Sam MacPherson(@hexonaut):Agree with this. It's why I don't think the looping use case will be durable for utilization-based lending markets. Not everything needs 24/7 liquidity. Direct allocation and active management/coordination between lender and borrower will win out due to capital efficiency.

2026.07.14 14:30

Agree with this. It's why I don't think the looping use case will be durable for utilization-based lending markets. Not everything needs 24/7 liquidity. Direct allocation and active management/coordination between lender and borrower will win out due to capital efficiency.

Sonya Kim@sonyasunkim

2026.07.13 17:44

Hot take: Tokenized asset issuers shouldn't bake liquidity sleeves into the asset. It just erodes native yield and makes the asset less attractive. If the underwriting is sound and the risk/reward is compelling, liquidity will form around the asset on its own. Let composability do the work.