Simanta Gautam ๐๏ธ ๋ฆฌํธ์ํจ
Simanta Gautam ๐๏ธ
614 posts
Simanta Gautam ๐๏ธ
@simanta
๐ณ๐ต๐ ๐บ๐ธ | zk + btc | ceo @alpenlabs | prev founded Synapse (acq. Palantir) | CS @ MIT
NYC ๊ฐ์
์ผ Aฤustos 2016
835 ํ๋ก์1.9K ํ๋ก์
Firmly disagree with @MaxAWebster in this clip.
STRC is impressive, but inferior to on-chain bCLOโs.
bCLO vs STRC:
๐๐ผ Higher profits
๐๐ผ Lower risk
๐๐ผ More Bitcoin aligned
๐๐ผ Massive scale
@moneyball @dksf
David Seroy ๐๏ธ@david_seroy
Change My Mind: Digital Credit (STRC) Is Overrated MicroStrategy pioneered Bitcoin-backed digital credit. But I think the second version, BTC-native, onchain credit, eventually wins. 25 min whiteboard comparison. Chapters: 00:00 Digital Credit vs. Bitcoin Credit 02:22 MicroStrategy's Bitcoin Strategy 12:35 DeFi and bCLO's 18:17 Comparing STRC to bCLO's
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duty-free glocks ๐ค
congrats to our chief garbling intern @nakstar123 on the new paper
absolute menace xD
Alpen@AlpenLabs
๐ฅ๐ซย Glocks are now duty-free. Introducing Duty-Free Bits (DFB): a technique that removes the Bitcoin-compatibility tax on arithmetic garbling. BABE โ 45x smaller Argo โ 20x smaller Research with UCLA & UIUC.
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garbling-based protocols reduced on-chain data overhead by 2-3 orders of magnitude compared to bitvm2
but they introduced more off-chain data/compute overhead
thereโs been an explosion of papers in last few months that have reduced off-chain costs from ~50 GB now to ~500 KB ๐คฏ
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Nakul cold DM'd me in TG last year. I thought it was a fake account. Now he's co-authoring state of the art GC's for us. Glad I didn't ignore. ๐
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New paper from the Chief Garbling Intern @nakstar123 @AlpenLabs and collaborators:
eprint.iacr.org/2026/476
Another 25-50x improvement on SOTA garbled circuits!
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Simanta Gautam ๐๏ธ ๋ฆฌํธ์ํจ
Yet another breakthrough from @AlpenLabs research in BitVM-style bridges. 45x improvement from BABE and 20x improvement from Argo MAC.
eprint.iacr.org/2026/476
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@hexonaut ๐ฏ
more wallets, exchanges, custodians and even broader fintechs & banks also want to add btc-backed borrow/spend products
these new distribution channels will also plug into on-chain markets
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15% ($1 billion USD) of all non-looping DeFi borrows are from Coinbase users on Morpho.
Expect this to become the primary use case for DeFi lending over the next year.
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marshall brain was really ahead of his time
people, go read Manna
Andrew Curran@AndrewCurran_
Striking image from the new Anthropic labor market impact report.
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Simanta Gautam ๐๏ธ ๋ฆฌํธ์ํจ
BTC-backed credit markets will soon emerge.
@AlpenLabs envisions a BTC credit market with market structure, fixed-term lending, secondary markets, and standardized loan claims powered by Morpho Fixed-Rate Market.
Alpen's full thesis โ
Alpen@AlpenLabs
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Simanta Gautam ๐๏ธ ๋ฆฌํธ์ํจ
@AlpenLabs Kudos to @david_seroy @OneTrueKirk on this incredible report. Per-chapter whiteboard videos are sick๐ฅ
And deepest gratitude to @LynAldenContact @nic_carter @jlppfeffer @SebVentures for reviewing this piece!
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The most pristine collateral meets the best, formally verified on-chain lending protocol. @AlpenLabs x @Morpho.
The vision here is ambitious. These markets unlock permissionless spending power for bitcoiners:
- lowest fixed & variable rate btc-backed borrowing,
- one-click card issuance and global ramps for your line of credit
- a full SDK for your favorite wallet/exchange to easily integrate.
Weโre building towards this vision with incredible partners, across stablecoins, payments, ramps, liquidity, distribution, and more. Excited to announce them soon.
Alpen@AlpenLabs
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The cat is already out of the bag with AI for significantly stronger mass surveillance. Anthropic being based is a bandaid: now a market opportunity for another company to fill this gap.
The durable counterweight here is accelerating the capabilities and access to tech that equip the individual against censorship and coercion. I really hope to see these tools advance in tandem with AI.
Cryptographically secure private property, private payments, private communications, private identity, and private compute. The free and wandering mind shielded by math, unbeholden to the ebbs and flows of policy.
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Simanta Gautam ๐๏ธ ๋ฆฌํธ์ํจ
Alpine city. Alpen spirit.
Denver delivered Bitcoin energy ๐ป Great to see everyone at our event with @zellic_io.
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We are pleased to announce our $62M DBA Fund II.
DBA started as the Bear Market Homework Club. A small and local effort to find our place amongst the sincere, interesting, and interested. These are our people. We are lucky to call them partners, LPs, founders and friends. Thank you to all of them.
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essential part of the alpen experience
i hear rumors about an L2 expansion pack ๐ง
Alpen@AlpenLabs
Keep calm and play Bitopoly ๐ค @playbitopoly
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