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Rob Montgomery🦞
2.4K posts
Rob Montgomery🦞
@RobAnon
Founder @infiniFi | DeFi maxi obsessed with unlocking higher yields for you
Katılım Mart 2021
558 Takip Edilen2.7K Takipçiler
Rob Montgomery🦞 retweetledi
Rob Montgomery🦞 retweetledi
Confidence in locking capital with @infiniFi is trending up.
Short-term locks are down 86% YTD. Locks of 11+ weeks are up 741%, with liUSD-13w yielding 7.6% APY.
infiniFi’s core mechanism is this laddering, which allows higher-yield duration assets to be held in reserve.
Patryk@Solofunk
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Rob Montgomery🦞 retweetledi
A recent follow up with @RobAnon from @infiniFi on how they are becoming the membrane between tradfi and defi
x.com/doodlifts/stat…
doodlifts@doodlifts
TradFi has buyers of last resort, and DeFi desperately needs the same for real-world assets to scale. @infiniFi is stepping up to be that critical backstop, absorbing duration assets during liquidations to prevent bad debt Full podcast with @RobAnon ⤵️ 00:04:46 TVL quadrupled during brutal bear market conditions. 00:05:06 Infinifi acts as the core duration engine for DeFi. 00:06:11 Bridging TradFi capital with DeFi yield. 00:09:55 Unlocking larger, longer-duration institutional loans with Maple Finance. 00:13:14 Serving as the financial membrane between DeFi and institutions. 00:15:46 Replicating TradFi's fractional reserve banking onchain. 00:16:19 Stepping in as the crucial buyer of last resort. 00:17:39 Tokenizing a $1 billion TradFi trade receivables fund. 00:20:20 Earning a massive 40% APR by holding Apollo Credit liquidations. 00:22:26 Providing the capital needed to safely scale large RWA markets. 00:26:18 Opening DeFi pipes to high-yield global invoice and trade finance. 00:30:10 Stablecoins are quietly backdooring the US dollar globally. 00:32:46 Neobanks can use Infinifi for sustainable, scalable user yield. 00:35:50 Delivering the highest risk-adjusted returns without extreme leverage. 00:38:23 RWA markets cannot function or scale without a backstop for bad debt. 00:43:03 Absorbing liquidations creates a massive, continuous growth loop for Infinifi. 00:54:11 A buyer of last resort could have halted the brutal 10/10 liquidation cascade.
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DeFi has been maturing for a while now
We started out with foodcoins, where the altcoin speculation itself was the yield
Then we moved onto bluechip speculation with the basis trade
Finally, the yields are getting real 😎
Neo-Finance has arrived.
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TheStateOfDeFi:Exploits,Adoption&TheTokenizationBoom x.com/i/broadcasts/1…
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Rob Montgomery🦞 retweetledi
@guywuolletjr You are on this council but we do not grant you the rank of “degen”
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Discord being down is the equivalent of Bloomberg Chat going offline, but for crypto
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Rob Montgomery🦞 retweetledi
I spoke with Rob, Founder of @Infinifi, and asked him what the Infinifi mandate actually looks like.
He says to "think of it like a traditional banking system built onchain."
- pool liquidity
- lend at duration
-stay liquid
The Rollup@therollupco
🚨LIVE: Capital Summit In Miami Beach Consensus Week x.com/i/broadcasts/1…
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Rob Montgomery🦞 retweetledi
"A traditional bank's balance sheet. Without the bank."
Rob Montgomery on what they built and what InfiniFi actually does at the infrastructure level.
Rob Montgomery🦞@RobAnon
People frequently ask me how infiniFi can give them an edge over directly deploying to the underlying assets - here's what I tell them:
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Rob Montgomery🦞 retweetledi
A note on DeFi.
DeFi will be FIXED INCOME. Below are views purely on the state of fixed income in DeFi. No payments/stables etc.
The below are all best in class early stage fixed income plays that give exposure to a variety of market dynamics.
