Vance Spencer: The FAANG of DeFi (S.M.E.L.L)
Bankless
Bankless
4.7 • 1.2K Ratings
🗓️ 22 August 2023
⏱️ 64 minutes
🧾️ Download transcript
Summary
On the show today, we’re bringing Vance on to talk about S M E L L. Not an odor, but instead 5 different assets. The FAANG of Crypto?
We walk through all 5 assets and talk about the merits of each, along with the other subjects running around the current crypto meta.
Let Vance loop you into what he thinks is worth paying attention to.
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CHAPTERS
0:00 Intro
06:37 Takes on Friend.Tech
13:02 Good Or Bad For Crypto?
17:40 The SocialFi Narrative
20:17 S.M.E.L.L
23:23 Synthetix
27:55 Maker
35:34 Ether
41:26 Lido
47:10 ChainLink
50:48 Can They Outpace ETH?
56:35 Where's Uniswap
59:22 Solana?
1:01:29 Closing and Disclaimers
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RESOURCES
Vance Spencer
https://twitter.com/pythianism
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Transcript
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| 0:00.0 | We're going to be talking about some bull market narratives today with Vance from Framework. |
| 0:20.5 | What's on the agenda? |
| 0:21.5 | We're just going to talk about smell. |
| 0:22.8 | There's a reason why Ryan just said he smells a bear market. |
| 0:26.6 | Do we have the fang of DeFi, fang, Facebook, Apple, Netflix, Google, God, what's the other |
| 0:32.8 | one? |
| 0:33.8 | I don't know. |
| 0:34.8 | I don't own equities anymore. |
| 0:36.4 | But fang, it's like all of the staples of Treadfy, the staples of Silicon Valley, Vance |
| 0:41.9 | thinks that there might be the fang of foot in DeFi. |
| 0:46.1 | The tokens that are going to brew the staples of a DeFi portfolio, smell would be the acronym. |
| 0:52.2 | We're going to get into what is comprised in this smell. |
| 0:55.8 | But also, there's some other bull market narratives that we want to touch on. |
| 0:59.4 | Friends is sweeping through crypto Twitter is the app of the moment. |
| 1:03.4 | Is that a sustainable narrative, or is that a fad, and then there's some other narratives |
| 1:07.4 | that we're going to talk about as well, such as ETFs and gaming and staking and launching |
| 1:12.1 | casinos. |
| 1:13.1 | And so this is going to be the topic of the show on chain casinos and guys, before we begin, |
| 1:18.4 | we want to give you a message from our friends and sponsors over at safe as safe as kind |
| 1:23.2 | of funny. |
| 1:24.2 | We're going through our safe, multi-sig, just part of the stuff. |
| 1:27.6 | Almost confirm the transaction, but didn't quite do it, but what is safe want the bankless |
... |
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