ExaGroup
@exagroupxyz
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Protecting DAO treasuries with predictable returns and zero liquidations
Joined April 2024
DAO Treasury Management: A Defipunk Approach Treasury strategy is now foundational to protocol design. As of June 2025, DeFi remains a cornerstone of the Ethereum ecosystem, with $90B in TVL, $120B in stablecoins, and 35M ETH staked. Ethereum’s resurgence brings greater
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Since mid-2022 about $2.2T has flowed out of the Fed’s cash facility (Reverse Repo) into private repo markets (SOFR) where non-banks can’t hold reserves or create deposits. Banks only created around $440B in new deposits. So where did the rest go? It’s sitting in financial
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One of the most detailed and extensive pieces on Flying Tulip - great job @stacy_muur ! The first of many 🚀
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That stress test was wild, but DeFi worked flawlessly. No emergency circuit breakers. No regulatory interventions. Just free markets and code. A major upgrade on legacy finance.
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One of Vitalik’s greatest reports in years Adding to that “higher onchain yields can be for Ethereum what search was for Google” Onchain yields will ultimately outperform offchain yields and drive massive capital inflows onchain Programmable money is faster, cheaper. Lending,
Low-risk defi can be for Ethereum what search was for Google https://t.co/6xIxCrOToQ
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A step closer towards open AGI! Congratulations to the teams at @SentientAGI and @blockwee for the impeccable work and excellent execution
Our newest piece of the GRID just got an upgrade 😁 GRID is the world’s largest network of intelligence, containing agents, models, data sources, frameworks, and Sentient Chat—the infrastructure that stitches it all together.
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Great example of clear incentives alignment. Compliance ensures institutional adoption. Buybacks align incentives with the Hyperliquid community. Distribution and integrations unlock massive liquidity. A track record of peg stability gives confidence to LP. By far the best
72 hours. Every comment read and concern addressed. We’re out of the war room, with @PayPal + @Venmo on board. USDH Proposal v2: ❏ PayPal ecosystem integrations + $20M incentives ❏ AF pledge starts at 20% and rises w/ TVL ❏ Paxos takes 0 until >$1B, capped at 5% past $5B
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Liquidations are never the answer for long-term incentive alignment—not for DAOs, and especially not for EF, which holds the most liquid token in DeFi Smarter paths: borrowing, options, private credit or at most, OTC sales to pubcos. And if TWAP is unavoidable, we recommend
0/ Transparency Notice: Over several weeks this month, EF will convert 10K ETH via centralized exchanges as part of our ongoing work to fund R&D, grants, and donations. Conversions will take place over multiple smaller orders, rather than as a single large transaction.
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The ticker is $USDC Round 2 of Gauntlet Rewards just went live on Gauntlet USD Alpha USDC incentives are streamed via @Sablier and autocompounded. Supply and rewards are non-custodial and can be withdrawn to your wallet anytime. Latest stats in the thread
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Excited to share that ExaGroup is now an official @circle partner We’re on a mission to maximize DAOs longevity through mission-aligned capital, onchain treasury strategies and more sustainable token economic models
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Happy 10th Birthday to @ethereum, the chain that made DeFi possible! $83B+ in DeFi TVL and counting, what a ride. Here's to many more decades building the future of finance onchain.
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The team at @gauntlet_xyz has been incredibly supportive over the past year and watching these gigabrains smash the $1B milestone overnight is pure bliss. Years of relentless work and small steps compounding into something huge 🌱 Big congrats, more to reap!
Just crossed $1B in vaults without interop, wallet connect, owned incentives, or aggregate strategies. @gauntlet_xyz USD Alpha is our bet that a team of 75 who have researched and optimized most protocols/chains/$$ in DeFi for 6 yrs will outperform in a permissionless market.
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Great to see growing demand for tokenized credit stable. @paretocredit @Jonasoeth
Pareto, USP, and sUSP overview by @Jonasoeth 🤝
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@exagroupxyz Appreciate the mention @exagroupxyz 🤝 Preservation is foundational in treasury strategy, and it doesn’t have to come at the expense of flexibility. With Enzyme, DAOs get secure, audited infra and full control over how capital is allocated, managed, and monitored. Aligned on
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Great piece from @wintermute_t on how many crypto treasuries are shifting from passive holding to more capital-efficient strategies that prioritize diversification, sustainable yield, and flexibility
Crypto treasuries take many forms Some hold mostly native tokens, others sit in stablecoins But many still underutilize the strategies available to protect capital and generate sustainable yield If you’re managing a treasury, this might sound familiar ↓
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