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Florian
344 posts
Florian
@floowp_
general counsel @chroniclelabs | co-founder @DeFiCollective_ and @defiscan_info
Independent Katılım Mart 2012
485 Takip Edilen273 Takipçiler
Florian retweetledi
Isolated lending markets are most likely the best approach to onchain money markets.
Morpho got this part right tbh.
What they got wrong is how they manage oracles.
But it’s not just Morpho, DeFi’s greatest dependency is in oracles.
100s of millions poured into infrastructure over the years, yet oracles remain under funded and over looked.
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It’s time that we as an industry embrace a certain level of operational security standardization. DeFi systems need their SOC2/ISO equivalents.
Know a few people who are CCSSA Certified - going to be reaching out to them about this. If you’re a DeFi founder and want to help put together a consortium to find and adopt a standard, drop me a DM
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Florian retweetledi
Every Defi protocol should have:
1. Circuit breakers for deposit and withdrawals, and possibly other internal operations as well
2. Timelocks for any change
3. Security councils that can shut down protocols immediately
We don't need insurance, we need to do start doing the ffcking basics correctly. It's too early for this space to drive without any training wheels.
I beg you, sacrifice a tiny bit of UX to gain a lot of peace of mind. The worst possible UX is losing your user's money.
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Florian retweetledi
BUIDL, tokenized by @Securitize, is now verified onchain by Chronicle Proof of Asset.
The BlackRock USD Institutional Digital Liquidity Fund (BUIDL) currently holds $2.1B in AUM and is backed by short-term U.S. Treasuries, repurchase agreements, and cash.
Chronicle Proof of Asset adds a new layer of onchain transparency and data accessibility, enabling independently verified holdings-level data that platforms can integrate with confidence.
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@ThaniaCh Don't get me wrong, I prefer to read it your way. But advice for projects needs to account for ambiguity.
Re Fn96: my issue is that it seems to let issuers define their own standards to be measured against. A scalable market needs uniform standards, not self-defined ones.
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I am not sure that is a fair read. Page 27 says that explicit, detailed promises like milestones, funding plans, timelines are more likely to create a reasonable expectation of profit and therefore trigger investment contract status. This might look like a disclosure penalty but read together with footnote 96, the SEC isn’t telling founders not to disclose, it’s telling them to disclose carefully and precisely because vague promises create indefinite regulatory exposure while specific, completed promises create a clean exit. I don’t see an alternative. I think the measured approach has always been that we want regulation but reasonable and consistent with the economic reality of the projects. This approach seems close to that.
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not so convinced
earlier in the guidance (p 27), SEC actually (accidentally or not) incentives to not disclose basic project info (business plan, milestones, funding, etc.)
reads as though you're still better of disclosing less than more, even if you can set your own standards
Peter Van Valkenburgh@valkenburgh
Working my way through the new SEC and CFTC interpretive guidance and I'm loving footnote 96. Why? In many ways FN96 explains the core approach: earlier in the guidance we are told that tokens whose value comes from functionality and supply/demand rather than essential managerial efforts of a promoter are not securities. But how do you define functionality and a lack of managerial efforts (i.e. decentralization) post ICO...? Not by some technocratic general standard! But rather by the actual promises of the original promoters (and whether they've been satisfied or otherwise extinguished). A very Hayekian approach that avoids regulatory hubris and metaphysical wrangling over the nature of "functionality" or "decentralization." Well done.
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Florian retweetledi
The new SEC/CFTC guidance on marketing/comms related to token classification will be very interesting to watch play out on X
The days of pure “shill” are over.
Florian@floowp_
not so convinced earlier in the guidance (p 27), SEC actually (accidentally or not) incentives to not disclose basic project info (business plan, milestones, funding, etc.) reads as though you're still better of disclosing less than more, even if you can set your own standards
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Florian retweetledi
Sky Frontier Foundation is hiring a Head of Legal.
This role will help shape how legal operates across one of DeFi’s most established ecosystems, spanning legal architecture, governance structures, entities, and external counsel.
If that sounds like you, apply below 👇
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@arjunnchand Have found that 4-5 hrs time difference with 2-3 hrs overlapping is the sweet spot.
Used to do Sri Lanka with main team being in Central Europe. You get the whole morning to do deep work uninterrupted. Best setup IMO.
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Coordination across time zones doesn’t need to be an issue.
Put two high-agency people on opposite sides of the world and it can even become an advantage.
You can tag team and compound on each other’s work - it’s like having multiple work days compressed into one.
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Florian retweetledi
Truth is onchain. If your vault is not using price feeds from third party onchain oracles it's not a vault, it's a vibe.
Chronicle 📖@ChronicleLabs
Truth is onchain.
