Nicholas Cannon @inkymaze

chief business officer @gauntlet_xyz | poker → crypto ⇄ fintech. inkymaze.mirror.xyz New York Joined January 2017

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Following

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Light Node Ventures @LightNodeVent

2 days ago

Valuable perspectives shared at @TokenizeThisNYC as our CEO @PulchraMens joined @inkymaze from @gauntlet_xyz, @sunlearnstorock from @BitgetWallet, @ssr1ram from @parc3643, and @CarolineDPham from @MoonPay to discuss the use of stablecoins in DeFi and the opportunities they unlock across payments and digital finance.

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TokenizeThis @TokenizeThisNYC

5 days ago

Stablecoins are the foundation of onchain finance. Day 1 at TokenizeThis NYC Join @PulchraMens from @LightNodeVent as she moderates a panel featuring @inkymaze from @gauntlet_xyz , @sunlearnstorock from @BitgetWallet, and Srinivasan Sriram from PARC-3643. They will discuss how institutions are assessing DeFi stablecoin opportunities while managing counterparty, smart contract, compliance, and liquidity risks. June 23, The Glasshouse, NYC.

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Nicholas Cannon @inkymaze

7 days ago

@drippy_eth which sports books?

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Nicholas Cannon @inkymaze

a week ago

@nickcammarata letting in

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jesse.base.eth @jessepollak

a week ago

if you're building onchain in mexico, there are now high quality vaults for borrow and lend in mexican pesos day by day we will bring every country onchain

Gauntlet @gauntlet_xyz

a week ago

The first peso-denominated onchain vault is live, curated by Gauntlet on @Morpho's @base deployment. $MXNB is a peso stablecoin issued by @buildwithjuno, a @Bitso company. Gauntlet is the first to bring institutional curation to a Latin American native stablecoin, extending our

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Gauntlet @gauntlet_xyz

a week ago

The first peso-denominated onchain vault is live, curated by Gauntlet on @morpho's @base deployment. $MXNB is a peso stablecoin issued by @buildwithjuno, a @Bitso company. Gauntlet is the first to bring institutional curation to a Latin American native stablecoin, extending our framework beyond USD and EUR denominated assets. $MXNB is just the start.

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Nicholas Cannon @inkymaze

2 weeks ago

All quiet on the curator front

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Nicholas Cannon @inkymaze

2 weeks ago

@llamaonthebrink What does internal mean here?

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Nicholas Cannon @inkymaze

2 weeks ago

@ConejoCapital @vibhu @solana

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Nicholas Cannon @inkymaze

2 weeks ago

dfs.ny.gov/system/files/d…

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Nicholas Cannon @inkymaze

2 weeks ago

RLUSD, PYUSD are grandfathered for 1-year. USDC has BitLicense

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Nicholas Cannon @inkymaze

2 weeks ago

NYDFS proposed a rule today seeking GENIUS Act "full alignment" despite being a "mirror." Thread with the curious parts Over $25B then 0.5% insured

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Nicholas Cannon @inkymaze

2 weeks ago

No self custody

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Alea Research @AleaResearch

3 weeks ago

1/ Nicholas Cannon (@inkymaze) from @gauntlet_xyz on what he calls DeFi's "last summer": The thesis is convergence toward regulated asset management. Compliant vaults, stablecoins, tokenized credit, and a stated target of $100B in TVL within a few years.

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Stabledash @stabledash

3 weeks ago

NEW: Interview with @inkymaze from @gauntlet_xyz from A Very Stable Conference 2026 held in San Francisco. Gauntlet is a DeFi risk management firm that has been building vault infrastructure for eight years. Nick has spent five of those years there, starting as a poker player who needed fungible tokens and a way to get a wire at 3am in the Bahamas. In this conversation we talked about what a crypto vault actually is, how Gauntlet manages billions in vault strategies across @Morpho and @solana, and why Franklin Templeton says 80% of stablecoin dollars that come on chain never go back to traditional finance. Nick's conversation with @zdubs33: 0:00 - Introduction 1:35 - From poker tables to five years at Gauntlet 3:20 - The vault reputation problem and how Morpho changed the game 4:25 - What separates a mature vault from the risky early days 5:43 - What a vault actually is, explained simply 6:42 - Stablecoins in vaults and the all-weather yield question 8:54 - @kastxyz integration and the USD Alpha vault 12:01 - Atomic liquidations and off-chain collateral complexity 13:05 - Figure Prime HELOCs on Solana and the Phantom cash vault at ~6% 14:00 - Gauntlet's protocol graveyard and how tech diligence becomes predictive 16:44 - Franklin Templeton's one-way street: 80% of stablecoin dollars stay on chain 17:24 - Banks coming to Gauntlet asking how to get on chain 19:26 - Consolidation cycle ahead Full interview from A Very Stable Conference 2026 ↓