from local on-chain data: 26 @Morpho markets across @ethereum and @base, 7️⃣ distinct risk surfaces. A thread on the framework, one surface at a time.
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Nomad Analyst retweeted
Thank you to @ETHGlobal and the @ethconf teams for having us as sponsors at EthConf in New York. It was a pleasure to meet all the teams building with Envio and to connect with other builders in the space. Thanks again to everyone who stopped by to say hello.
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Nomad Analyst retweeted
A live @Morpho Blue analytics explorer, built on real onchain data, ingestion powered by HyperIndex. Read and compare any market side by side, all from local data. Great work @NomadAnalyst 👇
What does it take to read the risk of a Morpho Blue lending market from the supplier's side? I built a dashboard that does it from local on-chain data: 26 @Morpho markets across @ethereum and @base, 7️⃣ distinct risk surfaces. A thread on the framework, one surface at a time.
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What does it take to read the risk of a Morpho Blue lending market from the supplier's side? I built a dashboard that does it from local on-chain data: 26 @Morpho markets across @ethereum and @base, 7️⃣ distinct risk surfaces. A thread on the framework, one surface at a time.
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Surface 7 — Withdrawal Liquidity. A market can look strong on yield and still be awkward to exit. When one supplier is several times the available liquidity, their withdrawal is the stress event. Utilization and supplier concentration set the ceiling.
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That is the framework: seven surfaces, one market at a time, all from local data. The dashboard reads any covered market and compares them side by side: morpho-markets-risk.rmckinle… I'm available for DeFi risk and on-chain data work. Ingestion stack built with @envio_indexer & @Alchemy
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Great. Now I'm paying Elon Musk when I work.
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Nomad Analyst retweeted
This has moved far beyond a normal regulatory disagreement. Anthropic sent senior technical staff to Washington, D.C., to meet with White House officials and resolve the dispute that forced its most powerful AI models, Mythos and Fable, offline. The company is moving quickly to repair relations with the Trump administration after national security concerns led to broad export restrictions on both models.
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Yep - for my tasks, right now Codex 5.5 > Opus 4.8 Hurry up Anthropic!
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The only opinion that matters??
🚨 NEW POLYMARKET: Claude Fable 5 restored for US customers by…? polymarket.com/event/claude-…
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Nomad Analyst retweeted
My Fable 5 access is back!
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What do we reckon? 1 month with review by gatekeepers before we get Fable back?? @AnthropicAI can't go through this palaver again by rushing the fix...
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Have massively upgraded performance of my @solana dash for @onrefinance 's $ONYC ecosystem - feel free to give it another look 👉 solana-defi.rmckinley.net

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Nomad Analyst retweeted
By disaggregating access to data from block validation, RPC 2.0 is an important step in positioning Solana as a neutral infrastructure for transaction-based business. This is likely to be especially important to financial institutions. Under current BCBS crypto asset classifications, banks would need to hold 1250% capital against crypto assets used for staking, which essentially bars them from participating as validators. Initiatives like RPC2.0 mean that this need no longer be a barrier to them deploying sophisticated applications onchain.
Solana's read layer 2.0 is now open source: Superbank (history) and Cloudbreak (accounts), marking the end of vendor lock-in for chain access. Querying @solana should feel like calling a real database, so we built exactly that. 🟣Lightning-fast account reads with dynamic indexes from your query patterns 🟣Your own queryable copy of Solana history, with no indexing logic to write 🟣More performant than Agave, while running on commodity hardware Fork it, run it, improve it. It's yours 🌊🧵x.com/solana_devs/status/206…
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