Rob Montgomery🦞

@BautiDeFi @DoYouWaterloo Waterloo in Senior AA, Spindrift in Junior A LaCroix in CCC

@RobAnon @DoYouWaterloo Tvl deal for Sr tranche, everyone gets a free drink.

@DoYouWaterloo I'm constantly drinking your drinks on stream and in meetings - it has been suggested that I should seek a sponsorship to subsidize my habit Let's make a deal.

infiniFi is the best way to get exposure to real-world yields. If you have a high liquidity preference, siUSD is your ticket If you have a high return preference, liUSD has you covered The optionality of DeFi meets the returns of TradFi!

@BautiDeFi @DaffyHellman I’m Dad

@DaffyHellman Hola normal

no tengo autismo soy normal

Some cool analysis from @defillama_res on junior tranches and where infiniFi stacks up. Another interesting thing about infiniFi is you are going to need *multiple* underlying asset positions to go to 0 simultaneously for the junior to not be able to absorb loss.

At infiniFi, we believe that high-quality RWAs are the backbone for the future of on-chain finance. Learn more about the ones that we're betting on:

@WallStreetApes You're telling me that the meth-heads stripping the street-lights for copper are actually freedom fighters now?

🚨 A company called Axon is creating a surveillance camera that can turn every street light in America into a system like Flock “If you thought Flock was bad, a company just ended their partnership with Flock to go create something even more terrifying. There's a company called Axon, and one of the big problems with Flock cameras is to get them installed, you gotta hire a crew, you f*ckin' put a pole in the ground, you gotta get the f*ckin' electric wired up, all that sh*t — And they didn't like that So what did they do? They made a little product that you just click onto any f*ckin' streetlight, it's powered by the light's own socket, and boom! It turns that f*ckin' light pole into a license plate reader. Into their centralized database. And if we've learned anything from these companies, they're gonna do an over-the-air software update to turn it into a video camera just like Flock” This is 100% real and exactly as described Axon, the company behind Tasers and body cams, launched Axon Lightpost in 2025. It’s a clip-on device that mounts directly onto existing streetlights To install they need no new poles, no trenching, no dedicated electrical work. It uses the streetlight’s own power socket It has Automated License Plate Recognition, vehicle attribute recognition that identifies color, make and model and more, even live-streaming video. Data feeds into Axon’s ecosystem Flock cameras often require more infrastructure. Axon Lightpost turns millions of existing streetlights into surveillance nodes with minimal effort and low cost for cities This is the surveillance state being established and we’re letting it happen

For those of you curious, this was years ago and predates infiniFi by quite a while. Dude forged a sight-draft and stole something like $150K. Think he even had a memecoin at one point before they finally put him away

Was talking about fundraising with another founder today when I realized that I can truly say that the last guy who stiffed me on a SAFE is in prison now Now, him being in prison isn't b/c of me, it's b/c he committed wire-fraud, but it still sounds cool when you say it

I love DeFi, but I'm not a huge gambling guy The first trillion we bring into this space isn't going to be chasing 15-layers of shuffling the same dollar around the board while we speculate on the marginal-buyer for BTC It's going to be from tokenizing real capital flows

The @infiniFi STRC situation is the most bullish thing I've watched a DeFi team do all year. Here’s the part people should sit with: instead of praying for a price recovery, they stood up a prime-broker credit line to backstop the position. A lender-of-last-resort backstop that removes any incentive for junior depositors to run. That’s a century-old TradFi defense mechanism. DeFi keeps rebuilding tranched structures and forgetting the machinery that protects them.@infiniFi didn’t. It hangs like a Sword of Damocles over every future stress event, not just this one. The lesson was never about STRC. It’s about temperament. No denial, no “wen update” silence — a decisive move that turned a controversial position into a proof of competence. Anyone running a structured product on-chain should be studying this. infiniFi didn’t just survive a stress test. @RobAnon and the risk team showed the space what grown-up risk management actually looks like. Bullish on teams that operate like this.

Neobanks have their best fits in emerging markets. Why? Easy - in those markets, the native currency is often wildly unstable. People want to keep their savings in dollars, but you can't use USD to buy bread. With stablecoin-denominated neobanks, you can.

@SaulCapital @yamdefi @yieldsandmore Okay, looks like Re is paying for the gold tier of Twitter Open a support ticket using the Re account. Explain the situation. They actually respond to you if you’re paying for their highest tier

An imposter account @yamdefi somehow got the real @yieldsandmore account suspended for 'impersonation'. Twitter rejected my appeal. Does anyone know what else I can do here? It would be a real shame to lose the account. :/

@MrBeast 1

First person to reply with the exact number of pennies in this room win $10,000

@BautiDeFi Heresy. Intra-muscular fat is the foundation of flavor!

@RobAnon Marbling is a lie to sell lower quality meat to the uninformed.

This is what DeFi is really built on.

250 years ago, some of the most badass anti-government libertarians to ever grace the Earth collectively told the most powerful naval strength in the world to piss off - and won. Here’s to freedom, here’s to bravery, and here’s to another 250 years of the USA! 🦅🇺🇸

For what it's worth, a lot of the time, the existence of an equity component to any structure is VC-mandated. Changes that they made in the wake of 2021/22 scams so that they could be guaranteed control over the actual business I personally think that equity should subside post-TGE, though I also tend to think that anyone pushing for 100% rev-share out of the gate and pre-profit is also delusional. There is a balance here that many are not striking well

C'mon man, we gotta let these protocol founders raise at 5x - 10x vals of their tradfi/web2 comps by selling a token and then use token incentives to solve the cold start problem while running a points campaign to suck in TVL and then TGE only for them to then defend their equity component and say that they can't run their business with a pure token structure without the equity side. Basically they should have all the benefits and marketing powers tokens bring, but have a call option on equity upside and token upside simultaneously and ability to go back and forth between both based on which looks more promising that day. I don't see the confusion or why this is such a big deal 😂

Token equity splits are people trying to have their cake and eat it too. When do we learn?

What exactly are neobanks? It's simple - they're the retail-facing side of neofinance, the guys who serve consumers that want 4-5% interest, but don't know how to use Metamask. In short, they're how your average normie will eventually interact with this space

Secondary market liquidity on RWAs is a big problem for DeFi It also just so happens to be a problem that infiniFi is uniquely well-positioned to solve 😎