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Alex BertoG 🐮
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Alex BertoG 🐮✓

@ABertoG

Carpe numeris @AllezLabs 🎲 DeFinitely optimistic 🌞 🇫🇷 🇪🇸 🇬🇧 👻

3.9K Following4.4K Followers3.4K Posts
  1. Alex BertoG 🐮✓@ABertoG
    We continue to monitor the situation, Allez vaults and markets are functioning as normal; and no partner is at risk. Some DeFi operations are paused across the ecosystem out of an abundance of caution: borrowing on kamino main, ltvs to 0 on aave, many protocols with borrows or redemptions paused.
    Allez Labs @AllezLabs
    Allez can confirm that it is currently unaffected by the ongoing Binance situation. We are actively monitoring the situation, and in close contact with our partners.
    005318
  2. Allez Labs✓@AllezLabs
    Allez can confirm that it is currently unaffected by the ongoing Binance situation. We are actively monitoring the situation, and in close contact with our partners.
    109706
  3. Alex BertoG 🐮✓@ABertoG
    Alex BertoG 🐮
    RT @mzeller: Aave protocol will be fine. The hacker supplied 60M USDT and borrowed 19,762 wETH (~44.9M$) in 3 minutes, before Tether froze their address and before the Aave Guardian froze the Aave V3 Core reserves (46 min later). But USDT is real money backed by dollars, and the position is criminal but overcollateralized in the eyes of the protocol: health factor 1.04, 59.9M$ of collateral against 44.9M$ of debt. Sure, we now have a large borrower with little incentive to repay their loan, but liquidations work as usual: if ETH goes above ~2,365$ (+4%), the position gets liquidated like any other. The Aave V3 Core wETH reserve is 2.16M wETH, so the hacker's debt is "only" 0.9% of it as I'm writing this. I don't think Aave needs to take specific action against the hacker. 345k wETH is available right now (81.6% utilization), so wETH liquidity is sufficient if wETH depositors want to withdraw There's no reason or need for a bank run. The situation is much less dire than during the Kelp hack (zero-value collateral), and we should not expect a re-run of "DeFi United". On paper, a governance proposal could force-liquidate the hacker by upgrading the Pool to target this single position (lowering the USDT liquidation threshold would hit every USDT supplier), but I see no real upside in doing that as normal liquidation can eat this up without sweat. The reserves are frozen now, but no need to panic; you can repay and withdraw. This isn't the first time this has happened, and it won't be the last, and Aave is still there. Just another day in crypto.
    075011
  4. Alex BertoG 🐮✓@ABertoG
    Alex BertoG 🐮
    RT @y2kappa: Kamino has been in a war room since the first rumours of the Binance hack, before anything was confirmed. We checked our major collateral assets with their issuers and our partners. So far, we see no exposure to the hack and no backing issues. We blocked the attacker’s SOL wallet from using Kamino's infrastructure within 5 minutes of identifying it. As a precaution, we have also paused on chain borrowing on the SOL/BTC market. We expect to resume shortly.
    Kamino @kamino
    Kamino can confirm that it is currently unaffected by the ongoing Binance situation Out of an abundance of caution, we have temporarily paused borrowing in the SOL/BTC Market We are actively monitoring the situation and are in communication with various partners. Any further updates will be communicated solely here on Kamino’s official Twitter account
    022013
  5. Kamino✓@kamino
    Kamino can confirm that it is currently unaffected by the ongoing Binance situation Out of an abundance of caution, we have temporarily paused borrowing in the SOL/BTC Market We are actively monitoring the situation and are in communication with various partners. Any further updates will be communicated solely here on Kamino’s official Twitter account
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  6. Alex BertoG 🐮✓@ABertoG
    Alex BertoG 🐮
    RT @dcfgod: Aave has no issue btw The hacker put in usdt and borrowed eth Eth went down and the usdt collateral is real money In the kelp situation the hacker put in tokens backed by nothing
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  8. Alex BertoG 🐮✓@ABertoG
    Alex BertoG 🐮
    RT @FWDind: There are roughly 150 million Solana wallets. Many of those people either could not or would not buy US equities through the financial services available to them. Now they can. Everything is being tokenized on @solana.
    05023
  9. Alex BertoG 🐮✓@ABertoG
    Alex BertoG 🐮
    RT @0xbeans: "imagine you take a stock token and make it programmable, like software, what can you do?" - vlad i discuss in the paper below what i believe is a genuinely new financial primitive that is now only possible because of stock tokenization i present, Isolated Exposure Tokens
    070025
  11. Alex BertoG 🐮✓@ABertoG
