seb

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seb

seb

@defisebs

Head of Onchain Asset Management @Grayscale | Previously @aave, @jpmorgan, @GoldmanSachs Disclosure: https://t.co/x3Y2Fns7h0

New York, NY Katılım Mart 2009
2.2K Takip Edilen2.7K Takipçiler
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seb
seb@defisebs·
I’ve joined @Grayscale as Head of Onchain Asset Management. Finance is moving onchain. It’s a defining moment and an opportunity to build the next generation of asset management. Thank you Steve Vanourny, @PeterMintzberg, and the team for the warm welcome. Excited to get to work.
Grayscale@Grayscale

Excited to welcome Sebastian Pulido as Head of Onchain Asset Management at @Grayscale, leading onchain product strategy. Sebastian brings considerable institutional and digital asset expertise from Aave Labs, Goldman Sachs, and J.P. Morgan's Kinexys.

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Grayscale
Grayscale@Grayscale·
Grayscale Investments, the world’s largest digital asset-focused investment platform¹, just sent a letter to the Senate requesting a floor vote on the CLARITY Act before the August recess. "Senators and staff across the aisle have spent months addressing hard questions about jurisdiction, investor protections, and developer safeguards. The framework that emerged protects investors, shields legitimate developers from overreach, and provides the certainty Americans deserve." After months of bipartisan work, the industry is ready for CLARITY.
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seb
seb@defisebs·
Vaults will increasingly become a key infrastructure layer for abstracting onchain strategies. Great breakdown from the @Grayscale research team on how vaults compare with CLOs.
Grayscale@Grayscale

Grayscale Research believes onchain vaults may break into traditional finance. Similar to collateralized loan obligations (CLOs), vaults pool capital into managed portfolios, but are fully onchain. Today, onchain vaults hold ~$7B in total value locked (TVL), a fraction of the ~$1.5 trillion CLO market. Read more on The Stack: grayscale.com/the-stack/onch…

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Grayscale
Grayscale@Grayscale·
Multiple chains are powering tokenization in different ways. $ETH → Home to the largest RWA market $SOL → Home to @xStocksFi $LINK → Powering @The_DTCC $AVAX → Powering Apollo's tokenized credit
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Peter Mintzberg
Peter Mintzberg@PeterMintzberg·
Welcome to Grayscale, @defisebs! We're thrilled to have you onboard as we continue to expand our offerings and meet accelerating institutional interest. Looking forward to working together.
Grayscale@Grayscale

Excited to welcome Sebastian Pulido as Head of Onchain Asset Management at @Grayscale, leading onchain product strategy. Sebastian brings considerable institutional and digital asset expertise from Aave Labs, Goldman Sachs, and J.P. Morgan's Kinexys.

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seb
seb@defisebs·
@PeterMintzberg Thank you vm, Peter! Thrilled to be here and excited for what's ahead.
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seb
seb@defisebs·
The next stage of onchain capital markets adoption requires more than better infrastructure. Institutions need a dedicated team to help them navigate a highly complex transition. Excited to see @ethereuminsti launch. Bullish on @davwals and @ismiMatthew for leading the charge.
Ethereum Institutional@ethereuminsti

1/ Announcing Ethereum Institutional An independent non-profit dedicated to accelerating the institutional adoption of Ethereum, its L2s, applications and overall ecosystem.

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RWA Llama 🦙
RWA Llama 🦙@RwaLlama·
🏛️ @defisebs of Aave Labs went on @centrifuge's DeFi Drip podcast at the RWA Summit in Cannes. The useful part was not the Horizon update. It was his read on why institutions actually want real-world assets as onchain collateral. Worth unpacking. 🧵
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Centrifuge
Centrifuge@centrifuge·
"A 5x or 10x from where we are today." Sebastian Pulido @defisebs, Director of Institutional & DeFi Business at Aave Labs, on what comes next for RWAs on @aave. Full DeFi Drip episode goes live next week.
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Aave
Aave@aave·
Welcome to Aave, @bitwise. USCC is now called the Bitwise Crypto Carry Fund, which is a tokenized fund that earns yield through a market-neutral crypto basis strategy. Over $120 million USCC is already deposited on Aave Horizon.
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Kolten
Kolten@0xKolten·
Pretty cool for @aave. The first DeFi borrowing transaction ever conducted on Capitol Hill, demoed for U.S. Senate staffers. Hosted alongside @BlockchainAssn, @uniswap, and @base.
Linda Jeng@LindaJeng1

Yesterday, we ran what may be the first DeFi borrowing transaction ever conducted on Capitol Hill. Senate staffers watched it settle onchain in real time without an intermediary. This is the kind of transparent system the CLARITY Act envisions. We put on the demo alongside @uniswap and @base, organized by the @BlockchainAssn and sponsored by the @fund_defi . The point was to show policymakers what the technology already does, and why the certainty the CLARITY Act provides matters for building digital finance responsibly. We're grateful to every partner involved, and for the Congress' engagement on what comes next. @DeFiSpartan

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seb
seb@defisebs·
Welcome @Bitwise to @Aave Horizon. Over $120 million of Bitwise Crypto Carry Fund shares are currently being used as collateral on Horizon borrowing stablecoins at under 3%.
Superstate@SuperstateInc

USCC is now the @Bitwise Crypto Carry Fund. Bitwise manages the strategy. Superstate powers the rails. $260M+ in assets. 100+ institutional investors. $120M+ used as onchain collateral. Superstate FundOS is bringing asset management onchain.

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Aave
Aave@aave·
Aave Labs has published an ARFC proposing a new standardized Technical Asset Listing Framework for Aave V3, V4, and Aave Horizon. The framework establishes consistent technical requirements for asset listings, parameter expansions, and ongoing monitoring.
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Stani
Stani@StaniKulechov·
Every bank will have crypto custody. Every bank will access to DeFi.
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seb
seb@defisebs·
We couldn’t have asked for a better partner. Combining @avax’s deep relationships across traditional finance with @aave Horizon’s lending infra makes this expansion a natural fit.
Aave@aave

Aave Labs published a Temp Check to deploy Aave V4 on @avax, including a dedicated RWA Liquidity Hub. Aave V3 is already one of the top protocols on the network, making it a strong fit for a V4 deployment.

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Stani
Stani@StaniKulechov·
Not a good take. DeFi infra today is materially more resilient than in prior cycles (partially also thanks to AI). Also DeFi has improved across the board over the years: - better risk engines + lending market structures - formal verification, audits, bug bounties - better cap management, oracle improvements - automated monitoring and security operations inc. circuit breakers - far better tooling for smart contract security (including AI-assisted analysis) Ironically, a lot of the remaining attack surface now comes from web2-type opsec, which is why many DeFi teams are investing heavily into better processes (inc. SOC2-based), infra hardening, and internal controls. DeFi is constantly evolving, but pretending the industry hasn’t matured significantly or that AI is only a net negative for DeFi security is simply not true. The same AI capabilities attackers use are also increasingly used by security researchers, auditors, and whitehats to strengthen protocols. DeFi Will Win.
Manuel Aráoz@maraoz

PSA: I now consider *all* of DeFi unsafe. Coding agents are superhuman at finding vulnerabilities, and smart contract security is too asymmetric: defenders need to fix every bug while attackers need just one exploit to steal funds.

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Keşfet

@Grayscale @xStocksFi @The_DTCC @PeterMintzberg @ethereuminsti @davwals @ismiMatthew @centrifuge