Today's stream condensed into 3 sharp takes:
Sam Ruskin: "Private credit is $1.5-3 trillion globally. In crypto, it's $2 billion. We need a Morpho moment for private credit."
Nassim Alexandre: "Institutions aren't chasing returns. They're chasing predictable. Something they can control."
Sam Callahan: "Leverage amplifies price movements. But it doesn't change Bitcoin's monetary policy. There's still only 21 million."

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BlackRock partners with Uniswap to bring Tokenize bond funds to DeFi, causing UNI to surge. Photo: Diaro
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