Episode Details

Live From DAS: The Return of Bitcoin-Backed Lending | John Glover
3/26/2025
0xResearch β†—

Key Insights

Bullish:

  • 🟒 $CRYPTOLENDING - Crypto lending, particularly Bitcoin-backed lending, shows strong potential due to its 24/7 market availability, deep liquidity, and success in providing financial access to underserved markets, especially in emerging economies.
    • β€œWe're just working on bringing more traditional finance type products into this industry, and doing that in a very simple way. We we've we're big believers that the best restaurants have the smallest menus. We're trying to be very focused on being the best Bitcoin back lender into the space” - John (0:00)
    • β€œBitcoin has twenty four seven, three 60 five markets, very, very deep and growing liquidity. So you just don't have that exposure to, you know, something going wrong when you're sleeping and the market's closed.” - John (2:10)
    • β€œIf we look at, you know, our Latin American client base, which is quite a large portion of our of our exposure, they don't have access to traditional financial institutions, period. Even if they have other assets, they just can't borrow against them because that's really for the wealthy in some of those countries.” - John (6:54)
    • β€œWe've done $1,200,000,000 worth of, retail loans, across, I think, 57,000 or 60,000 individual loans, and we've never lost a penny or Satoshi on any of the loans because of that methodology.” - John (12:53)
  • 🟒 $CEFI - πŸ”’
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