DeFi @RockawayX | prev. @Deblockapp @taurus_hq
Switzerland
Joined December 2021
- Tweets302
- Following1.7K
- Followers327
- Likes17K
Enguerrand retweeted
Two days ago, I said we keep seeing more and more trade finance coming onchain. Here's one.
@obligatecom is a Swiss onchain debt capital markets platform
Their $oTFY tracks a revolving portfolio of short-term (7- to 90-day) bonds financing physical commodity trades, managed by TradeFlow Capital in Singapore. Real-economy yield, little correlation to crypto.
You can now borrow USDC against it on @Morpho
First of many.
NEW MARKET: The oTFY/USDC market is now live on @morpho, offering 77% LLTV up to a current cap of $5M
Users can borrow USDC against @obligatecom’s $oTFY, which earns yield via a portfolio of onchain trade-finance bonds that has little correlation to crypto markets, while RockawayX manages the market’s risk parameters.
→app.morpho.org/ethereum/vari…
Enguerrand retweeted
(1/3) RockawayX Vault Curation has crossed $100M in @Morpho deposits!
Across 15 vaults, we've focused on differentiated RWA yields like reinsurance, PayFi, auto loans, and trade finance. We've also built out EUR liquidity with products like Belem RWA EURCV and our EUROP Prime vault.
Moving forward, we'll continue advancing our thesis in both areas.
Enguerrand retweeted
Crypto teams please patch Telegram Desktop on employee devices and have your employees do the same on their personal devices.
< 7.2.9 is vulnerable to possible session takeover + file exfil
Telegram Desktop: one-click account takeover via IPC injection
beaksec.github.io/posts/tele…
Enguerrand retweeted
Meet Mistral Large 4, aka Le Chonk.
• 1T parameters, natively multimodal. 49B active.
It is the best open weights model from US or Europe on aggregated benchmarks.
• State-of-the-art on critical workloads, including cyber defense, manufacturing and finance and it surpasses closed frontier models on visual grounding.
• Forged in Europe end-to-end and is deployable from Europe via our own Mistral Cloud infrastructure.
• Available to all via API today. Working with cybersecurity partners privately.
Open weights release end of October.
🤖 Made with AI
Still day one.
More coming soon 👀
Bullish on the @RockawayX vault curation team.
Our @protocol_fx ecosystem vault is our fastest growing vault in Morpho to date 🫡
Insane r/r here
Enguerrand retweeted
(Real)-yield is coming onchain for eurocv holders, on morpho.
Curated by @RockawayX
Introducing mGLOeuro 🇪🇺
Available from day one in @RockawayX 's RWA EURCV vault on @Morpho.
EUR-denominated (investable in EURCV by @SG_Forge) and linked to the performance of @FasanaraCapital 's Global Diversified Alternative Debt strategy: short-duration, investment-grade SME credit across 60+ countries. Same strategy as mGLO and mGLOBAL.
→ Invest in mGLOeuro: midas.app/mgloeuro
→ RockawayX vault: app.morpho.org/ethereum/vaul…
____________________________________________________
Before making any investment decision, you must carefully read the Offering Documentation which is available to eligible investors during the onboarding process.
Don’t miss this if you’re building yield-bearing RWAs. Catapult is one of the few setups that actually helps you scale liquidity, integrations and distribution.
(1/6) Introducing Catapult, our accelerator for founders bringing new yield-bearing RWAs onchain.
You bring the asset, and our team incubates, bootstraps liquidity, market-makes, and drives integrations across onchain markets through our curation arm, while leaders from 20+ top co’s shaping the RWA space mentor you along the way.
How to join ↓
If you're building an Earn product, looking to deploy capital into our vaults or simply want to discuss opportunities with our curation team;
feel free to DM me
RockawayX curated vaults have reached $75M in deposits through @Morpho 🦋
Our top 3 vaults are offering an average 8.48% APY.
