DeFinition(@DeFinition_evt):Can private credit scale onchain? Onchain capital opens private credit to more investors, but it does not change the quality of the loans behind it. On this topic, we had on stage: @doubtfulorigin (SPICE) Justas Pangonis (Alcum) @Thiblabs (Maven11) Moderated by @SPQR74 (CREDI) 00:00 Intros 02:42 Biggest obstacle to onchain scale 06:12 Why investors pick onchain credit 12:15 Educating investors about private credit 18:25 What happens when borrowers default 22:53 How much tokenization really matters 24:04 What breaks first with $100M 27:44 Private credit: overhyped vs underrated

2026.10.28 16:07

Can private credit scale onchain? Onchain capital opens private credit to more investors, but it does not change the quality of the loans behind it. On this topic, we had on stage: @doubtfulorigin (SPICE) Justas Pangonis (Alcum) @Thiblabs (Maven11) Moderated by @SPQR74 (CREDI) 00:00 Intros 02:42 Biggest obstacle to onchain scale 06:12 Why investors pick onchain credit 12:15 Educating investors about private credit 18:25 What happens when borrowers default 22:53 How much tokenization really matters 24:04 What breaks first with $100M 27:44 Private credit: overhyped vs underrated