Crypto Lending Sector Series

1.4k Views07 Jul 2022 17:24
Rose has highlighted this Insight as a Top Pick
  • In May and June, the market witnessed Luna/UST's collapse, the liquidation of Three Arrows Capital (a large crypto fund), and insolvencies of major centralized crypto lending firms.
  • Excessive leverage, poor risk management and lending practices in the lending sector exacerbated the market sell-off amidst a global macro risk-off. How will the lending sector emerge from the rubble?
  • We discuss the crypto lending landscape, deep dive into DeFi protocols Aave and Clearpool, share insights from some institutional borrowers and come up with key lessons learned for the future.
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Rose Choy
Credit/Macro/Crypto Analyst, Former Credit/MA PM