Sinan Koc

Co-Founder @PikuFinance @BiLira_Kripto | Ex @Consensys @Wharton

[Accountable @AccountableData]

Morini Capital's FX Arbitrage Vault is live on YieldApp.

@PikuFinance's @MoriniCapital is launching a delta-neutral FX arbitrage vault on Ethereum, with the underlying NAV continuously computed and verified onchain through Accountable's Data Verification Network.

[Midas @MidasRWA]

Midas' Vault OS, our white-label infrastructure for issuing and operating onchain vaults, now powers vaults on @PikuFinance.

[Stacy Muur @stacy_muur]

I think Turkey has some of the most interesting high-yield opportunities rn, but the problem is that we don't really have a good way to access them.

About a month ago, Proposal 34 on @SnapshotLabs helped move Piku’s public positioning from PikuDAO / USP into @PikuFinance, which is a more professional FX Yield Terminal.

Now, Piku is launching 3 new vault products, all issued by Morini Capital:

→ Morini aFXArbUSDTRY
A standalone vault for the main strategy behind USP, focused on Turkish FX arbitrage.

→ Morini CarryTradeUSDTRYLeverage
The higher-risk TRY carry vault. More upside potential, but also real FX + leverage risk.

→ Morini StockMarketTRBasisTrade
A delta-neutral vault for Turkish equity arbitrage. It’s USD-hedged and built to act as the diversifier.

I think the interesting part here is that Piku/Morini turns access to these off-chain Turkish strategies into ERC-20 vault tokens.

So instead of needing traditional fund access, local market setup, or direct relationships with Turkish operators, you can get the exposure packaged into a vault token that you can hold in your wallet.

NGL, I think this gives people way more choice compared to most generic stablecoin/vault products.

[Sinan Koc @sinankoc__]

Launching new FX related delta neutral vaults!

[Piku @PikuFinance]

Today, Piku Finance launches three new tokenized vaults, all issued by @MoriniCapital on Ethereum.

Each provides on-chain access to a different regulated yield strategy:

• Morini aFXArbUSDTRY provides tokenized access to Balsa Market Making Fund (BMMF), a delta-neutral market-making fund in the Turkish crypto market.
• Morini StockMarketTRBasisTrade provides access to a regulated Delta-Neutral Basis Trade arbitrage strategy on Borsa Istanbul equities.
• Morini CarryTradeUSDTRYLeverage provides access to a regulated Turkish Lira leveraged carry trade strategy.

This is the most material product expansion since USP. 🧵

[Sinan Koc @sinankoc__]

@sama UBI

[Sinan Koc @sinankoc__]

Real Time Verification

[Piku @PikuFinance]

USP's biggest backing strategy is now fully verifiable in real time.

@BalsaFinance (BMMF) just launched a live Proof of Solvency Dashboard:

✓ Reserves
✓ Collateralization
✓ Supply

Built on @base with @Accountabledata's Data Verification Network

Learn more about BMMF: https://t.co/V25IUBSUD0
Don't trust. Verify ⤵️

[Elon Musk @elonmusk]

Universal HIGH INCOME via checks issued by the Federal government is the best way to deal with unemployment caused by AI.

AI/robotics will produce goods & services far in excess of the increase in the money supply, so there will not be inflation.

[Sinan Koc @sinankoc__]

The future of vaults

[Sentora @SentoraHQ]

Human-curated DeFi strategies don’t scale.
The next phase is programmable, risk-aware allocation at machine speed.

New piece from Sentora co-founder Jesus Rodriguez👇 https://t.co/gccgWb3jPi

[AlphaPing @0xAlphaping]

The loop: mint USP, supply as collateral on Morpho, borrow USDC, mint more USP. Yield on yield.

Leveraged exposure to USP's native yield without unwinding. Borrow against a yield-bearing position, redeploy, compound.

Alpha USDC Forex V2. Curated with our friends at @piku_dao.

[Stacy Muur @stacy_muur]

You can earn a solid yield just by parking stablecoins.

