BRANESTORM Ep10 – On-Chain Credit Is Growing Up: Stablecoin Repo, Risk, and Liquidity

On this episode of BRANESTORM, Solstice Labs and Membrane Labs discuss delta-neutral yield, on-chain credit mechanics, and the emergence of stablecoin repo.

Hosts (Membrane Labs):
• Carson Cook — CEO
• David Golding — Head of Product

Guests (Solstice Labs):
• David Plisek — COO
• Ryan Day — CMO

Highlights:
• Headline APY vs realized yield: funding regimes, liquidity buffers, and exit frictions matter.
• Institutions vs DeFi natives: different horizons, different expectations.
• Composability expands use cases—but adds smart contract + partner risk.
• Stablecoin repo markets may unlock capital efficiency via more predictable liquidity and collateral curves.

Disclaimer:
Guest views are their own and not those of Membrane Labs. This is informational only and not investment advice or a solicitation.Content is provided “as is”; no warranties. Mentions of any company/protocol are not endorsements. Digital assets are risky; institutional audiences only. Forward-looking statements are uncertain. No redistribution without the prior written consent of Membrane Labs.

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