Gauntlet

We can’t wait to hear all about it! Catch @inkymaze and the @gauntlet_xyz team at TokenizeThis in June! 🎟️ Tickets available at TokenizeThis.RedStone.Finance

@lista_dao @CredoraNetwork 👀

New risk ratings for @lista_dao vaults are here 🔷 BNB Vault: A | 0.29% PSL 🔷 USD1 Vault: A- | 0.68% PSL (upgraded from B) 🔷 USDT Vault: B+ | 1.04% PSL @CredoraNetwork independently rates DeFi vaults on Probability of Significant Loss (PSL) — the likelihood of a vault losing meaningful value in a given year. The lower the PSL, the safer the vault. Ratings are built bottom-up: every collateral asset gets a default probability score, every market runs 30-day stress simulations, and the final vault rating is the allocation-weighted output of all of it. Full Breakdown: blog.credora.network/2026/04/30/lis…

summary of today’s @lista_dao x @gauntlet_xyz x @bnbchain AMA Key highlights: - Gauntlet instantly becomes the #1 risk operator on BNB Chain (~$500M+ curated TVL across 4 vaults) - Brings proven institutional-grade risk models - Lista’s isolated vault model = risk is isolated in each vault (one bad asset won’t affect the others, unlike traditional pooled lending) - Focus on balanced risk-adjusted yields across slisBNB, BTCB, stables & yield-bearing assets - Strong institutional/RWA signal: hedge funds + large Safe wallets already depositing; tokenized treasuries (BUIDL, BENJI, etc.) next - Roadmap: more Gauntlet vaults coming + potential dedicated RWA vault All vaults are live → lista.org/lending

Our Chief Business Officer @inkymaze was quoted by the @WSJ today, saying: “We need @aave to survive. It would be bad for DeFi and crypto overall if there was a big hole that scared a lot of what is now coming from fintechs and institutions.” Full article: wsj.com/finance/curren…

@draffilog @lista_dao 🤝

.@gauntlet_xyz 's first BSC deployment immediately makes them the #1 risk operator on the chain - they curate 92.9% of all @lista_dao lending vault TVL (~$525M out of ~$565M total) *** Top-3 collateral assets = 83% of all Gauntlet vault risk: - slisBNB ($268M, 51%) -Lista's own LST - USDT & USDC stablecoin LP ($85M, 16%) - A new "Smart Collateral" primitive - BTCB ($82M, 16%) *** Per-vault collateral profile (what each vault is actually underwriting) - BNB Vault ($310M) — overwhelmingly LST-driven 81% slisBNB, 11% USDT, 7% BTCB, 1% other (wBETH, asBNB, XAUt, etc.) - USD1 Vault ($138M) — diversified stables/BTC/yield 36% USDT&USDC LP, 28% BTCB (across 2 markets), 15% sUSDe, 7% slisBNB, 5% USDC - @UTechStables $U Vault ($69M) — most concentrated in stables 50% USDT&USDC LP, 27% BTCB, 13% sUSDe, 9% slisBNB

@vaultsfyi @rhinestonewtf 💜

1-step cross-chain deposits are here. Want to move USDC into a vault on Optimism, but all your USDC is on Arbitrum? No problem. ⚡️ No manual bridging. ⚡️ Settlement in under 1.5 seconds. ⚡️ ~$0.002 fee. Built with @rhinestonewtf.

Tomorrow at 9am ET, join our Senior Quant SWE @0xNsai with @Helen_listadao and @ZKay801 from @lista_dao, plus @draffilog from @BNBCHAIN, for a live discussion on curating lending vaults on BNB Chain.

4/ Going deeper on Wednesday. 📅 April 29, 9 PM UTC+8 / 1 PM UTC / 9 AM EST 🎙️ "Curating the Future of Liquidity on BNB Chain: Lista × Gauntlet" 🏠 Hosted by @lista_dao, with Gauntlet and @BNBCHAIN speakers Get notified: x.com/i/spaces/1nJOL…

3/ For suppliers, nothing changes at the user level. Moving forward, Gauntlet and Lista will work closely on risk curation across all four vaults. More about the partnership: gauntlet.xyz/resources/list… More on our curation methodology: vaultbook.gauntlet.xyz Explore the vaults: lista.org/lending

1/ @lista_dao has selected @gauntlet_xyz to curate four lending vaults on @BNBCHAIN. Gauntlet is now the primary curator of the Gauntlet USDT Vault, and co-curator with Lista on the Gauntlet × Lista USD1, BNB, and U vaults.

“The bigger risks sit in infrastructure,” said @paul_on_chain, head of security at Gauntlet, a risk management firm. “When I think about AI-driven threats, I’m less concerned about smart contract exploits and more focused on AI-assisted attacks against the human and infrastructure layers.” coindesk.com/tech/2026/04/2…

Western stablecoins and RWAs have been DeFi’s best export. But why not import? International expansion is Gauntlet’s top priority. Looking forward to announcing some new initiatives this summer.

Earlier today, KelpDAO suffered an exploit related to rsETH. Gauntlet vaults and strategies have no exposure to rsETH and other KelpDAO assets. Our optimization engine was triggered and precautionary risk-off actions were taken in response to potential liquidity, volatility and contagion scenarios. Alongside our automated engine, the risk team has been continually, manually reviewing and adjusting Gauntlet-curated vault parameters based on evolving market conditions.

The team is further investigating any possible contagion risk from this potential exploit to other assets, and initiating precautionary risk-off actions across relevant vaults.

We are aware of the potential exploit regarding KelpDAO. Our optimization engine is already adapting to the expected market volatility. Furthermore, the entire risk team is on deck, actively investigating and initiating risk-off actions as required as market conditions evolve. We will provide further updates as the situation develops.