Tom

Product @gauntlet_xyz | tradfi → fintech → crypto

[Tom @tomwhitty42]

Half of NYC DeFi now has a business casual outfit thanks to the NYSE dress code and you’re bearish?

[Vault Summit @Vault__Summit]

Watch Vault Summit NYC live:
https://t.co/jOTL8f8Aff

[Tom @tomwhitty42]

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

[Vault Summit @Vault__Summit]

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:

[Tom @tomwhitty42]

@jmo_mx Crypto to AI pivot going well?

[Tom @tomwhitty42]

What’s the most number of players in a Sunday playoff at a major?

[Tom @tomwhitty42]

@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

[Tom @tomwhitty42]

@PaulFrambot "Claude, build me lindy, make no mistakes"

[Nicholas Cannon @inkymaze]

+57.63% today

[Tom @tomwhitty42]

@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

[James Christoph @JamesChristoph]

Thank fucking god that ape chain is ok.

[Tom @tomwhitty42]

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??!

[Tom @tomwhitty42]

@jmo_mx Best case they cast her on Love is Blind and we get to see her one shot a normie from Kansas

[Tom @tomwhitty42]

Bro but what if Siena had, like, a 6th player?

[Gauntlet @gauntlet_xyz]

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.

[Tom @tomwhitty42]

@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.

[Kamino @kamino]

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.

[Tom @tomwhitty42]

@dara_khan Its giving

[Tom @tomwhitty42]

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.

[Tom @tomwhitty42]

When you become the benchmark

[D2 Finance @D2_Finance]

Competitive positioning matters.

The DeFi yield landscape offers numerous strategies, from passive liquidity provision to delta-neutral funding arbitrage.

However, most approaches suffer from critical limitations: TVL dilution, regime dependency, or lack of downside protection.

D2 Finance's active multi-strategy approach delivers superior risk-adjusted returns across market conditions.

Forward APR estimates:
- Gauntlet/Upshift: 5-6%
- Lighter LLP: 6% (post-TVL dilution)
- D2 conservative: 15%
- D2 favorable: 40-50%

Even our bear case beats competitors' bull case. That's the multi-strategy advantage.

[Tom @tomwhitty42]

@MonetSupply Heard there was heaps of peace and quiet at the convention center this week for some reason.

[Tom @tomwhitty42]

I'll be first up against the wall when Skynet takes over