2 Crypto Investors on Why They Believe DeFi Is Poised for a Bull Run - Ep. 719

Unchained

Laura Shin

News, Tech News, Business News

4.6 • 1.3K Ratings

🗓️ 15 October 2024

⏱️ 71 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

DeFi tokens have faced significant challenges in recent years. However, are we now on the verge of a new bull market? Arthur Cheong, founder and CIO of DeFiance Capital, and Jordi Alexander, founder of Selini Capital and chief alchemist at Mantle, join the show to discuss why they believe DeFi is poised for growth. They dive into how DeFi's security and user experience have improved, the impact of Layer 2 solutions on Ethereum, and whether Ethereum or Solana will drive the next bull run. Plus, they discuss whether interest in memecoins takes attention from DeFi, and why sustainable tokenomics matters when it comes to valuing coins. Are DeFi tokens finally ready to shine again? Show highlights: Why they believe that DeFi is poised for a bull cycle How DeFi's security and UX have improved Whether DeFi activity can be sustained in the long term Why Jordi thinks that Layer 2s are not parasitic to ETH but Arthur thinks they are Whether the DeFi bull case is stronger on Ethereum, Solana or other chains Whether the Ethereum Foundation and Vitalik Buterin should be more proactive in supporting DeFi How memecoins reflect a broader societal problem The importance of tokens that don’t have big unlocks How the lack of solid frameworks for valuing tokens might be causing capital misallocation in crypto Whether a liquid venture investing approach is better for crypto Why Jordi says that there’s a lot of “potential to unlock” with the overlap of Bitcoin and DeFi Visit our website for breaking news, analysis, op-eds, articles to learn about crypto, and much more: unchainedcrypto.com Thank you to our sponsors! Polkadot Mantle Guests: Arthur Cheong, founder and CIO of DeFiance Capital Aave, the Core Pillar of Decentralized Finance and Onchain Economy Liquid Venture Investing in Crypto Jordi Alexander, Chief Alchemist at Mantle, Founder of Selini Capital Links Previous coverage of Unchained on this cycle & DeFi :Has Decentralized Finance Hit Bottom? Kain Warwick’s tweet on Vitalik being anti-DeFi Cointelegraph: Vitalik Buterin responds to criticism that Ethereum ‘doesn’t care’ about DeFi The great return of DeFi, by @tradetheflow Bitcoin DeFi Bitcoin Layer 2s Aim to Attract Ethereum-Like Dapps. Will They Succeed? Bitcoin Is Worth Over $1 Trillion. How Much Will Coinbase’s New cbBTC Grab? L2s and ETH: ETH Is Down Bad, While Layer 2s Are Ripping. Are L2s Parasitic to Ethereum? Are L2s ‘Parasitic’? Analysis Shows Ethereum Only Gets a Tiny Percentage of Fees Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	I think that a lot of the sins of the industry in the past five years are really over-index on the continuity of all these dumb retail to buy assets at stupid and nonsensical valuation and we are really feeling the
0:17.0	effect of when all these dumb retail have stopped increasing and I've just like all went away and we get a more realistic
0:25.6	asset valuation like no layer two are no longer launching at 10-15 billion
0:29.6	valuation they are launching at two or even less and I think that is positive for the industry.
0:40.0	Hi everyone, welcome to Unchained, you're no hype resource for all things crypto.
0:43.4	I'm your host Laura Shin, author of the cryptopians.
0:46.6	I started covering crypto nine years ago and as the senior editor Forbes was the first
0:50.4	mainstream rate reporters to cover a cryptocurrency full-time.
0:53.2	This is the October 15th, 2024 episode of Unchained.
0:57.2	Mantles Ameth is now the fourth largest LST with $1.3 billion in TBL.
1:02.0	Ameth offers holders cumulative incentives and air drops,
1:05.0	in addition to native Eeth, P.O.S. yields.
1:07.5	This includes exclusive rewards like Eigen and Cook.
1:10.5	Check it out at meeth.
1:11.5	M.Eeth. at meeth dot mantle.
1:12.6	XYZ.
1:13.6	campaigns.
1:14.6	Pocodot is the original and leading layer zero blockchain with over 2,000 plus developers.
1:20.0	And the Pocodot 2.0 upgrade will be a massive accelerator for the ecosystem, making it faster,
1:25.5	more secure, and adaptable, perfect for GameFi and Defi to build, grow, and scale.
1:31.2	Join the community at Pocodot. Network slash ecosystem slash community.
1:36.5	Today's topic is the bull case or bear case for Defi. Here to discuss are Arthur Chung, founder and CIO of Deviance Capital, and Jordi
	...

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