August Progress: Structured discussions started. The curation offer was sharpened to match professional curator needs. Strategy sourcing is active. 1. Curation Dirac now supports four curation levels built around risks professional curators already know and can assess: Level 1: Onchain Yield Morpho-style curation across @Morpho markets, @aave, and other fully onchain sources. Level 2: Level 1 + Tokenized & RWA Yield Starting with permissionless @MidasRWA mTBILL. Sourcing of exclusive yield opportunities from asset managers and hedge funds is ongoing. Level 3: Level 2 + Derivatives Perps and options through @HyperliquidX, @DeriveXYZ and others. Level 4: Multi-Leg Strategies Dedicated architecture for strategies such as the delta-neutral strategy, deployed and opened for initial use in May and June. Curation available across Base, Arbitrum and Polygon. Additional chains will be added progressively, depending on available venues and yield sources. Robinhood Chain is currently under assessment, with initial deployments underway. The smart contracts and new Dirac frontend reflecting this evolution are live. 2. Strategy Supply Since inception, one of Dirac’s core goals is to make TradFi and onchain finance work in synergy. As finance starts moving onchain, strategies, curators and capital remain fragmented. Our goal is to bring them together through the Dirac marketplace. On Strategy Supply, Dirac is sourcing opportunities from asset managers and hedge funds to bring them onchain, while integrating existing fragmented sources of yield for Dirac curators. Meetings with asset managers, hedge funds and tokenization partners are ongoing. 3. Business Collaboration Curators interested in being among the first to access Dirac can request whitelist access. Strategists and venues interested in having their yield sources proposed to Dirac curators are also welcome to reach out. Contact the Dirac team directly via X DMs or Discord tickets. In-person meetings with founder @BlockRost are being planned for TOKEN2049 week and @Vault__Summit Singapore in early October.

July Progress: Product Strengthened. Professional Outreach Begins. Following the initial mainnet validation of the Dirac Curator Framework in May and June, July focused on product execution and preparation for professional adoption. 1. What we delivered • Delta-neutral strategy expanded from @arbitrum to @base and @0xPolygon • Underlying coverage expanded from wlsETH to WETH, cbBTC, and WBTC • Backtesting engine extended with deeper historical coverage • Curation interface (selection & configuration) opened to all, with onchain deployment remaining whitelisted • Further modularised our strategy-agnostic architecture to integrate RWAs, BTC yield, perps, options, and other structured products 2. Market thesis Lending has established the first vault and curation rails for onchain asset management. @Grayscale reports about $7B across 3,000+ vaults managed by 57 curators, versus roughly $1.5T in CLOs managed by more than 250 firms. Credit is the first major segment. The onchain strategy universe will expand across many sources of yield. Dirac is built for this expansion. 3. Initial set of participants We have mapped and prioritised a set of strategists, curators, and venues, and prepared the first outreach wave. Structured discussions begin in August. We continue building.

Dirac ha sido community-driven desde el principio. Abrimos esta primera versión a nuestra comunidad, partners y early supporters para mostrar lo que estamos construyendo y avanzar juntos. Gracias @Beratardigrade por probar el framework y dar feedback honesto. Como bien dijiste, Dirac tiene tres roles claros: Strategists diseñan las estrategias Curators configuran y operan los vaults LPs depositan y retiran de forma simple El Curator Framework está pensado principalmente para la capa profesional de curation, por eso algunos aspectos pueden sentirse avanzados para la mayoría de usuarios en esta etapa. Al mismo tiempo, abre un camino real para que miembros motivados de la comunidad crezcan de LP a curator. Los LPs finales siguen teniendo una experiencia sencilla: deposit y withdraw. DeFi está evolucionando hacia estrategias más sofisticadas, risk management y capital allocation. Dirac está construyendo la infraestructura para esa evolución. Más actualizaciones muy pronto.

During EthCC and its major vault-focused side events, our founder @BlockRost spent time with DeFi quants and traders, TradFi yield experts and asset managers looking for better on-chain access, curators (some still lending-first, others actively exploring diversification), and LPs searching for robust alternatives to simple lending exposure. There was a consensus that DeFi is entering a genuine competition phase, where strategy design, disciplined execution, and verifiable risk-adjusted performance will make the difference. This shift is creating a real need for infrastructure that lets sophisticated strategies compete effectively for curator selection and capital allocation. Dirac is building exactly that infrastructure: - Quants and traders design strategies - Curators select and deploy them into vaults - LPs deposit capital We are starting with delta-neutral strategies that build on top of lending, a base most curators already know and trust, while adding perps in a controlled way to generate additional yield. These strategies are configurable by curators into fully liquid vaults so LPs can withdraw their entire deposit at any time, which offers an advantage over pure lending vaults where liquidity is not always instantly withdrawable. Our immediate priority is building a proven on-chain track record, particularly around execution, rebalancing, and funding parameters, while actively iterating on the Dirac Curator Framework based on feedback from the curators we met. Special thanks to everyone who took the time to share their needs during the Vault Summit and other events. Initial performance data will be shared progressively over the coming weeks. Curators interested in early access can reach out directly via Discord.

