Miller Mendoza

Building @wedefin to help anyone invest like top DeFi managers | AI + Data Science | PhD Physics

[Miller Mendoza @0xmmj]

Agentic AI at @wedefin is getting real. We are making progress on our interface to allow users building their own portfolio using AI. Soon going live

[WeDeFin @wedefin]

happy birthday ethereum!

together we are building the open economy!

[WeDeFin @wedefin]

In traditional finance you trust a manager’s track record.

On WeDeFin every strategy’s performance is fully on-chain and verifiable by anyone.

Builders compete openly.
The best ones rise to the top automatically.
No hype. No black boxes.

This is the infrastructure layer that tokenized stocks and RWAs actually need.

Would you rather:
A) Pick individual tokenized stocks yourself
B) Allocate to the top competing on-chain strategies automatically

Vote + reply with why 👇

Builders: Drop your strategy idea below. Top performers get ranked and seen.

Ready to build or invest with real transparency?

[DeFi Sphere @TheDefiSphere]

AVLT/USDC on Morpho has been pinned at 100% utilization since June 21 — but liquidations kept clearing. Outstanding debt has fallen from $4.5M to $115K, ~$4.2M of it cleared through liquidations, the rest repaid. 97% of the market has already unwound on-chain, and per Altura's update, redemptions will close out the rest.

On Sphere we classify markets like this as distressed: out of the rate rankings, but fully tracked. The decay curve updates daily until the last dollar exits.

Watch the final leg live: https://t.co/y4m2fguByt

[Block Analitica @BlockAnalitica]

BA Labs has submitted a proposal to serve as @CurveFinance's risk service provider.

We answer @newmichwill's CFP for @CurveFinance, covering crvUSD Mint Markets, Llamalend, PegKeepers, and DAO credit lines.

Full proposal 👇
https://t.co/JvrgNPUcHJ

🧵 1/

[Miller Mendoza @0xmmj]

@doflamiingo_eth @Kimi_Moonshot I envy you lolol

[Miller Mendoza @0xmmj]

@Kimi_Moonshot being sold out is the biggest FOMO I had in a long time

[WeDeFin @wedefin]

@RobinhoodApp chain just launched tokenized stocks. @coinbase and @base are bringing more.

Big moment for on chain assets.
But single stock bets are risky. Diversified indexes win over time.

[CoinMarketCap @CoinMarketCap]

LATEST: 📊 Spot HYPE ETFs shed $7.26M last week, ending a 9-week inflow streak.

[Miller Mendoza @0xmmj]

@Route2FI You nailed it

[Route 2 FI @Route2FI]

Being in crypto is like playing a never-ending video game. It's super fun and extremely addictive, with more levels to unlock all the time.

[Arbitrum @arbitrum]

stocks, commodities, funds, real estate

every “asset of value” will be tokenized

with Arbitrum under the hood

[WeDeFin @wedefin]

@base @token2049 @jessepollak wenn tokenized stocks onchain?

[Miller Mendoza @0xmmj]

@jessepollak @base @coinbase yeah, bring them to Base, then we include them on our onchain index protocol @wedefin

[jesse.base.eth @jessepollak]

one thing robinhood chain has done right is have tokenized equities in an EVM environment.

we've been behind on this on @base and i'm frustrated that's the case. but we're close to fixing it with @coinbase. and when we do, we'll have 1:1 backed equities (vs. robinhood's derivatives) that should scale much better from a trust, capital efficiency, and institutional acceptedness.

the largest capital market in the world + the incredible financial programmability of the supercharged EVM on @base is going to be a powerful combination

[Robinhood @RobinhoodApp]

Robinhood is now open to AI agents.

You can open an agentic account and connect an AI agent to it. From there, you can let it research, trade, and manage a portfolio on your behalf.

Here's how to get started. 🧵

[Block Analitica @BlockAnalitica]

As part of the @SkyEcosystem financial dashboard, we prepared an overview and the simulation tool for the USDS loss absorption waterfall.

It aims to answer crucial USDS peg-keeping questions.

Before USDS holders experience a haircut (Last Resort):
- How is Sky protocol configured to handle any potential losses?
- What are all the loss absorption levels?
- How much capital is there acting as a backstop?

It's important to revise the Loss Absorption Waterfall for (s)USDS and its holders to get a clearer picture of USDS asset safety and backstop capital standing in front.

[Miller Mendoza @0xmmj]

@Kimi_Moonshot

[Kimi.ai @Kimi_Moonshot]

Kimi K3 has received far more love than we expected, and our GPUs are feeling it.

Over the past 48 hours, demand has pushed close to the limits of our current capacity. To protect the experience of existing subscribers, we're temporarily pausing new subscriptions and prioritizing compute for current members. Existing subscribed users are not affected.

We're adding capacity as fast as we can and will reopen new subscription spots in batches.

Going forward, we'll also split membership into two more focused plans: Kimi Membership for Kimi Web, App, and Work; and Kimi Code Membership for coding workflows. This will help us match compute more precisely and keep the experience stable.

Thank you for your patience and understanding!

[MSB Intel @MSBIntel]

BREAKING: 1inch co-founder Anton Bukov has left the project, co-founder Sergej Kunz confirms.

Protocol operations unaffected.

[Miller Mendoza @0xmmj]

DeFi is getting wild. It seems like every two weeks there is at least one exploit.

On the positive side, each incident can help improve security in the space, unfortunately at the cost of users losing their funds and potentially never returning.

Are these exploits becoming more frequent because tools like GPT and Claude are making vulnerability discovery easier? Perhaps, but I hope protocols are also using the same tools to discover issues before anyone else and patch them.

In the end, it looks like institutions are leading the next wave of adoption, bringing compliance with them. I just hope it does not stop the dream of building an open economy.