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