@mattyglesias On this secret platform, everyone nods at each other as if to say, "we will never tell a soul about this place". You have broken the sanctity of this unspoken agreement, and for that, I can not forgive you.
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Carson Brown
166 posts
Carson Brown
@CarsonMBrown
Yield & Restaking @gauntlet_xyz | Prev @21co__ | Onchain Data Enthusiast Everything I do is compensating for the fact that I've never landed a kickflip
New York, NY Beigetreten Ekim 2016
1.8K Folgt678 Follower
@MarcinRedStone @carstenhermann_ @DeFi_Made_Here @nad8802 It's @CarsonMBrown, but I'm sure @carstenhermann_ would have brought some great points to the table as well
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Key takes:
-> Insurance is too expensive to implement in DeFi, for now
-> Fixed rate lending will be a king in 20226
-> Ratings on simple D-A scale will help users navigate yield vs risk
Thanks @carstenhermann_ @DeFi_Made_Here @nad8802 🫡
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Had a great time hopping on the @symbioticfi Blueprints podcast with @roth_edgar!
Symbiotic@symbioticfi
Risk isn't just about numbers: it's about understanding what breaks first. @carsonmbrown breaks down how risk really works in DeFi and why liquidity concentration is more dangerous than people think. On the latest episode of Blueprints, Carson sits down with @roth_edgar of @symbioticfi to discuss the evolution of shared security, institutional risk appetite, and how stablecoins are reshaping the space. Topics discussed in this episode: - 00:00 Introduction - 03:35 Rapid Fire Q&A - 05:05 Carson's Path into Crypto - 09:03 Inside Gauntlet's Restaking Team - 16:27 The Overlooked Risk Metric - 24:34 Would TVL Survive Without Incentives? - 27:26 Evolution of Shared Security - 37:07 Stablecoin Staking Insights - 46:10 Balancing Growth and Trust Watch the latest episode of Blueprints:
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Carson Brown retweetet
Our Credit Vaults are evolving from isolated yield products into flexible instruments powering liquidity and composability.
Collabs with partners like @gauntlet_xyz let allocators stay fully deployed in private credit while unlocking new, capital-efficient strategies.
@CarsonMBrown 🤝
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Carson Brown retweetet
1/ A year of LRTs reveals a clear signal: they've emerged as premier collateral assets in lending markets.
Our latest LRT Market Risk dashboard update unveils the leverage dynamics powering leading @eigencloud LRTs: weETH, rsETH, ezETH, pufETH, and rswETH.
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Carson Brown retweetet
"Don't wait for the green light, keep going until you get stopped by a red light." - @CarsonMBrown
Check out Gauntlet's Restaking Connoisseur & inspirational quote enthusiast Carson Brown at ETH Denver:
x.com/stakingcircle/…
Staking Circle@stakingcircle
Risks shift, yields fluctuate, and bad models break protocols. @gauntlet_xyz runs simulations, models risk, and helps protocols keep yields sustainable, so you don’t have to. @CarsonMBrown is bringing the data to Restaking Circle! 🇺🇸 RSVP: lu.ma/restaking_denv…
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Carson Brown retweetet
1/ Today, @symbioticfi Restaking Vaults went live on Mainnet
We launched five Restaking Vaults on Symbiotic, building on over a year of deep research exploring restaking risk, optimizing network and operator allocation, and examining collateral health.
Gauntlet@gauntlet_xyz
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Carson Brown retweetet
@LefterisJP @rotkiapp I also love data & analytics about pretty much everything.
How else are we supposed to know that Pennsylvania produces more than 3x the tonnage of peaches compared to Georgia, even though the latter calls itself the "Peach State"
nass.usda.gov/Quick_Stats/Ag…
nass.usda.gov/Quick_Stats/Ag…
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I love data and analytics about pretty much everything.
🐦 This is embodied in @rotkiapp where you can get historical data for each asset's performance in value/amount over time and a breakdown of accounts holding the asset.
