DeFi Exploit Could Stymie On-Chain Credit Creation Near-Term, STRC + MSTR Demand Remains the Key Variable to Watch

Discussed in today's video:

Weekend Weakness Partially Driven by DeFi Deleveraging: Crypto sold off over the weekend, with BTC falling from ~$78.5k to below ~$74k and broad weakness across altcoins. While geopolitical rhetoric likely contributed at the margin, the primary driver appears to have been the DeFi exploit and subsequent deleveraging. TVL across major lending protocols declined sharply, with Aave and Spark both down ~35%, reflecting risk reduction across on-chain credit markets. Exploit Creates Localized, Not Systemic Risk: The attack centered on bridged rsETH, where a failur...