    The first piece of the puzzle was DeFi, to that you plug stocks on chains. Now you have 24/7 permissionless stocks credit markets. And soon all the structured products you'll build on top!! If you're looking to join in size, DM for the dataroom
    Allez Labs @AllezLabs
    Allez Labs is onboarding @Backpack Securities tokenized equities, as collateral on @Kamino. The Backpack Market pairs MU, SKHY, SPCX and SNDK collateral with USDC borrowing.
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  12. Allez Labs✓@AllezLabs
    Allez Labs is onboarding @Backpack Securities tokenized equities, as collateral on @Kamino. The Backpack Market pairs MU, SKHY, SPCX and SNDK collateral with USDC borrowing.
    Download
    810495.5K
  13. Alex BertoG 🐮✓@ABertoG
    Alex BertoG 🐮
    RT @onrefinance: The @AllezLabs USDC vault currently allocates more than half of its capital to OnRe Markets on @kamino, with nearly $6M supplied across variable and fixed-rate lending. Reinsurance-backed collateral powering onchain credit markets.
    Kamino Learn @kamino_learn
    Allez USDC, curated by @AllezLabs, has earned its depositors over $1.5M in interest since it opened on Kamino in April 2025 Borrowers across Kamino's markets pay that interest, against collateral from SOL and BTC to tokenised assets like ONyc and sUSDai With the vault curator allocating for the best risk-adjusted yield It goes into the price of every vault share, so each deposit grows as it comes in Here’s how it works
    021025
  14. Kamino Learn✓@kamino_learn
    Allez USDC, curated by @AllezLabs, has earned its depositors over $1.5M in interest since it opened on Kamino in April 2025 Borrowers across Kamino's markets pay that interest, against collateral from SOL and BTC to tokenised assets like ONyc and sUSDai With the vault curator allocating for the best risk-adjusted yield It goes into the price of every vault share, so each deposit grows as it comes in Here’s how it works
    Download
    16193.8K
  15. Alex BertoG 🐮✓@ABertoG
    tradfi eating cefi soon defi?
    zoomer @zoomerfied
    [ ZOOMER ] VISA IN TALKS TO ACQUIRE FIREBLOCKS FOR AROUND $2.5B: AXIOS
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  16. zoomer✓@zoomerfied
    [ ZOOMER ] VISA IN TALKS TO ACQUIRE FIREBLOCKS FOR AROUND $2.5B: AXIOS
    142243761.8K
  17. Alex BertoG 🐮✓@ABertoG
    Alex BertoG 🐮
    RT @0xQuit: Railway is compromised and reports are that attackers are actively draining keys. Rotate any API keys stored in railway immediately. Deployments are down so unfortunately this means many deployments will wind up broken, but it is better than the alternative. Internet D-Day
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  18. Alex BertoG 🐮✓@ABertoG
    Alex BertoG 🐮
    RT @kamino: They're writing about Kamino Fixed Rates with @Figure in the Financial Times Bullish on the future of onchain finance on @solana
    017023
  19. Alex BertoG 🐮✓@ABertoG
    Alex BertoG 🐮
    RT @WatcherGuru: JUST IN: Banking giant Citi says $AAVE represents one of the most important real-world use cases for tokenized finance.
    0294021
  20. Alex BertoG 🐮✓@ABertoG
    RWA season continues in September with RWA collateral on Kamino up 19% to $538M - now 20% of supply). New format for the monthly insights - thoughts? Do you like the video update?
    Allez Labs @AllezLabs
    Monthly @Kamino Lend Insights - September 2026 RWA collateral grew 19.1% to $537.8M, now a fifth of all supply. Total supply rose 4.4% to $2.64B and debt 4.0% to $1.04B, as collateral broadened into real-world assets and USDC borrowing grew. Continues
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  21. Allez Labs✓@AllezLabs
    Monthly @Kamino Lend Insights - September 2026 RWA collateral grew 19.1% to $537.8M, now a fifth of all supply. Total supply rose 4.4% to $2.64B and debt 4.0% to $1.04B, as collateral broadened into real-world assets and USDC borrowing grew. Continues
    Download
    33191.7K
  24. Alex BertoG 🐮✓@ABertoG
    Stay sfe
    Aggr News @AggrNews
    BITGET POTENTIALLY HACKED FOR OVER $100M: ONCHAIN
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  25. Aggr News✓@AggrNews
    BITGET POTENTIALLY HACKED FOR OVER $100M: ONCHAIN
    Download
    99162963747K
  26. Alex BertoG 🐮✓@ABertoG
    Ai is taking over. We’re all having fun working with them. And now you can also finance ai’s computing power expansion. On chain. And lever up.
    Allez Labs @AllezLabs
    The USDai Lending Market is now live on @Kamino. As @USDai_Official expands on Solana, the new market brings its AI infrastructure lending exposure to Kamino. sUSDai can be supplied as collateral to borrow USDC, with rewards available from launch.
    2016900
  27. Allez Labs✓@AllezLabs
    The USDai Lending Market is now live on @Kamino. As @USDai_Official expands on Solana, the new market brings its AI infrastructure lending exposure to Kamino. sUSDai can be supplied as collateral to borrow USDC, with rewards available from launch.
    Download
    33223.9K
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