Own What You Are. Growth Lead @SentoraHQ | Ex - @kpk | Ex- @hexagate_
Joined January 2020
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- Following382
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Cryptowya retweeted
Interesting data from DeFiLlama:
@kpk_io, who is also a Morpho vault curator, lost zero user funds in the past 5 years despite offering above-average yields to lenders.
Props to them, their performance is what Alphaping only dreams to achieve.
Five years of @kpk_io operations, presented in data.
Here are the headlines from its new Investor Relations dashboard:
About 70% of the $237M KPK allocates sits in DAO treasury mandates. Its agents have rebalanced nearly 50 times that amount since 2021, and the mandates still clear the @vaultsfyi benchmark on both the USD and ETH books.
On the vault side, roughly $40M could be withdrawn instantly today. KPK's own floor is a quarter of that.
Every mandate, vault, and benchmark comparison is now detailed in exclusive data on @DefiLlama.
Cryptowya retweeted
Five years of @kpk_io operations, presented in data.
Here are the headlines from its new Investor Relations dashboard:
About 70% of the $237M KPK allocates sits in DAO treasury mandates. Its agents have rebalanced nearly 50 times that amount since 2021, and the mandates still clear the @vaultsfyi benchmark on both the USD and ETH books.
On the vault side, roughly $40M could be withdrawn instantly today. KPK's own floor is a quarter of that.
Every mandate, vault, and benchmark comparison is now detailed in exclusive data on @DefiLlama.
KPK has deployed $8B onchain since 2021 without losing a dollar of client funds.
What started as a single DAO's treasury desk now runs curation and multistrategy vaults.
@kpk_io’s Investor Relations Dashboard is now live on DefiLlama.
investors.defillama.com/kpk
Cryptowya retweeted
I think it’s a combo of Morpho’s widespread use and the reliance on curators. Most successful protocols need to deploy a Morpho market to support
liquidity for their assets.
Morpho is still early, more Wild West rn but marketed as more experienced, more TradFi and fintech-y. Credit to their design and marketing.
I value the freedom to access whatever I want but it means exposing other users to more risk than they know about.
Also a misplaced degree of confidence
in too many curators — while a few have cemented reputations that users should trust. Steakhouse is a market leader despite whatever missteps and so when you see a name like theirs, there’s instant trust. @kpk_io isn’t quite as big but has survived countless Morpho market incidents that took down others thanks to rigorous risk management automation tools. I have no idea who else deploys such automation into their risk management but I think there’s a lot more manual work out there than we should be comfortable with.
The average DeFi users sees [fill in name] is curating and assume they’ve optimized all parameters to keep their deposits safe but every time this kinda thing goes down, it proves we’re still early, that curators are shoring up attack vectors and hence there’s way more risk in using Morpho markets than what you’d perceive.
Cryptowya retweeted
People often ask me: how fast can @kpk_io vaults exit a position? Typically 1 or 2 blocks (~24 seconds), from detection to exit.
This morning a protocol paused one of their onchain contracts. We cut exposure to $0 before I'd even finished my morning coffee ☕️
Exits are automated, the review after is a job for the KPK risk curation team. Better safe than sorry 🫡
Cryptowya retweeted
Our team is heading to New York for @Techweek_, @Vault__Summit and @ethconf. 🇺🇸
@claberus + @elbagococina + @Influenzia + @deepcryptodive + @cryptowya
If you'd like to meet while we're in town, feel free to DM us or reach out through our contact form: kpk.io/contact
Cryptowya retweeted
One week out. 🇺🇸
Scaling DeFi: with NY friends. June 9th, @ethconf week.
Drinks in hand, real talk, co-hosted with @securitize, @anchorage, @upshift_fi, @StellarOrg, @liquid_col and @eulerfinance.
Cryptowya retweeted
1/ KPK USDC Prime RWA is live on @eulerfinance.
A non-custodial vault where USDC lenders earn yield from tokenised US Treasuries and investment-grade credit. Collateral issued through @Securitize, risk curated by KPK.
Cryptowya retweeted
This Sunday in Tel Aviv 🇮🇱
Custody, compliance, onchain security: we're co-hosting an evening with @ColliderVC to bring together the teams solving the hardest infrastructure problems in DeFi.
Speakers from @Chainalysis, @StarkWareLtd, @HypernativeLabs, @addressableid, and @Utila_io.
May 31 · 5 PM
↓ Register (spots limited)
luma.com/b7w85p5y
Cryptowya retweeted
Coverage needs to be the default for institutional DeFi.
Now let’s talk about what that means for vaults, risk, and capital allocation on @ethereum.
