Pinned
Sumcap
1,087 posts
Research, conviction & capital as catalyst. Σ DeFi-native yield fund.
Joined October 2021
- Sumcap repostedThank you to everyone who showed up for Braga Blockchain yesterday for honest talks around the Web3 space and what is and isn't true nowadays. A special thanks to @polpedu for sharing his take on HIP-4, Polymarket, and who decides what's true on-chain. See you at the next one!
- Replying to @SumcapThe sector splits in two. Tranching as a Product: the protocol runs the strategy and the tranches. @ResolvLabs, @avantprotocol, @YuzuMoneyX, @3janexyz, @mezzanine_fi. Tranching as a Service: infrastructure to tranche external yield. @strata_markets, @roycoprotocol, @centrifuge.
- Two protocols can run the exact same strategy and hand you completely different risk. The difference is tranching. A thread 🧵
- Sumcap repostedOne week to Braga Blockchain at our office. @polpedu (@Sumcap Labs) on HIP-4 vs Polymarket and what happens when two protocols can't agree on the truth. 📅 June 3 · 18:20. RSVP through the link in bio 👆 #bragablockchain #web3Braga Blockchain is back at the Subvisual office on June 3. This time, the theme is Deciding What's True, with honest talks with people building in Web3. Lineup drops soon. RSVP through the link in bio. 📍 Subvisual's Office 📅 Wednesday, June 3 · 18:20 #bragablockchain
- Our team took home the win at Agents Day Braga. One day. One idea. A multi-agent debate simulation for prediction markets, finding cross-market hedges through emergent patterns of discussion. Proud of the team. More on this soon. Thanks @subvisual @LayerXlab @TalentProtocolAgents Day Braga is a wrap! 🕵️♂️ Thank you to everyone who showed up to work and to those who shared their knowledge through workshops: @0xdavidesilva on Agentic Development, Mário Alves and @thatCarlosM on Devs-GTM, and Simão Nogueira on cloning OpenClaw to run in the cloud for





















