Gauntlet

As vaults become the default access point for DeFi yield, intuitive UX is a crucial unlock. We just launched an upgraded user experience for Gauntlet App. Check out the updated gApp: https://lnkd.in/eftpDypu Revamped homepage: featured vaults and strategy discovery Streamlined navigation: explore vaults by chain, strategy category, and supply asset Our product and design teams iterate based on user feedback. If you're a Gauntlet App user and are open to sharing your thoughts, DM us here or reach out to our Product Lead, Tom Whitworth. We'll be in touch.

A protocol can independently generate lending or trading activity with incentives, but how do you incentivize an entire ecosystem? Gauntlet Applied Research uses an incentive optimization framework that integrates DEX and lending incentive models to drive sustainable, long-term growth. DEX and lending incentives are symbiotic • DEX liquidity isn't sticky without mature lending markets for incentivized tokens • Lending markets need deep DEX liquidity to minimize slippage and support healthy liquidations --- DEX incentives are foundational to ecosystem growth Our models predict TVL impact from incentive spend, which cascades into: • Trading volume projections • Slippage estimates • LP revenue potential Better DEX liquidity → more efficient lending markets Onchain lending has grown to $60B+ in TVL (peaked at $90B+ in October), making it a core DeFi primitive Our lending incentives models predict: • Supply/borrow TVL • Liquidations at Risk (LaR) - simulated under extreme volatility • Revenue But lending incentives work best when external dependencies are healthy: • Sufficient DEX TVL for profitable liquidations • Low DEX slippage for large liquidations --- Siloed incentive strategies can overspend or leave value on the table By modeling the feedback loops between DEXs and lending platforms, we help protocols design incentive programs that turn temporary liquidity into sustainable ecosystem growth. Want to learn more about how we optimize incentive strategies? Reach out to Gabe P., Director of Gauntlet Applied Research, or connect with us at http://gauntlet.xyz.

In a wide-ranging conversation on the Coinbase Developer Platform Pod, our CEO Tarun Chitra discussed the fundamental differences in risk modeling between DeFi protocols and centralized exchanges. "In DeFi, I have to model the protocol. I have to model the oracle. I have to model the liquidators. It unbundles a lot of these things that in traditional finance are all the same entity." "The unbundling means that you actually have to study these idiosyncrasies."

Great to see this go live! As a risk management partner, we're working closely with Decibel and Aptos Labs to design a robust risk engine and effective monitoring systems to drive a healthy trading ecosystem.

Today, we published a report on how our Morpho vaults handled the recent period of liquidity stress. Takeaways: • Zero exposure, zero loss • Supply APYs benefited from volatility • Risk management infrastructure validated • USDC Balanced supply ↑ 35% Download the full report through the link in our blog: https://lnkd.in/eKcS-vp2

DeFi: how stablecoins and blockchain are changing payments Cofounder and CTO Rei Chiang joined the Equinix Interconnected Series with Wormhole Foundation cofounder Dan Reecer and Sheila Warren  to discuss how crypto generates new opportunities for payments and more. Listen here: https://lnkd.in/eiGCgtVh

🏦🦋 An overview of Gauntlet's vaults on Morpho. The vaults currently have ~$1.7 billion in assets supplied, up by ~$1 billion since the start of the year. Curator szn in full swing.

An overview of Gauntlet's top 20 vaults on Morpho. The vaults (69 in total) currently have ~$1.7 billion in assets supplied. Gauntlet is currently the biggest vault curator on Morpho, followed by Steakhouse Financial and SparkDAO.