mike

data at @OndoFinance |

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

[mike @m_garaz]

I for one welcome Audi's cyberpunk minimalist pivot. Their current language was getting laughed out of the room.

[Owen Kemeys @OwenKemeys]

We live in hell

[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.

[mike @m_garaz]

sorry, ive been busy cortisolmaxxing

[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.

[mike @m_garaz]

@yacineMTB @rabizzzy canadians cant afford to self-fund their business ventures unf

[mike @m_garaz]

In an era where big companies are known for weaponizing lawyers against their own customers, this is a refreshing change

More of this please- less "sue your fans" nonsense

[GM Authority @GMauthority]

General Motors is assisting with the restoration of EV1 V212, an historic, all-electric production vehicle following its sale to a group of EV enthusiasts.

https://t.co/eTnnPA7E1V

#gm #ev1 #electricvehicle

[mike @m_garaz]

@rahulios1

[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.

https://t.co/YK8E11GcDU

[mike @m_garaz]

@jgulden We can only hope

[mike @m_garaz]

Interesting

[joseph.eth @josephdelong]

Unmodified terminal clearing using a standard credit card on ColossusNet (devnet) 🗽

[mike @m_garaz]

@defyneric @coinbase @blocks @gauntlet_xyz Using credit in place of debit doesn't solve the core issue of payments being routed through centralized intermediaries.

[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

[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.

[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?

[mike @m_garaz]

This is the future of finance I envisioned

[Pop Punk @PopPunkOnChain]

Did you ever stop to ask yourself if it was possible to inject prediction markets directly into the Old School Runescape game client?

Because I did.

@pumpcade is going to be literally everywhere.

[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: https://t.co/INEzWO90ZC
Learn more about our work on VaultBook: https://t.co/CkdYrYAHfu
Reach out to chat with our team: https://t.co/OH3DilIAiW

[mike @m_garaz]

Wonder how the OSRS economy is doing... kinda expected more volume tbh

[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.