Season 1 | Episode 4
In this episode of Bell Curve, Jason and Mike are joined by Sid Powell (Maple Finance) and Teddy Woodward (Notional) to discuss the opportunity and complexity of on-chain uncollateralized lending.
We also explore the need for hyper-efficient capital, the importance of fixed rates in a low-margin environment, financing RWAs, on-chain credit scores and more!
Timestamps:
(00:00) Introduction
(02:27) On-Chain Uncollateralized Lending
(16:52) DAO Borrowers
(27:54) Finding Product Market Fit
(34:36) Changing Interest Rate Environments
(38:24) Financing RWAs
(43:07) Fixed Rate Demand, Why Now?
(56:04) Projections for the Next 2-3 Years
(01:04:38) Debt-Driven Market Bubbles
(01:11:39) On-Chain Credit Scores
Follow Sid: https://twitter.com/syrupsid
Follow Teddy: https://twitter.com/teddywoodward
Follow Mike: https://twitter.com/MikeIppolito_
Follow Jason: https://twitter.com/JasonYanowitz
Follow Bell Curve: https://twitter.com/thebellcurvepod
Subscribe on YouTube: https://bit.ly/3R1D1D9
Subscribe on Apple: https://apple.co/3pQTfmD
Subscribe on Spotify: https://spoti.fi/3cpKZXH
Resources:
Standard Oil Part I podcast
https://www.acquired.fm/episodes/standard-oil-part-i
Notional
Maple Finance
Disclaimer: Nothing said on Bell Curve 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 solely our opinions, not financial advice. Mike, Jason, and our guests may hold positions in the companies, funds, or projects discussed.