Marcus | Balancer retweeted
sdBAL holders can vote on @Balancer governance as usual through Stake DAO.
Two BIP proposals are live until September 28:
↳ BIP-928 Orderly Winddown of Balancer, ends 18:24 UTC app.stakedao.org/governance/…
↳ BIP-929 Fork and Reincarnate, ends 18:00 UTC
app.stakedao.org/governance/…
Both proposals were posted twice. If you voted on an earlier version, your vote will not count, so please vote again using the links above.
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On September 14 I laid out why I'm proposing @Balancer 's winddown.
It's now on Snapshot as BIP-928, until Tuesday.
If you hold BAL, read it and vote.
snapshot.org/#/s:balancer.et…
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How voting works, and a note on scams:
Two votes will decide Balancer's future.
BIP-928 proposes an orderly wind-down that distributes the treasury to BAL holders, and BIP-929 an official fork that carries the technology forward under a new name. Both are live on Snapshot until Tuesday, September 29th at 6PM UTC.
Here's what will change and how to cast your vote.
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Marcus | Balancer retweeted
Automated Leverage for @MidasRWA's mF-ONE and mGLOBAL, managed by @FasanaraCapital, is now live on Gearbox
Eligible users can access one-click leverage and one window redemptions by borrowing @fraxfinance's frxUSD
No waiting, no looping: real RWA leverage. Curated by @kpk
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Marcus | Balancer retweeted
Bom dia, Brasil! 🇧🇷
Estamos procurando usuários no Brasil para testar o @Aave App e compartilhar feedback com a gente! Se você é do Brasil e precisa de um Ghost Pass, me chama. 👻
O app de poupança do mundo 🌐
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Marcus | Balancer retweeted
🚨 TODAY: The SEC issued an order granting temporary, conditional exemptive relief to Tokenized Securities Venues from the definition of “exchange” in the Exchange Act to trade tokenized NMS stock using innovative permissioned automated market makers and liquidity pools.
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This is my proposal. The forum has the full text, and I wrote about how we got here:
A proposal to wind down Balancer and distribute the treasury to BAL holders is live on the forum, authored by Marcus Hardt. Discussion is open; a Snapshot vote is expected to happen from 25 to 29 September.
Nothing changes today: pools and withdrawals work as they do now. Any wind-down action waits for the vote.
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Marcus | Balancer retweeted
Enso supports flashloans across @Morpho, @aave, @Balancer, @Uniswap, @Dolomite_io, @hyperlendx, Bend by @berachain and @KodiakFi.
One Bundle API for atomic strategies across protocols.
Build with Enso Flashloans ↓
docs.enso.build/pages/build/…
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We are aware of a bug found in legacy Balancer v1 contracts that allows draining LP funds. These pools are deprecated and non-pausable. Users are encouraged to withdraw proportionally via legacy.balancer.fi. Other Balancer products are not affected.
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Marcus | Balancer retweeted
In my conversations with asset issuers and LPs about Royco Day, I've received many questions about why we chose @Balancer V3 as the initial venue for our senior tranches' secondary liquidity.
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H1 2026 treasury review: five mandates, one stress test, zero losses.
A recap of how the treasuries KPK manages for @ensdomains, @CoWSwap, @Balancer, @NexusMutual and @dYdX performed from January to June. 👇🧵
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Marcus | Balancer retweeted
Deploying an entire Royco market with tranching and swapping functionality costs less than $1.50 right now.
In TradFi, building a product like this would cost $500K in structuring and have 1/2 the functionality!
Try telling me that Onchain Finance isn't the future.
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Marcus | Balancer retweeted
Code gets audited piece by piece and attacked as a whole.
Running adversarial analysis during development means the manual reviews start from a cleaner baseline, so @cantinasecurity, @spearbit and @Certora could spend their hours on design and intent instead of the classes a machine finds faster.
Zero critical, high or medium between them. That's the order paying off.
Aviation got safe by assuming aircrafts could fail.
Plane systems might break, so critical systems are duplicated and no single failure is allowed to matter.
Balancer V3 security works the same way, in four different layers. 🧵
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Marcus | Balancer retweeted
Frax and Royco are teaming up to bring frxUSD to Royco’s Senior ecosystem.
frxUSD will be paired with sr-srRoyUSDC, providing liquidity for Royco’s Senior markets.
As Royco adds markets, SLPs will be created, driving demand for sr-srRoyUSDC and giving frxUSD more utility.
FIP-451 vote is live: add @roycoprotocol SLP as an sfrxUSD strategy with up to $1M frxUSD.
frxUSD becomes default productive redemption liquidity for Royco’s senior tranche.
Royco is transforming liquidity with tranching, and Frax helps them grow.
Vote: snapshot.box/#/s:frax.eth/pr…
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Marcus | Balancer retweeted
I'm quite curious to see how this will actually be implemented.
A couple of weeks ago I was building something related on @zama - a PoC for performing confidential onchain buybacks without leaking alpha.
Privacy is still the topic I’m quite excited about, and I’ve been looking into how to apply some of those ideas to assets/portfolio management.
Holy send it
Amazing work - an unruggable buyback
Based on historical volumes this is $1.3M a month
Expected to only increase from here. Mike saying “dwarfed” by future revenues
Have another big announcement for the token but aren’t ready yet
Want to ensure the token is value accruing and will be doing even more to reinforce commitment in etherfi autumn
But this is quite good, no trust needed, the smart contracts themselves do the buying automatically 🙏🙏🙏🙏
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