🦇🔊 apac institutional @eulerfinance | prev: @okx defi earn + chain , @spread_fighter | @puffer_finance |
moneyisland
Joined July 2017
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pertatic 🍥 retweeted
Euler is thrilled to announce it is a member of @TACoalition
We’re looking forward to contributing to the coalition, and working together to set the standards the industry is built on.
Very excited to announce we're welcoming 12 new members.
Another step toward our mission of onboarding the next TRILLION of assets onchain.
With the SEC opening the door to tokenized stock trading onchain:
- We've added a regulated broker-dealer building lending against tokenized NMS stock
- We're deepening our DeFi bench with leading lending protocols and onchain asset managers
- We've brought on the infrastructure tokenization runs on: smart contract security, onchain accounting, blockchain data and self-custody
- We've expanded into Canton, an ecosystem institutions are adopting quickly
- We're strengthening our research and policy work with two of the most respected standards and policy groups in the space
Meet the new TAC members:
tacoalition.org/p/welcome-to…
We also unveiled the Global Access Protocol (GAP) today, a framework for making tokenized securities composable in DeFi. More on this next week.
Thank you to our returning members, alums and partners for continuing to build this with us!
cc: @AscendFi, @controlprivate, @cryptio_co, @EntEthAlliance, @eulerfinance, @lavanetxyz, @OpenZeppelin, @Protocol_Wealth, @reserveprotocol, @trize_io
pertatic 🍥 retweeted
Beta opens with @Aave V3 and @Morpho. More to follow, with Aave V4, @eulerfinance etc. among them.
Looping begins with an initial limit of $500k, and will be revised and lifted over time.
Link: app.pendle.finance/trade/pt-…
pertatic 🍥 retweeted
Pendle PT Looping now supports @eulerfinance!
Your favourite PTs on Euler are now just a mouse click away from being leveraged + looped ⚡
pertatic 🍥 retweeted
A tokenized asset becomes infrastructure when it composes.
$deJAAA — Janus Henderson’s regulated AAA CLO — is now live as collateral on @eulerfinance . 88% LTV, 1.00% net borrow APY, with up to 8.32x leverage yielding 11.19% ROE.
This isn’t just another tokenized asset sitting in a wallet. Regulated credit is now functioning as a real DeFi primitive: it’s absorbing liquidity, enabling leverage, and generating additional yield on top of its base CLO coupon.
@centrifuge built the factory. Euler built the lending layer. Clearstar curated the risk. deJAAA simply plugged in.
Regulated credit no longer needs “DeFi partnerships.” It needs infrastructure where composability is automatic — vault logic, async redemptions, and compliance are already built in.
Still digging.
pertatic 🍥 retweeted
Tokenized stocks are now productive capital.
“When Ondo tokenized stocks meet an operating system built for them, markets like STEY become possible.”
Explore how @SentoraHQ made Ondo tokenized stocks usable as collateral on @eulerfinance ↓
pertatic 🍥 retweeted
Clearstar’s new curated market with @noon_capital sUSN is now live on @eulerfinance
Depositors are earning upwards of 15% APY with USDC rewards via
@merkl_xyz
pertatic 🍥 retweeted
You can lend out long or short deSPXA from @centrifuge on the Clearstar RWA cluster.
Passively lending out your deSPXA tokens currently pays 10.47% yield on top of being long the S&P 500.
All on @eulerfinance
pertatic 🍥 retweeted
Euler is leading the shift from institutional tokenized issuance to collateral utility.
The Euler Vault Kit now facilitates lending markets that can apply eligibility rules, transfer controls, and market-specific risk parameters onchain.
Read more from @CoinDesk
coindesk.com/business/2026/0…
pertatic 🍥 retweeted
Had a Jane Street phone interview in 2016. "Price a 6-month forward on carrots."
There's no carrot futures market, so I build one from scratch: seasonal harvest cycles, USDA demand elasticity, cold storage decay rates.
One trader stops me. "Your storage cost function– you're modeling the carrot as dead inventory. Like grain in a silo." He asks me the metabolic respiration rate of a post-harvest carrot at 2°C. I estimate.
"Your forward is overpriced by exactly that shrinkage. The underlying is consuming its own sugars. It's alive." Good correction. I adjust the model. I think I've recovered.
Rejection email comes the next morning. Subject: "Ethical Review." My framework, they write, "relied on the severance of the root organism from its growth medium." The question about respiration was a test. The carrot was still alive and I'd built an entire derivatives structure on top of its death without questioning whether harvest was an acceptable act.
