Carpe numeris @AllezLabs 🎲 DeFinitely optimistic 🌞 🇫🇷 🇪🇸 🇬🇧 👻
Metaverse / London / Paris
Joined June 2012
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Alex BertoG 🐮 retweeted
There are roughly 150 million Solana wallets. Many of those people either could not or would not buy US equities through the financial services available to them.
Now they can.
Everything is being tokenized on @solana.
Alex BertoG 🐮 retweeted
"imagine you take a stock token and make it programmable, like software, what can you do?" - vlad
i discuss in the paper below what i believe is a genuinely new financial primitive that is now only possible because of stock tokenization
i present, Isolated Exposure Tokens
The first piece of the puzzle was DeFi, to that you plug stocks on chains.
Now you have 24/7 permissionless stocks credit markets. And soon all the structured products you'll build on top!!
If you're looking to join in size, DM for the dataroom
Alex BertoG 🐮 retweeted
The @AllezLabs USDC vault currently allocates more than half of its capital to OnRe Markets on @kamino, with nearly $6M supplied across variable and fixed-rate lending.
Reinsurance-backed collateral powering onchain credit markets.
Allez USDC, curated by @AllezLabs, has earned its depositors over $1.5M in interest since it opened on Kamino in April 2025
Borrowers across Kamino's markets pay that interest, against collateral from SOL and BTC to tokenised assets like ONyc and sUSDai
With the vault curator allocating for the best risk-adjusted yield
It goes into the price of every vault share, so each deposit grows as it comes in
Here’s how it works
Alex BertoG 🐮 retweeted
Railway is compromised and reports are that attackers are actively draining keys. Rotate any API keys stored in railway immediately.
Deployments are down so unfortunately this means many deployments will wind up broken, but it is better than the alternative.
Internet D-Day
Alex BertoG 🐮 retweeted
JUST IN: Banking giant Citi says $AAVE represents one of the most important real-world use cases for tokenized finance.
RWA season continues in September with RWA collateral on Kamino up 19% to $538M - now 20% of supply).
New format for the monthly insights - thoughts? Do you like the video update?
Monthly @Kamino Lend Insights - September 2026
RWA collateral grew 19.1% to $537.8M, now a fifth of all supply.
Total supply rose 4.4% to $2.64B and debt 4.0% to $1.04B, as collateral broadened into real-world assets and USDC borrowing grew.
Continues
Good risk adjusted return = good growth ⚡️
Will @kamino @USDai_Official Market reach $10M in 24H ⏳
Ai is taking over. We’re all having fun working with them. And now you can also finance ai’s computing power expansion. On chain. And lever up.
The USDai Lending Market is now live on @Kamino.
As @USDai_Official expands on Solana, the new market brings its AI infrastructure lending exposure to Kamino.
sUSDai can be supplied as collateral to borrow USDC, with rewards available from launch.
All doable with uncensored open source ais 😱
We're publishing our most detailed threat intelligence report to date.
It covers how people tried to misuse Claude—for cyberattacks, influence operations, surveillance, biology, and building weapons—and how we found and stopped them.
We disrupted every operation in the report, and used the lessons from them to strengthen our safeguards. Where appropriate, we also shared what we found with authorities and other AI companies.
These cases are not typical: we’re highlighting some of the most sophisticated misuse we’ve seen. But they’re especially important to discuss, because they show us where AI misuse is headed, where our safeguards work, and where they need to improve.
We’re publishing this report so others can spot the same activity on their own platforms, and so we can give the public a clearer view of how emerging threats develop.
Read the report: anthropic.com/threat-intelli…
Could it be that chatgpt owns the data we feed it?
And that some harnesses like Venice protect from this?
this is insane.
Levent and Tristan make major independent progress towards Navier–Stokes, with help from Claude and Codex.
word reaches OpenAI.
days later, OpenAI claims internal NS results, coincidentally using the same novel methods as Levent and Tristan.
Tristan asks if OpenAI trained on their private Codex sessions. he never gets an answer.
then OpenAI pressures Tristan to publish without Levent because Levent works at Anthropic.
when Tristan refuses, he says OpenAI threatens his career.
Non opinionated curation 👀
Seems like @SteakhouseFi recently branched out a separate brand for whitelabeled / co-branded vaults with specific and probably more niche partners - waterline.build
Curators have branched risk tiers into different vault names before.
But this is the first case I've seen of a curator standing up a separate brand for it :
Split between 'curation as a service' vs 'curation as a brand'.
However, the service version is not "curation" in the literal sense given asset list is mostly chosen by the client what is actually being sold is rebalancing and execution, not selection.
This makes a lot of sense from the curator's side to sell the operational work without putting your risk brand behind an asset list you didn't really pick.
Less clear from the issuer's side. Lending markets are mostly a capital formation vehicle and bringing in a curator is a credibility purchase.
Buying credibility from a brand with no track record is a bit questionable unless the bet is that the new brand accumulates one, in which case the first few issuers are paying to build it. ( if it's paid in any way )
app.morpho.org/curator/eco-v…
ZEc time is now 🟡
You don't have to sell your ZEC
You can borrow against it, there' enough capacity for a (very) fancy car 🏎️
The Zcash Market is now live on @Kamino.
ZEC holders can supply ZEC as collateral and borrow USDC.
teapawt.org/kamino/status/20970662…