But not all of them are built the same.

Top 10 stablecoin yield picks by APY (last 30 days, February data):

1. @UnitasLabs sUSDu: 12.13%
Yield from delta hedging a JLP position. $64M TVL.

2. @gaib_ai sAID: 11.56%
Yield from staked $AID. $15.78M TVL.

3. @MidasRWA mF-ONE: 11.18%
Yield from offchain strategies. $104.84M TVL.

4. @LiquityProtocol sBOLD: 10.54%
Yield from protocol revenues + liquidation proceeds. $9.04M TVL.

5. @piku_dao USP: 10.28%
Yield from onchain + offchain assets. $14.65M TVL.

6. @Main_St_Finance msY: 10.24%
Delta-neutral options strategy on the CME. $24.52M TVL.

7. @perena USD*: 9.69%
Yield from delta-neutral strategies. $23.58M TVL.

8. @Neutrl sNUSD: 9.52%
Yield-bearing assets + delta-neutral strategies. $167.94M TVL.

9. @avantprotocol savUSD: 8.18%
Yield from manual strategies. $87.41M TVL.

10. @YuzuMoneyX syzUSD: 8.07%
Yield from various DeFi strategies. $61.36M TVL.

[Upshift @upshift_fi]

Stablecoin issuers like @piku_dao are routing their backing through multi-strategy vaults.

Parking reserves in one lending market means yield compresses when everyone else's does. Blending onchain and OTC strategies spreads that across uncorrelated sources.

earnAUSD: 7.5% APY, $70M TVL, 4 months.

[AlphaPing @0xAlphaping]

Nearly $3M deployed in Alpha USDC Forex V2.

USP proving out as productive collateral on @Morpho, borrowers maintaining yield-bearing positions while accessing liquidity.

Strong week-one adoption for FX-focused credit deployment.

Transparent execution with structured frameworks.

Live with @piku_dao.

[Sinan Koc @sinankoc__]

USP Piku is live on Morpho with AlphaPing! USP Piku is backed by FX Arb Strategies and now it can be looped for extra yield!

[AlphaPing @0xAlphaping]

Alpha USDC Forex V2 is live on @Morpho with @piku_dao!

Overcollateralized credit deployment focused on FX-related strategies: institutional liquidity, cross-currency funding, and market-neutral arbitrage.

https://t.co/6kOtq0aSNv

[Mario Nawfal @MarioNawfal]

🚨 Nobel Prize winner just invented a machine that pulls clean water out of thin air. Up to 1,000 liters per day, powered by ambient heat, and works in deserts.

Omar Yaghi won the 2025 Nobel Prize in chemistry for inventing this. It uses "reticular chemistry" to create materials that extract moisture from air even in arid conditions.

UN just said we're in "global water bankruptcy era." 2.2 billion people lack safe drinking water. 3.5 billion lack sanitation. 4 billion experience severe water scarcity at least one month per year.

Yaghi grew up in a refugee camp in Jordan with no running water. So he invented a machine that makes water appear from nothing.

[Matt Huang @matthuang]

AI is getting strikingly good at security

Great to collaborate with OpenAI on this work

cc @0xalpo

[OpenAI @OpenAI]

Introducing EVMbench—a new benchmark that measures how well AI agents can detect, exploit, and patch high-severity smart contract vulnerabilities. https://t.co/op5zufgAGH

[The Dor Brothers @thedorbrothers]

We just made a $200,000,000 AI movie in just one day.

Yes, this is 100% AI.

[Kyle Samani @KyleSamani]

The primary unlock of tokenizing random RWAs is looping

[Li Zexin 李泽欣 @XH_Lee23]

You can’t imagine how fast Chinese humanoid robots are evolving.

In just one year, they have evolved from robots to "humans".

2025&2026 Chinese Spring Festival Gala

[Balaji @balajis]

The West is more focused on digital AI.
Think: “Will Smith eating spaghetti.”
And that is actually quite important.
And upstream of physical AI.
But: man does not live by spaghetti alone.