Enguerrand retweeted
🚨 THE HACKATHON IS COMING. 🚨
36 hours. One project. One mission: BUILD.
On October 10-11, the BC Building at EPFL 🇨🇭 turns into a playground for builders, hackers, designers, and anyone crazy enough to turn an idea into something real.
✈️ Travel grants for foreign students
🍕 Free food to keep you alive
👾 Build from scratch
Cash Prize + Sponsors TBA...
Are you in? 👀
luma.com/d5gqew38
Enguerrand retweeted
2020: Bro, there's a website called Chat GPT I use it to do my homework.
2026:
Readers added context they thought people might want to know
ChatGPT launched in November 2022. It did not exist in 2020.
en.wikipedia.org/wiki/ChatGPT
Enguerrand retweeted
We need a Plaid for crypto wallets.
Before a transfer, Plaid confirms the bank account is correct.
In crypto, you paste an address and pray you didn't make a mistake.
A verification layer confirming address, chain, and currency would fix the scariest part of sending crypto
Enguerrand retweeted
Jacob is correct here—we really do earnestly believe AI could kill all humans! I personally think it is >10% within the next decade. I believe Anthropic is trying its best, but we do not yet have a plan to solve alignment for superintelligence and are not clearly on track to.
The people building AI earnestly believe that it could kill us all by the end of the decade. This is not a marketing stunt. If anything, many executives and senior researchers will couch their phrasing in the press to sound sensible - but I hear the same people express fear privately. No other human activity poses this level of danger.
AGI step one 👀
We’re sharing a solution to the Navier-Stokes Millennium Prize Problem, one of the deepest problems at the frontier of mathematics.
The proof was produced by a group of agents, using an OpenAI next-generation model significantly more capable than GPT-6 Astra.
The problem concerns whether the description of smooth three-dimensional fluid motion modeled by the Navier-Stokes equations can break down. It has remained unresolved for roughly 90 years.
Enguerrand retweeted
I guess today is the best time to be scaling a cybersecurity firm.
The cost of attacks is becoming so low that now, not only all big firms need to double down on sec but also small startups will need security products -> the TAM is becoming insanely huge
AI is becoming so great, you dont really need humans anymore for security audits -> you can truly create a SaaS type of business now
The 2 combine makes cybersecurity firms a much more scalable and valuable business.
Curious to see how it's going to unfold in the future.
Doing some compliance stuff for the firm with a good DJ set on. Life is good my friend
youtube.com/watch?v=4qFhCvIU…
Enguerrand retweeted
LEOPOLD’S SITUATIONAL AWARENESS FUND BLOWUP TIMELINE
JULY 1: LEOPOLD’S HEDGE FUND SITUATIONAL AWARENESS REACHES $45 BILLION UP 450% YTD
JULY 10: SK HYNIX US IPO MARKS TOP OF THE AI SECTOR
JULY 10-20: MAJOR SELLOFF ACROSS ALL AI STOCKS, MOST DOWN 30%+ IN 2 WEEKS
JULY 10-20: HIS SHORT POSITIONS START GOING UP CAUSING MORE LOSSES (HE WAS SHORT ADOBE AND OTHER SOFTWARE STOCKS)
JULY 24: HE SENDS INVESTORS A LETTER CALLING THE SELLOFF A BUYING OPPORTUNITY AND ASKS FOR MORE MONEY
JULY 27: CITADEL SECURITIES SAYS THE FED IS GONNA DO A SURPRISE RATE HIKE
JULY 28: THE MARKET SELLS OFF AFTER CITADEL’S REPORT & LEOPOLD TRIES TO RAISE & BORROW MORE MONEY
JULY 29: BANKS MARGIN CALL HIM
JULY 30: CITADEL COMES IN AND BUYS HIS ENTIRE PORTFOLIO FOR A MASSIVE DISCOUNT
LEVERAGE IS THE MAIN REASON PEOPLE GO BROKE IN THE STOCK MARKET ALWAYS BE CAREFUL