kamil

derivatives quant research | ex @gauntlet_xyz

[kamil @RiskRinger]

@ahitposter banger

[Fern @FernMurias]

Crypto winter, PM summer

[kamil @RiskRinger]

@TheBlockCo ��🐐🐐

[venture anthropologist @0xBalloonLover]

used to think polymarket was bad because i was on vpn. but now i'm visiting mexico and it turns out this 15 billion dollar product is just straight cheeks

[kamil @RiskRinger]

@j0hnwang @Predictefy @Kalshi @Polymarket @cryptocom @opinionlabsxyz @predictdotfun maybe it's log scaled

[Hyperliquid News @HyperliquidNews]

HIP-4 open interest has reached a new all-time high, climbing to $24.77M.

[kamil @RiskRinger]

@mattbcapital lmao

[kamil @RiskRinger]

@tarunchitra "Why ADL ended the bull market"

[kamil @RiskRinger]

@bigz_Pubkey would be great to add twap as well

[kamil @RiskRinger]

@michaelmorrell @gauntlet_xyz @DriftProtocol and we use @cosmic_markets !

[kamil @RiskRinger]

@insolventXBT @tarunchitra @perpsjesus number so big twitter will break if he posts this

[Charles d'Haussy @charlesdhaussy]

In their monthly update, @gauntlet_xyz highlights their efforts & performance with the DYDX Megavault. The @dYdX ecosystem is driven by giga brains 🧠 relentlessly optimizing for performance & efficiency.
Explore the Megavault: https://t.co/Jns5JQbgGo
Read Gauntlet's July 2025 report: https://t.co/WZB3knR51p

[kamil @RiskRinger]

@EarnbaseFinance @gauntlet_xyz

[Dora @SearchOnDora]

Vault of the Day ⟢ Gauntlet Basis Alpha (USDC)

@gauntlet_xyz Basis Alpha quietly delivers what most vaults only promise, non directional yield that moves with market structure and not market price. It spreads USDC across delta neutral basis trades and dynamically rebalances for optimized risk adjusted returns.

[dYdX Foundation @dydxfoundation]

🏆 New Grant Award 🏆

The MegaVault Operator Grant has been renewed for another 6 months, with $330,000 in funding allocated to Greave (with support from @Gauntlet_xyz).

This grant supports the ongoing development and operations of the @dYdX MegaVault - the protocol’s internal liquidity vault designed to maintain competitive spreads and deepen liquidity across markets.

[Nicholas Cannon @inkymaze]

Just crossed $1B in vaults without interop, wallet connect, owned incentives, or aggregate strategies.

@gauntlet_xyz USD Alpha is our bet that a team of 75 who have researched and optimized most protocols/chains/$$ in DeFi for 6 yrs will outperform in a permissionless market.

[Charles d'Haussy @charlesdhaussy]

Don't miss @gauntlet_xyz latest update on @dYdX protocol's market making vault.
- 30d Trading volume $143m / 10 new markets
- 30d APR 16.3%
More: https://t.co/8WjobLgUiZ

[exponential.fi @ExponentialDeFi]

🧵 1/ Gauntlet’s 2x JLP Vault: Leveraged yield, actively hedged

In our Evaluating Risk in DeFi report with @DefiLlama, we analyzed how structured products can amplify yield, and risk.

Here’s the case study on @gauntlet_xyz ’s 2x JLP Vault, a delta-neutral strategy running on Solana’s Drift and Jupiter.

A high-speed product with high-stakes complexity 👇

[kamil @RiskRinger]

@crispheaney what's DLP?

[Evan Solomon @Evanzsolomon]

The democratization of real world assets (stables included) is the strongest meta I’ve seen resonate with boomers.

My uncle works in private credit. I’ve tried explaining crypto to him countless times, never landed. But after leaving Drift DeFi Day on Wednesday, I walked him through @DriftProtocol’s private credit partnerships with @apolloglobal and @Securitize.

For the first time, it clicked. Both individuals and institutions will be able to access RWAs like private credit and borrow dollars (USDC) against them.

Real World Assets.