DEVCONNECT SPECIAL: How Grove Brought $1B in CLOs to DeFi with @kevinlichan of @grovedotfinance Rob and Andy sat down with Kevin Chan at Devconnect to unpack Grove's rapid rise to $2 billion in TVL and their strategy for bridging TradFi and DeFi. They're now injecting real capital into the US economy through tokenized CLOs. In this episode, Kevin walks through how they're winning the Sky star wars, covering: - What CLOs are and why they matter - $1B in Janus Henderson AAA CLOs on-chain - Avoiding conflicts of interest in RWA lending - Working with BlackRock, Apollo, and institutional players - USDS surpassing USDE in supply - All-weather yield strategy beyond basis trades - Competing in the heating Sky star ecosystem - Apollo's $50M private credit deployment on Plume - Why diversification beats concentration Timestamps: 00:00 Intro 02:15 What is a CLO and Why Tokenize It? 04:33 Avoiding Off-Chain Recursive Lending 07:02 Grove's Edge 09:23 Where Yield Comes From 11:00 Sky Star Competition

Grove Finance 的聯合創始人 Kevin Chan 談論 CLO 實際上是什麼，以及為什麼它們是代幣化的選擇。