0xWeng
@wengevar
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head of investments @caladanxyz https://t.co/UBxOHzIa2E
Joined June 2013
Investing is my life's calling. Been a private market investor for 10 years. Started out at @MorganStanley's PE group and @GoldmanSachs's special situations group, focusing on distressed assets and complex situations. Jumped at the chance to work for @sershokunin and began.
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Excited to be part of the Open Campus DAO Council! Lfg.
OCP-16 vote closed ✅. The people have voted with over 670k $EDU used in support. The next Open Campus DAO Council is officially in. Meet your new DAO Council 🫱🏼🫲🏻⤵️
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RT @andrewloju: SBET @SharpLinkGaming is now the second largest ETH holder after the Ethereum Foundation. Big players are quietly stackin….
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Education shaped my path, and it’s a privilege to pay it forward. Recently, I was nominated to join the EDU DAO Special Council as one of its Council Members. Here’s why I’m doing this 🧵. Over the past year, I’ve worked closely with @opencampus_xyz through @caladanxyz.-
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RT @KatieTalati: 1/ It's time to put a stop to the crypto industry's use of MC and FDV for valuing token projects. These two metrics do ver….
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This is what pragmatic innovation looks like. @sfcompute and @modularcompany just launched LSI. 85% cheaper inference at trillion-token scale. Built for serious workloads, with token pricing tied to real compute costs. Price to the metal. Performance to the max. @caladanxyz.
We've partnered with Modular to create Large Scale Inference (LSI), a new OpenAI-compatible inference service. It's up to 85% cheaper than other offerings & can handle trillion-token scale. We originally created it at the request of a major AI lab to do large scale multimodal
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Omni (built on @variational_io) is the most structurally sound trading venue onchain right now, and most still haven’t caught on. Let's dive a little bit deeper into their product and rewards👇. The product is leveling up fast:.1) Spreads have compressed across the board. You
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As we've all recently witnessed, @RobinhoodApp is going all-in on crypto, and not just with tokens. This is what they've been up to so far 👇. > Tokenized U.S. stocks & ETFs launching in Europe.> Private market access via @SpaceX & @OpenAI shares.> Native L2 chain on @Arbitrum.>
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With the GENIUS Act now defining how stablecoins are regulated, a new class of approved fintechs is stepping up to shape the future of digital money. @Stripe and @Mastercard are making their moves by operationalizing programmable dollars. Here’s how 👇. 1) Stripe’s $1.1B
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In Part 1, I broke down the GENIUS Act's core mechanics, as well as its winners and losers. Today, let’s go deeper. Because beneath the clean regulatory framework lies a strategic bet AND a systemic risk. Firstly, the U.S. is sidestepping the messy politics of a central bank
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The Senate just passed the GENIUS Act: a landmark move for stablecoins and digital dollar infrastructure. It permits only licensed issuers (banks or qualified non-banks) to create USD-backed stablecoins, mandates 1:1 reserve backing in cash or T-bills, and enforces audits,
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Institutional RWA deployment is laying the foundation for the next evolution of stablecoins. Let’s call it what it is: @BlackRock 's $2.86B $BUIDL fund, @FTI_US ’s $720M, and @OndoFinance ’s $1.39B aren’t experiments. They’re a declaration; real-world assets (RWAs) now have
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Codex launching with native @USDC and CCTP v2 is one of the more thoughtful stablecoin integrations I’ve seen. The team is making a bet on the dollar as programmable infrastructure for global business. Here’s what stands out to me:.1) Built for institutions from Day 0:
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This week is all about stablecoins and onchain yield layers. Let's get into it. Onchain yield has matured. No more chasing emissions; it's about building modular, composable infrastructure for real returns. Also, stablecoin yield ≠ yield farming anymore. We’ve moved from
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Stablecoin discussions have been picking up (even on our side) since last month. Will discuss more in depth next week! 🔥.
The on-chain yield landscape is maturing, as institutions and users seek more sophisticated opportunities on-chain. We partnered with @vaultsfyi to dive into the world of on-chain yield — here’s what we found 🧵
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And here is @pendle_fi 's.
Pendle just crossed $5B in TVL — powered in large part by our growing PT economy. Today, ~$2.5B worth of Pendle PT is being used as collateral across money markets, making up ~5% of ALL collateral - a 52% increase since 4 months ago
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If you missed the original announcements, here are both of them - @hyperdrivedefi .
Thanks to our community, Hyperdrive has secured $50M+ just 3 weeks after launch. To maintain system integrity, deposit caps are added as a feature, not a limitation. On scaling safely 🧵 👇
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If you haven't noticed, DeFi is maturing 🔥.Just saw two recent milestones telling a deeper story 👇. 1) @hyperdrivedefi just passed $50M+ TVL within 3 weeks. Deposit caps tied to liquidity depth aren’t a limitation, they’re a framework for sustainable growth. Hyperdrive scales
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Speaking of Morpho, I recently wrote about their V2 launch here:.
Morpho V2 is a major inflection point for onchain credit. Why? It opens a new category of programmable fixed income at institutional scale. Let's dive in 👇. The shift from protocol-determined lending to intent-based markets means interest rates are no longer artifacts of.
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As geopolitical tensions flare and traditional markets wobble, capital is seeking shelter, not just in safer assets, but in more resilient infrastructure. Despite such turmoil, @aave and @MorphoLabs didn’t just preserve value. They advanced their strategic positioning. Let's see
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LPs, traders, and structured flow finally getting tracked and rewarded. @hyperdrivedefi's Points S1 is live and it’s already rewarding actual productive onchain behavior (not just clicks or retweets). If you're active, you’re earning. The DeFi points flywheel continues 🔥.
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