David Reising

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David Reising

David Reising

@Davidareising

Founder @LotusFi_ | Prev Product Index Coop & Exodus | Defi microstructure, vaults, trade prophesies

Mojave Desert Katılım Mayıs 2023
1.4K Takip Edilen334 Takipçiler
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David Reising
David Reising@Davidareising·
Better Vaults need better market structure. With Resolv, a single issuer-side opsec failure was enough to create losses, illiquidity, or emergency actions across a web of downstream vaults, pools, and credit markets. Last year it was the $93m Stream Finance debacle due to a bad balance sheet. LPs aren’t being compensated adequately for the opaque risk they’re taking on in many of these assets through diversified vault allocations. @LotusFi_ doesn’t eliminate collateral risk, but we think our model eliminates much of the incentive to lend against riskier collateral. Lend against blue-chip collaterals like BTC and ETH. Keep liquidity connected. Price credit risk on a curve inside one market.
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Travis Chapman
Travis Chapman@Travispaints·
I painted a happy ending to the bison story
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David Reising
David Reising@Davidareising·
DeFi has lost over $900M to hacks in the first six months of 2026, +70% YoY. Most of those protocols had audits. A growing share of these losses never touched the smart contracts at all: compromised keys, sophisticated social engineering attacks, operational gaps a smart contract audit can't prevent. That’s why @LotusFi_ takes a holistic approach to security, with independent review from experts across three surfaces: economic design, smart contracts, and operational security. Our team has secured tens of billions of customer deposits, smart contracts, transactions and private keys since 2019. On the contracts, that's meant engagements with top-tier experts early and often: @Iam0x52 for a pre-audit review, @EnigmaDarkLabs on gas and architecture, and early access to Zellic's @v12sec and @cantinasecurity's Apex, two of the newest AI-native scanning tools in the space. All before we even kicked off our smart contract audit with @Cyfrin, supported by their Cygent AI agent for security review and formal verification. AI tools extend what expert reviewers can cover; they don't replace their judgment. As we move closer to deployment, we'll also be pursuing @_SEAL_Org certification for our op-sec practices because as we’ve seen with many recent exploits, security does not stop at the contracts. On the design side, @BlockAnalitica ran an independent economic assessment of Lotus's markets, tranches, and risk parameters. @CredoraNetwork's risk ratings on each tranche give every vault transparent risk you can verify. We want the protocol tested early, repeatedly, and from every angle. That's the standard we think serious onchain infrastructure should meet.
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crews
crews@theyoungcrews·
Stablecoin supply is ~$320 billion. Tracked active DeFi loans are ~$26.5 billion. Active credit is just 8.3% of stablecoin float. Borrowers can find stablecoins, collateral, and venues. The financing package breaks when they need capital efficiency, predictable funding, and loss paths they can model. Crypto has built the money layer. Stablecoins, tokenized treasuries, vaults, collateral and onchain execution all exist at scale. The credit layer hasn’t kept pace. After the last few lending stress points, the gap is harder to ignore. More venues and more collateral types won’t fix it by themselves. DeFi needs benchmark funding surfaces where cost, liquidity, and loss behavior are legible before positions are opened. Leverage demand already went elsewhere: - Perps did $61.7 trillion of volume in 2025 versus $18.6 trillion of spot trading - Galaxy put Q3’25 DeFi lending borrows at $41b, while futures OI was $188b and perps alone were $148b. Onchain credit should be crypto’s native financing layer. High-quality BTC and ETH collateral should access efficient dollar leverage directly. Lenders should choose the risk they want. Borrowers should choose the leverage they want. The market should clear the spread between them.
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notpb
notpb@notpb_·
bringing a lending protocol to life safely takes assessment and coordination across economic design, smart contracts, and operations that's why at @LotusFi_ we've been engaging the best in the space: - @BlockAnalitica and @CredoraNetwork on the economics - @IAm0x52 , @EnigmadarkLabs , and @Cyfrin on the contracts - @_SEAL_Org frameworks and certification for ops more 🔜
David Reising@Davidareising

