EP. 1 The Debt Stack from Maple Finance. Analyzing the Coinbase Hut8 deal, Fahrenheit Celsius restructuring, lending rates, trading volumes, and updates on Maple Direct lending and Q3 achievements.

13/10/2023 31 min Temporada 1 Episodio 1

Listen "EP. 1 The Debt Stack from Maple Finance. Analyzing the Coinbase Hut8 deal, Fahrenheit Celsius restructuring, lending rates, trading volumes, and updates on Maple Direct lending and Q3 achievements. "

Episode Synopsis

Date: 13th October 2023
Hosts: Sidney Powell and Quinn Thompson

In this inaugural episode, Sid and Quinn introduce the Maple Debt Stack Podcast, aiming to provide valuable insights into the world of crypto credit markets. They explore recent news stories in the crypto lending industry including the Coinbase HUT8 deal, Fahrenheit Celsius restructuring, and the Maker DAO Treasuries post. They go on to discuss developments in the DeFi space, and delve into the innovative approaches being taken by Maple Finance. Listen as they cover lending market trends, crypto interest rates, and the competitive landscape in the DeFi ecosystem.

Follow Maple: https://twitter.com/maplefinance
Follow Sid: https://twitter.com/syrupsid
Follow Quinn: https://twitter.com/qthomp

Timestamps:

00:00 - Introduction to Maple Debt Stack Podcast
00:28 - Top Lending News Stories from CeFi
06:09 - Top Lending News Stories from DeFi
10:45 - Broad Capital Markets Updates
20:46 - Updates on Maple Direct lending and Q3 achievements
31:34 - Conclusion


Show notes:
Chapter 1: Introduction to the Maple Debt Stack Podcast.
The hosts introduce the podcast, which aims to provide insights into crypto credit markets and educate capital allocators and protocols about Maple's perspective on the market.

Chapter 2: Top News stories in CeFi Lending.
The hosts discuss the size of the lending ecosystem, the Coinbase HUT8 deal, Fahrenheit Celsius restructuring, and the pricing and terms of various loan providers in the market.
Coinbase Hut8 deal: https://www.coindesk.com/business/2023/06/26/bitcoin-miner-hut-8-secures-up-to-50m-in-loans-from-coinbase/
Fahrenheit Debt Transactions for Celsius Assets: https://www.dlnews.com/articles/regulation/celsius-customers-hope-to-reclaim-assets-with-vote-friday/

Chapter 3: Top News Stories in DeFi Lending.
The hosts talk about the MakerDAO forum post by Steakhouse regarding the benefits of tokenized T-bills and the growing transparency and utilization of blockchain in the MakerDAO community. They also cover recent credit events on Goldfinch, and underwriting being key.
MakerDAO Forum post: https://forum.makerdao.com/t/next-steps-tokenized-t-bills/21977
RWA.xyz dashboard: https://app.rwa.xyz/
Goldfinch: Tugende restructuring https://gov.goldfinch.finance/t/update-2-warbler-labs-and-tugende-have-agreed-in-principle-to-a-restructuring-plan-that-may-result-in-a-material-recovery-for-the-goldfinch-senior-pool/1835
Goldfinch: Stratos pool credit event https://gov.goldfinch.finance/t/update-on-stratos-pool/1865

Chapter 4: Broad Capital Markets Updates.
The hosts cover the latest rates and activities in under collateralized or collateralized lending with a spotlight on Clearpool, low trading volumes, and Bitcoin and Ethereum as yield bearing assets.

Chapter 5: Updates on Maple Direct lending and Q3 achievements.
The hosts share their excitement about the progress of Maple, including the increase in Total Value Locked (TVL), annual recurring revenue, and protocol revenues. They discuss the recent $8 million loan issued by Maple Direct, partnerships, upcoming pool launches, and improvements in the withdrawal system.
Maple’s Dune Dashboard: https://dune.com/maple-finance/maple-finance
Maple Direct Secured Digital Asset Lending Pool: https://app.maple.finance/#/v2/lend/pool/0xc1dd3f011290f212227170f0d02f511ebf57e433

Chapter 6: Conclusion and Call for Questions.
The hosts wrap up the first episode of the Maple Debt Stack Podcast, invite listeners to send in questions.

Disclaimer: Nothing discussed on The Debt Stack should be considered as investment advice or solicitation to participate in any lending strategy available on the Maple protocol.