In this episode of The House View, Craig Birchall, Head of Credit at FalconX, sits down with Anthony DeMartino, CEO & Co-Founder of Sentora, to unpack how crypto credit markets are evolving in the aftermath of the October 10 dislocation.
The conversation explores why transparency has become non-negotiable for onchain credit, how real-world assets (RWAs) need to be redesigned - not just tokenized - to work in DeFi, and what’s holding back institutional adoption.
They also discuss why onchain yields have compressed, the risks embedded in duration and leverage, and how new structures like barbell strategies could define the next phase of onchain credit.
Disclaimer: This podcast is provided for informational purposes only and should not be relied on or considered to be (i) an offer, or solicitation of an offer, to invest in, or to buy or sell, any interests or shares, or to participate in any investment or trading strategy, (ii) intended to provide accounting, legal, or tax advice, or investment recommendations, or (iii) an official statement of FalconX. Past performance is not indicative of future results. Information contained in this podcast is not and should not be regarded as investment advice, investment research, debt research, or derivatives research for the purposes of the rules of the US Commodity Futures Trading Commission or any other relevant regulatory body. FalconX and any podcast participants may hold positions in assets discussed, which may change without notice. All opinions expressed by podcast participants are solely their own opinions and do not necessarily reflect the opinion of FalconX.
Investing in digital assets and derivatives involves significant risks, including loss of capital. Prior to entering into any proposed transaction, recipients should determine, in consultation with their own investment, legal, tax, regulatory and accounting advisors, the economic risks and merits, as well as the legal, tax, regulatory and accounting characteristics and consequences of the transaction. "FalconX" is a marketing name for FalconX Limited and its affiliates.
For more information, please visit falconx.io.
Information
- Show
- FrequencyUpdated Biweekly
- PublishedMarch 19, 2026 at 1:52 PM UTC
- Length16 min
- Season1
- Episode16
- RatingClean
