TLDR:
Cambrian explosion of yield options onchain.
Consolidation of capital supply into trusted, compliant custody and strategy managers who can sift through the options.
Thanks for the great chat @dam0eke and Camille
Transparency, curator track records, and a compliance review of the smart contract tend to come before capital moves.
Damien Ekechukwu (@dam0eke) from @zerohashx, Camille L Cordero from Anchorage Digital, Tom Whitworth, and Simon Mathonnet from @gauntlet_xyz on how vault strategy adapts to capital and customers:
@stats_feed Aussie rules football (AFL) and it's not close.
Long Distance running ✅
Sprinting ✅
Physical (tackling, biffing, ect) ✅
All while smack-talking their opponents
@ConejoCapital@kjut4q Mate, weather today was 50, feels like 40.
Were you nostalgic for February? Trying to get that feels like down to the 30’s?
Looks tasty though
Equilibrium (2002) was such a cool film, but the premise of an entire population willingly taking a drug that depresses all desire and emotion was a little bit unbelieva... oh GLP-1's do what??!
Trust Wallet users have over $50M in Gauntlet Vaults, with a ~2x increase in 2026 alone.
Gauntlet Vaults on @Morpho are natively integrated with @TrustWallet, giving users access to sustainable stablecoin yield, without leaving the app.
→ 4 assets: USDC, USDT, USDA, DAI
→ 3 strategies: Prime, Balanced, Frontier
Choose your strategy. Access yield. Withdraw anytime.
@ErishaAnn Saying Edward Casaubon was the best of 3, when Sir James Chettam was an option is ludicrous... Dorothea was a self portrait of GE and the idiocy of (this particular strain of) youthful idealism.
She chose terribly. That's on her, not the small market for choice.
The Gauntlet USDC Frontier Vault, curated by @gauntlet_xyz, is now live on Kamino.
Targeting elevated yield, the vault allocates across PRIME, Maple, and Main Markets, pursuing new yield opportunities within Gauntlet's Frontier curation framework.
Accelerating RWA and institutional adoption on Kamino's credit layer.
Depends on the vault, for Prime I see it as an onchain money market fund, with atomic liquidity.
So various onchain options to benchmark against, but more and more I like to benchmark to TradFi options (t bills, mmf, A-AAA credit).
If onchain vaults can provide similar risk/reward profiles, with deeper liquidity at lower swap costs, then we have a shot at a much larger market.