Simanta Gautam 🏔️

🇳🇵🔁 🇺🇸 | zk + btc | ceo @alpenlabs | prev founded Synapse (acq. Palantir) | CS @ MIT

[David Seroy 🏔️ @david_seroy]

Congratulations to @Morpho team. Midnight enables fixed rate loans and very bespoke lending terms.

Big unlock compared typical DeFi.

Will be very impactful for BTC-backed loans.

[Simanta Gautam 🏔️ @simanta]

@TotalWorldApps yep degen protocols always find a way xD

but the gap will get more and more obvious

[Simanta Gautam 🏔️ @simanta]

unpopular opinion: we’re about to enter a golden era of safe DeFi

cost of superhuman audits, fuzzing, formal analysis & verification are rapidly collapsing

it’s wild

[Manuel Aráoz @maraoz]

PSA: I now consider *all* of DeFi unsafe.

Coding agents are superhuman at finding vulnerabilities, and smart contract security is too asymmetric: defenders need to fix every bug while attackers need just one exploit to steal funds.

[Alpen @AlpenLabs]

BTC credit could compete with the Eurodollar system.

→ Eurodollars created a global credit layer around USD
→ BTC credit could create one around Bitcoin collateral

A transparent, globally accessible challenger is emerging • Chapter 7 of 7

[Simanta Gautam 🏔️ @simanta]

bottleneck is in context quality, not inference quality

opportunity is in modeling our messy reality & translating our intents into clean prompts

better judgement & taste is the final frontier

[Simanta Gautam 🏔️ @simanta]

@david_seroy 😂

[Alpen @AlpenLabs]

Introducing Mosaic 💥🔫

A practical fault-proof verifier implemented in Rust, with security strong enough to host financial markets on Bitcoin.

Mosaic realizes the Glock paper's vision at a low onchain cost.

[Simanta Gautam 🏔️ @simanta]

@sama Hi codex, activation-patch me into this party

[Simanta Gautam 🏔️ @simanta]

@benln also Research Science Institute

small high school summer camp with alums inc

- founders of cursor, ramp, perplexity, pinterest, etc.

- legendary scientists terrance tao, feng zhang, pardis sabeti, etc.

[Simanta Gautam 🏔️ @simanta]

excited to support axiom’s upcoming fund as a technical advisor

@allenf32 @mattkita @Big_Al256 are top notch

[Axiom @axiombtc]

Axiom is excited to announce we are raising our third venture fund to invest in the Bitcoin ecosystem, with @macrocrunch, @tierotiero, and @simanta joining as advisors.

email [email protected] for more info.

[Simanta Gautam 🏔️ @simanta]

@david_seroy @AlpenLabs @MITBitcoinClub

[Simanta Gautam 🏔️ @simanta]

@apruden08 🤣

but if you tune into the signal

there’s def a vibe shift: credible bitcoin wizards are increasingly seeing the value of PQ Bitcoin & working toward this.

also, avihu is no random guy. he is the real deal :)

[Alpen @AlpenLabs]

“The Plumbing of Privacy” → hear Aaron Feickert at the @MITBitcoinClub Expo this weekend.

Alpen Labs returns to where our story began: MIT.

[Simanta Gautam 🏔️ @simanta]

CRQC is an important enough risk to warrant more attention & resources now

we’ll do our part at @AlpenLabs to ensure bitcoiners will have options

most critically: any collective action for handling satoshi-era vulnerable coins must not violate bitcoin’s core principles.

[Neha Narula @neha]

My take on Bitcoin and quantum computing:

https://t.co/bq2HdAsnXQ

tl;dr: I think the risk is high enough to warrant prioritizing designing, implementing, and evaluating post-quantum signature schemes and consensus upgrades in Bitcoin now.

[Simanta Gautam 🏔️ @simanta]

@liameagen Any guesses for how long it’ll take for someone (you 🤗) to rediscover & open source it?

[David Seroy 🏔️ @david_seroy]

🤖 My AI just got its own BTC credit line.

I can give it limited spending power backed by BTC.

Agentic payments + BTC-backed credit is coming.

DM or join waitlist if you want access.

[Simanta Gautam 🏔️ @simanta]

this is really neat

on-chain secondary markets will emerge as fixed-rate primitives are brought on-chain (finally)

[Alpen @AlpenLabs]

Secondary markets on @Morpho Fixed-Rate Markets are 🔑 to BTC credit.

Loans → become tradable assets
Assets → reused as collateral, no rehypothecation

Real markets form when loans move onchain.

[Alpen @AlpenLabs]

How does @Morpho V2 reimagine Bitcoin lending? 🦋

→ Orderbooks return
→ Fixed-term rates for both sides

A leap toward real Bitcoin credit markets is coming.

[Alexander Leishman 🇺🇸 @Leishman]

https://t.co/GXoWo9Iezk