Use rotki. Don't go it alone.
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@JakeAuJus @NEARProtocol Everyone assumes the @gauntlet_xyz office is just whiteboards and math. In reality; it's all iron, protein shakes, and whiteboards and math.
The best way to manifest a market pump is to catch a pump yourself.
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Me talking chain abstraction and defi optimization with @NEARProtocol but real ones recognize that bull market squat routine
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Carson Brown retweetet
1/ LRT Risk Dashboard: Withdrawal Data
Now that major LRTs support withdrawals, we've added withdrawal data to the dashboard. By analyzing queue size and duration, we see:
• EtherFi quickest to process withdrawals
• Renzo queue size shrinking
• Swell batches withdrawals
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Carson Brown retweetet
7.6% of EIGEN rewards have been claimed on behalf of @puffer_finance and @swellnetworkio through Aera vaults.
Claimed rewards are consolidated into two isolated vaults to maximize efficiency, minimizing the need to consolidate transactions afterward.
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My face might have been showing the jetlag, but I promise I was having a great time discussing LRTfi with these great people at @KelpDAO's event in Singapore!
Kelp@KelpDAO
The Future of LRTfi panel featured @defiyaco from @LidoFinance, @CarsonMBrown from @gauntlet_xyz and @bryancolligan from @compoundfinance, moderated by @0xArchana. Collectively, the panellists shared important insights on the evolution of DeFi, rewards and unlocking utility for users, with security and risk as key themes.
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Carson Brown retweetet
1/ Last month, @swellnetworkio introduced swBTC, the first Bitcoin LRT to offer restaking yield from the Ethereum ecosystem.
What might have been lost in the announcement is that an Aera vault sits at the center of swBTC's architecture.
A brief 🧵 on how our vaults enhance swBTC...
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Carson Brown retweetet
We're delighted to introduce an amazing set of speakers for The Future of LRTfi panel at the Restaking Conclave!
Get early alpha on what's cooking in these protocols!
✦ @defiyaco, Master of DeFi at @LidoFinance
✦ @oliviergalaud, Co-head Staking & Restaking at @Consensys
✦ @CarsonMBrown, Senior Protocol Strategist at @gauntlet_xyz
Register so you don't miss out, details below 👇.
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Carson Brown retweetet
The flexibility of Aera’s configurable, non-custodial vaults is coming in handy for our friends in the restaking world.
Aera@aerafinance
Are you an LRT, Operator, or restaking service provider wondering how you’ll actively manage the incoming medley of restaking rewards? Will you convert native rewards to base assets? Restake them? Our vaults offer a simple, automated solution without you giving up custody.
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Carson Brown retweetet
Couldn't agree more with this review
AVSs with active operator sets will definitely make more fees than passive sets
These AVSs will have specialized operators. As a result, high performing AVSs wont share operators with other AVSs. This mitigates the simultaneous attack vector Taurun has brought up before
Centralization is the big question here. IMO it should be battled by reducing barriers to entry for new operators, assuming that the system has a proper incentives/penalties system in place
Carson Brown@CarsonMBrown
The restaking landscape might have an operator allocation problem. The underappreciated difference between passive & active yield within restaking will likely lead to a major shift in the restaking operator landscape.
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Carson Brown retweetet
EigenDA is rolling out mainnet rewards, and our customers' vaults are primed for action.
@puffer_finance's Aera vault claimed 0.004564 WETH without their team needing to lift a finger, and it's capable of much more.
Aera's programmable, non-custodial vaults can seamlessly manage restaking rewards, including capital-efficient conversion to base assets.
In the coming week, we'll publish a deep dive exploring Aera for restaking rewards management.
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Carson Brown retweetet
1/ Collateral health is a crucial variable impacting AVS economic security.
In a blog published today, we suggest a comprehensive framework to evaluate collateral health by exploring:
• POS collateral mechanism design
• Collateral risk models
• ETH-backed vs. non-ETH-backed collateral & dual staking
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