Marc Casas
553 posts

Marc Casas
@mrccss
Institutional Partnerships and Risk @ https://t.co/HBRhTN8AaK by https://t.co/hvhHhuf3yl

It's not just a live space. It's HSC AMA Every Thursday, HSC drops a new signal into the noise - and this one's pure fire. Join us Thursday, July 2 at 3 PM GST for our weekly AMA with the leaders of the industry Topic: The Last Mile Problem: Why Onchain Finance Still Ends Offchain 🔗 x.com/i/spaces/1aKbd… Speakers: ▫️Chris Mihos (@MihosChris), Co-Founder & CEO at @makebanc ▫️Marc Casas (@mrccss), Head of Institutional Partnerships and Risk at @mywebacy ▫️Ludovico Rossi (@Ludovico__Rossi), Chief Revenue Officer and Co-Founder of @Brickken ▫️Maciej Poszywak, Lead Security Researcher at @CODESPECT ▫️Bobby Gray, Founder, @TEXITcoin ▫️Luis Rêve (@luisreve85), Chief Growth Officer at Gear Foundation (@VaraNetwork) ▫️Pax Reid (@ReidPax), CEO, @OzakAGI Weekly alpha flows here first - but nothing beats IRL. Catch the full HSC circuit: 🇻🇳 HSC Conference Ho Chi Minh City · Aug 15 · Hilton Saigon - luma.com/HSC_HoChiMinh 🇰🇷 HSC Conference Seoul · Oct 1 · Novotel Ambassador Gangnam - luma.com/HSC_Seoul 🇸🇬 HSC Asset Management Singapore · Oct 8 · Fairmont · two stages - luma.com/HSC_Singapore 🇦🇪 HSC Asset Management Abu Dhab EDITION · Dec 9–10 · two days - luma.com/HSC_Abu_Dhabi

msUSD sat at $0.9995 for 8 days straight. Then it lost 80% of its value in a day. The price never warned anyone but supply did: 2 wallets quietly redeemed ~$8M (11% of supply) at par, days before the break. We alerted a warning 3 days early. Here's how:



‼️ Most on-chain vault analysis focuses on smart contracts, audits, and yield. But the real risk often appears when you try to leave. Redemption risk is one of the most overlooked vulnerabilities in on-chain finance: • high utilization • limited exit liquidity • concentrated depositors • queued withdrawals A vault can be fully solvent and still fail your liquidity expectations when markets turn volatile. We break down: • utilization vs allocation • immediate exit capacity • ERC-4626 vs ERC-7540 redemption mechanics • why TVL alone is misleading DD shows you this risk IN REAL TIME ‼️ Have you checked out the vault ratings on DD yet?

A "stablecoin" lost ~50% of its value and nobody noticed. (except for us) The industry has the ability to surface this risk information and they choose not to. It wasn't a small or unused token. It was missed because crypto still has a massive information problem. $RZUSD 🧵



the @a16zcrypto stablecoin market map was missing something: risk I fixed it. meanwhile: $600M+ hacked in April we’re trying to turn stablecoins into global financial rails without the equivalent of Moody’s / S&P / risk desks that’s insane no real financial system works without pre-trade risk checks, real-time monitoring, probability of loss this is not optional infra this is the infra


He may be old, but he still loves to dig a hole on the beach




