Optimal is not a style.
O(n) → O(log n); O(n) → O(1)
Architecture and gas optimisation work for @LotusFi_'s tranche-based lending protocol. Congrats to the team on their upcoming launch.
DeFi has lost over $900M to hacks in the first six months of 2026, +70% YoY.
Most of those protocols had audits. A growing share of these losses never touched the smart contracts at all: compromised keys, sophisticated social engineering attacks, operational gaps a smart
bringing a lending protocol to life safely takes assessment and coordination across economic design, smart contracts, and operations
that's why at @LotusFi_ we've been engaging the best in the space:
- @BlockAnalitica and @CredoraNetwork on the economics
- @IAm0x52 , @EnigmadarkLabs , and @Cyfrin on the contracts
- @_SEAL_Org frameworks and certification for ops
more 🔜
DeFi has lost over $900M to hacks in the first six months of 2026, +70% YoY.
Most of those protocols had audits. A growing share of these losses never touched the smart contracts at all: compromised keys, sophisticated social engineering attacks, operational gaps a smart
Introducing a limited preview of GPT-5.6 Sol, our next generation frontier model, as well as GPT-5.6 Terra, a balanced model for efficient, everyday work, and GPT-5.6 Luna, a fast and affordable model for high-volume work.
openai.com/index/previewi…
Unpopular opinion: Bad debt isn’t bad.
DeFi’s obsession with avoiding it at all costs has left the risk premium on the table.
@LotusFi_ lets lenders choose where they want to sit on the risk curve, and get paid for it.
Welp, that happened faster than I predicted. Thought it would be end of 2027, then early 2027, but agentic traffic growing so fast that bots have now passed human traffic online for the first time in the Internet's history. radar.cloudflare.com/traffic#bot-vs…
Vaults are the ETFs of the crypto world 🌏
They package DeFi’s growing opportunity set into a single product that's accessible to institutions, retail, and everyone in between.
From our conversation with @RasterlyRock, Head of Research at @Bitwise.
Building index-tracking assets on top of options instead of debt
ethresear.ch/t/building-ind…
What if the use options as the base of defi, instead of CDPs and liquidations? So instead of extreme price movements creating a sharp and global "you get liquidated" effect, instead your
I suspect the next 12 months provide us a major expansion in DeFi and CeDeFi lending activity.
Pretty much every lending protocol of note (and some who are not) has just released or will soon release a new version.
I’m not sure those new versions will themselves provide much of a Cambrian Explosion of new lending structures, but it means there’s a window where the accumulated Lindy of most players in the DeFi lending market will be reset.
Assuming there are enough new features to lure depositors away from Morpho v1 and Aave v3, then the arms race will be on, since a new entrant is unlikely to need as high of a risk premium to compete with Morpho v2 and Aave v4.
So I expect the evolution of the half dozen or more lending protocols with new versions will actually be quite swift as they roll out new products.
We already see (I think mostly imperfect) experimentation with fixed rates and tranching structures, but there’s a wide world of other species of lending:
Convertible debt, subordinated/second lien, capital call financing, committed revolving facilities, whole business (assets + revenue based finance), etc etc etc.
So there’s a lot of room for enterprising lending protocols to carve out specialties they can dominate.
If a site or app forces me to answer some unnecessary question before I can continue, I always give a wrong answer. How did you hear about us? Radio. Does anyone else do that?
Recent posts by Manuel Aráoz on AI and DeFi security have been widely circulated, and customers have asked whether they reflect OpenZeppelin's position. They do not.
Manuel co-founded OpenZeppelin and served as the company’s CTO until 2019 when he left the company.
$THYP is now up 50% since launching only 2wks ago. That may be a record for an unleveraged ETF. $DRAM was a total phenomenon and it took 5 weeks to hit 50%. $IBIT took 2mo.
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