John is the founder of Gauntlet, which operates institutional vaults and manages risk for major DeFi protocols. In this episode we talk about Gauntlet's evolution from risk modeling to automated on-chain vaults and why vaults are the future of on-chain finance. We also discussed the evolution of DeFi from the perspective of innovation and UX. We also spent some time discussing Gauntlet’s beef with Aave, regulation under the Gensler era, and John’s truck.

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Altitude – the global business account with stablecoin and fiat bank transfers, free on-and off-ramps, 5% APY, corporate cards, bill pay, and more.

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Timestamps

(0:00) Intro

(0:11) Altitude

(1:16) What Gauntlet does

(5:28) Risk management vs asset management

(11:09) What’s missing in vaults today?

(16:52) Innovation and investing in DeFi

(19:32) Can the blue chips get disrupted? (Morpho vs Aave)

(22:07) The Aave DAO politics 

(30:18) Regulatory environment then vs now

(41:01) Exploits and hacks in DeFi

(46:39) Gauntlet’s culture

(48:44) John’s truck and his love for chocolate milk