Craig Birchall

166 posts

Craig Birchall banner
Craig Birchall

Craig Birchall

@_CraigBirchall

Head of Credit, Americas @FalconXGlobal. Formerly Head of Product @Membrane_Labs, Lending @galaxyhq and @jpmorgan. Opinions are my own

New York, NY Katılım Ağustos 2021
986 Takip Edilen417 Takipçiler
Craig Birchall
Craig Birchall@_CraigBirchall·
Really enjoyed joining @defidave and @Benjamin918_ to discuss the work we’re doing to bridge traditional credit into the on-chain ecosystem Is great to be at this intersection with EtherFi @Showtime0x, M11 Credit @Bablidi_Thib, and Symbiotic @Psalom - excited for what’s next!
cap@capmoney_

5 Teams, 1 Mission: The Institutional Restaking Stack Explained - The Cap Room EP #1 On the very first episode of The Cap Room, @defidave sits down with @Benjamin918_ (Cap Founder), @Psalom (Symbiotic Co-Founder), @Showtime0x (EtherFi Head of Ecosystem), @Bablidi_Thib (M11 Credit), and @_CraigBirchall (FalconX Head of Lending) to break down Cap's institutional restaking superpartnership piece by piece. We cover how Cap is using @symbioticfi's shared security infrastructure to build insured private credit market, why @ether_fi is backstopping the system as the largest delegator in restaking, how @M11Credit and @FalconXGlobal are generating sustainable, overcollateralized yield from real lending activity, and why this collaboration could mark a turning point for restaking as a whole. TIMESTAMPS 00:00 Introduction 03:00 Understanding the Collaboration and New Primitives 05:52 The Role of EtherFi in the Partnership 08:51 M11 Credit's Perspective on Cap 11:57 Exploring Cap's Three-Sided Marketplace 15:04 Yield Strategies and Risk Management 18:01 The Future of DeFi and TradFi Convergence 21:06 Community Impact 31:00 Closing Thoughts Listen & Subscribe on all major platforms below 👇

English
1
2
3
150
Craig Birchall retweetledi
ether.fi
ether.fi@ether_fi·
1/ EtherFi, @FalconXGlobal and @M11Credit have entered the first institutional restaking agreement in DeFi history. Together, we're bringing weETHs into the @capmoney_ protocol, unlocking additional rewards for @symbioticfi ETH holders. Learn more below ↓
ether.fi tweet media
English
13
43
205
14.1K
Craig Birchall retweetledi
DeFi Dave
DeFi Dave@defidave·
Cap Ether Fi Falcon X Maven 11 Symbiotic All coming together to bring the next-generation of yield onchain The future won't be driven by token games or unsustainable incentives but fueled by real demand generating hard-earned yield See anon? That's the flywheel starting...
DeFi Dave tweet media
MinChi@minchi

@defidave Not bilateral, not trilateral…but a pentalateral partnership!

English
10
5
75
8.5K
Craig Birchall
Craig Birchall@_CraigBirchall·
This is a massive milestone for us and big shout-out to the teams @gauntlet_xyz @paretocredit @M11Credit @Morpho for helping to make it happen. If you’re looking for a sophisticated, liquid way to deploy capital on-chain, definitely reach out!
Gauntlet@gauntlet_xyz

The FalconX Credit Vault token is now the largest RWA by collateral on @Morpho, with $55M+ deployed on the protocol. In 2025, we launched the @FalconXGlobal levered RWA strategy in partnership with @paretocredit and @M11Credit, bridging TradFi and DeFi. The strategy showcases how RWAs can operate as composable building blocks for institutional portfolios onchain. How the strategy works: 1. FalconX CV tokens are supplied to a Gauntlet curated vault. 2. The vault deposits CV tokens as collateral on Morpho and borrows USDC against them. 3. The borrowed USDC is used to buy additional CV tokens, which are again deposited as collateral on Morpho. 4. The loop remains active within the risk levels established by Gauntlet’s optimization engine, which monitors supply and borrow APYs, sets appropriate LLTVs, optimizes the leverage factors, and continually assesses market health. Check out the Gauntlet Levered FalconX Vault here: app.gauntlet.xyz/vaults/gpaafal… Access the strategy on the Pareto App: #0xC26A6Fa2C37b38E549a4a1807543801Db684f99C" target="_blank" rel="nofollow noopener">app.pareto.credit/vault#0xC26A6F… Read more about the strategy and our partnership: gauntlet.xyz/resources/falc… Explore our levered RWA strategy on VaultBook: #levered-falconx-cv-token-on-ethereum" target="_blank" rel="nofollow noopener">vaultbook.gauntlet.xyz/vaults/levered… Data: dune.com/morpho/morpho-…

