Product @gauntlet_xyz | Prev @21co__ | Onchain Data Enthusiast Everything I do is compensating for the fact that I've never landed a kickflip

New York, NY
Joined October 2016
Fresh off a $125M Series C, @gauntlet_xyz runs every allocation through one question first: can the capital come back out. @CarsonMBrown breaks base:0x000000000001cdb57e58fa75fe420a0f4d6640d5 down end to end: how markets get picked, monitored, and exited when an exploit hits.
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This guy knows how to build a vault, no cap.
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Paragon
@tradeparagonApr 9
Paragon markets are now live on @HyperliquidX: $BTC.D, $TOTAL2, and $OTHERS. Be the first to trade index perpetuals, with the same order types and interface you already use. app.hyperliquid.xyz/trade/pa…
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Replying to @tradeparagon
@tradeparagon available now on app.hyperliquid.xyz Go long or short $BTC.D, $TOTAL2, and $OTHERS now only on @HyperliquidX. Market structure is now a position you can trade...
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Our Credit Vaults are evolving from isolated yield products into flexible instruments powering liquidity and composability. Collabs with partners like @gauntlet_xyz let allocators stay fully deployed in private credit while unlocking new, capital-efficient strategies. @CarsonMBrown 🤝
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1/ A year of LRTs reveals a clear signal: they've emerged as premier collateral assets in lending markets. Our latest LRT Market Risk dashboard update unveils the leverage dynamics powering leading @eigencloud LRTs: weETH, rsETH, ezETH, pufETH, and rswETH.
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"Don't wait for the green light, keep going until you get stopped by a red light." - @CarsonMBrown Check out Gauntlet's Restaking Connoisseur & inspirational quote enthusiast Carson Brown at ETH Denver: xitter.cf/stakingcircle/status/1…
Risks shift, yields fluctuate, and bad models break protocols. @gauntlet_xyz runs simulations, models risk, and helps protocols keep yields sustainable, so you don’t have to. @CarsonMBrown is bringing the data to Restaking Circle! 🇺🇸 RSVP: lu.ma/restaking_denver
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1/ Today, @symbioticfi Restaking Vaults went live on Mainnet We launched five Restaking Vaults on Symbiotic, building on over a year of deep research exploring restaking risk, optimizing network and operator allocation, and examining collateral health.
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oh and we’re hiring
Nicholas Cannon
@inkymaze16 Dec 2024
$1B by end of year?
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1/ LRT Risk Dashboard: Withdrawal Data Now that major LRTs support withdrawals, we've added withdrawal data to the dashboard. By analyzing queue size and duration, we see: • EtherFi quickest to process withdrawals • Renzo queue size shrinking • Swell batches withdrawals
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7.6% of EIGEN rewards have been claimed on behalf of @puffer_finance and @swellnetworkio through Aera vaults. Claimed rewards are consolidated into two isolated vaults to maximize efficiency, minimizing the need to consolidate transactions afterward.
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1/ Last month, @swellnetworkio introduced swBTC, the first Bitcoin LRT to offer restaking yield from the Ethereum ecosystem. What might have been lost in the announcement is that an Aera vault sits at the center of swBTC's architecture. A brief 🧵 on how our vaults enhance swBTC...
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We're delighted to introduce an amazing set of speakers for The Future of LRTfi panel at the Restaking Conclave! Get early alpha on what's cooking in these protocols! ✦ @defiyaco, Master of DeFi at @LidoFinance ✦ @oliviergalaud, Co-head Staking & Restaking at @Consensys ✦ @CarsonMBrown, Senior Protocol Strategist at @gauntlet_xyz Register so you don't miss out, details below 👇.
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The flexibility of Aera’s configurable, non-custodial vaults is coming in handy for our friends in the restaking world.
Are you an LRT, Operator, or restaking service provider wondering how you’ll actively manage the incoming medley of restaking rewards? Will you convert native rewards to base assets? Restake them? Our vaults offer a simple, automated solution without you giving up custody.
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Couldn't agree more with this review AVSs with active operator sets will definitely make more fees than passive sets These AVSs will have specialized operators. As a result, high performing AVSs wont share operators with other AVSs. This mitigates the simultaneous attack vector Taurun has brought up before Centralization is the big question here. IMO it should be battled by reducing barriers to entry for new operators, assuming that the system has a proper incentives/penalties system in place
The restaking landscape might have an operator allocation problem. The underappreciated difference between passive & active yield within restaking will likely lead to a major shift in the restaking operator landscape.
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EigenDA is rolling out mainnet rewards, and our customers' vaults are primed for action. @puffer_finance's Aera vault claimed 0.004564 WETH without their team needing to lift a finger, and it's capable of much more. Aera's programmable, non-custodial vaults can seamlessly manage restaking rewards, including capital-efficient conversion to base assets. In the coming week, we'll publish a deep dive exploring Aera for restaking rewards management.
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1/ Collateral health is a crucial variable impacting AVS economic security. In a blog published today, we suggest a comprehensive framework to evaluate collateral health by exploring: • POS collateral mechanism design • Collateral risk models • ETH-backed vs. non-ETH-backed collateral & dual staking
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me channeling my inner @inkymaze at @blockworks poker this week
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We are pleased to introduce the speakers from the first panel of the Restaking and Emerging Markets Online Summit! 🗓 Date: August 20th, 16:00 UTC 🔗 Twitter space link: xitter.cf/i/spaces/1mrGmMp… - @CarsonMBrown, Protocol Strategist at @gauntlet_xyz - @Psalom, Co-Founder of @Symbioticfi - @s0xn1ck, Core Contributor at @mellowprotocol Take the chance to get insights from our experts about how restaking can utilize the modular ecosystem and uncover fresh market opportunities! #ETH #Restaking #Summit
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Restaking registration strategies are taking shape: • Pure operators seem assertive with AVS registration • LRTs have different approaches: @ether_fi has been somewhat conservative, with @renzoai being more aggressive @tarunchitra also just published a paper exploring restaking security, AVS allocation, and much more.
Are Liquid Restaking Tokens (LRTs) essential to restaking security and even risk mitigation, vs. being a source of systemic risk? Surprisingly, yes! New paper w/ @malleshpai shows that smart allocation to AVSs is crucial for security against cascading failures
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