We are pleased to announce that @Jamshed_Memonn, PhD in Information Systems and DeFi security expert, is joining Dirac Finance as Technical Development and Security Advisor. Jamshed has contributed to securing major blockchain infrastructures, including @ethereum, @Solana, and @Algorand, as well as multiple DeFi protocols. He brings deep expertise in smart contract security, cryptography, and threat modeling, backed by a strong academic and applied security background. At Dirac Finance, he will bring an institutional-grade security approach to support the expansion of our Vault-as-a-Service infrastructure and the $DIRAC token launch. Welcome to @DiracFinance, Jamshed.

Merry Christmas and happy holidays to our community, Beras, and partners. 🎄✨ Thank you to everyone who supported us throughout this intense year. Let’s welcome 2026 with optimism, strength, and conviction. Building continues.

We’re excited to join our friends and partners @honeypotfinance tomorrow to share some alpha on an X Spaces hosted by @Moon1ightSt, a @binance Live Top Host! Our founder @BlockRost will cover: • How Dirac Vault Infrastructure is ready for the next generation of 10x traders • How @DiracFinance's Vault-as-a-Service (VaaS) creates win-win integrations for protocols like @honeypotfinance • A concrete example of VaaS: a delta-neutral strategy currently being coded by Dirac, designed by HoneyPot builder @0xTaki_eth, combining perps, lending, and staking primitives • And more insights on what we’re building next See y’all on December 12 at 2 PM UTC: xitter.cf/i/spaces/1OwGWeOjjLAxQ… ---- Dirac VaaS is built to benefit the entire DeFi ecosystem. We remain committed to Berachain and PoL, and we also believe in DeFi as a whole. Dirac is now ready to explore broader deployments. More details will be shared in our next publication.

Dirac – Positioning, Token and Product Update (A TL;DR is in the second tweet.) A. Alignment and positioning 1. The vision is unchanged: capital at scale will come from TradFi + tokenized flows. 2. Signals from major institutions support this direction, with asset managers, banks and market infrastructure providers, including exchanges, brokers and ETF platforms, publicly confirming interest in tokenization and on-chain trading over the past weeks. 3. Dirac’s team and advisors combine deep DeFi and TradFi expertise. Dirac provides vault infrastructure for simplified deployment of complex strategies, enabling anyone to build on-chain and positioned to capture TradFi capital entering DeFi, with more expected as tokenization accelerates. 4. @berachain remains the preferred environment due to Proof-of-Liquidity and its benefits to the $DIRAC token and the Dirac vault infrastructure. B. $DIRAC token 1. Release: • Full listing and classification of all historical stakeholders, their addresses, and their vesting allocations. • Internal verification of all allocations and terms. • Selection of @Sablier for the token distribution. 2. Reinforced mechanisms for buying pressure and reduced selling pressure: • Continuous buyback of $DIRAC using vault revenue (stablecoins, BTC, ETH, BERA...). • Permanent locking to reduce selling pressure: - @Bera_Land has committed to lock 1% of $DIRAC forever to generate staking yield. Other partners are joining under the same model. - This demonstrates confidence in @DiracFinance. - For the locking mechanism, we are using the InterPoL solution developed by our partners @0xHoneyJar. - No incentive inflation. Vault users and validator bribing are compensated from vault revenue, not $DIRAC issuance. Post-buyback decision (lock or burn) will be made after TGE, by the Dirac DAO. On launch, $DIRAC will be available on a @KodiakFi Island with LP fees and BGT rewards. Final mechanism and tokenomics will be published next week. C. Dirac Vault Infrastructure Objective: two-click vault deployment enabling broad adoption. • A first basic vault has been deployed using @HaikuTrade’s solutions, which simplify complex integrations and align with Dirac’s objective. Advanced features, including agents, are under evaluation. • Dirac-Kodiak vault curation by @d4d0ch is close to completion. First report next week. A full infrastructure document is under partner review and will be shared once finalized. D. TGE Process • TGE will follow a 2–3 week coordinated campaign with key partners across and beyond the Berachain ecosystem. • Timing remains Q4 or early Q1. Feedback from partners and internal discussions indicates that January is the most likely window. Final confirmation will be communicated once alignment is complete and the IDO is ready to execute with @ramen_finance. Have a great weekend, everyone, and let’s keep pushing.

@DiracFinance is well listed among fellow builders on the new @Bera_Land website. Thanks to @witcheer for the work. By Beras, For Beras🤍

Official Dirac Channels Henlo Diracians, Following the recent announcement of the upcoming $DIRAC TGE, some unofficial groups have appeared on Telegram and other platforms. As interest grows, we want to ensure the community relies on the correct sources. For now, and until further notice, our only official communication channels are: • X: @DiracFinance • Discord: discord.gg/X4z77Xv8W9 We will inform the community once additional official channels are opened for TGE support. Please verify sources before engaging with any link or group related to Dirac Finance. On our end, we continue building with the same motivation, step by step, in all market conditions. The Dirac-Kodiak vault curation started yesterday. More news to be shared soon. Thank you for your trust and continued support. Let’s keep pushing!

Yesterday we shared the GitHub repos containing the first deployed Dirac Kodiak perps vault smart contracts with @berastotle, @KodiakFi CTO. Great to see valuable partners supporting our building approach 👇 Vault curation starts soon with @Madhoneyfi. Be ready for the official deployment, Beras.