Bitcoin collateralized lending platform Ledn co-founder Mauricio Di Bartolomeo said that as securitized products attract institutional funds, the Bitcoin collateralized lending market could grow to $1 trillion over the next 5 to 10 years. Ledn said it accounts for about 30% of the global consumer Bitcoin collateralized lending market, and it issued $1.4 billion in loans in 2025. Di Bartolomeo said Ledn’s recently launched Bitcoin debt instrument is held in custody by Fidelity, underwritten by Jefferies, and received an S&P Global investment-grade rating, with the bonds ultimately oversubscribed by 3 times. (The Block)

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SummerCoast
· 3h ago
30% market share + S&P rating, this is no longer a wild strategy; institutional entry signals are very clear
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FrontrunFail
· 3h ago
Fidelity custody + Jefferies underwriting—this setup is even tougher than many traditional bonds, and oversubscription was to be expected.
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NftsOutsideTheTidalLine
· 3h ago
Trillion yuan? Don’t rush to FOMO just yet—the key is whether regulation can actually hold the line against securitization.
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