Crypto market leverage is through the roof: Total crypto loans jumped +35% in Q3 2025, to a record $73.6 billion. This surpasses the previous record of $69.4 billion set in Q4 2021. Crypto lending has nearly TRIPLED since Q1 2024, when the sector began to recover following the approval of US spot Bitcoin ETFs. As a result, we are seeing violent downswings across the board in crypto as liquidations accelerate. Leverage is proliferating volatility.
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Replying to @KobeissiLetter
Downswings are from futures liquidations, not debt. The debt market isn't over leveraged, in fact its in early stages of development. Let's compare debt vs size of the market. Global Real Estate, $393T: $65T of debt = 17% Digital Assets, $3.5T: $73B of debt = 2.1%

Nov 8, 2025 · 12:31 AM UTC

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Replying to @woonomic @KobeissiLetter
@grok why is this a bad comparison?
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Replying to @woonomic @KobeissiLetter
Early innings for onchain credit.
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Replying to @woonomic @KobeissiLetter
Should we think about this in terms of "vol adjusted"?
Replying to @woonomic @KobeissiLetter
To be fair, I’d like to know the % on bitcoin and that on things like fartcoin. Any leverage on vast majority of assets is too much
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Replying to @woonomic @KobeissiLetter
also when @woonomic comes out to speak, usually it marks market top...
Replying to @woonomic @KobeissiLetter
comparing shitcoins to real estates?
Replying to @woonomic @KobeissiLetter
Apples vs rocks 😂🤣
Replying to @woonomic @KobeissiLetter
juses man did you really just compare it to all of the mortgages in the country. Dude that's such bullsht. You know that's BS.