New products @vaultsfyi | Non-bs perspective on building in crypto @ https://nitter.cf/t.co/mt8VY8lnnu

Joined April 2015
For the last month I worked on a non-bs guide to crypto GTM. To anchor it in real-world examples, I spoke with founders & early team members of Aave, ZORA, POAP, Snapshot, L2Beat, Zerion, SushiSwap & others to find how they unlocked their growth. Now the guide is finally out👇
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Church getting back to being a patron like in the good old Michelangelo era?
In this era of artificial intelligence, it is becoming urgent to distinguish human art from what machines produce. There is an ontological difference, even before an aesthetic one, between art and what a machine can generate through statistical calculation based on millions of images created by others. Algorithms lack the spark of humanity. For this reason, the Church wishes to renew an alliance with artists and cultural institutions to safeguard our humanity.
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Thing I've been most bullish on in all crypto lately. TradFi is pretty terrible at satisfying the 'I want to borrow $ against my stock' user story and we can deliver 10X better experience.
Stock-backed loans are live on Morpho. Users can lend and borrow against @coinbase tokenized stocks at variable & fixed rates on @base.
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In the last 3 weeks I spoke with 20+ DeFi users: from "10k USDC in Aave v3" people to whales managing millions. Almost all said they’d reduced DeFi positions because of hacks and AI risk. Some just hold stables, some use CEXs, some TradFi. How do we bring that capital back?
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million dollar question: how do we design a wallet to do all that in 3 clicks
Bold is the tree hiding the forest of friends who gave up on self-custody. After a decade, we simply did a poor job of educating people on how to use the chains safely. Stuck between being too dogmatic, pushing for purity of an overly complex system, and too reckless of yolo mode Let me try again; don't just bookmark this do it. Give the link to this tweet to your AI and have it help you: 1) Use @ambire as your main wallet; it handles simulation, complex tx, and is designed to work well with @safe 2) Deploy a Safe now. I don't care if it's a 1/1 linked to your hot wallet for now; it's fine. It's already better this way, and with Ambire, using it is seamless. YOU DO NOT HAVE TO USE THE SAFE UI; Ambire will do it all for you. 3a) Generate a real seed; use pen and paper. You'll get the fancy steel stuff later if you want. 3b) Too lazy for the seed stuff? ok, use a "hotwallet" for your signer generated with a passkeys with an good password manager, you have a Mac? The Passwords app is fine; you're a Revolut client? NordPass is included; you ready to spend a bit? 1Password has a great API, and you'll love it once you're AI-pilled. 5) The signer wallet must hold no funds, doesn't hold gas, doesn't do any txs; it's the key to unlock the door of your safe; it signs, and that's it. You'll learn later that proposing (creating tx), signing, and executing tx are 3 different jobs that don't need to be done by the same wallets. 6a) Now create a second hot wallet, "executooor," and send some gas to it, a few bucks of ETH suffice. Use gas.zip to have some gas on every chain you use. 6b) Don't want to do that? No worries, use the "gas tank" feature on Ambire; it does the same job you can always improve later. That's it for step one, and just that you're safer than Bold and 99% of guys out there. Step 2 is buying a hardware wallet and rotating the safe signer with it for much safer holding Once you're there, you can start considering a 1/2 with a second hw or with an old phone you have in your drawer that you've factory reset and will use only for that. You keep it out of easy reach; it's your insurance if something bad happens to your main signer. Then maybe a 2/3 and the nerdy stuff; you can always do "better," but the foundation of all that is getting your first safe deployed and climbing from there. Do it now; it's not hard, it's worth it.
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I'm afraid it doesn't matter. If you build Akinator-like tool that asks: "Do you prefer design A or B?". after 15-20 questions it can capture what client actually wants much better than most designers. @pbakaus impeccable agent skill is a step in that direction
It’s cool. But in 15 years of being a designer, I’ve yet to meet a client or PM who can verbally articulate what they actually want.
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In the 90s, Carmack designed Quake to do things that were almost too expensive for the hardware of the time. He knew Moore’s Law would catch up. Given the AI progress, we should build products that feel slightly too ambitious, because AI will make them feel trivial tomorrow.
GPT-6 Astra is here. We hope it will begin to enable a new generation of entrepreneurship, scientific discovery, and building. We believe it is the best model in the world for computer use, professional work, science, coding, cybersecurity, and more. It took us some extra time to ensure that we could meet the safety and alignment standards required for this capability level, but we think you’ll find it worth the wait. It scores 98% on FrontierMath Tier 4, 99.9% on ARC-AGI 3, and 100% on ExploitBench.
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Wouldn't that just be innovators who speedrun their AI adoption? And given how much edge AI can produce, the rest of the market should catch up soon.
New from Ramp data: the latest threat to the AI trade. AI companies' revenues are heavily dependent on a small set of customers. 80% of OpenAI and Anthropic's enterprise revenues come from 1% of their customers, and it's not getting better. This is a level of concentration risk unseen in any other software category we track. The companies in the top 1% skew heavily toward the tech sector and AI products and services. What happens in a market correction? All these companies are highly correlated, and an increasing share of our economy is invested in them. Especially as we approach blockbuster IPOs for OpenAI and Anthropic.
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From $0 to $400M+ in 3 months. Crazy things are happening on @RobinhoodCrypto chain.
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Many smaller vaults take higher risk. But also, when you have $10M it's easier to find good opportunities vs. when you have $100M and have way higher liquidity requirements.
Our latest onchain yield roundup highlights how stablecoin yields vary by vault size. Median yield on smaller vaults ($5M to $25M TVL) was about 130 bps higher than on the largest vaults with $1B+ TVL. Data as of August 31.
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Few thoughts on the report & curated DeFi. (These are my private opinions, so don't take them as an official vaultsfyi position) 👇
Replying to @vaultsfyi
The full report contains more than 30 findings across market structure, curator concentration, underlying exposure, liquidity and yield quality. Read The State of DeFi Curation 2026. research.vaults.fyi/defi-cur…
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A vault I find particularly interesting is Midas Fasanara ONE. You're basically lending money to Fasanara - a $6B London TradFi asset manager - that pays you 7%+ APY. I think big TradFi players putting their reputation on the line might help make RWAs more mature.
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All in all, I think curated DeFi is going to grow. But for it to get bigger, we need new yield sources. RWAs have a potential to fill that gap and I'm excited about tokenized stocks, bonds, credit & other assets coming onchain, even if the next 2-3 years are going to be messy.
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Spent many hours working on this report with the vaultsfyi team. If you are into DeFi, I'm 100% sure you will find this interesting.
We’re publishing The State of DeFi Curation 2026, the most comprehensive analysis of curated onchain markets to date. The report maps $11.29B across 856 vaults, 131 curators and 18 protocols. It shows who manages the capital, where it sits and what sits underneath. 👇
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