Backer Digital

Gondi Loan Analysis

Analysis Period
Dec 11, 2024 - Dec 11, 2025
Total Loans Analyzed
-
Collections Analyzed
6
Avg eAPR:
Highest Avg Spread
-
Beeple
Lowest Default Rate
1.4%
Fidenza

Market Dominance & Debt

Gondi Dominance

Gondi controls 67% of the total NFT lending market outstanding debt.

$51.8M (Gondi)
0% Total Market: $77.3M
Stablecoin Market Share
93.8%

of all stablecoin-denominated NFT loans are on Gondi.

Currency Composition (ETH vs Stablecoins)

Broader Market Context

Total Market Origination
$182.9M
Total Market Loans
623.5k
Top Platform (Vol)
Gondi

Outstanding Debt by Platform

Top Collections by Outstanding Debt

APR vs Effective APR

Comparison of stated APR vs Effective APR (including origination fees).

Loan Volume Distribution

Number of loans originated in the last 12 months.

Detailed Collection Analysis

Renegotiation Insights

Most Renegotiated (Share of Loans) -
Highest Intensity (Avg per Renegotiated Loan) -

Renegotiations are concentrated in a few collections (notably Fidenza and XCOPY), indicating active term-optimization/refinancing behavior. Many “zero-fee” loans are renegotiations/refinances where fees were already paid.

Methodology

Corrected Effective APR (per-loan): For each loan, annualize fees, then average across loans.

Annualized Fee = (Origination Fee / Principal) × (365 / Duration Days)
Effective APR = Base APR + Annualized Fee

Zero-fee loans: Excluded when estimating the cost of new originations (often renegotiations/refinances).

Spread: The difference between Effective APR and Base APR, representing the annualized cost of fees.

Data Source: Gondi GraphQL API (Dec 11, 2024 - Dec 11, 2025).