Tune in Thursday as Catalysis Founder Abhi (@xenowits) hosts,
> Tomer @kpk_io
> Dennis @ERC3643Org
> Jason @ethereumfndn
> Vikram @superformxyz
📅 April 30 | 10AM ET | Join us using the space link below:
Cryptowya retweeted
Contributing 100 ETH to defiunited.world, personally
DeFi is worth defending
Hat tip to Stani and Aave for leading the initiative
Cryptowya retweeted
We're live. Scaling DeFi Cannes starts now.
Session 1 kicking off: institutional DeFi, stablecoins, RWAs.
Don't miss the merch at the door.
Institutional DeFi is no longer a narrative. It's happening, unevenly. What's actually working, where real demand exists, and what still breaks under pressure?
We’ll get into this at Scaling DeFi 🇫🇷 with @Anchorage, @OndoFinance and @eulerfinance.
Live podcast by @0xResearch x @Blockworks.
More on our speakers below.
Cryptowya retweeted
When the Resolv exploit hit, our vault architecture worked exactly as designed.
Risk detected. New allocations blocked. Position recovered automatically the moment liquidity returned. Same block, no manual intervention.
Funds fully recovered. Zero loss to depositors.
@HypernativeLabs real-time monitoring was part of the stack that made this possible.
When Resolv was exploited for $23M, @kpk_io's depositors lost nothing.
Not because they got lucky. Because they built the right stack.
Concentration limits capped exposure at inception. Hypernative's monitoring detected the anomaly in real time. The vault's withdrawal queue recovered the full position automatically, same block, no manual intervention.
This is what layered defense looks like when it's tested.
Read the full case study: buff.ly/V8Yk4UI
Cryptowya retweeted
Update on the Resolv situation.
TLDR: kpk's vault architecture worked as designed under real stress. We detected the risk, paused new allocations, and the vault exited automatically the moment liquidity became available. The withdrawal queue design proved itself without requiring any manual intervention.
All Ethereum funds fully recovered. Zero loss to depositors.
Following the USR minting exploit on Sunday, our Morpho USDC Yield vaults on Ethereum and Arbitrum had limited exposure to the RLP collateral market.
When the risk was detected, we immediately set the risk tolerance on the affected market to zero and blocked new allocations. The vault's withdrawal queue was configured to recover the position automatically as soon as liquidity returned.
That's exactly what happened. The moment a borrower repaid, a depositor's redemption cascaded through the vault's withdrawal queue, recovering the full amount. Same block, no manual intervention needed. The vault's architecture handled the exit.
Result: all Ethereum funds fully recovered. Zero loss to depositors.
Concentration limits had already capped our maximum exposure to the market. This is a core part of how we curate: when an individual market fails, the loss ceiling is set at inception, not determined by the speed of the response.
Deposits into the Ethereum Yield vault have been re-enabled. The Arbitrum Yield vault is still paused, with ~$1k remaining exposure to Resolv markets. Withdrawals were available to depositors throughout, across both chains.
Where we go from here
We're using this as an opportunity to strengthen our monitoring and emergency response processes. This includes enhanced oracle divergence monitoring, faster automated exit triggers, and tighter integration with onchain security alerting services.
Full documentation of our vault risk framework, including how caps, tiers, and agents work: docs.kpk.io/vaults
Cryptowya retweeted
Scaling DeFi returns during @EthCC. 🇫🇷
Thanks to our sponsors @eulerfinance, @GearboxProtocol, @Anchorage and @redstone_defi for making it possible.
Featuring speakers from leading DeFi protocols and institutional teams.
March 31 · Cannes
Cryptowya retweeted
1/ Regulated tokenised RWAs are moving towards DeFi composability via structured, isolated lending markets.
Following @Securitize’s DS Protocol integration, kpk will curate isolated lending vaults for selected tokenised assets on @eulerfinance.
Built to scale, with clear controls. 🧵
Cryptowya retweeted
kpk expands its curated vaults to @MorphoLabs, offering the same infrastructure that manages DAO treasuries to open markets.
Vaults operate autonomously through policy-defined agents that optimise performance and preserve liquidity.
Read more 👇🏻
kpk.io/morpho-agent-powered-…
Cryptowya retweeted
Professional asset management is coming to permissionless lending.
kpk-curated WETH and wstETH Earn Pools are now live on @GearboxProtocol, combining structured frameworks, continuous monitoring, and risk-adjusted yield opportunities.
🧵 👇🏻
Cryptowya retweeted
Higher rewards, institutional curation, the same Gearbox security. Migration from DAO-governed to Permissionless pools is now live!
ETH and wstETH lenders can now migrate to @kpk_io pools and earn a share of $150K+ in rewards. Migrate now to maximise your incentives. Details ↓
Cryptowya retweeted
EO partners with @Terminal_fi; powering PT-tUSDe, to enable advanced yield-bearing strategies for institutional assets🧵