Director of Growth at @Kintsu Building the future of staking, credit and capital formation onchain
London, England
Joined February 2021
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Really proud of this milestone.
What started with liquid staking has grown into something much bigger.
Today we're bringing everything we've been building together under one Kintsu platform, from liquid staking on @monad and @HyperliquidX to confidential credit and digital capital markets on @CantonNetwork
One team. One platform.
Excited for what's ahead!
Kintsu began with liquid staking.
We are now expanding the platform into confidential credit and digital capital markets.
The work developed under @Cenote_network is moving under Kintsu. The Cenote brand is retiring, and the capital markets product under development will launch as Kintsu Capital Markets.
Kintsu Capital Markets is being built to support confidential credit markets, curated market structures and programmable financial infrastructure for tokenized assets on @CantonNetwork
Kintsu’s liquid staking products remain part of the broader platform.
Going forward, all capital markets research, development updates and product communication will come from Kintsu.
One Kintsu. One platform.
kintsu.xyz/
great initiative by CF
looking forward to seeing the community getting involved
educate and empower
Introducing the Canton Community Research Grants.
A new discretionary program supporting independent research, education, and advocacy that helps people understand @CantonNetwork, from tokenomics and technical analysis to institutional use cases and educational content.
Get involved with #CantonResearchNov26 👇
Alexios retweeted
SEC staff said yesterday they view Canton Coin as a digital commodity, in a no-action letter on how it's minted. It's narrow, staff-level relief based on the facts presented, not a Commission ruling. Still, it removes one diligence question for institutions building on Canton. Kintsu is building credit markets there so holders can borrow against tokenized assets without selling. Arche is an investor.
Alexios retweeted
Equities. Crypto. Stablecoins. Treasuries. Pricing, 24/7.
@chainlink just keeps on building the infra that makes more of finance possible onchain.
The exciting part is what you can build on top. lending, collateral management & vaults for markets that never sleep.
Catch @ChristoSal and me tomorrow with @HouseofChimera as we dive into all things Kintsu
Looking forward to it!
What happens when liquid staking meets private credit? Tomorrow, we're getting into the weeds w/ @Christo_Sal & @Alexi0s from @Kintsu on:
🔹 Staking on @Monad & @HyperliquidX
🔸 Private onchain credit on @CantonNetwork
🔹 What's cooking next?
RSVP 👇
teapaw.org/i/spaces/1aWbvNAPLRydJ…
Alexios retweeted
Update on the Kintsu incident
Correct routing for kintsu.xyz has been restored, and the domain no longer directs visitors to the malicious clone. We’re continuing to monitor it and to investigate the cause with our providers.
From about 00:15 to 04:11 UTC on October 31, an unauthorized nameserver change at our domain registrar (Vercel, which uses Name[dot]com) redirected visitors to a malicious clone of our site. Some networks kept showing the clone until about 05:20 UTC. Our frontend code and smart contracts were not compromised.
We paused sMON deposits and withdrawals at 06:34 UTC on October 31, and they remain paused. This blocks redemption through Kintsu, including an identified pending redemption associated with stolen funds. sMON transfers remain enabled.
We’re leaning toward adding targeted freezing and recovery powers to help address verified theft. These would give Kintsu’s administrators greater authority, including the ability to freeze and reassign funds. That changes the trust users place in us, and we want to be transparent about the trade-offs. Any proposed upgrade will undergo an independent security audit before deployment, and we’ll explain its scope, safeguards and authorization process before it goes live. Recovery is not yet guaranteed.
If you connected a wallet or signed anything on kintsu.xyz during that window, move your funds to a new wallet. The attack used a wallet “delegation” signature, so revoking token approvals alone is not enough. Then open a ticket in our official Discord with your full wallet address and transaction hashes.
We’re sorry to everyone affected. Kintsu will never DM you first or ask for your seed phrase, private keys, a signature, or a payment.
Alexios retweeted
Update: kintsu.xyz has been restored and is serving our real site again. We’re still working with our registrar to confirm the root cause, so please stay cautious
Alexios retweeted
Update: kintsu.xyz is restored and pointing to our infrastructure again. Some networks may still show the malicious site for up to an hour while DNS caches clear. Please keep avoiding kintsu.xyz and don’t connect wallets until we post an all-clear.
This is awesome, we should all be aiming to help each other and the industry to become better
Smart contract developers, please run Ultrafuzz on your contracts!! It's open source and available to anyone, consolidating many years of learnings from @aviggiano
github.com/monad-developers/…
If you run into any issues, Antonio is eager for feedback, DM him
Alexios retweeted
I think we need to talk about the elephant in the room with the Binance hack, and what this means for permissionless DeFi.
North Korean hackers reportedly managed to borrow nearly 20,000 ETH on Aave using stolen USDT as collateral, before those assets could be frozen.
Think about that for a second.
The stolen stablecoins could be frozen, but the ETH they borrowed couldn't simply be frozen by an issuer.
It makes me wonder whether we're heading towards a future where the largest capital allocators simply won't be comfortable using permissionless DeFi.
I've spent years believing in decentralisation and permissionless finance. I still do to a degree. There's something genuinely beautiful about the idea of financial infrastructure that anyone can access, without asking permission.
But I'm increasingly struggling with the reality of it from an institutional perspective.
When you're an institution managing billions, or even trillions, you need certain guarantees. Compliance, privacy, security, and critically, some ability to intervene when things go horribly wrong.
And the reality is that permissionless protocols don't always offer those guarantees.
Which brings me to @CantonNetwork.
Part of the reason we started building on Canton at @Kintsu is because we could see where institutional finance was heading. Not necessarily because we stopped believing in permissionless DeFi, but because we recognised that the largest institutions probably weren't going to embrace it in its purest form.
And why would they, when permissioned infrastructure can offer much of the same performance, scalability and programmability, but with additional controls?
I'm not suggesting everything needs to become centralised either. Quite the opposite. I still think decentralisation is incredibly important for reducing counterparty risk and avoiding single points of failure.
But maybe the future is decentralised infrastructure with permissioned access and controls.
And maybe that's where the trillions ultimately flow.
It's a pretty bleak thought for someone who's spent years advocating for permissionless DeFi.
I'd genuinely love someone to challenge this, because part of me really hopes I'm wrong.
But it's becoming increasingly difficult to ignore.
Source: @trmlabs
never a dull day in crypto
lessons are being learned the hard way
but every lesson is an opportunity to grow, improve and build a stronger, more mature industry
