mike

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mike

mike

@m_garaz

research/eng at @gauntlet_xyz, @aerafinance | prev. data science at @coinbasewallet

Katılım Ağustos 2019
183 Takip Edilen71 Takipçiler
mike
mike@m_garaz·
@TedSpare The relation is that the current regulatory environment in Canada is unfriendly towards new entrants and new businesses (particularly fintech). Canada's fintech scene doesn't even compare to that of the UK or US.
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Ted Spare
Ted Spare@TedSpare·
I don't think y'all understand how cracked Canada's fintech scene is 1 in 1000 Canadians just tuned in to find out we're gamifying life savings
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mike
mike@m_garaz·
sorry, ive been busy cortisolmaxxing
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Nicholas Cannon
Nicholas Cannon@inkymaze·
We will post a partial post-mortem later because the competition can't wait. We hope to help better explain Morpho's public allocator, MEV bots, and sequencing. Our primary focus remains on achieving a swift resolution with Resolv.
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mike
mike@m_garaz·
@yacineMTB @rabizzzy canadians cant afford to self-fund their business ventures unf
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kache
kache@yacineMTB·
@rabizzzy then do it self funded!
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rahul
rahul@rahulios1·
Well written article but too America-centric If this scenario plays out, Europe has already collapsed. Same white collar economy with less fiscal capacity, less manufacturing, and no frontier AI labs. We'd be dealing with this fallout well before things got this bad at home
Citrini@citrini

I spent 100 hours over the past week researching, writing and editing the piece we just put out. It’s a scenario, not a prediction like most of our work. But it was rigorously constructed, dismissing it outright requires the kind of intellectual laziness that tends to get expensive. And we’ve released it for free. Hopefully you enjoy it. citriniresearch.com/p/2028gic

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mike
mike@m_garaz·
Surprised the second-order effects of AI-induced strategy crowding didn't get a mention: when the displaced retail/working class copy trade agents to desperately preserve returns on their capital in the face of income loss. Probably nothing... right?
Citrini@citrini

I spent 100 hours over the past week researching, writing and editing the piece we just put out. It’s a scenario, not a prediction like most of our work. But it was rigorously constructed, dismissing it outright requires the kind of intellectual laziness that tends to get expensive. And we’ve released it for free. Hopefully you enjoy it. citriniresearch.com/p/2028gic

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mike
mike@m_garaz·
@jgulden We can only hope
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eric
eric@defyneric·
another good idea is using crypto credit cards, as loans aren't taxable events you should be familar since your time with @gauntlet_xyz
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mike
mike@m_garaz·
Crypto cards on tradfi rails were always a dead end. You don’t fix payments by routing through mastercard/visa. Point-of-sale UX + whatever merchant hardware needed was the real opportunity; @coinbase and @blocks had the right idea.
eric@defyneric

another no kyc crypto card provider bites the dust same exact playbook i described in the article below mastercard or the issuing bank decided they no longer have the risk appetite to deal with criminals and overnight the business you spent a year building falls apart in this case UnCash had their license revoked by mastercard and now they’re saying user funds will be released that’s probably true but i’d bet it takes 4-6 months, definitely not instantly

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Gauntlet
Gauntlet@gauntlet_xyz·
In the last ~72 hours, over 4,700 liquidations totalling $151M were processed across markets allocated to our curated @Morpho vaults, with no bad debt. As always, our risk team was on deck during the volatility period, with multiple risk-off reallocations performed, including 30%+ of Prime liquidity into idle capital - a buffer against liquidity crunch.
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Gauntlet
Gauntlet@gauntlet_xyz·
How to establish competitive DEX price execution through incentives This multifaceted problem requires modeling and a sophisticated understanding of DeFi and DEX mechanics. We break this problem down into two parts: 1. How much TVL is needed to hit competitive slippage levels? 2. What amount of incentives is needed to attract that TVL?
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Gauntlet
Gauntlet@gauntlet_xyz·
The era of curated yield and RWA composability Gauntlet's @dara_khan spoke with @animocabrands about the themes driving activity onchain in 2026: • The evolution of stablecoins: from payments to yield-bearing assets • RWA maturity: moving from "tokenization" to "composability" • The new institutional bridge: the "risk curator" model As TradFi assets come onchain, risk management will be central to the process. Whether that's driving risk-adjusted yields on stablecoins, BTC, and ETH, understanding how to build sustainable onchain ecosystems, or navigating the opportunities and risks of tokenization. Explore our vaults on the Gauntlet App: app.gauntlet.xyz/?utm_source=so… Learn more about our work on VaultBook: vaultbook.gauntlet.xyz/?utm_source=li… Reach out to chat with our team: form.typeform.com/to/wL0KbKAT?ut…
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Animoca Brands Research@animocaresearch

The unparalleled guide to 2026 is LIVE. Digital Assets Outlook 2026 features insights from 60+ industry leaders and explores major institutional & retail themes. @animocabrands Read the report and top 10 trends in the report: research.animocabrands.com/post/cmkccqamg… Top 10 trends: 1⃣ The O2O year (off-chain to on-chain) 2⃣ Perpification of everything 3⃣ Crypto exchange vs. traditional brokers 4⃣ The silent DEX surge 5⃣ DAT consolidation 6⃣ Stablecoin rides the adoption curve 7⃣ A year of on-chain vaults 8⃣ Global retail brands to lead consumer crypto issuance 9⃣ “Bitcoin Pizza” moment for crypto agent pay 🔟 Race for on-chain privacy Authors: linkedin.com/in/mingruan/ @shuang_log2pi @hoidya_ linkedin.com/in/andrew-ho-h… Download: docsend.com/view/tif8cn7v3…

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mike
mike@m_garaz·
Wonder how the OSRS economy is doing... kinda expected more volume tbh
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Gauntlet
Gauntlet@gauntlet_xyz·
2025 Recap: Leading Risk Management & Growth Optimization in DeFi With 8 years of experience across market cycles, GAR is the leading risk management, ecosystem optimization, and onchain governance partner in DeFi.
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Keşfet

@TedSpare @yacineMTB @rabizzzy @rahulios1 @jgulden @defyneric @coinbase @blocks