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More →Crypto Long & Short: Why real-world assets need fixed-rate loans onchain
You're reading <a href="/newsletters/crypto-long-short/" rel="nofollow" target="_blank">Crypto Long & Short</a>, our weekly newsletter featuring insights, news and analysis for the professional investor. <a href="/newsletters/crypto-long-short/" rel="nofollow" target="_blank">Sign up here</a> to get it in your inbox every Wednesday. This is your institutional newsletter, Crypto Long & Short. This week: <em>…and if you’re looking for more institutional insights: ETF Central’s <a href="https://www.etfcentral.com/global-etf-survey/2026" target="_blank" rel="noopener noreferrer">>Trackinsight Global ETF Survey 2026</a>, produced with Calamos Investments and S&P Dow Jones Indices, finds nearly 7 in 10 professional investors are reassessing their ETF holdings.</em> <em>Plus, CoinDesk’s latest <a href="/research/digital-assets-quarterly-review-and-outlook-q3" rel="nofollow" target="_blank">Digital Assets Quarterly Report</a> is out now.</em> <a href="https://www.linkedin.com/in/kim-klemballa-80101812/" target="_blank" rel="noopener noreferrer">>- Kim Klemballa</a> <em>by <a href="/author/peter-gaffney" rel="nofollow" target="_blank">Peter Gaffney, co-founder, O2O Capital Partners</a></em> Fixed-rate lending is the clearest growth lever for real-world assets (RWAs) in decentralized finance (DeFi). It unlocks a strategy that credit desks have run for decades but DeFi has never meaningfully implemented: buy a quality income asset, borrow against it at a locked rate below the asset’s yield and buy more of the asset. Stablecoins are steadily sitting around $300 billion in <a href="https://app.rwa.xyz/stablecoins" target="_blank" rel="noopener noreferrer">>supply</a> and aggregate <a href="https://o2ocapital.com/research/rwa-vaults-institutional-track-record" target="_blank" rel="noopener noreferrer">>vault assets</a> are nearing the $20 billion milestone. Morpho alone carries more than <a href="https://data.morpho.org/" target="_blank" rel="noopener noreferrer">>$16 billion</a> in deposits, most of it in variable-rate markets priced on pool utilization, which serve crypto-native traders who manage liquid positions in real time but leave longer-dated borrowers with uncertainty. Fixed-rate, fixed-term lending closes that gap by matching the term of the loan to the duration of the collateral, especially for RWAs whose redemptions can settle anywhere from T+7 to T+90. With the borrow cost and maturity known at entry, institutional counterparties can underwrite an RWA looping vault the same way they approve conventional term financing. This is the same bedrock foundation that formed and grew traditional credit markets to $51 trillion in US <a href="https://www.sifma.org/research/statistics/research-quarterly-fixed-income-outstanding" target="_blank" rel="noopener noreferrer">>fixed income</a> versus $1.6 trillion in <a href="https://www.lsta.org/content/morningstar-lsta-leveraged-loan-index-analysis-december-2025/" target="_blank" rel="noopener noreferrer">
Sources: Türkiye to host regional and European foreign ministers' meeting on Friday
A Turkish diplomatic source said on Thursday that Turkish Foreign Minister Hakan Fidan will meet with the foreign ministers of Egypt, Pakistan, Saudi Arabia, the United Kingdom, France and Germany in Istanbul on Friday to discuss regional conflicts. The source said that at Turkey's initiative, the seven countries will hold talks in this format for the first time. The foreign ministers are expected to discuss the Palestinian-Israeli issue, the latest situation in the Strait of Hormuz, developments related to Yemen, efforts to end the Russia-Ukraine war, and opportunities to strengthen cooperation between regional countries and European countries.
JPMorgan Chase, Bank of America, and Citigroup restrict the use of AI agents
According to Axios, JPMorgan Chase, Bank of America, and Citigroup are restricting the use of AI agents. This move reflects financial institutions' cautious approach to the application of artificial intelligence technology.
Multiple banks are racing to control AI risks.
According to Axios, several banks, including Morgan Stanley, Bank of America, JPMorgan Chase, and Wells Fargo, are racing to take measures to control the risks posed by AI agents.
Goldman Sachs commits $500 million to launch a small business AI institute.
Goldman Sachs (GS.N) has committed $500 million to launch a small business artificial intelligence institute and plans to expand it to 10,000 small businesses.
CoinDCX denies new vulnerability, says recent activity is related to old wallets.
CoinDCX denies a new breach, stating that recent activity involves an old wallet compromised in July 2025 and is unrelated to the exchange, according to Cointelegraph.
Financial Associated Press, October 22 — Iran stated that if the United States continues to encourage vessels to use "illegal" routes through the strait, it will threaten to strike U.S. bases in the region.
CoinWorld news, Cailian Press, October 22 — Iran stated that if the United States continues to encourage vessels to use the "illegal" shipping route through the strait, it will threaten to strike U.S. bases in the region.
Zachxbt: Coindcx has $15.8 million in untracked deposits, Coindcx denies it
According to a CoinWorld report, on-chain detective Zachxbt pointed out that after the Indian exchange Coindcx's security incident in July 2025, the deposit address tqkjq was still being used by a liquidity provider for 10 months and continued to sweep user deposits into a hot wallet, involving $15.8 million in user deposits that remain untracked. Coindcx responded that user funds are safe, that the claims are misleading, and that the transactions in question came from an old wallet address created in January 2025 and compromised in July 2025.
The Saudi-led coalition says it intercepted and destroyed a drone in Riyadh.
Cointime news: The Saudi-led coalition says it intercepted and destroyed a drone in Riyadh.
标普500期权Put/Call比报1.17
Biji Network US stock data: The S&P 500 options Put/Call ratio is 1.17, with put option trading volume higher than call option volume on the day. Compared with the same-caliber snapshot 24 hours ago, it rose by 0.02; compared with the same-caliber snapshot 7 days ago, it fell by 0.07.