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Florian retweetledi
Incredible momentum at Chronicle right now; Proof of Asset is growing at light speed. Apollo ACRDX, Moonpay’s stablecoin, and BNY Securitize STAC, all in the last month!
Chronicle 📖@ChronicleLabs
Chronicle now provides Proof of Asset verification for @Securitize’s Tokenized AAA CLO Fund (STAC). STAC is a tokenized fund that aims to invest substantially all of the fund’s assets in U.S. dollar‑denominated AAA‑rated CLO tranches from both the primary and secondary markets.
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Florian retweetledi
Securitize, together with the other DLT market infrastructure operators in the EU (@AxiologyTSS @tradeon21x @bsdex_official @KriptownFR @bit2me OpenBrick and Prague CSD) we have sent a letter to the @EU_Commission urging them to enhance the DLT Pilot Regime to maintain its competitiveness, see letter below
Securitize@Securitize
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Florian retweetledi
Welcome @ChronicleLabs to the @Securitize family!!
Securitize@Securitize
We’ve integrated @ChronicleLabs as the Proof of Asset verification layer for the Securitize Tokenized AAA CLO Fund (STAC). This enables continuous, independently verifiable transparency into the fund’s holdings and valuation inputs.
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Florian retweetledi
Institutional credit doesn't tokenize itself.
Behind every Grove allocation sits a stack of infrastructure partners, each performing a discrete function:
Tokenization & Issuance: @Centrifuge, @Securitize
Legal structuring, compliance, and onchain representation of real-world assets.
Asset Management: @JHIAdvisors, @apolloglobal, @galaxyhq, @anemoycapital
Credit underwriting, portfolio construction, and risk management.
Settlement Rails: @ethereum, @avax, @plumenetwork
Onchain execution with the security and finality institutional capital requires.
Price Verification: @ChronicleLabs
Transparent oracle infrastructure for real-time position verification.
Grove coordinates capital across this stack, maintaining the credit structure while upgrading the infrastructure.
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Florian retweetledi
Deep down, I'm just fighting the urge to retire to the mountain, reclused, taking care of my garden and lifestock and spending most of my time contemplating, only to descend upon the nearest town 1h away once a month with my goofy donkey to fetch provisions and disappear again
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Florian retweetledi
Chronicle is proud to power the data layer bringing verified, holdings-level fund data onchain.
Particula Ratings@particula_io
