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In this special episode recorded live at Permissionless IV, Maple Finance CEO Sid Powell unpacks the rise, fall, and rebuild of crypto lending. He discusses navigating the 2022 crypto credit collapse, the trade-offs between fixed and variable lending, why traditional institutions are finally entering DeFi, and how composability, transparency, and tokenized credit products are reshaping global finance. Sid also shares Maple’s shift toward overcollateralized lending, BTC-based yield products, and the future of structured on-chain credit. Enjoy!
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Ledger, the world leader in digital asset security for consumers and enterprises, proudly sponsors Forward Guidance, where traditional finance meets crypto. As Ledger celebrates a decade of securing 20% of the world’s crypto assets, it offers a secure gateway for those entering digital finance. Buy a LEDGER device today and protect your assets with top-tier security technology. Buy now on https://Ledger.com.
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Timestamps:
(00:00) Introduction
(00:52) Sid Powell's Journey into Crypto
(02:11) The Birth of Maple Finance
(02:51) Challenges and Evolution in Crypto Lending
(07:12) Ledger Ad
(07:12) Challenges and Evolution in Crypto Lending
(08:45) Navigating the 2022 Crypto Crisis
(14:33) Current State of Crypto Lending
(17:21) Biggest Crypto Innovations
(18:32) Ledger Ad
(19:32) Defi Integration and Secondary Markets
(21:01) Creating Counterparty Transparency
(22:52) Transparency and Financial Product Costs
(24:40) Fixed Rate vs Variable Rate Lending in Crypto
(28:21) Future of Crypto Lending and Institutional Interest
(31:16) Structured Products and Treasury Companies
(35:51) Navigating Crypto Market Cycles
(38:25) Final Thoughts
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Disclaimer: Nothing said on Forward Guidance is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed.
#Macro #Investing #Markets #ForwardGuidance
In this live Forward Guidance Roundup, we discuss geopolitics and the “peace dividend” theory from Pippa Malmgren, potential Fed regime shifts toward fiscal dominance, Trump’s pressure on FOMC board members, and the effects of tariffs and buybacks on equities. We also explore the implications of a weakening dollar, capital flows out of the U.S., and how AI and crypto could reshape wealth creation and ownership in the coming decade. Enjoy!
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Follow Forward Guidance: https://twitter.com/ForwardGuidance
Follow Blockworks: https://twitter.com/Blockworks_
Forward Guidance Telegram: https://t.me/+CAoZQpC-i6BjYTEx
Forward Guidance Newsletter: https://blockworks.co/newsletter/forwardguidance
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Echo Protocol is the first Bitcoin liquid re-staking and yield layer on MoveVM. As the second-largest protocol on Aptos by TVL, Echo secures nearly half of the network’s bridged assets with ~$270M in aBTC minted. https://www.echo-protocol.xyz/
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Timestamps:
00:00 Intro
01:10 Geopolitical Framework
05:00 Biggest Story in Markets
08:22 Flows vs Fundamentals
13:33 Moving Toward Fiscal Dominance
16:39 Housing, Labor, & the Wealth Gap
20:12 The Dollar Decline & RoW Assets
27:15 Investing in the RIght Themes
30:02 Potential Currency Accord
34:31 Tariffs, AI, & Labor
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Disclaimer: Nothing said on Forward Guidance is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are opinions, not financial advice. Hosts and guests may hold positions in the companies, funds, or projects discussed.
#Macro #Investing #Markets #ForwardGuidance
