ruca.eth 🦇🔊

Solidity is the new COBOL.

[ruca.eth 🦇🔊 @rsousamarques]

@voidmode I'm out of ideas and that makes me feel unproductive.

[ruca.eth 🦇🔊 @rsousamarques]

What is one supposed to do while waiting on LLM task completion? 🤔

[ruca.eth 🦇🔊 @rsousamarques]

Regulation-induced market distortions often lead to unintended (and often worse) workarounds.

Following GENIUS Act's restriction on passing stablecoin yield, asset Issuers are now cutting private OTC deals with qualified institutional LPs, paying off-chain rebates in exchange for minting their stables at scale.

These subsidies are indirectly passed to retail through money markets. To generate additional yield, LPs supply their stable holdings to markets paired against yield-bearing tokens, compressing interest rates and opening up positive carries that can be levered up to scale positions.

In trying to prevent deposit disintermediation, we've ended up introducing systemic risk by incentivising leverage, in an environment where the underlying exposure is now much harder to price. 🤷🏼‍♂️

[ruca.eth 🦇🔊 @rsousamarques]

Two RWA instant redemption facility announcements in the same day. @upshift_fi @grovedotfinance

One of the most important unlocks for increasing onchain RWA supply. We just need more of those SPV shenanigans to allow for permissionless transferability and should be good to go. 😊

[ruca.eth 🦇🔊 @rsousamarques]

@horwitzben @auryn_macmillan Guess this answers my question: https://t.co/2QBhi3pUbo

[ruca.eth 🦇🔊 @rsousamarques]

Do we now need to purposely need to write with typos and a sloppy structuure to prove we're not using using AI?

[ruca.eth 🦇🔊 @rsousamarques]

@NotionHQ hey! Both desktop and web app are annoyingly freezing when I strike "/" in a page—could you please fix?

[ruca.eth 🦇🔊 @rsousamarques]

@ImperiumPaper This is a textbook case study for why @Morpho 's AdaptiveCurveIRM should be in place. The market needs to clear and the right rate is obviously above 14%—it's just a question of how abruptly you want price discovery to happen.

[ruca.eth 🦇🔊 @rsousamarques]

Do we now need to purposely need to write with typos and a sloppy structuure to prove we're not using using AI?

[ruca.eth 🦇🔊 @rsousamarques]

@0xdanzu @Polymarket @BrahmaFi Congrats ser! 👏🏼

[ruca.eth 🦇🔊 @rsousamarques]

@Zharta Congrats guys! Curious to see what your async looping implementation will look like. 👀

[ruca.eth 🦇🔊 @rsousamarques]

Folks have been stoked about vibe coding and yet this may well become the most impacting application of AI.

[Demis Hassabis @demishassabis]

Cool use case of AlphaFold, this is just the beginning of digital biology!

[Gearbox Protocol @GearboxProtocol]

Why buy 1 Pendle PT when you can buy 7 for the same price? New @pendle_fi markets are now live!

◾️ Borrow up to 7X wstETH against your collateral
◾️ Use it to buy 7X more @makinafi DETH PTs

And earn a whole ETH's worth of yield with just $420, curated by @kpk_io.

[KPK @kpk_io]

@AlephFi introduces a yield layer where restaked ETH is actively managed under clear risk frameworks and transparent accounting.

We’re pleased to manage the first Aleph vault.

[KPK @kpk_io]

1/ ETH+ from @reserveprotocol is now the most used collateral in the kpk-curated WETH market on @GearboxProtocol.

More than 1,750 ETH+ (~$5.9M) is deployed, surpassing all other Ethereum staking assets.

This reflects clear borrower demand and strong partner support.

[KPK @kpk_io]

Risk curation, non-custodial execution, and automation that reacts in under 30 seconds, this is the part of DeFi that rarely gets explained well.

Excellent walkthrough by @deepcryptodive with @samkamani.

[ruca.eth 🦇🔊 @rsousamarques]

The highest quality event we’ve ever put up: a bunch of OGs discussing how we’ll take this industry to the next level. 💪🏼

[KPK @kpk_io]

“What does Scaling DeFi mean to you?”
We asked — the community answered.
Clear, unscripted, and very BA. 🇦🇷

Thanks to our partners @Gnosis_ @Safe @Balancer and @HypernativeLabs for co-hosting this first edition with us.

[elbagococina.eth @elbagococina]

The fast-growing layer of DeFi built on top of risk management. The curation panel @patfscott @rsousamarques @tkstanczak @lazarev @0xmikko_eth @DeclanFox14

[ruca.eth 🦇🔊 @rsousamarques]

It really depends on how your portfolio looks like.

IMO blue-chip DeFi protocols still offer a compelling risk/return profile, providing yields akin to high-risk corporate credit but with an expected loss rate closer to investment-grade credit.

@willnuelle mentioned some research around this concept in a TOKEN2049 side event—would love to check it out.

[ruca.eth 🦇🔊 @rsousamarques]

Excited to announce the launch of our curated v2 vaults in Morpho!

Our team put a lot of effort into this and the results have been impressive so far: 35–46% higher realised yield over the risk benchmark i.e. vaults allocated to the same markets.

Here's our USDC v2 vault: https://t.co/uwKLWrwvbz

Rewards Program will follow, so you can start making your deposits. 💸

[KPK @kpk_io]

kpk expands its curated vaults to @MorphoLabs, offering the same infrastructure that manages DAO treasuries to open markets.

Vaults operate autonomously through policy-defined agents that optimise performance and preserve liquidity.

Read more 👇🏻
https://t.co/Rq2mQye3xq

[ruca.eth 🦇🔊 @rsousamarques]

@DeFi_Dad @Nomaticcap thanks a lot for having us—it was a great chat. 🫡

[DeFi Dad ⟠ defidad.eth @DeFi_Dad]

🎙️ New @edge_pod's out!

💥 Last week, the xUSD blowup and contagion forced @Nomaticcap and me into heated talks about risk curators.

🤷‍♀️ So we invited @rsousamarques + @deepcryptodive from @kpk_io to help answer wtf does a risk curator do and why were some exposed to xUSD?!