According to the sequence of events between Binance and FTX, multiple institutional crypto capital firms’ credit pools on Clearpool, an uncollateralized lending protocol, have been maxed out as market anxiety grows that the liquidity issues of cryptocurrency trading firm Alameda Research may spread to crypto lenders.
Due to reaching 99% of the maximum credit allocable to Amber Group, Auros, and LedgerPrime under the protocol, their respective Polygon Permissionless Pools on Clearpool were given a “warning” designation. Additionally, Folkvang and Nibbio‘s Ethereum Permissionless Pools were given a “warning” rating.
There are growing concerns that Alameda Research’s worsening financial problems might lead to a liquidity crisis on the larger digital asset market, comparable to the collapse of the Terra blockchain or the collapse of the cryptocurrency hedge fund Three Arrows Capital earlier this year.
Alameda is a subsidiary of the struggling crypto exchange FTX, which rival firm Binance earlier on Tuesday pledged to rescue. It has a lot of FTT tokens on its balance sheet, which fell over 70% in one day.
FTT daily chart. Source: Coincu
PeckShieldAlert reported on Twitter that Alameda Research has a total of $12.78 million loans on TrueFi and Clearpool.
#PeckShieldAlert Alameda took out a $7.28M loan on the @TrueFiDAO protocol in June, which would be due to mature on Dec.20 & Dec.21.$5.5M from @ClearpoolFin pools, lenders are Compound Capital Partners &Apollo Capitalhttps://t.co/VET0BLGemT pic.twitter.com/xZLz6FNQXa
— PeckShieldAlert (@PeckShieldAlert) November 9, 2022
Meanwhile, institutional capital market Maple Finance tweeted that it has no loans to Alameda Research now, and has limited exposure to FTX.
1/ After reconciling and validating information on exposure to FTX and FTT from borrowers across our pools on @maplefinance we want to share the following insights. In summary: No loans to Alameda, limited FTX exposure and robust overall health of the loan book. A thread:
— M11 Credit (@M11Credit) November 8, 2022
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Harold
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