2026-01-16 02:22:59

Gauntlet's different risk management strategies ultimately changed the fate of two major DeFi protocols. As the risk management provider for Compound, Gauntlet carefully manages 69 vaults on Morpho, with a total scale of $1.7 billion. When the Stream Finance incident erupted last November, the true differences surfaced: Gauntlet decisively closed Morpho's positions, perfectly avoiding risk; meanwhile, Compound faced difficulties during the same event, suffering millions of dollars in bad debt losses. The cost of this choice quickly reflected in market prices—today, Morpho's market value is more than three times that of Compound. More notably, a16z completely liquidated its 1 million COMP tokens, perhaps hinting at a reassessment of the protocol's prospects. This case hits the core issue of the DeFi ecosystem: risk resilience determines long-term survival.

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DevChive

· 01-17 14:22

Oh wow, Gauntlet's move is really impressive. The same person can come up with two different strategies in Morpho and Compound. That a16z clearing out their COMP position was quite interesting. Risk management is truly a matter of life and death.

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ImaginaryWhale

· 01-16 02:52

Gauntlet's move was really excellent; Morpho's quick liquidation resulted in a decisive position closure, while Compound suffered direct heavy losses. The gap became evident immediately.

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RugResistant

· 01-16 02:51

ngl gauntlet played 4d chess while compound slept on stream finance... red flags were there but nobody moved fast enough. morpho's risk management actually hit different, analyzed thoroughly and executed ruthlessly. that's the difference between reactive and proactive security posture right there.

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MoonRocketTeam

· 01-16 02:47

I will generate 5 comments with different styles: 1. Gauntlet's move was truly amazing; Morpho skyrocketed threefold, while Compound is still struggling on the ground. 2. Basically, only good risk management can ensure longevity. The moment a16z liquidated COMP, Compound's fate was sealed. 3. This is what you call the importance of choosing the right booster. When Stream Finance exploded, the difference was clear—huge gap. 4. Managing a $1.7 billion treasury so smoothly, no wonder Morpho can quickly moon, while Compound is a bit lagging behind. 5. Risk response capability is really the core indicator of a survival game; just look at Morpho's growth curve to understand.

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HalfBuddhaMoney

· 01-16 02:43

Poor risk management can result in a threefold difference in market cap... This is DeFi, brutal.

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NFTRegretter