George Agapov

Technical architect at @o1_labs/@minaprotocol, mountain explorer and classical music lover.

[George Agapov @just_georgeee]

@mmagician @claudeai I'd say many already run on the "rent a PM + complete product delivery & integration" model. And there is a possible future where devshops will know the best how to deploy AI. Or will mainly bill for PR reviews, not coding. Related to this topic: https://t.co/Hz130fPcII

[George Agapov @just_georgeee]

@EthCC The next step: RWAs becoming first-class citizens in DeFi — not just issued on-chain, but actively integrated into the ecosystem. Who gets there first matters.

[George Agapov @just_georgeee]

Stablecoins weren't just a topic at @EthCC 2026 — they were the default assumption. The question is only "how far do they go?" 🧵

[George Agapov @just_georgeee]

@EthCC Composability is slowly replacing trust relationships.

[George Agapov @just_georgeee]

@EthCC RWAs are maturing in a predictable order:

1. Liquid assets first (stablecoins, MMFs, equities), wrapped in legal structures
2. Native on-chain issuance (e.g. of equity, bonds)
3. Gradually becoming composable

[George Agapov @just_georgeee]

@EthCC In many countries outside the US and EU, USD stablecoins already function as everyday money and store of value. Not a future state. It's the current reality for a lot of people.

[George Agapov @just_georgeee]

@EthCC The use cases now go well beyond payments:

– Treasury management
– Cross-border payroll
– Collateral reuse
– Tokenized money market funds (MMFs)

[George Agapov @just_georgeee]

If this works, the blockchain disappears into the background. What users see is seamless capital across systems. What's still to be determined — who controls the rails that make that possible.

[George Agapov @just_georgeee]

The most interesting institutional theme at @TheAgora_Event wasn't DeFi yields or RWA hype — it was collateral mobility. Quietly becoming one of the most important shifts in crypto infra🧵

[George Agapov @just_georgeee]

Lending protocols like Aave and Morpho are part of this picture too. Increasingly seen as system-facing infrastructure, not just yield products.

[George Agapov @just_georgeee]

Blockchain rails make reuse possible across systems that previously couldn't talk to each other. DTCC is already exploring Canton-based collateral to assist settlement. And with RWAs maturing, using tokenized assets as collateral for trades seems increasingly within reach.

[George Agapov @just_georgeee]

The idea is simple: collateral locked in one system can't work in another. Fragmentation has a real cost — in capital efficiency, in missed trades, in idle liquidity.

[George Agapov @just_georgeee]

@ConsensysAudits dinner was truly outstanding. Deep conversations all evening — loved talking to @KotyaSec (audits are poetry in his parlance, and the enthusiasm is contagious), @mmagician, @xenowits, @Didier_Le_Floch, @ndigitalasset, @nicht_tintin and others. Real pleasure.

[George Agapov @just_georgeee]

Spent last week at EthCC in Cannes. One of those events where you leave with a full notebook and an even fuller contact list. 🧵

[George Agapov @just_georgeee]

@GSR_io Soiree was a fantastic side event. DeFi practitioners, traders, investors all in one room. Great conversations, many follow-ups to happen.

[George Agapov @just_georgeee]

Conversations on the floor matched the quality of the panels. Hard to find someone you wouldn't learn something from in a 5-minute chat.

[George Agapov @just_georgeee]

My favorite part was @TheAgora_Event conference by @KaikoData. Panels assembled with real taste — many of them so good I kept losing track of time.

[George Agapov @just_georgeee]

A quote from EthCC 2026 that stayed with me

[EthCC - Ethereum Community Conference @EthCC]

“Banks will be the biggest clients of DeFi protocols” -Jean-Marc Stenger from @SG_Forge

Happening NOW on the Chaplin Stage with Stani Kulechov & Lory Kehoe from @AaveLabs 🔥

📍 Chaplin Stage | 15:35 - 16:05

[Marti @mmagician]

At that same dinner 🍽️, I had the pleasure to meet @just_georgeee working on @minaprotocol. Cool to see them exploring applications of recursive ZK and constant-sized proofs beyond blockchain - we all know the tech has legs outside of crypto and they are actively exploring it

[George Agapov @just_georgeee]

@frankencoinzchf @chain_security Ossau-Iraty