282355
Gauntlet

@gauntlet #282355

Economic modeling for crypto. Research, optimization, and risk management for DEX, Lending, Perpetuals, (Re)staking, Stablecoins, and Ecosystems. gauntlet.xyz
293 Follower 76 Following
1/ Yesterday, restaking took a great leap forward with the launch of vaults on @symbiotic

Today, we break down our curation strategy.
282355
Gauntlet
@gauntlet·19:50 28/01/2025
1/ Today, @symbiotic 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.
1/ Today, @symbiotic 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.
https://supercast.mypinata.cloud/ipfs/Qmey8njJxXFhw9w8LM25sxbSaqLKHNTU8E1mPLNCqeGeuR?filename=Gauntlet_New_Launch-social.png
Upcoming Space: Curated Risk, Curated Reward — a talk on Solana DeFi

Join us next Thursday, January 30, at 3pm ET for an alpha-heavy discussion covering @solana DeFi w/ @cindyleowtt, co-founder of Drift Protocol, and @tusharjain, co-founder of Multicoin Capital, and hosted by our own @riskringer.

Set a reminder here: https://x.com/i/spaces/1nAKEppdwDOxL/peek

They'll also cover our perp vault strategies available on Drift, including:

- hJLP 1x (USDC): https://app.drift.trade/vaults/CoHd9JpwfcA76XQGA4AYfnjvAtWKoBQ6eWBkFzR1A2ui

- hJLP 2x (USDC): https://app.drift.trade/vaults/JCigGWJJRCPas7B9eUe2JgkyqQjGxMKkvZcJ7VQaNBqx

To explore all our vaults on Drift, visit https://app.drift.trade/vaults and select 'Gauntlet' under the Manager filter.
Seamless has joined the @morpho ecosystem with a USDC Vault

This collaboration paves the way for versatile @seamless lending vaults on @base, curated by Gauntlet, that optimize for risk-adjusted yield and enhanced capital efficiency.

At launch, the markets include:

• WETH/USDC, 86%
• cbBTC/USDC, 86%
• wstETH/USDC, 86%
• cbETH/USDC, 86%
• weETH/USDC, 77%
• LBTC/USDC, 86%

Read more about the Seamless USDC Vault, our role as curator, and the Morpho stack in our forum post: https://seamlessprotocol.discourse.group/t/introducing-seamless-usdc-vaults/770

Explore the vault here: https://app.gauntlet.xyz/vaults/base:0x616a4e1db48e22028f6bbf20444cd3b8e3273738
1/ New Morpho Vaults: Ionic WETH and USDC on @base

Two Gauntlet-curated @morpho vaults recently launched in collaboration with @ionicmoney.

• Ionic Ecosystem WETH
• Ionic Ecosystem USDC
https://supercast.mypinata.cloud/ipfs/QmRAAhacT51bcctfA4mPbUJFuJDNefDtpDhSc4MHJLiNhd?filename=gauntlet_Morpho-twitter-IONIC-vaults.png
New Restaking Research!

Assessing the Economic Security of Stablecoin Collateral in Restaking

As restaking platforms expand support for ERC-20s, stablecoins have increasingly become viable and attractive staking collateral. In a new research blog, we examine how stablecoins, like USDC, can provide premium cryptoeconomic security.

https://www.gauntlet.xyz/resources/staking-stablecoins-assessing-the-economic-security-of-stablecoin-collateral-in-restaking
/DeFi
1/ New @morpho Vault: Gauntlet cbBTC Core on @base

With this new cbBTC Core vault, we continue to provide opportunities to use BTC across DeFi. Token holders can supply the vault and provide liquidity to cbBTC markets as we optimize for risk-adjusted yield
https://imagedelivery.net/BXluQx4ige9GuW0Ia56BHw/dc3bdce6-c624-4ce0-121e-45ac948d5200/original
A very based vault is now live in our app @morpho @base
https://imagedelivery.net/BXluQx4ige9GuW0Ia56BHw/78721be4-373a-4d47-0f12-4600e83afb00/original
Our @morpho vault curation methodology includes frequent data checks and simulations to optimize for risk-adjusted yield and anticipate/mitigate potential risks.

We've built processes to handle increased complexity and continue to maximize risk-adjusted yield.
https://imagedelivery.net/BXluQx4ige9GuW0Ia56BHw/2fdfaa8c-4aea-4a96-3394-c2813a1d1300/original
Three Gauntlet-Curated MetaMorpho Vaults Live on Base

Morpho is now live on Base, and we are thrilled to support them as a launch partner!
https://imagedelivery.net/BXluQx4ige9GuW0Ia56BHw/091d23f9-d814-4f74-21b2-8781ad07f700/original