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The New Credit Stack

Onchain credit is on the rise. Blockchain-based lending is emerging as a faster, more transparent, and more accessible way to deploy and access capital at scale.

8 articles

The New Credit Stack

ONCHAIN CREDIT #01: Cap x Agra, Midas' Expansion, Solana Gets Liquid

How Korean Market Shocks Keep Catching Global Traders Off Guard

crypto is dead. long live blockchain

Most "Tokenized Securities" Are Intermediary Cosplay — Time to Really Put Securities Onchain

Why DeFi Interest Rate Curves Should Be Smooth

The Great Perpification

ONCHAIN CREDIT #01: Cap x Agra, Midas' Expansion, Solana Gets Liquid

How Korean Market Shocks Keep Catching Global Traders Off Guard

crypto is dead. long live blockchain

Most "Tokenized Securities" Are Intermediary Cosplay — Time to Really Put Securities Onchain

Why DeFi Interest Rate Curves Should Be Smooth

The Great Perpification

Detangling Tokenization of RWAs

Capital Markets Maximalism

IR & Token Transparency in 2026

Tokenized Private Credit: What You’re Actually Buying

Onchain Credit Facility for RWA Liquidity

RWA Academy: Private Credit is not a Monolith

Perps on Solana: The Missing Link

AAVE: $21M in liquidations due to a bad oracle update

RWA Looping Is Broken

DRV: One Token, Full Alignment

Thoughts on the Across token buyout proposal and what's next

A Return To Fundamentals

Golden Path (p1)

Breaking down the Resolv exploit and ecosystem contagion

501 Sources of Real-World Yield: What Gets Tokenized Next

Tally Is Shutting Down

Enabling the future of onchain markets: The role of predictability

Yield is falling from Sky… but where is it coming from?

Back to Day One

How to Build a VC Firm

From “Adoption” to Annexation: The End State of Institutional Adoption

RWA Lending: the road to $10 billion

Funding Abundance

It’s Official: The World Order Has Broken Down

The long game for crypto

Yield as a Risk Signal

Tokenized Real Estate, Properly Explained

DeFi Markets Update 2026-01-28

Forecasting Market Regimes with the sUSDe Term Structure

The Twighlight Zone: On the Cryptoeconomy in 2026 & Beyond

I do not regret spending 8 years of my life in crypto

The Bear Case for $CHIP

Digital assets in 2026: The clearing layer for the internet economy

perps market landscape: winners and losers

Robinhood’s Tokenized Stocks: The Good, The Bad, and The Fix