01 /
Brief
$1.5B curated across Morpho and Kamino. Powers Coinbase USDC lending on Base. Incubated Grove. Sub-20 person team.
02 /
Recent activity
Latest moves on the changelog feed.
- Mar 29, 2026WIRED
Steakhouse → Euler, Pendle, Gauntlet, SocGen + 5 more.
03 /
Snapshot
Key terms and identifiers.
- Asset classes
- Treasuries, Private credit
04 /
Milestones
How this player got here.
- Mar 2026Steakhouse → Euler, Pendle, Gauntlet, SocGen + 5 more.
- Sep 2024Launched risk analytics for yield protocols
- Mar 2024Advised MakerDAO RWA allocation
05 /
Connections
Who they build with, build on, integrate with.
Dependency
Where this player builds on, integrates, or relies on others.
- MorphoIntegratesVault curator
- KaminoIntegratesVault curator
- CoinbaseIntegratesUSDC lending curation
- SkyIntegratesRWA advisor + evaluator
- EthereumBuilds onPrimary chain
- BaseBuilds on
- SparkIntegratesCredit allocation
- AaveIntegratesBox vault support
- ArbitrumBuilds on
- SolanaBuilds on
- PendleIntegratesYield tokenization for vaults
- EulerIntegratesVault curator
- CircleIntegratesUSDC vault strategies
- Société GénéraleIntegratesEURCV vault curation via Morpho
Tension
Direct competition or overlapping market position.