Particula assigns a AAA rating* to the issuance of Janus Henderson Anemoy AAA CLO Fund Token ($JAAA) as of November 5, 2025. The JAAA token represents shares in a segregated portfolio issued by (@anemoycapital) Anemoy Capital SPC Limited and provides investment exposure primarily in AAA-rated tranches of Collateralized Loan Obligations (CLOs). Anemoy Asset Management Limited acts as the Investment Manager, with (@JHIAdvisors) Janus Henderson Investors U.S. LLC appointed as Sub-Investment Manager. 👇Download full report here: particula.io/rating-reports… __ *𝘋𝘪𝘴𝘤𝘭𝘢𝘪𝘮𝘦𝘳: 𝘛𝘩𝘦 𝘪𝘯𝘧𝘰𝘳𝘮𝘢𝘵𝘪𝘰𝘯 𝘢𝘯𝘥 𝘢𝘯𝘢𝘭𝘺𝘴𝘦𝘴 𝘳𝘦𝘭𝘢𝘵𝘦𝘥 𝘵𝘰 𝘤𝘳𝘺𝘱𝘵𝘰 𝘷𝘢𝘭𝘶𝘦𝘴, 𝘤𝘳𝘺𝘱𝘵𝘰 𝘵𝘰𝘬𝘦𝘯𝘴, 𝘢𝘯𝘥 𝘰𝘵𝘩𝘦𝘳 𝘥𝘪𝘨𝘪𝘵𝘢𝘭 𝘢𝘴𝘴𝘦𝘵𝘴 (“𝘋𝘪𝘨𝘪𝘵𝘢𝘭 𝘈𝘴𝘴𝘦𝘵𝘴“) 𝘱𝘳𝘰𝘷𝘪𝘥𝘦𝘥 𝘣𝘺 𝘗𝘢𝘳𝘵𝘪𝘤𝘶𝘭𝘢 𝘎𝘮𝘣𝘏 (“𝘗𝘢𝘳𝘵𝘪𝘤𝘶𝘭𝘢“) 𝘢𝘳𝘦 𝘦𝘹𝘤𝘭𝘶𝘴𝘪𝘷𝘦𝘭𝘺 𝘮𝘢𝘥𝘦 𝘢𝘷𝘢𝘪𝘭𝘢𝘣𝘭𝘦 𝘵𝘰 𝘦𝘯𝘵𝘳𝘦𝘱𝘳𝘦𝘯𝘦𝘶𝘳𝘴 𝘸𝘪𝘵𝘩𝘪𝘯 𝘵𝘩𝘦 𝘮𝘦𝘢𝘯𝘪𝘯𝘨 𝘰𝘧 § 14 𝘉𝘎𝘉 𝘢𝘯𝘥 𝘢𝘳𝘦 𝘪𝘯𝘵𝘦𝘯𝘥𝘦𝘥 𝘴𝘰𝘭𝘦𝘭𝘺 𝘧𝘰𝘳 𝘪𝘯𝘧𝘰𝘳𝘮𝘢𝘵𝘪𝘰𝘯𝘢𝘭 𝘱𝘶𝘳𝘱𝘰𝘴𝘦𝘴. 𝘛𝘩𝘦 𝘱𝘳𝘰𝘷𝘪𝘥𝘦𝘥 𝘪𝘯𝘧𝘰𝘳𝘮𝘢𝘵𝘪𝘰𝘯 𝘢𝘯𝘥 𝘢𝘯𝘢𝘭𝘺𝘴𝘦𝘴 𝘥𝘰 𝘯𝘰𝘵 𝘤𝘰𝘯𝘴𝘵𝘪𝘵𝘶𝘵𝘦 𝘢 𝘳𝘢𝘵𝘪𝘯𝘨 𝘢𝘴 𝘥𝘦𝘧𝘪𝘯𝘦𝘥 𝘪𝘯 𝘈𝘳𝘵. 3 𝘱𝘢𝘳𝘢. 1 𝘭𝘪𝘵. 𝘢) 𝘰𝘧 𝘙𝘦𝘨𝘶𝘭𝘢𝘵𝘪𝘰𝘯 𝘌𝘎/1060/2009 (“𝘙𝘢𝘵𝘪𝘯𝘨 𝘙𝘦𝘨𝘶𝘭𝘢𝘵𝘪𝘰𝘯“). 𝘈 𝘤𝘳𝘦𝘥𝘪𝘵𝘸𝘰𝘳𝘵𝘩𝘪𝘯𝘦𝘴𝘴 𝘢𝘴𝘴𝘦𝘴𝘴𝘮𝘦𝘯𝘵 𝘢𝘴 𝘥𝘦𝘧𝘪𝘯𝘦𝘥 𝘪𝘯 𝘈𝘳𝘵. 3 𝘱𝘢𝘳𝘢. 1 𝘭𝘪𝘵. 𝘢) 𝘰𝘧 𝘵𝘩𝘦 𝘙𝘢𝘵𝘪𝘯𝘨 𝘙𝘦𝘨𝘶𝘭𝘢𝘵𝘪𝘰𝘯, 𝘦𝘷𝘢𝘭𝘶𝘢𝘵𝘪𝘯𝘨 𝘵𝘩𝘦 𝘪𝘴𝘴𝘶𝘦𝘳’𝘴 𝘤𝘳𝘦𝘥𝘪𝘵𝘸𝘰𝘳𝘵𝘩𝘪𝘯𝘦𝘴𝘴, 𝘪𝘴 𝘦𝘹𝘱𝘳𝘦𝘴𝘴𝘭𝘺 𝘯𝘰𝘵 𝘱𝘢𝘳𝘵 𝘰𝘧 𝘵𝘩𝘦 𝘢𝘯𝘢𝘭𝘺𝘴𝘪𝘴.
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Florian retweetledi
Underlying data verifiable at the asset level in real time.
That’s the only way tokenized products can scale.
Tokenization demands institutional standards for verifiability, risk management, and transparency. That’s why we chose @ChronicleLabs as our primary oracle partner.
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Florian retweetledi
What you see is what you get..when it comes to risk.
DeFi's risk appetite is shifting accelerated by 10/10, stream finance and the increase of institutional assets coming onchain.
Risk rating services like Credora and Particula have emerged but here’s the limitation:
Backwards -looking data can’t tell you whether a tokenized asset is actually backed right now.
For money-market products, private credit or any tokenized fund, the core question isn’t “what did past behavior imply?”
It’s:
Do the underlying reserves exist today, in the amounts and composition they claim?
Liquidity, op-sec, and compliance risks can be evaluated by shrewd risk curator teams (hello @SteakhouseFi ).
What they can’t as easily confirm is real time reserve existence and valuation. That requires more than ratings or issuer reporting.
It requires:
direct, neutral verification of asset-level holdings.
This is the gap @ChronicleLabs Proof of Asset (POA) fills..real-time NAV, real-time reserve verification, and direct connections to the source of truth where the assets are held.
Risk ratings can complement this.
But without verifiable proof of backing, they can’t offer complete risk guarantees for tokenized assets.
DeFi’s “growing up” moment is when both layers exist and when there are more than 1 ratings agencies.
evaluation of risk + verification of reality.
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