Tiago Cruz

Serving DeFi alpha with a little fun to ease the pain 😅 Yield hunting | On-chain insights | Threads Team @cryptowhalespt 🇵🇹

[Tiago Cruz @TeraHash]

Wise words... Traders should listen this

[Capital Flows @Globalflows]

Going to do an entire substack article on redundancy planning. This changes how you will view everything 👇🏻🔥

[Tiago Cruz @TeraHash]

@CryptoHayes You should do a bet against this guy…

Oh wait…

[Arthur Hayes @CryptoHayes]

Meow - $HYPE to $150

…

Fuck TradFi

Fuck the Clarity Act

Long live Caesar!!!!

[Tiago Cruz @TeraHash]

@TrustlessState Makes totally sense to me… lol

[Tiago Cruz @TeraHash]

@lui1of1 @ExponentFinance Thank you @ExponentFinance

[Tiago Cruz @TeraHash]

@ExponentFinance just shipped v2.

This isn't an UI refresh.

It's a full architectural leap... from a yield-stripping AMM into a hybrid interest-rate exchange with onchain order books, concentrated liquidity for rates, managed strategy vaults, and risk-tranching.

The TradFi interest rate derivatives market is $500T+ notional.

This is its onchain equivalent being built on Solana. Let me break down every layer 🧵

https://t.co/VIdNjN6RSS

[Tiago Cruz @TeraHash]

Beatifull...

[Tiago Cruz @TeraHash]

@solsticefi generates yield via delta-neutral strategies
→ mints eUSX
@ExponentFinance strips eUSX into PT (fixed rate) + YT (variable rate)
@KaminoFinance enables PT looping for amplified fixed yield
@AllezLabs manages the strategy vault automating the full loop

This is a composable institutional yield stack. Each protocol is a specialized layer. Exponent is the rate exchange at the center where all yield views get expressed, hedged, and traded.

$5M seed led by @MultiCoinCap. 35K+ users. $2B+ yield volume on v1. 12 audits.

Now live on mainnet with $200K+ in launch rewards.

This is Solana's answer to @pendle but architecturally more ambitious with onchain order books, concentrated rate liquidity, managed vaults, and risk tranching all in one platform.

@ExponentFinance

[Tiago Cruz @TeraHash]

Security posture:

→ 12 independent audits by tier-1 firms (pre-launch)
→ ~$1M total security budget (audits + fuzzing + bug bounty + public competition)
→ Built on Exponent Core - open-source, battle-tested yield-stripping infrastructure
→ Billions in cumulative yield volume processed on v1
→ Dedicated security page: https://t.co/5TTHxAY34T

[Tiago Cruz @TeraHash]

When the only federally chartered crypto bank in the US takes a strategic position in your protocol - that's not hype.

That's infrastructure being assembled in production.
@solsticefi | @AnchorageDigital

[Tiago Cruz @TeraHash]

@Anchorage just took a strategic position in @solsticefi.

This isn't a token pump announcement.

This is the only OCC-chartered crypto bank in the United States embedding itself into @solana institutional yield infrastructure.

Let me break down what's actually happening under the hood.

[Tiago Cruz @TeraHash]

Why the Anchorage investment matters technically:
It's not about price. It's about what it signals for the stack.

A federally regulated bank doesn't take protocol-level positions casually. This went through OCC-level compliance review. The fact that it passed means Solstice's smart contract architecture, custody model, and risk framework met banking-grade due diligence.

In the same week, Bullish (NYSE-listed, $BLS) committed capital directly into the eUSX strategy.

That's two GDN founding members going from "ecosystem partners" to "capital deployers."

[Tiago Cruz @TeraHash]

Very interesting, I need to check this out

[Vadim (AI, ⋈) @zacodil]

Today my AI agent moved real USDC from a Solana address into NEAR's private shard, then back out to a different Solana address. Try to trace it on the public chains.

The original Solana sender is missing. So is the NEAR address that briefly held the funds. The transaction that delivered the USDC back to Solana was signed by a brand new NEAR account I never created and which has no link to my wallet. And the intent I personally signed referenced the USDC by an internal placeholder, not by its real Solana contract address.

The confidential activity itself runs in TEE infrastructure off the public chain. What lands on chain is the bridge in and the bridge out. Balances, internal transfers, swaps, who holds what. None of it has an on-chain footprint.

What this means for AI agents: deposit from an external chain, run a strategy inside, withdraw to another external chain. Your wallet appears nowhere in public history. The agent's holdings and counterparties stay invisible by construction, not by hoping no one looks.

Agents managing real funds were always going to need this. NEAR shipped it before anyone else did. Receipts in the first reply.

[Tiago Cruz @TeraHash]

@matchametaxyz @stacy_muur Yap