Risk needs to be assessed 24/7 onchain, and TradFi just can’t do that yet. Investors should be able to get vouched for and have access to their loans immediately. With @defidave, head of growth at @CapApp

NEW Episode of The Market Runup is live. Head of Growth at @CapApp @defidave believes credit was always the play. He argues how onchain credit might pull institutions and retail alike back into DeFi. We covered: - Why there are too many L2s nobody asked for - How the space lost its storytelling ability somewhere between DeFi summer and ETH Denver 2025 - How CAP actually works TIMESTAMPS 3:41 — Introducing CAP: How the Credit Platform Works 10:24 — Transparency & Trust in Credit Markets 12:40 — Where Capital Is Flowing Today 15:59 — Crypto Lost the Plot — And Lore Building 20:21 — The Rise of Private Credit 23:41 — CAP's Yield Model & Rates 25:26 — Has Investor Psychology Fundamentally Changed? 30:52 — What Institutions Get That Retail Doesn't 32:28 — Tokenization's Next Five Years Links below

AI’s impacts are still too vast to nail down. But even with the downsides, @0xHodlGuy Founder of @HODLBonds believes we can come together to come up with solutions that improve every industry.

Loved having @0xHodlGuy on The Market Runup so much! 🔥 What I’m most proud of with this show is how we make it easy for beginners to understand the market and how to invest — by simply holding. No complicated strategies, just clear explanations and staying the course. If you’re new to markets or crypto (or even if you’ve been around and want a refresh), this one’s for you.

Awesome breakdown on why @HODLBonds is the best new DeFi primitive to hit the market since stable coins! I know things are tough in the bear markets but the bear markets are where true innovation and massive opportunities are found!

Co-Owner of @MilkRoadAI, @KyleReidhead doesn’t think that everyone should buy the IPOs for not-yet public stocks of @AnthropicAI and @OpenAI onchain “I think the models are being commoditized… kind of similar to crypto back in 2021, 2022.”

“Bitcoin is a belief asset where you store your value if you believe it’s going to make you more money over time. A lot of people and a lot of corporations… are not believing that’s the case.” -@KyleReidhead, Co-Owner of @MilkRoadAI explains why capital is moving into AI, not bitcoin right now

Even though@SpaceX is down from IPO, @KyleReidhead is “super bullish” on the long term of what the team is doing, and he shares there’s a rabbit hole you have to go down to understand it all.

NEW Episode of The Market Runup is live 🎙️ @xxjzhu from @JupiterExchange on onchain finance vision and crypto-TradFi coexistence We covered: - Institutions entering via DeFi token investments, tokenized asset issuance, or blockchain tech adoption - Coexistence not replacement: crypto and TradFi as parallel systems that collaborate and compete - Jupiter Global and Jupiter Card: stablecoin payments via Visa rails, no bank account needed - Next wave users won't know crypto exists, abstraction layer makes rails invisible Onchain finance terminal. Universal access. Invisible infrastructure. Links below