Credit/ Macro/crypto analyst/ Former credit/MA PM

Rose Choy

Crypto

<ul>
<li>As the crypto lending market recovers from the shock of large defaults in the sector, the markets are now focused on institutional lending where capital efficiency and liquidity are key. </li>
<li>Overcollateralized lending has been stagnant although holding ground, but its low utilization, low interest rates and wide bid ask are not appealing to most lenders and borrowers.</li>
<li>The market preference is switching to non-collateralized lending where a mix of Cefi and Defi characteristics may evolve to provide the winning combination.</li>
</ul>


As the crypto lending market recovers from the shock of large defaults in the sector, the markets are now focused on institutional lending where capital efficiency and liquidity are key. 
Overcollateralized lending has been stagnant although holding ground, but its low utilization, low interest rates and wide bid ask are not appealing to most lenders and borrowers.
The market preference is switching to non-collateralized lending where a mix of Cefi and Defi characteristics may evolve to provide the winning combination.


Crypto Lending Series (#2) Clearpool - A Bright Spot Emerging from the Rubble

Digital Asset Management Firm, Etherbridge

Etherbridge

Digital Asset Management Firm

Etherbridge is a digital asset management firm investing in the value of information and trust

<ul><li>Opportunity in any market exists in anything that causes the perception of the investor to take on a new shape.</li><li>For many years, the Fat Protocol Thesis popularised by Placeholder VC has dominated the perception of the digital asset market.</li><li>But as the market and, more importantly, those who have come to use this new technology platform change, so too does the perception of where value will be captured.</li></ul>

Opportunity in any market exists in anything that causes the perception of the investor to take on a new shape.For many years, the Fat Protocol Thesis popularised by Placeholder VC has dominated the perception of the digital asset market.But as the market and, more importantly, those who have come to use this new technology platform change, so too does the perception of where value will be captured.

The Unbundling of Blockchain Infrastructure

Independent Research, Cryptocurrencies, Carbono Insights

Carbono Insights

Independent Research, Cryptocurrencies

<ul><li>Reddit creates and adoption tsunami Bear times are build times.</li><li>You’re probably tired of hearing this already. But if you’re still with us during these bear times, and you’re still following the news, you’re probably aware that engineers are hard at work building what will be the rails of the next great wave of adoption.</li><li>As soon as liquidity enters back the room, crypto will be ready to onboard the first billion customers, be sure of that.</li></ul>

Reddit creates and adoption tsunami Bear times are build times.You’re probably tired of hearing this already. But if you’re still with us during these bear times, and you’re still following the news, you’re probably aware that engineers are hard at work building what will be the rails of the next great wave of adoption.As soon as liquidity enters back the room, crypto will be ready to onboard the first billion customers, be sure of that.

<ul><li>Every crypto market cycle is fuelled by a new coordination structure, business model or alleviant to a constraint of a previous cycle.</li><li>We see Layer 2 solutions as the next area of innovation and investor attention.</li><li>In this article, we will explore Layer 2 solutions and attempt to describe their role in the broader crypto economy. </li></ul>

Every crypto market cycle is fuelled by a new coordination structure, business model or alleviant to a constraint of a previous cycle.We see Layer 2 solutions as the next area of innovation and investor attention.In this article, we will explore Layer 2 solutions and attempt to describe their role in the broader crypto economy. 

Data-Driven Analysis of Cryptocurrency Markets, Kaiko

Kaiko

Data-Driven Analysis of Cryptocurrency Markets

Kaiko is the leading cryptocurrency market data provider for institutional investors and enterprises. We empower market participants with accurate, transparent, and actionable financial data to be leveraged for a range of market activities. Kaiko’s mission is to be the foundation of the new digital finance economy by serving as a single source for market information. Our mission is premised on the idea that high-quality data drives market efficiency and greater transparency throughout the industry. For each of our enterprise clients, we build custom data plans designed for a range of use cases.

<ul><li>After years of waiting, Ripple finally got a ruling in their highly anticipated lawsuit with the SEC: the company did not violate federal securities law by selling its XRP token on public exchanges.</li><li>The market reaction was near instantaneous.</li><li>Since Thursday, XRP is up 61% and several exchanges that had previously de-listed the token, including Coinbase and Kraken, immediately re-listed it.</li></ul>

After years of waiting, Ripple finally got a ruling in their highly anticipated lawsuit with the SEC: the company did not violate federal securities law by selling its XRP token on public exchanges.The market reaction was near instantaneous.Since Thursday, XRP is up 61% and several exchanges that had previously de-listed the token, including Coinbase and Kraken, immediately re-listed it.

XRP Volume Surpasses BTC Following Landmark Ruling

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Polygon (MATIC CURNCY)

Crypto Lending Series (#2) Clearpool - A Bright Spot Emerging from the Rubble

The crypto lending market is now focused on institutional lending after some high profile failures earlier. The preference now is for...

Rose Choy

The Unbundling of Blockchain Infrastructure

For many years, the Fat Protocol Thesis popularised by Placeholder VC has dominated the perception of the digital asset market.

Etherbridge

Reddit Creates an Adoption Tsunami

But while we wait for the world to become a warmer place regarding financial stability, some unusual partners are moving the needle in the most...

Carbono Insights

The Layer 2 War: Arbitrum Vs Optimism

Every crypto market cycle is fuelled by a new coordination structure, business model or alleviant to a constraint of a previous cycle.

Etherbridge

XRP Volume Surpasses BTC Following Landmark Ruling

After years of waiting, Ripple finally got a ruling in their highly anticipated lawsuit with the SEC: the company did not violate federal...

Kaiko

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)