Notes from the team building crypto-backed lending
Product updates, market context and practical guidance for institutions launching on Assetify
Evernorth reports $233.7M XRP impairment and plans to lend holdings, exposing treasury collateral risk
FTX schedules ~$2.2B bankruptcy distribution for March 31–April 3; whether payout will pressure Bitcoin is unresolved
Stream Finance breach and deUSD collapse expose custody concentration as a lending-system weak point
Hashi moves to devnet with BitGo, Bullish and FalconX backing — a new native-Bitcoin lending market on Sui
World Gold Council’s ‘Gold as a Service’ paper proposes standardization to unlock tokenized-gold collateral
Recovery trust schedules $2.2B payout March 31 — how that 15% crypto-loan recovery ripples to lenders
Binance rolls out Fixed Rate Loan — a low-friction product that rewrites lender assumptions
Morgan Stanley’s 2026 OCC trust-bank filing spotlights staking custody — but how should lenders value crypto collateral?
Ripple launches full financial stack in Brazil, bringing 24/7 repo liquidity to crypto markets
SBI VC Trade’s retail USDC lending launch showed regulated stablecoins move credit risk onto lenders
Moody’s puts credit ratings onchain with Token Integration Engine
Mezzamine’s BTC‑denominated credit pilot with Sazmining links miners and institutional holders — and reshapes where lending risk sits