Research, conviction & capital as catalyst. Σ DeFi-native yield fund.
Joined October 2021
- Tweets 1,092
- Following 73
- Followers 2,033
- Likes 988
325 Photos and videos
Sumcap retweeted
Jun 4
Thank you to everyone who showed up for Braga Blockchain yesterday for honest talks around the Web3 space and what is and isn't true nowadays.
A special thanks to @polpedu for sharing his take on HIP-4, Polymarket, and who decides what's true on-chain.
See you at the next one! 🚀
#Web3 #Blockchain #BragaBlockchain
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Two protocols can run the exact same strategy and hand you completely different risk.
The difference is tranching.
A thread 🧵
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We break it all down: yield sources, waterfalls, redemption design, incident response, and composability.
Full piece: sumcap.xyz/blog/tranching-in…
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Sumcap retweeted
May 27
One week to Braga Blockchain at our office.
@polpedu (@Sumcap Labs) on HIP-4 vs Polymarket and what happens when two protocols can't agree on the truth.
📅 June 3 · 18:20.
RSVP through the link in bio 👆
#bragablockchain #web3
May 13
Braga Blockchain is back at the Subvisual office on June 3.
This time, the theme is Deciding What's True, with honest talks with people building in Web3.
Lineup drops soon. RSVP through the link in bio.
📍 Subvisual's Office
📅 Wednesday, June 3 · 18:20
#bragablockchain #web3 #blockchain #braga
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Plasma One officially launches in June 2026.
Ahead of that, we’re rolling out the first public on-chain dashboard for the @Plasma ecosystem, now live in beta.
Track:
• Card holders;
• Spend Volume;
• $XPL Cashback;
• & much more!
Explore the data:
dune.com/sumcap/plasma-one
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Our team took home the win at Agents Day Braga.
One day. One idea. A multi-agent debate simulation for prediction markets, finding cross-market hedges through emergent patterns of discussion.
Proud of the team. More on this soon.
Thanks @subvisual @LayerXlab @TalentProtocol for an incredible event.
Apr 16
Agents Day Braga is a wrap! 🕵️♂️
Thank you to everyone who showed up to work and to those who shared their knowledge through workshops: @0xdavidesilva on Agentic Development, Mário Alves and @thatCarlosM on Devs-GTM, and Simão Nogueira on cloning OpenClaw to run in the cloud for thousands of users.
Congratulations to the winning project, Polycenas, on an amazing Reddit-style multi-agent simulation for Polymarket prediction markets.
Thanks to @LayerXlab and @TalentProtocol for co-organizing. See you at the next one.
#AgentsDayBraga #DevsPT
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We're pleased to have participated in @MidasRWA's $50M Series A.
Since inception, they've tokenised over $1.7B in assets and nearly $40M in yield distributed.
Huge congrats to @DennisMidas and the entire @MidasRWA team!
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Midas is building the architecture for onchain capital markets to scale, bringing any asset, vault, ETF or stock on-chain with atomic instant liquidity and native composability.
mSL introduces atomic redemptions and external liquidity pools, a new standard for tokenised products.
Explore Midas products through our dashboard at midas.sumcap.xyz
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Explore how they’re boosting on-chain transparency and enabling instant liquidity with mSL.
More details:
midas.app/blog/introducing-m…
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151 days since mainnet launch, and @Plasma has officially cleared $250B in cumulative @USDT0_to transfer volume.
What began as a specialized vision for stablecoin-native infrastructure has rapidly scaled into a high-velocity liquidity layer.
Here is the data behind the maturation of the network
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A $250B milestone is only possible with a robust foundation.
Today, 60 protocols - ranging from decentralized exchanges to institutional RWA providers - rely on @USDT0_to as their primary liquidity base on @Plasma.
Explore the 60 projects driving this growth
stats.plasma.sumcap.xyz
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