I pull up the recruiter's original email. It doesn't say Jane Street. It says Jain Street– a non-violent quantitative commodities fund.
The carrot was never supposed to be priced. It was supposed to be refused. I later learn the only candidate who passed that round was a former monk from Gujarat who sat in silence for eleven minutes and said, "I cannot put a price on life." He's now a partner.
Jane Street made ~$40B in 2025 with 3,500 employees, a ~2x from the year before.
At ~65-70% profit margin, that's $8M profit / employee, the highest for a 1000+ ppl company. High-frequency trading continues to be the most efficient money making engine.
I want to share an old story about my Jane Street interview in 2014. Jane Street was known for hiring a lot of math, physics and CS olympiad winners from top universities and putting them through many rounds - including, for trading roles, a gauntlet of mental math. It was my 6th interview and my final round and I recall being asked "What is the next day after today in DD/MM/YYYY where all the digits are unique?" They'd toy with you and say "You can use a pencil and paper, if you want" but you knew that was an instant no. Painstakingly and as quickly as I could, I came to an answer. "How confident are you that this is correct on a 0-1 probability scale?" the interviewer said. "0.95", I blurted out, not fully knowing how to answer that. "Are you sure?" After thinking harder for a few more seconds, I realized I could've flipped the digits around to get a closer date. I gave the interviewer my answer. It was correct. "0.95 huh?" he chuckled. That's when I knew I failed.
Note: fwiw, other companies that come close in efficiency are
- Tether ($90M+ profit/emp)
- Hyperliquid ($80M+ profit/emp)
and on revenue:
- Valve ($50M/emp)
- OnlyFans ($37M/emp)
- Craigslist ($14M/emp)
- Anthropic ($12M/emp, run rate)
- OpenAI ($8M/emp, run rate)
For comparison, Nvidia is very efficient at scale and is $4.4M/emp.
pertatic 🍥 retweeted
Scaling DeFi Cannes starts soon 🇫🇷
Doors open at 4PM and merch won't last long. Don't say we didn't warn you 👀
See you there with @eulerfinance, @GearboxProtocol, @Anchorage and @redstone_defi.
pertatic 🍥 retweeted
Update on exposure related to the Resolv incident
The Euler Yield market on Arbitrum is currently paused, with ~$500k USDC loans collateralized by RLP.
We are awaiting further clarity from the Resolv team regarding next steps for this asset.
Resolv-related Frontier markets on Plasma are paused, with ~$50k in loans issued against USR collateral.
Based on Resolv’s communication that pre-hack USR redemptions will be honored 1:1, this market is expected to be settled gracefully over time.
We continue to monitor the situation and will share updates as more information becomes available.
pertatic 🍥 retweeted
New @pendle_fi PT collaterals are now live on our @eulerfinance clusters on @arbitrum & @Plasma!
We've rolled expired PT markets into the next maturities, keeping risk parameters unchanged, and set deposit caps in line with the existing Pendle liquidity.
👇
pertatic 🍥 retweeted
Euler is leading the way in bringing regulated digital securities into DeFi lending markets.
Regulated tokenized RWA's require distinct operational controls that are only possible using Euler's institutional grade customization. Envisaging a shift in this direction, we’ve built the architecture to support it.
Euler Vault Kit accommodates the regulatory controls that institutional capital requires - starting with @Securitize DS Tokens 🧵
pertatic 🍥 retweeted
1/ The next phase of DeFi isn't about new primitives. It's about better collateral.
Tokenized RWAs are quietly becoming the foundation of onchain credit markets, and most people are still sleeping on what that actually means. 🧵
Euler is leading the way in bringing regulated digital securities into DeFi lending markets.
Regulated tokenized RWA's require distinct operational controls that are only possible using Euler's institutional grade customization. Envisaging a shift in this direction, we’ve built the architecture to support it.
Euler Vault Kit accommodates the regulatory controls that institutional capital requires - starting with @Securitize DS Tokens 🧵
pertatic 🍥 retweeted
Structured, isolated lending markets are unlocking DeFi composability for regulated tokenised RWAs.
@Securitize and Euler are bringing it onchain, curated by @kpk_io
Tokenized funds can now serve as collateral - powering the next generation of onchain credit
pertatic 🍥 retweeted
Tokenized equities just became usable DeFi collateral on Euler.
Tokenized stocks → supply
Stablecoins → borrow
Exposure → kept
Supply tokenized stocks on Euler and use them as collateral to borrow liquidity without selling. Built with @OndoFinance, @SentoraHQ, and @Chainlink.