Episode Details

Sid Powell (Maple) on Maple's Comeback & DeFi Credit Markets (EP.652)
8/4/2025
On The Brink with Castle Island

Key Insights

Bullish:

  • 🟢 $STABLES - Stablecoin-based lending is expected to dominate the lending market over the next decade, offering cost, distribution, and speed advantages.
    • Our view is that all lending over the next ten years is going be done in stablecoins. And so we are getting a leg up in kind of surfing that wave, and that will bring with it cost advantages, distribution advantages, speed advantages that will allow us to take share.” - Sid (23:35)
  • 🟢 $BTCLOAN - 🔒
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  • 🟢 $VERTINT - 🔒
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  • 🟢 $OVERCOLL - 🔒
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Bearish:

  • 🔻 $TOKENEQUITY - 🔒
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