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One of the key considerations for banks considering lending against cryptoassets is understanding the regulatory environment they operate in today and staying alert to potential regulatory changes. In this article, we break down the most recent developments to consider
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Since late Nov, Polymarket priced a >90% chance of a Dec cut and nailed it ahead of the official announcement while Wall St consensus was split.
Looking ahead, these are the odds for the Jan 28 meeting:
✔️ No change 76%
✔️ 25 bps decrease 23%
✔️ 50+ bps decrease 1%
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In this week's newsletter, we explore Blackrock's ETH staking ETF & the recent FED rate decision
ETH1.08%
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BTC vs ETH exchange flows diverged strongly this week.
BTC -$1.34B net outflows = supply moving to self-custody, less immediate sell pressure.
ETH +$1.03B net inflows = more liquidity on exchanges after the rally, potential profit-taking/supply overhang.
BTC-0.29%
ETH1.08%
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Banking on digital assets? Start with lending.
Our latest analysis explains how digital asset lending differs from traditional lending and breaks down the regulatory factors banks must weigh when considering digital asset lending solutions
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Key risk metrics to watch 👇
✔️ Liquidations on major DeFi venues have dropped to $7.5M
✔️ Available liquidity remains high, suggesting traders are still cautious about using leverage
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USDS has emerged as the largest yield-bearing/RWA stablecoin.
Since early November, its market cap is up 17.3%, in contrast to key competitors like USDe and BUIDL, which have both fallen by around 28% in the same timeframe.
Source: @stablewatchHQ
USDE0.01%
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Total RWA supply on @Aave Horizon surged to nearly $300M between late August and mid-November. USCC was the main driver, thanks to its attractive yield profile.
For more insights, check out @LlamaRisk's report on Aave Horizon here👉
AAVE0.09%
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RWA usage in DeFi has exploded this year, but offchain strategies can carry additional risk.
In our latest risk newsletter, we break down the key topics to consider👇
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ETH treasuries continued to accumulate during November’s price weakness, adding over 309k ETH in November and more than 100k ETH so far in December.
ETH1.08%
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Missed our webinar on AI research for DeFi?
Catch up on the recording here👇
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DeFi cover could be the key to unlocking DeFi's next wave of capital.
Join our webinar on the 17th of December to find out why this is so important👇
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This week, we releaed a new risk dashboard for Aave on Plasma.
Check out the full dashboard here👇
AAVE0.09%
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After four consecutive weeks of spot BTC ETF net outflows (and a large monthly outflow print in November), early-December flow data is showing signs of ]inflows returning
BTC-0.29%
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In this week's newsletter, we dive into the renewed ETF flows and the Ethereum Fusaka upgrade
ETH1.08%
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Bitcoin reclaimed $90k this week as markets stabalized.
What do you think is next?
BTC-0.29%
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Both Bitcoin and EETH recorded significant outflows from CEXs this week, indicating a continued accumulation trend
BTC-0.29%
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