Timestamps:
(00:00) Introduction
(00:40) Crypto's Leverage Unwind In 2021-22
(08:41) The Terra/Luna Fallout
(14:30) Ad ZKSync
(15:35) What We Learned From Last Cycle
(19:11) Who Are The Big Lenders In This Cycle?
(23:32) Ad ZKSync
(24:37) Token Generation Events
(31:02) Will Institutions Start Lending In Crypto?
(35:08) Ads (Token.com. Bitwise, WalletConnect)
(37:22) What Is Membrane?
(48:40) Over vs Under Collateralized Lending
(58:22) What Will Blow Up This Cycle?