Research, conviction & capital as catalyst. Σ DeFi-native yield fund.
Joined October 2021
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Sumcap retweeted
over 15 months of published code
over 6 months on mainnet
over 1.3B in assets
We're seeing more and more LPs choosing Aave V4.
Sumcap retweeted
Just the beginning. Much more to come.
With @Aave V4 underway, the stakes are now higher than ever. This upgrade will define how:
• $33B in TVL across 18 chains,
• $1B in Annualized Fees,
• and 152k unique users,
...will interact with DeFi Lending! Let’s take a look at what’s different for Aave 👇
Sumcap retweeted
Sharp deep dive from @sumcap into the "RWA Unwind Problem": a position can open in a single block but take days to unwind, because the token lives onchain while the underlying does not.
The piece walks through the range of fixes the industry has built and also looks into MSL (Midas Staked Liquidity), part of our Open Liquidity Architecture:
Capital is committed up front and lent to the issuer, so holders redeem instantly while depositors are paid for carrying the wait. One shared layer across every mToken.
Read more ⤵️
Sumcap retweeted
Thank you to everyone who showed up for Braga Blockchain yesterday for honest talks around the Web3 space and what is and isn't true nowadays.
A special thanks to @polpedu for sharing his take on HIP-4, Polymarket, and who decides what's true on-chain.
See you at the next one! 🚀
#Web3 #Blockchain #BragaBlockchain
Sumcap retweeted
One week to Braga Blockchain at our office.
@polpedu (@Sumcap Labs) on HIP-4 vs Polymarket and what happens when two protocols can't agree on the truth.
📅 June 3 · 18:20.
RSVP through the link in bio 👆
#bragablockchain #web3
Braga Blockchain is back at the Subvisual office on June 3.
This time, the theme is Deciding What's True, with honest talks with people building in Web3.
Lineup drops soon. RSVP through the link in bio.
📍 Subvisual's Office
📅 Wednesday, June 3 · 18:20
#bragablockchain #web3 #blockchain #braga
Sumcap retweeted
2025: A look at Midas' breakout year
We minted $1.7B in total assets, distributed $37M in yield to users, and grew to more than 13,000 token holders.
This growth spans cross 18 products representing distinct investment strategies from @hyperithm, @FasanaraCapital, @ApolloCryptoFM, @MEVCapital, @EdgeCapitalMgmt, and @Re7Labs.
Ending the year with $500M+ in TVL, roughly 55% of mTokens are actively utilized across platforms like @Morpho, @pendle_fi, @Contango_xyz and @eulerfinance to unlock additional DeFi opportunities.
Looking ahead to 2026, we’re focused on scaling this foundation: bringing even more capital onchain, expanding product offerings & DeFi use cases, and continuing to build the premier platform for composable onchain investment products.
Sumcap retweeted
The new global financial system relies on a deep and robust yield economy.
To reach that scale, distribution is everything. That’s why we are excited to announce our partnership with @Binance Earn to bring the first fully onchain yield product to hundreds of millions worldwide.
Sumcap retweeted
Euler Yield just crossed $700M in TVL
Since its inception, @eulerfinance's stablecoin-focused market has delivered industry-leading yields, proving true product-market fit.
This recent milestone comes after a concentrated effort for risk-adjsuted growth: 🧵
Sumcap retweeted
45MGas block proposed by BuilderNet(Flashbots) and accepted
Ethereum mainnet block size and L1 throughput has increased 25% since last week!
Moar
AND HERE IT IS:
etherscan.io/block/22968004
First 45 Milion Gas Limit block proposed on #Ethereum Mainnet! 🔥🚀
Next Target: 60M 📈
