Sid Powell 🥞

Sid Powell 🥞

5,442 Twitter followers

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Co-Founder @maplefinance 🥞 | DeFi^2 Builder | Dollops of founder advice at http://moneylego.substack.com

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Sid Powell 🥞

@a16zcrypto is absolutely correct! Debt assets should be originated natively on chain! This has been @maplefinance's thesis since the beginning. We don't copy and paste loans onchain. They are ONCHAIN FROM DAY ONE!

Sid Powell 🥞

The search for yield is on and the market is gravitating to Vaults! The $6B vault market isn't a fluke; it's a flight to safety and transparency. @maplefinance is unique in having the curator, vaults and protocol all vertically integrated. Great deep dive from @MuyaoShen at @Bloomberg on the rise of vaults and curators.

I keep on hearing that "vaults" are the only way for DeFi to survive/succeed. Looking at this $6 billion market, i started wondering what exactly vaults are? Read my latest deep dive on vaults and curators: https://bloomberg.com/news/articles/2026-01-27/crypto-s-safe-yield-trade-hits-6-billion-after-2022-blowups?utm_source=website&utm_medium=share&utm_campaign=twitter…

Sid Powell 🥞

Everyone is talking about tokenizing private credit. But this is more than just putting assets onchain. It's about building a fundamentally better financial system. The proof is in the @Dune data: $4B+ AUM, $17B+ originated, $128m+ paid out to lenders on @maplefinance twitter.com/syrupsid/status/20...

Sid Powell 🥞

Great interview with Sid outlining how Maple Finance will scale from $30M ARR to $100M ARR in 2026. A brief summary: > Maple generates protocol revenue from a take rate on the interest paid by borrowers to lends ranging from 65-125bps. > 75% of revenue goes to the treasury to build the balance sheet (future acquisitions) and cover the operational expenses then 25% is directed to SYRUP buybacks when it's trading at a reasonable valuation. > Maple Finance is looking to explore numerous ways of reducing the cost of capital to expand Maple's take rate meaning they will capture a higher take rate from borrower interest whilst maintaining competitive yields. > They are looking to apply arbitrage/carry trade strategies on idle deposits from syrupUSDT/syrupUSDC that are not being utilised by Institutional lenders offering yield whilst waiting for deployment. > Approaching several FinTechs and NeoBanks regarding earn schemes that allows them to plug into a modular part of the Maple Finance stack whether it be BTC backed loans or Altcoins loans for higher yields which will allow them to scale to >$10Bn in AUM. > In conversations with asset managers, credit funds and banks to set up a Institutional BTC loan facility w/ a credit rating from Moody's etc to open up the flood gates for fixed-income mandates. Even if they can scale ARR to $50M then confident Maple Finance will see new all time highs in 2026. $SYRUP

DeFi Dad ⟠ defidad.eth

🎙️ New @edge_pod in our new series, Revenue Meta 💰 Maple's $30M Business (And How They Get To $100M) 0:00 - Intro 5:16 - How Maple generates revenue 7:20 - Revenue allocation and treasury management 9:59 - Building Maple’s strategic reserve 12:23 - Growing the book of loans to

Sid Powell 🥞

Great article by @Blockworks_ on @maplefinance and $SYRUP fundamentals "Among protocols with more than $3 billion in deposits, Maple has been the fastest-growing in every quarter this year except Q3" "One of the attractive selling points of syrupUSDC is the sustained high yield, linked to stable demand from Maple’s institutional client base. syrupUSDC has outperformed all other benchmark yields in the cohort year-to-date" twitter.com/syrupsid/status/20...

Sid Powell 🥞

BlackRock has $BUIDL. @maplefinance has syrupUSDC and syrupUSDT. Now integrated across the largest protocols in DeFi! The difference? Our yield assets are composable. This is Onchain Asset Management!

syrupUSDC and syrupUSDT are now integrated across Aave, Fluid, Jupiter, Spark, and Kamino. Maple's yield dollar assets continue to scale across DeFi through sustainable yield mechanics and meaningful integrations with leading protocols.

Sid Powell 🥞

Maple Finance sunsetting SYRUP staking and instead utilising 25% of protocol revenue to be used as buybacks. Suggested this awhile ago given staking yield is just extra supply pressure. Now as Maple continues on it's high growth path we can expect sustainable bids on the

Sid Powell 🥞

Maple is excited to bring curated institutional yield to @arc

Arc Public Testnet is now live. Open to developers and enterprises globally, Arc is the Economic OS for the internet that unites programmable money and onchain innovation with real-world economic activity. Start building: http://docs.arc.network Learn more:

Sid Powell 🥞

The @PlasmaFDN syrupUSDT Vault has been fully subscribed in under one minute. A total of $200M USDT TVL will now be earning syrupUSDT interest, Drips rewards and XPL rewards (Post TGE). Trillions.

Sid Powell 🥞

100% agree with @MapleLeafCap. Even the TAM of overcollateralized lending against BTC could surpass $200b over the next 2-3 yrs. BTC backed lending is $20-25b today, or 1% of $2T BTC Mkt Cap. At only 5% penetration and a BTC price of $230k in the next 2-3 years, overcollateralized lending is a $200b market. @maplefinance is positioned to capture this!

I used to think that over-collateralized lending is too small a market and DeFi must tackle un/under-collateralized lending to scale. After all, TradFi's unsecured / uncollateralized lending market is huge vs. collateralized. I no longer think that. When we get to tokenize

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