great article. I think maple is a fantastic product, combining blockchain efficiency with trad-fi credit underwriting. This is a very scalable product since it does not require collateral, unlike aave. the issue here is that they still only service crypto native companies which are embedded with risk..
with the latest defaults, they are on life support. I am watching it closely, as i want to allocate in, but need some indicators that they will survive this. if they do survive, i believe the upside here is huge. What do you think?
Great Article! A masterclass on how to do fundamental analysis in crypto!
great article. I think maple is a fantastic product, combining blockchain efficiency with trad-fi credit underwriting. This is a very scalable product since it does not require collateral, unlike aave. the issue here is that they still only service crypto native companies which are embedded with risk..
with the latest defaults, they are on life support. I am watching it closely, as i want to allocate in, but need some indicators that they will survive this. if they do survive, i believe the upside here is huge. What do you think?