Why Private Credit Is Moving Onchain — And What DeFi Gets Right and Wrong About It

About this episode

The episode discusses the nuances of private credit in DeFi and its differences from traditional finance.

David Vatchev is Head of Tokenization at Fasanara, Arpan Gautam is the Founder at Noon, and Rob Montgomery is the CoFounder at infiniFi. In this episode, David, Arpan, and Rob break down why not all private credit is the same, and why the short duration, asset-backed, diversified kind is fundamentally different from what's causing problems in TradFi. They walk through how Noon and infiniFi independently chose to allocate to Fasanara, how the First Brands Group bankruptcy stress-tested their thesis in real time, and what tokenized private credit needs to get right in its next phase for DeFi. ------ 💎 THIS EPISODE'S SPONSORS 🔒 KPK | Best risk-adjusted yield through automated vaults 🟠 APYX | The first dividend-backed stablecoin (DBS) 🏦 ALTURA | Bringing the yield institutions kept, to your wallet 👻 MANTLE | Aave V3 is live on Mantle 🐡 PUFFER INSTITUTIONAL | ETH staking solutions for scale 🏙 MAINSTREET | Bringing proven TradFi yield strategies to DeFi markets ⚔️ KATANA | Deep liquidity & real yield ------ ⏱️ TIMESTAMPS 0:00 - Intro 2:53 - How Fasanara thinks about private credit in DeFi 4:58 - What is infiniFi building? 8:28 - What is Noon building? 10:55 - The opportunity…

People in this episode

Host: DeFi Dad

Guests: David Vatchev, Arpan Gautam, Rob Montgomery

Topics covered

• private credit
• DeFi
• tokenization
• TradFi
• asset-backed securities

Keywords

• private credit
• DeFi
• tokenization
• Fasanara
• Noon
• infiniFi
• TradFi
• asset-backed

Sponsors

KPK, APYX, ALTURA, MANTLE, PUFFER INSTITUTIONAL, MAINSTREET, KATANA

Mentioned in this episode

Organizations: Fasanara, Noon, infiniFi, First Brands Group

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