NEW Episode of The Market Runup is live.
Head of Growth at @CapApp@defidave believes credit was always the play. He argues how onchain credit might pull institutions and retail alike back into DeFi.
We covered:
- Why there are too many L2s nobody asked for
- How the space lost its storytelling ability somewhere between DeFi summer and ETH Denver 2025
- How CAP actually works
TIMESTAMPS
3:41 — Introducing CAP: How the Credit Platform Works
10:24 — Transparency & Trust in Credit Markets
12:40 — Where Capital Is Flowing Today
15:59 — Crypto Lost the Plot — And Lore Building
20:21 — The Rise of Private Credit
23:41 — CAP's Yield Model & Rates
25:26 — Has Investor Psychology Fundamentally Changed?
30:52 — What Institutions Get That Retail Doesn't
32:28 — Tokenization's Next Five Years
Links below
Building something cool and looking for a little more support?
Team1 just announced their new Builder Grants program with up to $30,000 in funding per project.
Accelerator grants will also include a voting committee of community contributors 🔺
This is a visual representation of Abalaba hyping up the securitize launch on chain and making numerous cope posts like “iTs aLsO oN AvAlAnChE” until everyone found out it’s not even tradable on Avalanche
We’re seeing the early signs of things beginning to hit escape velocity.
Let’s hope this continues. Sentiment for the space as a whole can shift quickly
You are all asholes wasting time in this @TheArena token Scam.. And you are mad of $AVAX you shouldnt be Mfkres
This shit $Arena you should be mat at and This fucking Dev Scammer @jasonmdesimone
did you see must account who active on arena it-s belong to them. they snipe you
You are all asholes wasting time in this @TheArena token Scam.. And you are mad of $AVAX you shouldnt be Mfkres
This shit $Arena you should be mat at and This fucking Dev Scammer @jasonmdesimone
did you see must account who active on arena it-s belong to them. they snipe you
The fact that some people have been on the Arena for 1,000 days is mind blowing.
What if I told you that after all this time, the best is still yet to come?
BTC just hit a 2026 low near $59K and more than half of all coins in circulation are now held at a loss.
Every major bottom in Bitcoin's history has flashed this exact signal.
Bottom or trap?