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![gregp468 Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1443349223294963713.png) Kwikiwi [@gregp468](/creator/twitter/gregp468) on x XXX followers
Created: 2025-07-27 08:49:03 UTC

@BasisOS has dropped to an all time low.  Under $1M.

So is this a buy or a death spiral...

There are two delta neutral vaults available - USDC/LINK and USDC/BTC.  Both offering XX% - XX% yields on a delta neutral basis (no exposure to price movements).

BUT the BTC TVL has halved in the past few days.  

The AI agents are meant to progress to managing the vaults alone but this has not occurred yet so there is no AI managing the money.

Can't see any recent updates or plans - most posts are retweets.

I'm not sure its worth buying in just yet.

Lets see progress first.


XX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1949391572232974563/c:line.svg)

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[Post Link](https://x.com/gregp468/status/1949391572232974563)