Elisabeth

New: vault filtering controls are live in Compass Studio. Platforms can now control which vaults they expose to users based on: - Minimum TVL - Minimum liquidity - Minimum deposits allowed All configurable via sliders in Studio under “market settings.”

try @conductor_build if you haven't yet. you defo dont wanna go back.

Current thesis: Every company with customer assets will become a fintech. Those fintechs will own the distribution. They’ll use blockchains and stablecoins to decrease float which increases cash flow (see Western Union). And they’ll use DeFi to offer yield, loans, and trading (see Whop). Through this lens, DeFi becomes 100x better financial APIs. Only a few DeFi protocols will survive as frontends with distribution.

@JasonYanowitz 💯 - we already see this happening across the board. telecom providers contacting us to leverage DeFi via our APIs

@jasonrosenthal 💯 better banking for everyone enabled by blockchain rails

@labs_compass 👀

One SDK. Yield, credit, swaps, portfolio management. → 3-10% crypto yield → Crypto-backed loans at ~2-3% APR → Swap any token → Gas sponsorship → Segregated accounts → Fully non-custodial Built for wallets, fintechs, and payment platforms.

LATEST: 🏦 BlackRock CEO Larry Fink says tokenization could let people invest through a phone's digital wallet as easily as sending a payment.

@antoniogm made with @labs_compass API

Crypto is going to find out the hard way that it's horribly behind when it comes to risk modeling (I'm a former credit quant...the field is behind what the state of the art was 20 years ago). It'll learn one blow-up at a time. Want to make a fortune in defi? Create a dashboard that shows DV01 (to offchain rate moves), JTD (pivoted by underlying asset), correlation delta (for correlation across assets)...and for fuck's sake, time to have a tradable credit spread for vault curators and asset issuers (to both model counterparty risk and hedge against it). We're in caveman-land right now. Crypto's general tendency to YOLO everything just isn't good enough anymore.

ctrl+c on this post. ctrl+v into Claude with @labs_compass LLM docs. result: JTD, correlation heatmaps, rate sensitivity across @Morpho, @Aave and @pendle_fi across chains. portfolio-level works too (the API has positions + PnL endpoints).

@mraltantutar @labs_compass yes do it, and try studio! :)

@0xcafeli @labs_compass ohh nice change on the website! definitely, I will give it a try for the yield SDK🫡

- Privy = wallets your users won't hate (Free–$99/mo) - Base = where you deploy if you still want to be on Ethereum. Gas is basically free. (Free) - Solana = where you deploy if you need very fast execution (Free) - ZCash = if you need private money (Free) - NEAR Intents = where you can trade any asset on any chain (Free) - Alchemy = your RPC infra (Free tier) - Thirdweb = a lot of pre-built smart contracts (Free tier) - Dynamic = login + wallet UX in one SDK (Free tier) - Supabase = off-chain data layer (Free tier) - Vercel = ship your frontend in 60 seconds (Free tier) - Stablecoins = let users buy anything without a card (Free) - Claude = your 24/7 senior crypto dev ($20/mo) Total cost to go from idea → live crypto consumer app: $20/mo A solo founder with $20 can now ship what used to require a 10-person core protocol engineering team. Just build the thing.

@xrghyd safe smart account setup. Do you have plans for this? We would happily develop it with you - we want to wrap our APIs for onchain data & transactions with @labs_compass

Why doesn’t x402 support smart accounts yet. @coinbase are you adding this? 🙏

The people building the next gen of financial products are in the classroom right now, but most universities don’t teach DeFi. We’ve been running classes at @imperialcollege and @UniofOxford for 2 years with @labs_compass. Happy to help any university that wants to start.

Coinbase CEO Brian Armstrong: 4 billion people can’t invest in high-quality assets “Tokenization is kind of a buzzword right now and it is really important as a trend because the same thing that happened with stablecoins — where a dollar got ‘tokenized’ and now people all over the world can use it and there’s fast/cheap/global payments — is now happening in the equities market and every asset class that people might want to invest in.” Brian explains why this is so important: “There’s about 4 billion adults right now who are ‘unbrokered’. Some people have heard about being ‘unbanked’, but there are also about 4 billion people who are unbrokered, meaning they don’t have any way to invest in high-quality assets — whether that’s American tech companies or the latest BlackRock or Apollo fund. When you tokenize it, there’s a bunch of efficiency gains. But it’s also about democratizing access . . . People who only make their income from labor are oftentimes left out of this wealth-creation engine, which is the ability to invest some of their hard-earned money in high-quality assets. That’s what we’re trying to do with the tokenization of every asset class.” Treasuries, private credit, real estate, and many other real world assets (RWAs) are being tokenized, with Ethereum is the preferred settlement rail for compliant institutional capital markets. More than 60% of all tokenized assets — over $200 billion — reside on Ethereum. Source: @Bloomberg (Jan 2026)