WATCH: The “Inevitable” Game Theory of Institutional Adoption: Bullish (and Dangerous?) | Bitcoin Policy Hour Ep. 20 🇺🇸On Bitcoin’s institutional era: from JP Morgan accepting Bitcoin as collateral to the fiscal game theory driving sovereign adoption. With these tailwinds come risks: to discourse, privacy, and access to self-custody.Feat. @btcpolicyorg’s @zackbshapiro @Bayman11771 @spollockbtc & @zackcohen_ 🟪Chapters:00:00 – Bessent Tweets & Bitcoin Headlines: Institutions Have Arrived1:20 - Samourai Wallet ...

pendle pts have $5.8b deployed as collateral on morpho and aave. borrow rates at 6%, fixed pt yields at 12-16%. that's guaranteed 6-10% spread with 5x leverage available through gearbox. $4.6b already looping on morpho alone. the protocol hit $4.5m monthly revenue in october from traders arbing this exact setup. ...

stream finance created $530m in fake collateral through recursive minting with elixir protocol. $285m bad debt across euler, silo, morpho. elixir's $67m exposure is 44% of their treasury. nexus mutual and insurace about to see massive demand surge as every protocol scrambles for coverage. insurance infrastructure becomes mandatory, not optional. ...

Personal loans can be secured by putting down a valuable asset as collateral. Unsecured loans are more common and tend to have higher interest rates. https://t.co/pT73sHWqew ...

aave locks 4.2 million eth as collateral. all eth etfs combined hold 3.1 million. defi protocols control 35% more eth supply than tradfi etfs yet traders price eth based on grayscale outflows. $14.7b in eth/steth frozen in aave lending pools at 82% market dominance. supply shock building in plain sight. ...

Labor Market Analysis - Haver Analytics estimates weekly jobless claims at 217,000 for the week of October 11th, compared to the government's 228,000 [1] - Continuing claims are estimated to be up at 1.942 million versus 1.92 million [2] - The economy is characterized as a relatively low fire, low hire environment, with no significant changes since the government stopped publishing data [4] - Goldman Sachs reports similar jobless claim numbers [5] Financial Market Conditions - Secured Overnight Funding Rate (SOFR) is at one-month highs, indicating a clamor for high-quality collateral and tightness in the financial market [11][12] - The rise in SOFR is reversing the effect of the Fed's rate cut on September 17th [13] - The fiscal year ended with 1.22 trillion to service the debt [16] Monetary Policy and Market Outlook - There's a divergence between jobless claims data and the Fed's concerns about the labor market [8] - The relationship between stocks and treasury yields is influenced by a "flight to good collateral" [9] - The current situation is not comparable to the great credit crisis [10] - Chairman Powell mentioned the possibility of ending quantitative tightening in the coming months due to some tightening in financial markets [17]

Protocol Integration - @re has integrated Chainlink Proof of Reserve to enhance transparency of reinsurance contracts [1] - The integration spans across Arbitrum, Avalanche, Base, and Ethereum [1] Collateral Verification - Proof of Reserve offers near real-time onchain verification [2] - This verification helps ensure contracts are fully collateralized with regulated offchain capital [2]

Collateral. https://t.co/MQtd0UCHZX ...

RT Quanto (@quanto)As of today, @quanto is enabling @RaydiumProtocol Liquidity Pool (LP) tokens as collateral.You can now use your LP tokens as collateral to trade across 500+ markets with full freedom.This unlocks a powerful new layer of capital efficiency:- Continue earning yield from your on-chain LP positions.- Actively trade the markets without missing opportunities.- Hedge against impermanent loss using your own LP tokens.By turning LP tokens into collateral, Quanto expands the universe of what’s trad ...

Product Offering - Coinbase 通过 Morpho 提供即时比特币抵押贷款服务 [1] - 贷款秒级发放，无需额外信用检查，可随时还款 [1] Marketing & Promotion - Bitcoin Magazine 推广 Coinbase 的比特币抵押贷款服务 [1]