English
0
0
4
158
Craig Birchall retweetledi
FalconX
FalconX@FalconXGlobal·
Big news: FalconX is acquiring @21shares. Together, the two firms will advance the convergence of digital assets and traditional finance, bringing together FalconX’s crypto-native market infrastructure, structuring expertise, and institutional network together with 21shares’ listed-market leadership and global distribution.
English
21
55
259
66.4K
Alex Thorn
Alex Thorn@intangiblecoins·
where are you tonight? here’s where i am
Alex Thorn tweet media
English
40
15
502
32.7K
Membrane Labs
Membrane Labs@Membrane_Labs·
Great to be back with @_CraigBirchall, diving into the realities of 2025 crypto credit markets. If secured lending & cross-venue margining are your world, here’s how we operationalize it for desks: Loan Management System (LMS) → membranelabs.com/loan-managemen…
English
1
0
2
170
Craig Birchall retweetledi
Membrane Labs
Membrane Labs@Membrane_Labs·
Watch @_CraigBirchall from @FalconXGlobal discuss the 2025 credit market: • DeFi ≠ CeFi rates—different pools, different constraints • Secured borrow is table stakes; legal + math set price • Cross-venue margin > single-venue “0%” gimmicks • Expect a major TradFi > crypto acquisition in 12–18 mo Watch the BRANESTORM Podcast by @Membrane_labs: membranelabs.com/branestorm-ep0…
English
2
1
5
417
Craig Birchall
Craig Birchall@_CraigBirchall·
Pumped for my first podcast coming from the @FalconXGlobal desk! If you’re curious at all about the crypto lending markets or my first impressions being back in a lender’s seat, feel free to give it a listen Big shoutout to the @Membrane_Labs team for having me on, it was fun!
FalconX@FalconXGlobal

Our Head of Credit for the Americas, Craig Birchall, joined @Membrane_Labs Brainstorm podcast to discuss the evolving landscape of crypto credit markets. Key insights from the conversation: ✓ How institutional and DeFi rates interact in 2025 ✓ Innovation in cross-margin solutions across multiple venues ✓ New treasury company strategies creating market opportunities ✓ The evolution from unsecured to more sophisticated secured lending Tune in to hear Craig break down how institutional adoption is reshaping crypto markets: membranelabs.com/ep08-falconx-i…

English
0
0
3
527
Craig Birchall retweetledi
FalconX
FalconX@FalconXGlobal·
FalconX is expanding support for the Hyperliquid (HYPE) ecosystem with custody and staking solutions. Clients can now: ✓ Custody HYPE securely on FalconX ✓ Stake HYPE on HyperCore directly from FalconX Custody accounts ✓ Delegate staking to the FalconX validator, operated with @ChorusOne ✓ Access liquid staking via @kinetiq_xyz (kHYPE, iHYPE) for greater flexibility This is just the first phase of FalconX’s engagement with the Hyperliquid ecosystem. Beyond custody and staking, FalconX will soon integrate HYPE into its market-making capabilities, enabling institutional clients to access liquidity, yield, and exposure through a single trusted platform.
FalconX tweet media
English
61
90
467
91.5K
Craig Birchall
Craig Birchall@_CraigBirchall·
It’s been awhile since I’ve tweeted, but wanted to share this awesome collaboration between us and the great folks at @gauntlet_xyz @paretocredit @MorphoLabs . It’s been a long time coming, but it’s been really awesome to be a part of accelerating the “CeFi meets DeFi” innovation
Gauntlet@gauntlet_xyz

1/ Today we are announcing the launch of our @FalconXGlobal levered RWA strategy, in partnership with @paretocredit and powered by @MorphoLabs vaults. The strategy uses Pareto FalconX Credit Vault (CV) tokens as collateral to borrow USDC and buy more CV tokens within strict risk parameters set by Gauntlet’s optimization engine. This collaboration further bridges TradFi and DeFi and marks a major evolution in the composability of Real-World-Assets enabled by permissionless DeFi infrastructure and trusted risk models. Learn more about the strategy below.

English
1
4
27
2.7K
Alex Thorn
Alex Thorn@intangiblecoins·
there’s a disease that infects some ~28-32 year olds in NYC where they decide they don’t want to grind and instead “need to be near the mountains” so they move to boulder CO or some shit this has oneshotted many young people who could have had great careers & made lots of money
English
258
55
2.8K
295.8K
Craig Birchall
Craig Birchall@_CraigBirchall·
@Czarface_Eso Never say no to more Eso tracks but would really love to see a few tracks back with Celph Titled and/or the broader AOTP squad!
English
0
0
0
42
CZARFACE
CZARFACE@Czarface_Eso·
do you prefer a 20+ track album? from an artist standpoint, i am wondering what the strategy is. I have my theories but am wondering what you think
English
177
9
202
18.6K
Craig Birchall
Craig Birchall@_CraigBirchall·
@_amanda_fab I didn’t realize that some people take “EST” and “EDT” way too seriously so now on everything I just use “ET”
English
1
0
3
103
Amanda Fabiano
Amanda Fabiano@_amanda_fab·
Can we all just agree that any proposed time for a call should be defaulted to EST?
English
39
5
98
9.7K
Alex Thorn
Alex Thorn@intangiblecoins·
i’m deadly w a medley and w every single casualty my ledger be expanding to the edges of the galaxy 🔊🔊
English
1
7
32
3.5K
Craig Birchall
Craig Birchall@_CraigBirchall·
Thrilled to share my first article published in CoinDesk. It’s a short one but if anyone is curious about the healing process of the crypto lending market post-2022, please feel free to check it out. Lots of exciting momentum out there and there’s definitely more to come
CoinDesk@CoinDesk

Innovative structures, attractive yields, and stronger risk management are driving a recovery in institutional crypto lending markets, says @_CraigBirchall of @Membrane_Labs, an institutional loan management software provider for digital asset markets. trib.al/yQXAgVy

English
2
1
8
735

Keşfet

@FalconXGlobal @Morpho @paretocredit @defidave @Benjamin918_ @Showtime0x @Bablidi_Thib @Psalom