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Rose Choy

Rose Choy
Credit/Macro/Crypto Analyst, Former Credit/MA PM

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bearishAave
02 May 2023 16:04
Smartkarma Originals

Crypto Lending Series #4: The Waste Land of Lending

With the shutter of Silvergate bank, the on-off ramp for crypto to fiat is severed. While the  crypto lending space is already challenged, we...

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bullishAave
19 Jan 2023 14:30
Smartkarma Originals

Crypto Lending Series #3: Light at the End of the Tunnel?

The crypto lending market has cratered after lender failures and FTX's collapse. Some platforms may find themselves struggling, but we are not far...

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bearishBitcoin
20 Nov 2022 09:44

An Arbitrage Opportunity? Evaluating the GBTC Convergence Trade

Contagion fears have extended to Genesis and its parent DCG and subsidiary Grayscale recently. We examine the arbitrage opportunity for the GBTC...

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bearishFTX Token
16 Nov 2022 19:11

FTX Fallout - A Quick Update

In a stunning move last week, FTX filed for bankruptcy along with FTX.us and 130+ affiliates. The fallout is far reaching and we compile a hit list...

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bearishFTX Token
07 Nov 2022 21:18

FTT/FTX- Another Inflection Point in the Crypto Market Waiting to Happen?

Alameda Research's leaked balance sheet seems to be weaker than expected. The linkages between FTX and Alameda is now under the microscope as...

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