DeFi has lost over $900M to hacks in the first six months of 2026, +70% YoY. Most of those protocols had audits. A growing share of these losses never touched the smart contracts at all: compromised keys, sophisticated social engineering attacks, operational gaps a smart contract audit can't prevent. That’s why @LotusFi_ takes a holistic approach to security, with independent review from experts across three surfaces: economic design, smart contracts, and operational security. Our team has secured tens of billions of customer deposits, smart contracts, transactions and private keys since 2019. On the contracts, that's meant engagements with top-tier experts early and often: @Iam0x52 for a pre-audit review, @EnigmaDarkLabs on gas and architecture, and early access to Zellic's @v12sec and @cantinasecurity's Apex, two of the newest AI-native scanning tools in the space. All before we even kicked off our smart contract audit with @Cyfrin, supported by their Cygent AI agent for security review and formal verification. AI tools extend what expert reviewers can cover; they don't replace their judgment. As we move closer to deployment, we'll also be pursuing @_SEAL_Org certification for our op-sec practices because as we’ve seen with many recent exploits, security does not stop at the contracts. On the design side, @BlockAnalitica ran an independent economic assessment of Lotus's markets, tranches, and risk parameters. @CredoraNetwork's risk ratings on each tranche give every vault transparent risk you can verify. We want the protocol tested early, repeatedly, and from every angle. That's the standard we think serious onchain infrastructure should meet.

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Enigma Dark
Enigma Dark@EnigmadarkLabs·
Optimal is not a style. O(n) → O(log n); O(n) → O(1) Architecture and gas optimisation work for @LotusFi_'s tranche-based lending protocol. Congrats to the team on their upcoming launch.
David Reising@Davidareising

DeFi has lost over $900M to hacks in the first six months of 2026, +70% YoY. Most of those protocols had audits. A growing share of these losses never touched the smart contracts at all: compromised keys, sophisticated social engineering attacks, operational gaps a smart contract audit can't prevent. That’s why @LotusFi_ takes a holistic approach to security, with independent review from experts across three surfaces: economic design, smart contracts, and operational security. Our team has secured tens of billions of customer deposits, smart contracts, transactions and private keys since 2019. On the contracts, that's meant engagements with top-tier experts early and often: @Iam0x52 for a pre-audit review, @EnigmaDarkLabs on gas and architecture, and early access to Zellic's @v12sec and @cantinasecurity's Apex, two of the newest AI-native scanning tools in the space. All before we even kicked off our smart contract audit with @Cyfrin, supported by their Cygent AI agent for security review and formal verification. AI tools extend what expert reviewers can cover; they don't replace their judgment. As we move closer to deployment, we'll also be pursuing @_SEAL_Org certification for our op-sec practices because as we’ve seen with many recent exploits, security does not stop at the contracts. On the design side, @BlockAnalitica ran an independent economic assessment of Lotus's markets, tranches, and risk parameters. @CredoraNetwork's risk ratings on each tranche give every vault transparent risk you can verify. We want the protocol tested early, repeatedly, and from every angle. That's the standard we think serious onchain infrastructure should meet.

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KJ Crypto
KJ Crypto@koreanjewcrypto·
“God forbid a white boy get a lil motion Jerry”
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Lotus Protocol
Lotus Protocol@LotusFi_·
Vaults meet the moment because they make onchain yield investable at scale. They turn complex onchain opportunity sets into products that can be diligenced, managed by a curator that is accountable, and held with confidence. Q&A write-up + full interview below ✍🏼
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ZacD
ZacD@ZackD0x·
@patfscott microdosing season loading fr
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Sui
Sui@SuiNetwork·
Sui Mainnet is currently experiencing a network stall. The Sui Core team is actively working on a solution. Be aware that transactions may be paused at this time. Updates will be shared as soon as they are available.
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Delicious Tacos
Delicious Tacos@Delicious_Tacos·
“It’s my honor to announce that the true pope is working with us from Avignon”
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David Reising
David Reising@Davidareising·
@nicoypei @DeanEigenmann I like the Fx call. Even more broadly I’d say anything that can generate scalable yield that meets their instant liquidity sensitivity.
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Nico | supernova.vision
Nico | supernova.vision@nicoypei·
@DeanEigenmann What are the pickaxes that make sense? Imo NDF FX API for neobanks to support multi-currency account will be the largest pickaxe makers in this sector Fixed rate on top of aave/morrpho will be a close second
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Dean Eigenmann
Dean Eigenmann@DeanEigenmann·
when investing in neobanks, it seems the smarter decision is to invest in the pickaxe makers
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