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RigoBlock
1.4K posts
RigoBlock
@RigoBlock
Onchain asset management and price feeds. Organizing the world's value.
Lugano, Switzerland انضم Şubat 2017
27 يتبع3.8K المتابعون
If you ask what the best part of @EthCC week in Cannes was — it was definitely the @ETHGlobal hackathon. 800+ hackers irl
ETHGlobal@ETHGlobal
Drumroll please...🥁🥁 Our ETHGlobal Cannes finalists are here! We're excited to announce the top 10 projects of the weekend: 🐚 ENShell 🌊 DIVE 💽 maki ⚔️ Défi 🤖 ALMA 👀 npmguard 😶🌫️ VEIL VPN 🎨 PaintGlobal 🐙 EVM PORST 👾 Corpus Congrats! Learn more about the winners ↓
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@_clemens__ @base We’re running agentic trading for vaults and onchain vaults infra trader.rigoblock.com — thank you fir the prompt
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@ChainPatrol @0xQuit Hey ChainPatrol, your @ProspectingOwl advised to get in touch in Cannes. Wrote you a DM.
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If a deployment team disappears tomorrow, your assets may become worthless regardless of whether a smart contract is immutable. In this clip, @0xQuit explains why users must place absolute trust in the team that deployed the contract and why certain protocols, like those for exchanging high-value assets, should remain permissionless.
Watch the full episode here:
x.com/i/broadcasts/1…
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On-chain asset management for all. That is our statement. Zero-cost, instant, complete setup. Spin off your own vault at the speed of a transaction, safely trade — humans and agents are welcome (dogs as well).
BMNR Bullz@BMNRBullz
🚨 DANNY RYAN: A NEW CLASS OF ETHEREUM COMPANIES IS FORMING ETH treasury companies won’t win by holding ETH. They’ll win by using it. DANNY: “Some will play the yield game. Some might blow up. But the real differentiation will be on-chain, DeFi, yield, and Ethereum utilization. The winners become on-chain asset managers.” TOMASZ STAŃCZAK: “Top quality teams using DeFi to generate returns, structured to be perpetual and safe.” 🔹 Competing on yield 🔹 Deploying ETH on-chain 🔹 Becoming asset managers TOMa LEE @fundstrat and @BitMNR are already moving in this direction. Ethereum is becoming the capital market. $ETH $BMNR
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RigoBlock أُعيد تغريده
🚨 DANNY RYAN: A NEW CLASS OF ETHEREUM COMPANIES IS FORMING
ETH treasury companies won’t win by holding ETH.
They’ll win by using it.
DANNY:
“Some will play the yield game. Some might blow up.
But the real differentiation will be on-chain, DeFi, yield, and Ethereum utilization.
The winners become on-chain asset managers.”
TOMASZ STAŃCZAK:
“Top quality teams using DeFi to generate returns, structured to be perpetual and safe.”
🔹 Competing on yield
🔹 Deploying ETH on-chain
🔹 Becoming asset managers
TOMa LEE @fundstrat and @BitMNR are already moving in this direction.
Ethereum is becoming the capital market.
$ETH $BMNR
BMNR Bullz@BMNRBullz
🚨 RYAN IS RIGHT: THIS GETS MUCH BIGGER WITH ETH 🔹 Native yield from staking 🔹 No need to engineer returns 🔹 Scales with ETH accumulation That’s the difference. Bitcoin needs structures like STRC to create yield. Ethereum already has it built in. If TOM LEE @fundstrat applied this model to ETH… It opens the door to a real credit market. ETH starts to look like digital gold that pays you. $ETH $BMNR
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@hosseeb is right — it’s early.
