May 28
Dennis Bree on Institutional DeFi, On Chain Lending and Tokenized Credit Markets
➤ Institutions are shifting from shared DeFi exposure to isolated, customizable lending infrastructure, with Morpho leading the development of programmable vaults. ➤ Regulatory clarity on stablecoins, such as the GENIUS Act, has significantly boosted institutional confidence and participation in on-chain lending. ➤ Tokenized treasuries and private credit are gaining traction as institutions seek yield on idle reserves and active participation in lending markets, with the ultimate goal of blockchain infrastructure becoming seamless.