Product @gauntlet_xyz | Prev @21co__ | Onchain Data Enthusiast Everything I do is compensating for the fact that I've never landed a kickflip
New York, NY
- Tweets 169
- Following 1,934
- Followers 762
- Likes 1,367
Carson Brown retweeted
Fresh off a $125M Series C, @gauntlet_xyz runs every allocation through one question first: can the capital come back out.
@CarsonMBrown breaks base:0x000000000001cdb57e58fa75fe420a0f4d6640d5 down end to end: how markets get picked, monitored, and exited when an exploit hits.
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Carson Brown retweeted
Paragon markets are now live on @HyperliquidX: $BTC.D, $TOTAL2, and $OTHERS.
Be the first to trade index perpetuals, with the same order types and interface you already use.
app.hyperliquid.xyz/trade/pa…
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Carson Brown retweeted
@tradeparagon available now on app.hyperliquid.xyz
Go long or short $BTC.D, $TOTAL2, and $OTHERS now only on @HyperliquidX.
Market structure is now a position you can trade...
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Had a great time hopping on the @symbioticfi Blueprints podcast with @roth_edgar!
Risk isn't just about numbers: it's about understanding what breaks first. @carsonmbrown breaks down how risk really works in DeFi and why liquidity concentration is more dangerous than people think.
On the latest episode of Blueprints, Carson sits down with @roth_edgar of @symbioticfi to discuss the evolution of shared security, institutional risk appetite, and how stablecoins are reshaping the space.
Topics discussed in this episode:
- 00:00 Introduction
- 03:35 Rapid Fire Q&A
- 05:05 Carson's Path into Crypto
- 09:03 Inside Gauntlet's Restaking Team
- 16:27 The Overlooked Risk Metric
- 24:34 Would TVL Survive Without Incentives?
- 27:26 Evolution of Shared Security
- 37:07 Stablecoin Staking Insights
- 46:10 Balancing Growth and Trust
Watch the latest episode of Blueprints:
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Carson Brown retweeted
Our Credit Vaults are evolving from isolated yield products into flexible instruments powering liquidity and composability.
Collabs with partners like @gauntlet_xyz let allocators stay fully deployed in private credit while unlocking new, capital-efficient strategies.
@CarsonMBrown 🤝
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Carson Brown retweeted
1/ A year of LRTs reveals a clear signal: they've emerged as premier collateral assets in lending markets.
Our latest LRT Market Risk dashboard update unveils the leverage dynamics powering leading @eigencloud LRTs: weETH, rsETH, ezETH, pufETH, and rswETH.
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Carson Brown retweeted
"Don't wait for the green light, keep going until you get stopped by a red light." - @CarsonMBrown
Check out Gauntlet's Restaking Connoisseur & inspirational quote enthusiast Carson Brown at ETH Denver:
Risks shift, yields fluctuate, and bad models break protocols.
@gauntlet_xyz runs simulations, models risk, and helps protocols keep yields sustainable, so you don’t have to.
@CarsonMBrown is bringing the data to Restaking Circle!
🇺🇸 RSVP: lu.ma/restaking_denver
ALT Event banner for "Restaking Circle," a side event at ETHDenver 2025, held on February 24, 2025, from 12 PM to 7 PM in Denver, Colorado.
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Carson Brown retweeted
1/ Today, @symbioticfi Restaking Vaults went live on Mainnet
We launched five Restaking Vaults on Symbiotic, building on over a year of deep research exploring restaking risk, optimizing network and operator allocation, and examining collateral health.
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Carson Brown retweeted
1/ LRT Risk Dashboard: Withdrawal Data
Now that major LRTs support withdrawals, we've added withdrawal data to the dashboard. By analyzing queue size and duration, we see:
• EtherFi quickest to process withdrawals
• Renzo queue size shrinking
• Swell batches withdrawals
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Carson Brown retweeted
7.6% of EIGEN rewards have been claimed on behalf of @puffer_finance and @swellnetworkio through Aera vaults.
Claimed rewards are consolidated into two isolated vaults to maximize efficiency, minimizing the need to consolidate transactions afterward.
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My face might have been showing the jetlag, but I promise I was having a great time discussing LRTfi with these great people at @KelpDAO's event in Singapore!
The Future of LRTfi panel featured @defiyaco from @LidoFinance, @CarsonMBrown from @gauntlet_xyz and @bryancolligan from @compoundfinance, moderated by @0xArchana.
Collectively, the panellists shared important insights on the evolution of DeFi, rewards and unlocking utility for users, with security and risk as key themes.
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Carson Brown retweeted
1/ Last month, @swellnetworkio introduced swBTC, the first Bitcoin LRT to offer restaking yield from the Ethereum ecosystem.
What might have been lost in the announcement is that an Aera vault sits at the center of swBTC's architecture.
A brief 🧵 on how our vaults enhance swBTC...
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Carson Brown retweeted
We're delighted to introduce an amazing set of speakers for The Future of LRTfi panel at the Restaking Conclave!
Get early alpha on what's cooking in these protocols!
✦ @defiyaco, Master of DeFi at @LidoFinance
✦ @oliviergalaud, Co-head Staking & Restaking at @Consensys
✦ @CarsonMBrown, Senior Protocol Strategist at @gauntlet_xyz
Register so you don't miss out, details below 👇.
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Carson Brown retweeted
The flexibility of Aera’s configurable, non-custodial vaults is coming in handy for our friends in the restaking world.
Are you an LRT, Operator, or restaking service provider wondering how you’ll actively manage the incoming medley of restaking rewards? Will you convert native rewards to base assets? Restake them?
Our vaults offer a simple, automated solution without you giving up custody.
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Carson Brown retweeted
Couldn't agree more with this review
AVSs with active operator sets will definitely make more fees than passive sets
These AVSs will have specialized operators. As a result, high performing AVSs wont share operators with other AVSs. This mitigates the simultaneous attack vector Taurun has brought up before
Centralization is the big question here. IMO it should be battled by reducing barriers to entry for new operators, assuming that the system has a proper incentives/penalties system in place
The restaking landscape might have an operator allocation problem.
The underappreciated difference between passive & active yield within restaking will likely lead to a major shift in the restaking operator landscape.
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Carson Brown retweeted
EigenDA is rolling out mainnet rewards, and our customers' vaults are primed for action.
@puffer_finance's Aera vault claimed 0.004564 WETH without their team needing to lift a finger, and it's capable of much more.
Aera's programmable, non-custodial vaults can seamlessly manage restaking rewards, including capital-efficient conversion to base assets.
In the coming week, we'll publish a deep dive exploring Aera for restaking rewards management.
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Carson Brown retweeted
1/ Collateral health is a crucial variable impacting AVS economic security.
In a blog published today, we suggest a comprehensive framework to evaluate collateral health by exploring:
• POS collateral mechanism design
• Collateral risk models
• ETH-backed vs. non-ETH-backed collateral & dual staking
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