Lending, DAOs, stablecoins, gaming — just a few ways DeFi is transforming finance.Find out more 👇 https://t.co/OuUuUv8Dop ...

I sat down with @MarediaShehzan to discuss how wealthy Bitcoiners are using innovative lending and credit solutions to buy homes, cars, and experiences — all while keeping their Bitcoin.Shahzad shares real stories, insights, and the broader vision behind enabling financial freedom without liquidation.Enjoy!YouTube: https://t.co/GKukweAOKCApple: https://t.co/51IsdFMZPrSpotify: https://t.co/nWMXPfQyC1TIMESTAMPS:0:00 - Intro2:36 - Who are high-net-worth bitcoiners?8:24 – “Buy, borrow, die” wealth strategy12:35 ...

I sat down with @MarediaShehzan to discuss how wealthy Bitcoiners are using innovative lending and credit solutions to buy homes, cars, and experiences — all while keeping their Bitcoin.Shahzad shares real stories, insights, and the broader vision behind enabling financial freedom without liquidation.Enjoy!YouTube: https://t.co/GKukweAgV4Apple: https://t.co/51IsdFMrZTSpotify: https://t.co/nWMXPfQ0MtTIMESTAMPS:0:00 - Intro2:36 - Who are high-net-worth bitcoiners?8:24 – “Buy, borrow, die” wealth strategy12:35 ...

Ethereum Ecosystem TVL & Market Cap - Ethereum ecosystem TVL has established a floor for ETH's market cap during market downturns [1] - Since 2020, ecosystem TVL on Ethereum grew 16x from $24 billion to $379 billion, while ETH's market cap increased 11x from $47 billion to $502 billion [2] - Ethereum's current ecosystem TVL of $379 billion represents a small share of the market cap of TradFi assets that could be tokenized [4] Dominant Sectors & Projects - Three market sectors account for 93% of Ethereum's ecosystem TVL: stablecoin issuers ($189 billion), lending ($82 billion), and liquid & restaking ($73 billion) [3] - Tether has 85% market share among stablecoin issuers, Aave has 62% market share in lending, while Lido & EigenLayer control 73% of the liquid staking category [3] - Capital continues to accumulate in projects that provide users with deep liquidity and battle-tested security [3] Institutional Adoption Potential - BlackRock manages $13.5 trillion in assets, yet has only $2.9 billion onchain [5] - Fidelity manages $6.4 trillion, but has a mere $231 million on Ethereum [5] - Should institutions follow through on their stated intentions of bringing assets onchain, a 10x increase in ecosystem TVL on Ethereum could be seen over the next few years [5] - If more assets are tokenized on Ethereum, and the correlation between ecosystem TVL and ETH's market cap continues to hold, ETH could see a substantial rerating [5]

Policy Change - Argentina loosened the share of reserve requirements for commercial banks [1] - The policy aims to gradually provide more liquidity [1] - The policy also aims to revive lending [1] Political Context - The policy change occurred after President Javier Milei's party won a crucial midterm election [1]

Private credit firms are in the business of lending, not owning. But as more borrowers start to struggle with their liabilities, lenders are swapping their debt positions for equity stakes to try and stem losses https://t.co/aoXVgRga2O ...

Solv Protocol is a full-stack BTCFi platform that unlocks yield, lending, and capital efficiency for BTC holders by bridging TradFi, CeFi, and DeFi through institutional backing and onchain reserves. https://t.co/2biSXNd1DL ...

Industry Trend - Coinbase is disrupting Bitcoin-backed lending with a low bar for servicing Americans [1]

RT Ryan Watkins (@RyanWatkins_)I’ve long thought DeFi had an asset problem, not a tech problem.Take a look at the top volume and revenue drivers across lending and exchange markets — 70%- 90% of activity is done in majors and stablecoins.The long-tail of assets is poor quality and high turnover, leaving the size of majors as the limiting factor on growth for the onchain financial system.This is fine in a bull market when BTC and ETH are rising, but means activity falls off a cliff in bear markets.Uploading ...

Market Performance & Earnings - Dow Jones outperformed S&P 500 and NASDAQ over the last week and month, partly due to 3M and Coca-Cola earnings [1] - The market is experiencing record earnings and profit margins with continued strong guidance [2] - The market anticipates a good size fourth quarter rally [3] Bull Market Analysis - Since 1950, the average bull market lasts about eight years, and the current bull market is in its fourth year [4] - The shortest bull market lasted 5 years, suggesting the current bull market may continue despite feeling old [5] - High volatility (VIX around 29) with a strong S&P 500 is similar to December 1998 and October 2020, which were good times to consider long equities [5] - A 10-point drop in the VIX in two days historically signals an "all clear" [6] Potential Risks & Concerns - There are cracks in the market, including regional banks and housing [7] - Lending concerns could be a potential speed bump [8] - High yield bonds weakened and regional banks have been lagging [11] Market Indicators - S&P 500's advanced decline line hit an all-time high, which historically peaks and goes lower, indicating potential underlying cracks [9] - Credit spreads are not showing massive stress [10]