riskringer retweeted
Crypto winter, PM summer
Robinhood prediction markets revenue expected to top crypto trading revenue in 2Q and in FY 2026-27. Running near 10-15% of $HOOD total revs and already bigger than stock trading in 1Q.
riskringer retweeted
used to think polymarket was bad because i was on vpn. but now i'm visiting mexico and it turns out this 15 billion dollar product is just straight cheeks
riskringer retweeted
In their monthly update, @gauntlet_xyz highlights their efforts & performance with the DYDX Megavault. The @dYdX ecosystem is driven by giga brains 🧠 relentlessly optimizing for performance & efficiency.
Explore the Megavault: dydx.xyz/megavault
Read Gauntlet's July 2025 report: dydx.forum/t/gauntlet-dydx-m…
riskringer retweeted
Vault of the Day ⟢ Gauntlet Basis Alpha (USDC)
@gauntlet_xyz Basis Alpha quietly delivers what most vaults only promise, non directional yield that moves with market structure and not market price. It spreads USDC across delta neutral basis trades and dynamically rebalances for optimized risk adjusted returns.
riskringer retweeted
🏆 New Grant Award 🏆
The MegaVault Operator Grant has been renewed for another 6 months, with $330,000 in funding allocated to Greave (with support from @Gauntlet_xyz).
This grant supports the ongoing development and operations of the @dYdX MegaVault - the protocol’s internal liquidity vault designed to maintain competitive spreads and deepen liquidity across markets.
riskringer retweeted
Just crossed $1B in vaults without interop, wallet connect, owned incentives, or aggregate strategies.
@gauntlet_xyz USD Alpha is our bet that a team of 75 who have researched and optimized most protocols/chains/$$ in DeFi for 6 yrs will outperform in a permissionless market.
riskringer retweeted
Don't miss @gauntlet_xyz latest update on @dYdX protocol's market making vault.
- 30d Trading volume $143m / 10 new markets
- 30d APR 16.3%
More: dydx.forum/t/gauntlet-dydx-m…
riskringer retweeted
🧵 1/ Gauntlet’s 2x JLP Vault: Leveraged yield, actively hedged
In our Evaluating Risk in DeFi report with @DefiLlama, we analyzed how structured products can amplify yield, and risk.
Here’s the case study on @gauntlet_xyz ’s 2x JLP Vault, a delta-neutral strategy running on Solana’s Drift and Jupiter.
A high-speed product with high-stakes complexity 👇
riskringer retweeted
The democratization of real world assets (stables included) is the strongest meta I’ve seen resonate with boomers.
My uncle works in private credit. I’ve tried explaining crypto to him countless times, never landed. But after leaving Drift DeFi Day on Wednesday, I walked him through @DriftProtocol’s private credit partnerships with @apolloglobal and @Securitize.
For the first time, it clicked. Both individuals and institutions will be able to access RWAs like private credit and borrow dollars (USDC) against them.
Real World Assets.
riskringer retweeted
Curated vaults across @MorphoLabs, @DriftProtocol, and @symbioticfi experienced strong growth over the past week and made it onto the trending vaults table.
hJLP vaults on Drift led the charge 👇
riskringer retweeted
Solana is the KING of blockchains
70% of ALL application revenue is from apps built on Solana
h/t @ryanconnor
riskringer retweeted
1/ Solana yield mega🧵 incoming:
With many farmers grinding Berachain & Sonic, I can't help but feel that Solana yields aren't getting the love they deserve
I got you @solana. Here are a few DeFi opps on my radar (of course NFA, DYOR, etc.)
⚠️Warning: this thread may contain traces of Gauntlet shills⚠️
riskringer retweeted
Onchain assets under management (AUM) for @BlackRock and @gauntlet_xyz.
Gauntlet seems to be following BlackRock's go-to-market playbook:
risk mgmt --> advisory --> asset mgmt
The AUM-based business model has the opportunity to scale better vs. resource-intensive advisory.
riskringer retweeted
1/ How do you demystify vault curation?
Show your work.
The Gauntlet VaultBook is a resource for capital allocators seeking a comprehensive review of our approach to vault curation across @MorphoLabs, @DriftProtocol, and @symbioticfi.
In short, these charts show strategies that have performed well long-term (steady climb in share price, large positive cumulative PnL) but exhibit episodic volatility in their daily returns.
For current depositors, it’s important to recognize that the best gains seem tied to periods of higher market turbulence—and that the same turbulence can also produce occasional negative shocks.
We can see stretches of relatively small daily changes interspersed with spikes in either direction. This clustering is common in strategies exposed to perp funding, spot/futures basis, or large market moves—where certain market events (like liquidations, high funding spikes, or strong directional moves) can produce outsized daily results.
So, if you want to maximize your yields, commit to holding your deposits for the long term, and don’t be afraid of volatility, as you’re the primary beneficiary of it.