And if you’re using @openclaw you should be protecting your agent keys and actions 🦞
Haseeb ＞|＜@hosseeb
Agentic payments will be a huge trend. But it's not here yet. I had the most bearish take in this article, and I want to explain why, because crypto has a bad habit of getting high on its own supply and giving unrealistic timelines about technology. Take the mouse. This is what the first computer mouse looked like. Imagine seeing this thing and peering into the future--no more terminal interfaces, now GUIs would onboard billions onto personal computers. You'd be right! But the first mouse was invented in 1964. It took many years before the mouse would be widespread and commercialized. This is where agents are right now. OpenClaw gives you a tantalizing picture of where we're going. But if you've actually used OpenClaw, you know it's buggy, complicated, and is not smart enough to have it manage your money. It routinely ends up going bankrupt doing stupid shit. That will change. Right now OpenClaw is using models out of the box on tasks effectively outside of the training distribution. That's why it feels so broken. But none of the labs have RL'd against OpenClaw traces yet--and those traces are rich with signal. Once you see the first lab-released Claw-style model and harness, expect a huge jump in performance and consistency. Every lab has tons of OpenClaw data now, and they're all working on this, because they see how big the prize is. Expect this to take some time. Right now it's just the tinkerers playing around with this stuff. x402 is only doing a ~million in volume a day (and MPP much less), which shows that right now it's just tinkerers. But a next generation of models will likely be released within months. That will spell the end of the tinkering era and the start of early adopter phase. But even that will be early. The early majority will take years. This is a long-term story--the early adopters, the early majority, the late majority, and then the late adopters. But agents are coming for everyone, and they will change how all money moves. As the @cdixon mantra goes: what smart people are doing on their weekends and evenings, everyone will be doing in 10 years.
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4/ Prior to the hack, this market had just $4K in wstUSR collateralized debt.
However, the oracle is hardcoded and thus never repriced.
wstUSR was marked at $1.13 while trading at ~$0.63 on secondary markets, at the time of writing.
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1/ Resolv's USR stablecoin was exploited for $25M.
There’s significant contagion across Morpho vaults, lending markets, and protocols.
USR was collateral across multiple lending markets /vaults.
Many used hardcoded pricing without risk guardrails.
- written with Chaos AI
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RigoBlock أُعيد تغريده
THEY DID IT.
The SEC and CFTC just dropped a landmark document that officially classifies crypto assets.
They're actually telling us which crypto assets are securities and which ones aren't - by name!
THIS IS SOMETHING GENSLER REFUSED TO DO
(he focused on prosecuting crypto out of existence)
This rule doc gives crypto many of the benefits of the clarity bill - it lifts us out of the gray market - it gives every asset a path.
It's almost like the Clarity act just passed by way of regulator.
(of course, the actual clarity act will harden all this into legislation and make it irreversible in the event we get another Gensler, we still want it)
This rule says there's 5 categories for crypto assets:
1) Digital Commodities - assets tied to a functional, decentralized crypto system (e.g., BTC, ETH, SOL, XRP, ADA, DOGE). Not securities. (yes, they name them on page 14)
2) Digital Collectibles - NFTs, meme coins, artwork tokens, in-game items. Not securities (fractionalized collectibles may be an exception).
3) Digital Tools - membership tokens, credentials, domain names (e.g., ENS). Not securities.
4) Stablecoins - payment stablecoins under the GENIUS Act are not securities. Other stablecoins, it depends.
5) Digital Securities - tokenized versions of traditional securities. Like tokenized stocks. Always securities.
Amazing! This makes so much sense I can't believe it's coming from a regulator.
No more enforcement threats to Ethereum developers and crypto exchanges.
How about the Howey test?
More common sense! If an issuer makes specific promises of managerial efforts from which buyers expect profits, the offering is a security until those promises are fulfilled. Then it's a commodity. The asset itself was never the security, the deal around it was. (E.g. XRP was a security pre launch, became a commodity after).
How about stuff like staking and mining?
Mining? Not a securities transaction.
Staking? Also not a securities transaction, that includes custodial and liquid staking even with LSTs!
How about wrapping BTC? Not a securities transaction.
Airdrops? NOT SECURITIES. NO MORE GEO BANS PROTECTING AMERICANS from free airdrops.
Remember this is a joint doc from the SEC and CFTC, They're actually cooperating on this, no internal strife, this is binding to both.
SEC regulates $80-100 trillion assets
CFTC regulates $5-10 trillion assets
Both of the world's largest capital markets are showing us that crypto assets are here to stay and they're welcome alongside traditional assets.
Every country will follow.
This is the biggest move toward legitimacy I've seen in all my time in crypto. Maybe bigger than the genius act since is covers all crypto assets.
Well done @MichaelSelig and @SECPaulSAtkins.
And especially well done to the indefatigable @HesterPeirce. Her fingerprints are all over this, couldn't have happened without her eight years of principles-based curiosity.
