lending

3 statements across 3 episodes · 1 bullish · 0 bearish · 3 people on the record · first statement Feb 19, 2018 by Ali Hamed · across every show →

Everything said about lending, oldest first

Feb 19, 2018 bullish
Insight
Hamed: Employer-integrated lending combines SaaS switching costs with high credit yields
“It's also the type of lending company that has barriers to entry because it has a proprietary source of originations because it's going through that large employer that other people would have to integrate with. And so it has a lot of the great characteristics…”
Ali Hamed Feb 19, 2018 ▶ 25:21 Ali Hamed - Novel Asset Investing (Capital Allocators, EP.40)
Jun 30, 2022
Insight
Monica: Crypto lending, brokerage, and staking require controlling the custody stack
“The same way that I mentioned that you can't do lending if you don't own the custody stack, and you can't do brokerage if you don't own the settlement custody stack, you can't do staking, because staking comes from the same private key, same password that owns…”
Diogo Monica Jun 30, 2022 ▶ 35:00 Diogo Monica – Securing Crypto at Anchorage Digital (EP.259, Crypto for Institutions 2, EP.06)
Jul 16, 2026 neutral
Assertion Supported
Danieli: Australia's Big Four Banks Historically Controlled 80% of Lending
“There's the big four banks in Australia, and if you go back, they controlled 80% of lending.”
Frank Danieli Jul 16, 2026 ▶ 5:46 Roadmap for Private Credit from Australia – Frank Danieli of MA Financial Group (EP.511)
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