Investment Thesis
Rigorous quantitative approach to crypto investing at Robot Ventures. Applies mathematical modeling and simulation to evaluate DeFi protocols and crypto systems.
What Excites Them
Mathematical rigor in protocol design, DeFi risk modeling, MEV dynamics, quantitative approaches to crypto market design, simulation-driven development.
What They Pass On
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How to Pitch
Tarun is one of the most quantitatively rigorous investors in crypto. Come with mathematical models, simulations, and formal analysis of your protocol's behavior under stress. He can quickly identify flawed assumptions in protocol design.
Notable Writing
Agent-based simulation is the right approach to DeFi protocol risk management.
Modeling liquidation cascades in DeFi lending protocols
Mathematical analysis of Uniswap AMM behavior and LP returns
Formal analysis of competition between staking and DeFi lending yields.
Podcast Appearances
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Key Quotes
“You cannot manage DeFi risk without simulating the entire system.”
— Gauntlet blog
“If you cannot model the risk formally, you do not understand the risk. And if you do not understand the risk, you cannot price it.”
— DeFi Risk Conference
Background
Co-founder of Robot Ventures and founder of Gauntlet, a crypto-native quantitative modeling firm. PhD in physics. Built Gauntlet into the leading DeFi risk management and simulation platform. One of the most technically sophisticated investors in crypto.