Danny Knowles

speaker
7,301 appearances 26 recordings 1 series first heard Jun 2026 last heard 21 Aug

Danny Knowles’s voice in public audio — every appearance, attributed to the second.

Trend

recordings per month · last 12 months
11 · Jul OctJan 26AprJulnow

Recordings per month over the last 12 months — 26 in all, peaking in Jul 2026 with 11.

Appearances

newest first · ▶ plays the moment
That's voice-verified
you you say that because if it puts the the lender's balance sheet at risk, then everyone's in trouble. voice-verified
Correct. voice-verified
Mm-hmm. voice-verified
What would it be? voice-verified
I don't I I so I don't pretend to know how option markets work. voice-verified
Um so like when that contract, the put option closed, would that not would the amount of money that you made on that not cover the rest of the collateral that was put up? voice-verified
And so what the companies that are offering this, what do they suggest you do at the end of the 12 month end? voice-verified
Would you have to would you have to roll it? voice-verified
Yeah. voice-verified
See, I didn't even I actually found out about that on the show I recorded before this. voice-verified
I had never even heard of them. voice-verified
that what blew them up? voice-verified
It's funny 'cause I was going to say to you, it looks like the entire space has matured a lot. 'Cause like last last um voice-verified
bear market we had Celsius, FTX, um, BlockFi like well, FTX weren't lending, but like all of these companies that were trying to do sort of yield on Bitcoin and and lending products that didn't manage their risk properly and blew up. voice-verified
And I think you were one of the only lenders that actually survived that bear market. voice-verified
Um voice-verified
Has it got better? voice-verified
is a good thing. voice-verified
I don't know if you can't say or don't want to say, but this is like Morpho and Coinbase. voice-verified
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