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bullish
Crypto Lending Sector Series
Rose has highlighted this Insight as a Top Pick
1.9k Views07 Jul 2022 09:24
SUMMARY
- 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
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