Avsnitt
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@RyanRodenbaugh sat down with @MattFiebach of @EntropyAdvisors in our latest podcast!
They discussed how the Entropy team is accelerating the @arbitrum DAO, the current OpCo proposal, & the world of decentralized governance.
https://x.com/MattFiebachhttps://x.com/EntropyAdvisors
Timestamps
00:00 - What is Entropy Advisors?
01:59 - Why Arbitrum?
05:54 - Who contributes to Arbitrum today?
08:02 - Which Arbitrum competitors stand out?
12:11 - Offchain Labs’ influence on Arbitrum
13:56 - What does OpCo address?
16:10 - How OpCo has been received
18:35 - Analogous structures & OpCo’s role
21:40 - In-house vs service providers
23:07 - How L2s are valued
25:33 - Arbitrum DAO’s business model
28:25 - Matt’s thoughts on the Superchain narrative
37:02 - What should L2s focus on?
41:16 - Arbitrum’s homegrown success stories
46:37 - Focusing on Ethereum vs other L1s
51:13 - Arbitrum and L2 interoperability
53:18 - Friction points for users
54:58 - Getting people onchain & closing thoughts
Follow our guests:Stay connected with Wallfacer:
https://twitter.com/wallfacerlabshttps://linktr.ee/wallfacerlabshttps://twitter.com/ryanrodenbaughhttps://warpcast.com/ryanrodenbaugh -
🎙️ Join @RyanRodenbaugh and @DeFi_Made_Here in our latest podcast.
They discussed @0xFluid’s approach to DeFi, @Instadapp’s evolution, and more!
Timestamps00:00 - DMH’s background04:40 - What is Fluid?07:09 - Instadapp’s evolution09:05 - Fluid’s design10:40 - How the Liquidity Layer works12:35 - Risk in Fluid’s ecosystem14:55 - Fluid’s competitive rates 16:03 - How Fluid utilizes capital 24:51 - Building on the Liquidity Layer29:10 - Collaborating with other protocols33:00 - Fluid’s biggest competitor 35:35 - Rapid growth without token incentives37:19 - Maintaining APY with high TVL39:45 - Fluid’s approach to L2s41:41 - The evolution on $INST43:19 - Establishing Fluid as a “blue-chip” protocolFollow: https://x.com/defi_made_here
https://x.com/instadapp
https://x.com/0xFluid
Follow Wallfacer: https://twitter.com/wallfacerlabs
And our host, Ryan Rodenbaugh: https://twitter.com/ryanrodenbaugh
https://warpcast.com/ryanrodenbaugh
And subscribe for all our other content: https://linktr.ee/wallfacerlabs -
Saknas det avsnitt?
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RyanRodenbaugh caught up with @saltyfacu of @yearn/@built_by_mom in our latest podcast!
They discussed @yearn's OG culture, its evolution, future direction, and explored Facu's builder collective @built_by_mom.
00:00 - Facu’s background03:30 - Yearn’s OG culture05:00 - Outcomes of pseudo anonymity 07:06 - Yearn’s structure today09:51 - How Yearn’s culture has evolved12:00 - DeFi Summer memories13:19 - Maintaining Yearn’s reputation14:40 - Avenues for growth16:23 - L2 expansion19:57 - Alternative L1s21:14 - What is Mom?23:20 - What is Ajna?26:20 - Choosing who to work with27:57 - Mom’s marketing style34:12 - Misconceptions about working in DeFi36:00 - Mom’s products41:36 - What’s nextLinks:
https://x.com/saltyfacu
https://x.com/built_by_mom
https://twitter.com/ryanrodenbaugh
https://twitter.com/wallfacerlabs
https://twitter.com/vaultsfyi -
🎙️ In our latest episode, @RyanRodenbaugh talks with @mattimost of @ReserveProtocol.
They discuss the appeal of index products in DeFi, growing and governing a healthy stablecoin protocol, onboarding crypto-natives vs mainstream users, and more!
Timestamps
00:00 - Introduction
03:03 - Index products in DeFi
07:47 - Reserve’s user profiles
12:04 - Crypto-native vs mainstream product design
15:30 - What motivates Reserve’s governance community
18:11 - Active vs organic growth
20:20 - Catalysts for Reserve’s growth
21:41 - What makes a protocol healthy
25:08 - Onboarding users to stablecoins
30:40 - Learnings that challenged previous beliefs
33:50 - Integrating RWAs
36:43 - Thomas’ background and path to Reserve
38:45 - Closing thoughts -
Today’s guest is Evgeny Yurtaev, the Co-Founder and CEO of Zerion. Zerion is a crypto wallet for everything onchain. Zerion has also recently announced that they are building ZERO, a Layer 2 network that is designed to offer zero fees
00:00: Introduction
00:40: Defining a modern crypto wallet
06:00: Views on crypto + social
09:15: Defining Zerion's target users
11:40: Wallets, wallets, wallets
19:30: The evolving business of Zerion
24:25: ZERO and improving the onchain user experience
30:25: Building an ecosystem around ZERO and attracting content creators
41:10: Building on the @zksync Zk Stack
48:00: The business of ZERO
52:00: Onchain identity / Zerion DNA
https://x.com/zerionhttps://x.com/evgeth_https://x.com/zerodotnetwork
Learn more:
Zerion, Evgeny, and ZeroWallfacer Labs and Ryan
https://x.com/wallfacerlabshttps://x.com/RyanRodenbaugh/ -
In this episode, @definikola from DeFi Saver joins us to discuss balancing quality and quantity, catching blue-chip protocols early, and DeFi Saver's business model. We also touch on the dominance of blue-chip apps, the importance of user control and what’s next for DeFi Saver.
