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Jake Lynch
Investor and analyst focused on on-chain financial markets and DeFi, co-author of research on valuing lending markets and protocol economics.
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Jan 12, 2026
• 39min
Wyatt & Jake Lynch on Onchain Financial Markets (EP.695)
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Jake Lynch, an expert in on-chain financial markets and DeFi, joins the conversation to delve into the evolving landscape of decentralized lending. He discusses the resilience of lending markets post-CeFi failures and how demand for yield remains strong. The duo scrutinizes market dynamics behind recent selloffs, particularly the October 10 crash. Additionally, they explore the critical metrics for assessing value in DeFi, emphasizing the importance of revenue generation over total value locked. Jake also highlights the implications of macroeconomic factors on crypto speculation.
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