Cheap liquid tokens - markets:
@eulerfinance - super cheap beta
@aave - kelp / dao dislocation
@GearboxProtocol - exceptional tech
Cheap equity - markets:
@infiniFi - defi banking book
@Zharta - best bond market (non fungible tokens)
Cheap equity - strategy vaults (QIS):
@ipor_io - best strategy vault infra (also leaders in swap space)
@TradingProtocol - best quant /backtest infra
@symbioticfi - best vaults for usd efficiency (reuse each $)
Cheap equity - infrastructure:
@KeyringNetwork - leader in full stack vault and vault infrastructure for fixed income
Cheap equity - issuance:
@AssetoFinance - largest in Asia
@paretocredit - largest levered RWA TVL on morpho
Cheap token - issuance:
@plumenetwork - underpriced beta
Cheap token - distribution:
@turtledotxyz - category owners
A note on agents: I haven’t put agents on here because it is my feel that Agentic AI for Fixed Income in DeFi will be cannibalised by OpenAI / Anthropic. I feel Agents in FI DeFi will largely be a UX and data analysis play that will be levered by quants and PMs for portfolio analysis and research tasks. It is my view that Agents will not do convex portfolio optimisation / allocation across an efficient frontier as they are not designed for this task. I am not sure whether quants / PMs will indeed pay for this from a startup. My own circle of quants and PMs in HFs would suggest they will (are) building in house.
Attached article below about why we are where we are in DeFi and why DeFi is fixed income right now.
Keyring Research@KeyringResearch
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Got my results: Classic Hodgkins Lymphoma
Likely won't post much about this primarily because cancer posts are always a downer and I want to focus on the positive.
Feels too significant for me not to share though.
Kinda wild as you never expect it'll happen to you. 🤷♂️
Nick O’Neill@chooserich
Haven’t made videos since Friday… Spent time instead freaking out about a biopsy I’m getting tomorrow in my chest😭 I don’t talk about my health publicly but figured I’d do it because health issues are isolating and they shouldn’t be. Hopefully back to normal by Tuesday!
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Rob Montgomery🦞 retweetledi
Read more about how @infiniFi is using EulerSwap to support secondary liquidity for looped siUSD and liUSD markets
Scooter@proof_of_scoot
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@Joshuwa Fundamentally speaking, spot is lower return and less liquid.
So no, it's not cleaner, and no, we aren't a "wrapper"
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@RobAnon Wrappers must earn their place.
If spot is cleaner,
the wrapper must add more.
Access alone is not enough.
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People frequently ask me how infiniFi can give them an edge over directly deploying to the underlying assets - here's what I tell them:
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Will be in Miami next week for Consensus - if you're interested in catching up and learning more about infiniFi, feel free to reach out!
If you already know me and just want to grab drinks/cigars, please also feel free to reach out ;)
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ansem’s time has passed and he’s now firmly on the washed KOL list. so he’s earned the right to ramble on podcasts. because the final stage of being a KOL is the freedom to say whatever you want on podcasts. crypto and CT are evolving so fast that KOLs are getting washed way quicker than before.
i think it’s time we moved to a retirement system backed by inversebrah. one that lets washed KOLs live comfortably without needing a podcast
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Excited to be announcing our integration with Keyring, where we'll be serving as a liquidator on their RWA positions, warehousing the duration on our books to facilitate efficient secondary RWA liquidity
This is how DeFi wins!
Keyring Network@KeyringNetwork
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Rob Montgomery🦞 retweetledi
A senior tranche of a junior tranche position.
The composability and 'a la carte' portfolio construction options that tranching will unleash for onchain finance is absolutely massive.
Impossible to understand how bullish I am on the space.
Royco@roycoprotocol
Royco Dawn has tranched liUSD from infiniFi. The most profitable trade in traditional finance: borrow short, deploy long, pocket the spread. That margin has historically belonged to institutions. @infiniFi puts it on-chain. The protocol issues iUSD, a 1:1 stablecoin receipt, split into two tranches: siUSD (liquid: Aave, Morpho, Spark) and liUSD (locked: Pendle principal tokens, Ethena, basis positions). liUSD holders lock capital for a fixed duration and sit in first-loss position. If strategies take a hit, they absorb it first. In exchange, they earn the highest yield in the system. siUSD holders stay liquid, sit behind liUSD, and earn a lower but more stable return. The sequence is hardcoded: liUSD first, then siUSD, then base iUSD. Dawn tranches liUSD-4w, infiniFi's four-week locked deposit token with 100% deployment into fixed-duration positions. These holders already accepted illiquidity and first-loss exposure for a higher rate. That tradeoff is what makes it worth tranching. Senior depositors earn liUSD-4w's yield with a contract-enforced Junior buffer in front of them. Junior depositors provide that buffer and capture a premium for the coverage they bring. infiniFi already built loss absorption into their protocol. Dawn adds another layer, making liUSD-4w accessible to capital that previously couldn't enter, and more liquid than the underlying position itself.
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