Marc Casas

Institutional Partnerships and Risk @ by

[Marc Casas @mrccss]

Spot on. Digital assets now have the flows, the institutional products, and the regulatory frameworks (GENIUS Act, MiCA), but they’ve been missing the shared risk language that lets capital move at scale in traditional markets. The move from reactive forensics to proactive, continuous integrity ratings is the natural next step.

[Marc Casas @mrccss]

Hilarious

[Zack Voell @zackvoell]

STRC is down 15% in two weeks.

Saylor said he "designed it with ChatGPT."

[Moonwell @MoonwellDeFi]

https://t.co/r8g0mFf8DH

[Marc Casas @mrccss]

TVL is just a pretty number on a dashboard until the exit door shrinks. A vault can be 100% solvent and still trap you the moment volatility hits that’s not a bug, it’s the feature nobody stresses in the yield-chasing meta.

Redemption risk is impossible to ignore. This is the real stress test DeFi keeps failing.

[Webacy @mywebacy]

‼️ Most on-chain vault analysis focuses on smart contracts, audits, and yield.

But the real risk often appears when you try to leave.

Redemption risk is one of the most overlooked vulnerabilities in on-chain finance:
• high utilization
• limited exit liquidity
• concentrated depositors
• queued withdrawals

A vault can be fully solvent and still fail your liquidity expectations when markets turn volatile.

We break down:
• utilization vs allocation
• immediate exit capacity
• ERC-4626 vs ERC-7540 redemption mechanics
• why TVL alone is misleading

DD shows you this risk IN REAL TIME ‼️

Have you checked out the vault ratings on DD yet?

[Marc Casas @mrccss]

This isn’t just a depeg it’s proof that crypto’s “information problem” is now its biggest systemic risk. A gaming-focused stablecoin with millions in volume, Binance features, and a near-perfect peg for over a year collapsed 50% in silence. No postmortem. No delistings. Still tradable everywhere. Platforms profit from the volume but treat real risk intelligence like an optional add-on. Until issuer transparency + embedded ratings become table stakes, every stablecoin is just a potential slow rug.

[Webacy @mywebacy]

A "stablecoin" lost ~50% of its value and nobody noticed.
(except for us)

The industry has the ability to surface this risk information and they choose not to.

It wasn't a small or unused token.
It was missed because crypto still has a massive information problem.

$RZUSD 🧵

[Marc Casas @mrccss]

@mywebacy Great to show in the UI all the great data that we have

[Marc Casas @mrccss]

TVL is officially meaningless as a liquidity signal. We’re watching institutional capital pour into stablecoins and yield products while the underlying infrastructure stays this fragile and attackers (now AI-augmented) are simply faster at finding the gaps.

This isn’t bad luck.

It’s a tightly coupled system revealing its real risk profile in real time.

[Webacy @mywebacy]

https://t.co/EOsKzDRhsd

[Marc Casas @mrccss]

Spot on, @maikaisogawa

Stablecoins aren't "money" until they have real risk rails. We've built the rails for velocity, but skipped the brakes, guardrails, and early-warning systems that make TradFi actually work at scale.

Without pre-trade checks, risk insights and loss modeling, $600M hacks aren't bugs they're the predictable feature of skipping infrastructure.

This shouldnt be seen as optional

[Maika Isogawa @maikaisogawa]

the @a16zcrypto stablecoin market map was missing something:

risk

I fixed it.

meanwhile:

$600M+ hacked in April

we’re trying to turn stablecoins into global financial rails without the equivalent of Moody’s / S&P / risk desks
that’s insane
no real financial system works without pre-trade risk checks, real-time monitoring, probability of loss

this is not optional infra this is the infra

[Marc Casas @mrccss]

@SolanaSensei Hola señor!

[Marc Casas @mrccss]

I hope these 8 emoji are the best yet to justify 17GBs 😅

[Webacy @mywebacy]

https://t.co/U1tjV2wnGf

[Marc Casas @mrccss]

@mywebacy @ParisBlockWeek @Flight3official Thank you for having me @arianemurphy_ @Flight3official

[Webacy @mywebacy]

Our head of risk and institutional partnerships in the hot seat at @ParisBlockWeek ! Thanks @Flight3official for having us 🎤

[seb @internetsebo]

the 29 year old dev on your team trying to keep up with AI

[Webacy @mywebacy]

🚨 From the CTO’s Desk: March 2026
Lessons from the USR Collapse: Building for Structural Risk in DeFi

Here's what we observed, what we built after, and why this changes how you should think about stablecoin risk.

You're going to want to read this.

🧵

[Webacy @mywebacy]

Your AI agent can now answer one of the hardest questions in crypto:

is this safe?

Webacy is now agent-native.

Onchain risk decisioning for wallets, tokens, and assets
directly inside any MCP-compatible agent.

One line to connect.

[Marc Casas @mrccss]

As more and more companies issue their own stables, the risk vectors just multiply.

Its important that these teams have good monitoring and proactive response setups.

Not only that, but all the vault managers in the space, as more and more institutional money comes on-chain.

Such incidents, just highlights the issues that different protocols and teams are still exposed to. Even after 10s of audits.

[Webacy @mywebacy]

Yesterday’s USR volatility was a sobering moment for the DeFi community. Our thoughts are with the @ResolvLabs and @gauntlet_xyz teams, and every user impacted by this event.

In an ecosystem where risks are high, we believe sharing real-time telemetry is essential for our collective safety. 🧵

[Webacy @mywebacy]

https://t.co/c88IoqHqzK

[Marc Casas @mrccss]

New UI, more information, stables and vault risks coming, the team keeps shipping!

[Webacy @mywebacy]

Webacy just got a whole lot more powerful.

The new https://t.co/zBxwdlz6XT Dashboard brings together:
• Due Diligence For Wallets, Transactions, Assets, And Contracts
• Broader Multi-Chain Coverage
• Stablecoin & Vault Intelligence Fully Integrated Into The Experience

If you’ve seen Webacy before, you should see what it can do now. If you haven’t, https://t.co/zBxwdlz6XT is the best place to start. Shoot us a DM and we’ll walk you through it.