PERSON DIRECTORY
Santiago Roel Santos
Host of Empire. Santiago Roel Santos appears in 17 indexed conversations across Empire, 1000x. This directory brings every appearance, source, TL;DR, digest, and transcript into one searchable feed.
DeFi’s Latest $290M Hack, Kalshi vs Polymarket & Will the Clarity Act Pass?
Jason YanowitzSantiago Roel Santos
Kelp DAO’s roughly $290M rsETH exploit exposed compromised LayerZero security, a one-of-one DVN, and 93% LTV on Aave—not a smart-contract bug.Aave fell 14–15% as isolated lending gained ground, with Morpho up 10% and Spark 140%.Kalshi’s perps, Polymarket’s expansion, and fading Clarity Act odds remain catalysts, while USDai tests GPU-backed credit.
Solana vs Hyperliquid, Why Ethereum Is Overvalued & Crypto In 2026 | Logan Jastremski
Jason YanowitzSantiago Roel SantosLogan Jastremski
Logan Jastremski revises the Frictionless thesis: value L1s like exchanges through volume and take rate, since throughput without execution produces no revenue.Solana’s $2.5B daily volume signals exchange-scale TAM, while Hyperliquid’s product and commodities traction, decentralization question, and unresolved perps execution remain key watchpoints.
Why DeFi Is Unattractive, Claude Mythos and Cryptos's Biggest Winners
Jason YanowitzSantiago Roel Santos
DeFi yields no longer compensate for risk: Santiago wants private-credit-style 12%–16% before returning on-chain, versus Treasuries near 4%.Morpho’s $11.4B vaults earn 2%–4%, while Aave pays 1.81% on ETH and 2.61% on USDC; stacked protocol risk remains disputed.Claude Mythos’s thousands of zero-days and Drift’s alleged six-month con expose security spending and loss severity as key unresolved risks.