PERSON DIRECTORY
Arpan Gautam
Arpan Gautam appears in 2 indexed conversations across The Edge Podcast. This directory brings every appearance, source, TL;DR, digest, and transcript into one searchable feed.
Why Private Credit Is Moving Onchain — And What DeFi Gets Right and Wrong About It
DeFi DadDavid VatchevArpan GautamRob Montgomery
Fasanara’s short-duration, asset-backed receivables model contrasts with longer-duration corporate private credit, spanning about 300,000 positions across 45 countries and averaging nearer to 100 days.Gautam says the fund deployed by Noon had no negative month through the First Brands stress test, while tokenization still requires liquidity matching, transparency, and rigorous underwriting; monitor Noon’s T+5 targets and Fasanara’s on-chain expansion.
From Goldman to DeFi: Building Institutional Yields for Stablecoins and BTC
sUSN has outperformed Ethena, Resolv, Cap, USDai, and Sky through an allocator spanning DeFi, CeFi, and TradFi.With funding-rate arbitrage at a standstill, capital is shifting toward credit and CLOs; Accountable proof-of-solvency differentiates Noon, while First Brands fraud and tentative institutions remain key risks.