Miko retweeted
Looking out the window of my plane, what I see is millions of rooftops WITHOUT SOLAR. Why isn’t every rooftop, sucking down photons from the sun?
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Miko retweeted
Super excited about this partnership:
Today, @Firelightfi brings onchain cover to @LidoFinance’s Lido Earn: EarnETH and EarnUSD.
DeFi has gotten very good at compressing complexity into a deposit button. Underneath, the dependency graph keeps running.
EarnETH puts ETH and stETH to work across established DeFi protocols. EarnUSD accesses USD-denominated strategies with transparent asset selection and risk controls.
Protection extends to the vault contracts and the integrated protocols where they deploy capital. Eligible events include contract exploits, oracle failures, governance attacks, mechanism-driven bad debt and depegs, and redemption failures caused by protocol defects, subject to coverage terms and limits.
Scope, price and capacity are registered onchain and refreshed every 30 days as allocations evolve. Capacity sits at the vault level. Exposure is monitored continuously. An independent Risk Consortium validates events.
This connects two ideas I keep writing about: a vault is a risk graph, and serious DeFi infrastructure should make both deposited capital and covered capital visible.
The vision for Firelight is programmable protection built into financial products. Defined failure modes. Visible capacity. Capital standing behind the cover.
We already made yield composable. Now we need to make protection equally easy to integrate.
That is how DeFi becomes infrastructure people can build lasting financial products on.
Today, @Firelightfi brings onchain cover to @LidoFinance’s Lido Earn: EarnETH and EarnUSD.
DeFi has gotten very good at compressing complexity into a deposit button. Underneath, the dependency graph keeps running.
EarnETH puts ETH and stETH to work across established DeFi protocols. EarnUSD accesses USD-denominated strategies with transparent asset selection and risk controls.
Protection extends to the vault contracts and the integrated protocols where they deploy capital. Eligible events include contract exploits, oracle failures, governance attacks, mechanism-driven bad debt and depegs, and redemption failures caused by protocol defects, subject to coverage terms and limits.
Scope, price and capacity are registered onchain and refreshed every 30 days as allocations evolve. Capacity sits at the vault level. Exposure is monitored continuously. An independent Risk Consortium validates events.
This connects two ideas I keep writing about: a vault is a risk graph, and serious DeFi infrastructure should make both deposited capital and covered capital visible.
The vision for Firelight is programmable protection built into financial products. Defined failure modes. Visible capacity. Capital standing behind the cover.
We already made yield composable. Now we need to make protection equally easy to integrate.
That is how DeFi becomes infrastructure people can build lasting financial products on.
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Miko retweeted
Another announcement today. This time from @SentoraHQ
An institutional Earn program needs a simple interface backed by serious infrastructure.
@SentoraHQ’s Smart Yield(vaults.sentora.com) just added two important pieces: embedded wallets and vault screening powered by @HypernativeLabs.
Embedded wallets make yield easier to bring into existing products. Screening adds another layer of risk visibility around the vaults users interact with.
Together, these upgrades are an important step toward institutionally ready Earn programs, connecting distribution with stronger tools for evaluating risk.
The goal is to make sophisticated onchain strategies easier to access, understand and integrate into financial products at scale.
We’ll be sharing more about where this is heading very soon.
An institutional Earn program needs a simple interface backed by serious infrastructure.
@SentoraHQ’s Smart Yield(vaults.sentora.com) just added two important pieces: embedded wallets and vault screening powered by @HypernativeLabs.
Embedded wallets make yield easier to bring into existing products. Screening adds another layer of risk visibility around the vaults users interact with.
Together, these upgrades are an important step toward institutionally ready Earn programs, connecting distribution with stronger tools for evaluating risk.
The goal is to make sophisticated onchain strategies easier to access, understand and integrate into financial products at scale.
We’ll be sharing more about where this is heading very soon.
Building a yield product in-house takes serious engineering, risk and compliance work.
With Smart Yield Widgets, any app can offer Sentora’s @Morpho @upshift_fi & @veda_labs vaults in three steps, now with compliance screening by @HypernativeLabs .
medium.com/sentora/smart-…
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Miko retweeted
There's a persistent narrative that better models -> more consolidation and centralization.
But as models have gotten better this year, model diversity in our customer base has gone up...
But as models have gotten better this year, model diversity in our customer base has gone up...
Companies & users spending $100+/mo on OpenRouter now use a median of 6 model families, double a year ago.
A thread & video on model neurodiversity, and why it's accelerating 👇
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Miko retweeted
Quick update: @SentoraHQ is not affected by the Binance exploit. Every Sentora vault has liquidity for withdrawals, and all Earn funds are safe and available to withdraw on the normal schedule.
Our team will keep monitoring markets overnight and will share updates as we learn more.
Our team will keep monitoring markets overnight and will share updates as we learn more.
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congrats @caseykcaruso amazing foresight!
Today, Coherence is announcing their $45M Series A from Founders Fund and OpenAI.
Topology was lucky to be Coherence’s first US institutional investor and co-lead their Seed round.
Thrilled for Ben, Elise and the team.
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Miko retweeted
Excited to see @Firelightfi partner with one of the premier DeFi vault platforms in the market and the infrastructure behind the first two protected vaults @Sentora launched a couple of weeks ago. Welcome @upshift_fi .
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I think this is correct, and I believe that models will invent very very large vocabularies to more efficiently communicate without the need to speak human languages either
If we want to continue progress in science, we must be prepared to acknowledge that the correct description of nature will eventually simply be too complicated for humans to understand. I do not think it is wise to make human understanding a requirement. AI is the way forward.
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Miko retweeted
I've been in the tech scene long enough to know that two opposite things can be true at once:
1. The rest of the world doesn't understand how quickly things are happening in tech.
2. The tech people don't understand how slowly things are happening in the rest of the world.
1. The rest of the world doesn't understand how quickly things are happening in tech.
2. The tech people don't understand how slowly things are happening in the rest of the world.
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thanks @AFDudley0 for posting this fun breakdown
the "Hard Problem" in a nutshell:
1. atoms aren't conscious
2. humans are made of atoms
3. humans are conscious
4. so at least one of 1-3 must be false
Panpsychists say #1 is false
Dualists say #2 is false
Illusionists say #3 is false
Materialists say #4 is false
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Miko retweeted
Spent some time last week with @scottmelker discussing @Firelightfi , DeFi cover and our ambitious vision. As always sharp questions and an interesting debate.
The Insurance Layer Crypto Has Been Missing Since Day One | @jrdothoughts from @Firelightfi
00:00 DeFi Hacks and Need For Insurance
00:53 What Is Firelight
03:14 Could Insurance Have Recovered Recent Losses?
08:47 Why AI Could Make DeFi Exploits Much Worse
10:02 Creating Yield g
12:45 Why XRP Was Chosen as the First Collateral
15:05 What Happens When a Major DeFi Exploit Hits?
16:31 Is Insurance the Final Unlock?
17:54 Which DeFi Vaults Are Already Covered?
19:06 Programmable Insurance and Where It Goes Next
20:58 RWAs, Vaults and Real Yield
25:45 What Could Make the Model Fail?
26:22 What Does Success Look Like?
27:30 Final Thoughts
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