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

Rose Choy

I have 20 years experience in credit and global macro both sell side (banking and trading) and buy side. Most recently managed multi asset and fixed income strategies. Crypto is my latest focus given huge inefficiencies and lack of quality research and insight. My crypto research will be through a trad-fi lens but with intimate knowledge in the crypto trading ecosystem.

Crypto

<ul>
<li>In the latest inning of the crypto credit crisis, real world banks like Silvergate was shuttered making the on-and-off ramp of crypto to fiat more challenging.</li>
<li>Crypto lenders have already been decimated in the centralised lending space while DeFi lenders seem to trudge along - but are they the bastions of success? </li>
<li>We analyse what the current landscape means for the crypto lending industry and have a regrettable conclusion.</li>
</ul>


In the latest inning of the crypto credit crisis, real world banks like Silvergate was shuttered making the on-and-off ramp of crypto to fiat more challenging.
Crypto lenders have already been decimated in the centralised lending space while DeFi lenders seem to trudge along - but are they the bastions of success? 
We analyse what the current landscape means for the crypto lending industry and have a regrettable conclusion.


Crypto Lending Series #4: The Waste Land of Lending

Aave

Crypto Lending Series #4: The Waste Land of Lending