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Something I've been spending a lot of time thinking about as a crypto VC:
DeFi today has maybe a few hundred thousands of active users. Maybe like 2-3M at best.
But in an agentic world, every business, every app, every device could have its own agent interacting with financial protocols autonomously.
We're not talking about 10x more users. We're talking about 1000x.
And here's what most people aren't thinking about: the DeFi stack as we know it simply isn't built for this. Let me give you some examples.
Money markets.
Today's lending protocols require manual collateral management, have static liquidation thresholds, and make you go through multiple approval steps just to open a position. A human clicks through that in 30 seconds and doesn't think twice. An agent executing thousands of micro-loans per second across dozens of markets? Horrible friction. Agents need instant, permissionless and fully programmable credit.
DEXs.
AMMs like Uniswap were revolutionary because they solved liquidity for a world where most participants were unsophisticated retail users. But agents aren't unsophisticated. Every single agent is a highly efficient market participant that will always seek the best execution. They don't need passive liquidity pools,but more likely CLOBs with deep orderbooks, sub-second execution, and zero slippage. AMMs were built to make trading easy for humans. Agents don't need easy. They need optimal.
Oracles.
Right now, most DeFi protocols pull price feeds at fixed intervals. Good enough for human timescales. But when millions of agents are making real-time decisions, latency becomes a competitive edge. The oracle layer needs to go from "update every few seconds" to "stream continuously" or it becomes the bottleneck of the entire system.
Wallets and identity.
Agents don't have shitty wallets like Metamask. They don't sign transactions manually. They need programmable key management, session-based permissions, and granular spending limits. All on-chain, all automated. The entire wallet infrastructure needs to be rethought from the ground up.
Probably could go on with this list forever, but you get the point:
Most of the DeFi protocols and middleware solutions today assume a human is on the other end.
Blockchains are the perfect rails for the agentic economy, but a whole new target group of users will also come with a behavioral change and hence whole new needs.
Being visionary enough today to think three steps ahead and to understand what this future will look like / what it will require, will mint a whole new wave of millionaires and legendary investors.
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Agent > UI
Gabriele Rigo@gab_rigo
The future of trading is an agent + smart pool. Grant targeted access to specific functions — unlocking intelligent execution while NAV Shield and on-chain guardrails keep you secure. Talking directly to your agent beats any UI. Want to swap on 2 chains on @Uniswap ? 👇👇
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@llamaonthebrink Mmmh, it’s 2026 and you have the BackGeoOracle built on @Uniswap ?
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Agents with wallet delegation allow to do that in a safe environment if you use the correct infrastructure — allowing to then connect your telegram on mobile so you can trade on the go, without using private keys, without mobile wallet apps with bad UX, and with drawdown protection. We’ve just released that, hopefully it will be adopted as more people want to have the freedom to own their own coins without giving up security and practicality
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Whale losing $50m on Aave proves DeFi on mobile sucks.
If he’d just used Binance and even fat-fingered an $AAVE market order, he’d be okay.
Instead, he withdrew 50m from Binance, deposited to Aave, and 20days later swapped on Aave.
Easy to say "just use Llamaswap" but where is Llamaswap iOS app?
Binance mobile app is flawless. I use CEXs on mobile instead of PC. Easier.
But DeFi?? Only on PC. Because you need to connect hardware wallets or/and multisig to do transactions.
Sure, there are mobile apps like Rabby and Metamask for native swaps but they are 1) cumbersome 2) you are forced to hold private keys on mobile 3) swap fees are outrageous compared to Binance and 4) features on mobile are limited.
Hot take: Hot wallet on mobile is probably worse security than funds on Binance/Coinbase/Kraken.
Finally, DeFi feels like it was built by Westerners to Westerners.
So many people outside the US & Europe use mobile-only for most daily activities. PC just at work, in the office.
Actually,... feels like the younger generation is turning mobile-only as well.
Thus for DeFi to reach mainstream, we must make it mobile-friendly too.
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@WatcherGuru This could have been prevented with our NAV shield — this transaction would have been reverted. Secure and scalable. Can be used in trader.rigoblock.com or by agents without registration via x402.. DeFi can be secure and scalable.
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JUST IN: Trader accidentally swaps $50 million $USDT for $36,000 $AAVE on Ethereum.
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