DEVCONNECT SPECIAL: Spark's Strategy to Scale DeFi Lending with @MonetSupply Rob and Andy sat down with MonetSupply at Devconnect to unpack Spark's rise to $10 billion in TVL and their vision for institutional DeFi. @sparkdotfi has become one of the fastest-growing stars in the Sky ecosystem, now managing $10B in capital allocation. In this episode, Monet walks through their strategy for sustainable yield and competing in the new DeFi landscape, covering: - Sky ecosystem dynamics: Competition vs collaboration - Risk management at $10B scale - Cross-asset collateral lessons from 10/10 - Framework's OVAX incubator and net-new yield sources - Fixed-rate lending and Morpho V2 partnership - Spark Prime: Prime brokerage for hedge funds - Diversifying beyond basis trades and perps - Infrastructure finance and solar-backed assets - Value accrual through buybacks Timestamps: 00:00 Intro 01:46 From Fintech to DeFi Summer 03:14 Building in the Sky Ecosystem 05:00 Competing for the Same Pond 08:14 Risk Management at $10B Scale 10:56 Avoiding 10/10's Cross-Asset Issues 12:46 Morpho Partnership and DeFi Mullets 16:13 Where Next Yield Comes From 18:26 Diversification for Bear Market Resilience