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Brief
~$1.4B curated. Quantitative risk management. Vault curator on Morpho and Kamino.
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Snapshot
Key terms and identifiers.
- Asset classes
- Treasuries, Private credit
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Milestones
How this player got here.
- Jan 2026Curated vault portfolio scaled past $2B as RWA strategies (ACRED, JAAA) attracted institutional capital
- Feb 2025Joined Morpho as independent vault curator, ~$1.13B managed
- Feb 2025RWA vault risk frameworks
- 2025Co-launched first onchain levered RWA strategy (ACRED) with Apollo, Securitize, Morpho, Polygon
- 2025$2B+ TVL curated across Morpho, Drift, and Kamino vaults
- Sep 2024Crossed $30B in managed risk parameters
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Connections
Who they build with, build on, integrate with.
Dependency
Where this player builds on, integrates, or relies on others.
