there was a phase in my life where i became so philosophical that i stopped wanting things.
somewhere in between, i forgot what i used to dream about.
now i'm dreaming again.
you really need one delusional person around you who reminds you your dreams are worth chasing.
Lucidly is making a pivot towards agentic capital execution, an experience no less than cursor built for trading anything. Over the past years, we have mastered strategy executions and building end to end automations for every action onchain. We built complex low latency asynchronous strategies giving offerings as a structured product desk. While our products are actively maintained and continue to scale out, it’s time to make “vaults” open for all.
Going from an idea to end to end execution for structured financial strategies takes weeks even for the best in the business. We break it down into 4 chunks -
- our harness built on lucidly skills, all merkle policies ever deployed, automations, accounting to precisely decipher natural language as context, train our agents and build clean production ready execution routes
- one click execution - factory code to swiftly deploy boring vault contracts across EVM and SVM in a click, configurable parameters by design, secure execution with Merkle proofs - code being the only source of truth
- automation layer - most crucial part to make agentic vaults institution grade. We’ve internally spent the most time on battle testing this.
- risk and monitoring - make or break moment for any asset issuer. You won’t deploy capital to the most profitable onchain instrument of the execution is not secure. With the next version, we’ll outsource accounting and nav calculation to the best providers onchain to set a disciplined benchmark.
adding a few notes:
countless feedback loops over last quarter led to a strong conclusion that a2a is the new b2b, high output agents, precise execution and low latency automations will be the grassroots of new age defi. Vaults brought a significant change in the first half of this decade, with tokenisation just booming, taking things to production should no longer be an enterprise b2b deal, it should be as simple as your next claude session with performance stronger than what “risk curators” today claim to offer.
building this in public everyday, roast us hard, we are going to solve the biggest bottleneck of Defi.
Every vault posts an APY. Almost none explain what stops the strategy from walking off with your deposit.
At Lucidly that is not a footnote, it is the whole design.
So here is how our vaults are actually built underneath, contract by Contract. 🧵👇🏻
This week at Lucidly:
- Infini Loop Cluster: deposit USDC, runs 8x stablecoin loops on Morpho, auto-cuts leverage when risk climbs
- cyBTC: deposit BTC, borrow USDC against it, earn the carry in D2 Finance's alpha++, keep full BTC upside
- dnENA: market-neutral on Hyperliquid. Hold spot, short the perp, pocket the funding
- Lucidly Drops: every deposit now earns rewards daily via Merkl (2% of supply, paid at launch)
- msUSD fell from $1 to about 29 cents after its verifier walked. Can't check the backing? You're trusting someone who can leave.
Non-custodial vaults. Every move on-chain.
https://t.co/e3icHm18YW
This week at Lucidly:
- Infini Loop Cluster: deposit USDC, runs 8x stablecoin loops on Morpho, auto-cuts leverage when risk climbs
- cyBTC: deposit BTC, borrow USDC against it, earn the carry in D2 Finance's alpha++, keep full BTC upside
- dnENA: market-neutral on Hyperliquid. Hold spot, short the perp, pocket the funding
- Lucidly Drops: every deposit now earns rewards daily via Merkl (2% of supply, paid at launch)
- msUSD fell from $1 to about 29 cents after its verifier walked. Can't check the backing? You're trusting someone who can leave.
Non-custodial vaults. Every move on-chain.
https://t.co/e3icHm18YW
we are releasing dn++ USD cluster vaults this week - allocation mandates on HyperCore and Pendle. Initially we are starting with dnENA and a $2M capacity with yield offerings at 9-12% usdc denominated
Here’s the dashboard with backtested data and strategy performance, keen to hear feedbacks here
https://t.co/EIEbqHEZrK