Building onchain vaults @Valos_io. Sharing what we learn about markets, strategies & lessons from building.
Helsinki
Joined October 2024
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Lauri Marekwia retweeted
We're on stage @DeFinition_evt in Singapore - come and join the conversation.
Institutional crypto credit is scaling.
The mechanics are now sharper than in 2022, but has the risk actually changed?
On this topic, we'll have on stage:
Max Bareiss, @galaxyhq
Lauri Marekwia, @Valos_io
Sangrok Oh, @hyperithm
Wojtek Pawlowski, @AccountableData
Lauri Marekwia retweeted
Valos joins DeFinition as a sponsor.
@Valos_io is an asset manager specialising in digital assets, building institutional-quality strategies with a strong emphasis on transparency and disciplined risk management.
October 7, Singapore
Lauri Marekwia retweeted
Very excited to announce this partnership with @lauri_valos, @Henri_Nieminen and the team at @Valos_io!
This is what @makebanc was built for.
Giving great Managers the infrastructure to connect their strategies to the world, with it having to build the entire stack themselves.
#base #vaults #digitalassets
@Valos_io × @makebanc 🤝
Systematic crypto strategy expertise meets vault and account infrastructure.
Excited to announce our partnership and build together on @base.
#vaults #digitalassets #futureoffinance
Lauri Marekwia retweeted
Valos is proud to be a launch partner of #UtilaLink, the institutional network connecting the global digital asset economy.
utila.io/blog/introducing-ut…
@utila_io
Proud to support Credora’s mission to make DeFi safer and more transparent!
Reviewer Spotlight: @Valos_io
Valos is a leader in digital asset lending, with institutional grade yield and borrowing, anchored in a philosophy of 100% transparency.
Their proven track record alongside emphasis on risk management makes them a natural review on the Credora Network, as they help support the evolution of data-driven credit intelligence across DeFi.
Lauri Marekwia retweeted
In Lisbon this Friday and into crypto? 🇵🇹☀️₿
Join the Valos Team at Crypto Friday - happening at The Block Lisboa on March 28 at 6:30 PM!
Come hear how Valos makes crypto productive and transparent!
Free pizza & drinks, plus a special raffle you don't want to miss. 🍕 🍻
Full event details & link to join in the comments. 👇
🧵Polygon DAO’s latest proposal got me thinking: Why are users expected to take on more risk without seeing any of the rewards?
1/ Recently, Polygon DAO proposed deploying $1.5 billion in stablecoins into DeFi yield strategies. This could generate $100 million in annual fees using stablecoin yields at 7% interest.
5/ While reinvesting in the ecosystem is valuable, it feels wrong to sideline the very people who enable the yield generation in the first place.
Stablecoins are quietly transforming the payments landscape.
International transfers through traditional wire systems can now be completed for less than $0.01 on Ethereum Layer 2 networks. But the real opportunity goes beyond this:
Stablecoins are allowing businesses to profit from payments in ways that were once reserved for banks and financial institutions.
Here’s how:
- By shifting users from credit cards to stablecoins, businesses eliminate high transaction fees.
- Businesses can earn yield on the funds flowing through their systems—a revenue model previously exclusive to banks and fintechs.
Those that recognize this shift will gain an edge monetizing the value moving through their products in ways that weren’t possible before.
Miners are adopting bitcoin yield strategies
- JPMorgan reports that miners are adopting a strategy similar to MicroStrategy’s: accumulating Bitcoin rather than selling it.
Is “Bitcoin Yield” becoming the new metric for success?
History doesn’t repeat, but it often rhymes.
Every major drop in U.S. private sector credit growth has been followed by a recovery.
Today, credit growth is near its lows but showing early signs of a rebound. Are we on the cusp of another recovery cycle?
#CreditMarkets #Economy #Recession #EconomicTrends #FREDData
Here’s a look at #Bitcoin’s return on investment from the cycle low compared to the past two cycles:
2015-2018 Cycle: 5.90x
2018-2022 Cycle: 10.47x
2022+ (Current Cycle): 5.98x
The current cycle's ROI is 26.94% lower than the average ROI of the last two cycles (8.18x), reflecting the increasing difficulty of achieving exponential growth as market liquidity requirements grow.
Also, this cycle stands out as the least volatile so far, with the smallest corrections compared to earlier cycles.
