In 2026, everyone is a "vault expert." 🥱 In 2023, we were already building the future of sophisticated capital with $10B+ TradFi experience. We just added a lot more friends along the way. 🤝 📈 Current Scale: > 1B traded volumes 🏹 Target: Adding a zero by end of 2026 Scaling institutional-grade alpha with the best in the arena: 👻 @aave 📈 @DeriveXYZ 🏦 @ether_fi 🌊 @flowdesk_co 💧 @HyperliquidX 🐱 @hypurrfi ⚡️ @kinetiq_xyz 💵 @nativemarkets 🔄 @pendle_fi 🏢 @unitxyz ⚓️ @Anchorage 🧱 @Figment_io 🔐 @TholosApp No noise. Just math. Let's scale. ⚔️
Andy
AndyFeb 15, 05:06
Vaults are the hottest topic in tokenized assets & RWAs right now. Institutions see them as a sexy black box, with pre-defined parameters, ensured by immutable smart contracts and trusted teams like RockawayX. They see far better yields than money market funds, especially in a declining interest rate environment. 24/7 liquidity with trusted partners & automated rebalancing and strategy adjustments. I mean, it sounds too good to be true. But, what happens if @tarunchitra rugs you??? (He would never). Or what if @Rockaway_X doesn't manage the risk parameters properly? So, I asked Rockaway's head of vault partners what they *really* do to manage risk properly to keep the mega capital allocators of the world in safe hands.. And he answered quite well...
Full 2 years report:
D2 Finance
D2 FinanceJan 14, 2026
🧵 D2 Finance 2-Year Report: Institutional Derivatives Expertise Meets On-Chain Execution 194% return | 2.6 Sharpe | 25 positive months This isn't another yield farm. This is battle-tested TradFi strategies purpose built for DeFi's innovation. A comprehensive Report ⬇️ 🧵
@andyyy , the risk with @tarunchitra isn’t a rug pull: it's just the opportunity cost of his podcast and conference schedule thus actually juniors management your money. However, @gauntlet_xyz could have faced a significant liquidity event on 10/10 had the @ethena_fi USDe and related derivatives decoupled from their peg.
@andyyy, the risk with @tarunchitra isn’t a rug; it’s the opportunity cost of a principal who prioritizes podcasts over portfolios, effectively leaving your capital to be managed by juniors. That said, @gauntlet_xyz faced a true systemic threat on 10/10. Had @ethena_fi USDe and its derivatives decoupled from their peg, we’d be looking at a total different story.
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