The 2026 DeFi security stack:
- Audits (human, agentic)
- Formal Verification
- Guarded Launches
- Rate limits, settlement gates with emergency overrides
- Bug bounties
- First loss junior capital tranches
- Multisig opsec review
- Gsuite/slack/telegram/X opsec review
- DNS / package dependencies / Web2 stack security audit
- Collateral asset review and disclosure (market, operational, oracle)
- Infra dependency risk (bridges, pools, oracles, etc.)
- Realtime monitoring
- Incident response run-books
- Periodic reviews to catch drift in any of the above
- Review depth and sophistication that scales with value at risk
What am I missing?
One of the most interesting evolutions / experiments in DeFi lending just went live.
We've always assumed that in a liquidation scenario, the lender needs to be repaid in the assets that they lent.
It turns out this creates lots of issues and limitations. What if there's no dex liquidity? what if the asset has a redemption delay? what if the lender is also just has happy taking the collateral?
Silo v3 challenges this fundamental assumption by asking, what if -- in addition to a standard liquidation threshold -- you had a collateral swap threshold, where the collateral gets returned to the lender instead of the lent assets.
Of course the risks are different. But this type of structure can more cleanly support more collateral assets that may not look like your conventional DeFi token. As RWA's come onchain with all kinds of sizes and shapes, having more flexibility in the lending market allows for more possibilities. A new kind of more flexible money lego.
Private, user-owned software powered by cryptographic primitives is more important than ever.
A few I'm very excited about:
- insurance markets onchain
- data marketplaces for agents
- private agents
- privacy-native L1s for specific verticals
26 ideas we want to invest in 👇
That's a wrap!
Blueprint C1 in the books. ✅
In just 7 weeks we saw $444k in sales across 347k editions from 24k collectors, with 9/10 creators entering the 10 ETH Club.
But before we open apps next week for C2, I published a recap on mirror reflecting our performance + more.
Onchain creators are the future (and present).
For anyone in that space they should absolutely reach out to @bellosights/ @levychain and their Blueprint program 🔥
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Together, @indexnetwork_ and @ceramicnetwork are building search tools that will fundamentally change how we discover, connect, and interact with information online. 🌐How? This thread gives a great breakdown.