00:00 - Introduction to DeFi Saver
02:55 - Balancing quality and quantity
04:51 - New products and new users
07:07 - Catching blue-chip protocols early
10:36 - How not tracking users impacts building products
12:35 - DeFi Saver’s business model
17:55 - Recipes and novel use cases
22:23 - Why blue-chip apps dominate
23:50 - Why more people don’t use UX layers
27:23 - Frontend fees
29:18 - Giving control to users
32:52 - The pros and cons of having a token
36:22 - Integrating passkeys to DeFi Saver
37:66 - What’s next from DeFi Saver
To learn more about Definikola: https://x.com/definikola
And Defi Saver: https://defisaver.com/
Follow Wallfacer: https://twitter.com/wallfacerlabs
And our host, Ryan Rodenbaugh: https://twitter.com/ryanrodenbaugh
https://warpcast.com/ryanrodenbaugh
And subscribe for all our other content: https://linktr.ee/wallfacerlabs -
In our latest podcast, we sat down with Sefton Kincaid of @cicadacredit!
We discussed the past, present and future of onchain credit, as well as Cicada’s recent partnership with @TrueFiDAO 🎙️
00:00 - Sefton’s background
04:40 - The efficiencies of DeFi protocols
09:44 - The history of crypto credit
17:20 - Collateralized vs uncollateralized credit
18:30 - TrueFi and Maple’s appeal
21:55 - Crypto credit today
21:45 - Borrowing from custodians
26:38 - Communication between lenders
29:03 - The pricing of risk
31:25 - Why Sefton stayed in onchain credit
32:20 - Cicada Partners’ founding thesis
33:15 - Asset backed lending
34:48 - The appetite for RWA deals
37:22 - Cicada’s partnership with TrueFi
40:44 - DeFi vs CeFi lending in the future
44:13 - Common misconceptions in onchain credit
47:51 - The future impact of onchain credit
49:38 - Closing thoughts
Follow Wallfacer: https://twitter.com/wallfacerlabs
And our host, Ryan Rodenbaugh: https://twitter.com/ryanrodenbaugh
https://warpcast.com/ryanrodenbaugh
And subscribe for all our other content: https://linktr.ee/wallfacerlabs -
Today’s guest is Regan Bozman. Regan is the co-founder of Lattice, an early-stage crypto venture fund.
Regan Bozman:
Learn more: https://twitter.com/reganbozman
https://www.lattice.fund/
00:00 - Regan’s background
01:56 - ICO takeaways
05:25 - Changes in the crypto investor landscape
13:40 - Improvements in the space
16:33 - Building for the current crypto audience
19:45 - Lattice’s founding thesis and development
21:14 - Non-crypto-native funds returning to crypto
22:55 - Competing with crypto’s biggest funds
24:15 - Exciting areas and contrarian positions
30:18 - Private VC rounds vs market buying
32:08 - Lattice’s perfect deal
34:47 - Having an irrational belief in crypto
36:00 - Making contrarian bets
40:13 - Valuing equity vs tokens
41:14 - Building moats in crypto
43:20 - Types of distribution
45:16 - Organic crypto marketing
46:25 - Lattice’s investing process
48:37 - Examples of failed deals
50:00 - Investing in applications
53:43 - How experience informs how Lattice invests
55:45 - Where the market is going
58:08 - Product-market fit in crypto
Follow: https://twitter.com/wallfacerlabs
And subscribe for all our other content: https://linktr.ee/wallfacerlabs -
Today's guest is Wesley Pryor, the founder of Acheron Trading, a digital asset market maker.
You can learn more about Wesley on X: https://twitter.com/wes_dewayne
And his firm on their blog: https://acherontrading.com/blog
00:00 - The role of market makers
06:00 - Listing tokens on exchanges
08:13 - How market makers get paid
14:06 - Market making in crypto vs traditional finance
17:25 - The risk of mispriced options
20:00 - Wesley’s background and Acheron’s story
27:25 - Acheron’s thesis on providing liquidity
29:50 - Transparency in market making
32:52 - Predatory market makers
41:30 - Loan and call options
50:45 - Examples of predatory token launches
56:03 - Different types of market making
58:04 - Enforcement of standards in crypto market making
59:40 - Future predictions for crypto market making
To learn more about Wallfacer Labs, you can follow us on X: https://twitter.com/wallfacerlabs
Or our host, Ryan Rodenbaugh: https://twitter.com/RyanRodenbaugh -
Today’s guest is Piotr Szlachciak, the co-founder of L2BEAT — the Ethereum space’s go-to resource for analytics on L2 scaling solutions. In addition, Piotr has several years of experience working as a software engineer and leading engineering teams in the Ethereum ecosystem.
https://twitter.com/PiotrSzlachciak
https://twitter.com/l2beat
[0:00] Introduction and Piotr's crypto history
[7:45] L2BEAT's founding story
[12:00] Decentralized vs traditional companies
[15:30] L2BEAT user personas
[21:35] Do L2s conform to L2BEAT's standards?
[25:22] Governance in L2 communities
[33:58] L2BEAT as a public goods company/business model
[48:40] The state of the L2 ecosystem
[51:43] The risks of cross-chain bridges
[58:00] Alternative data availability solutions
[1:00:54] Gathering data for L2BEAT
[1:09:50] What's next for L2BEAT -
Today’s guest is Alan Keegan. Alan is the co-founder and CSO of Mamori Labs, the company building the Kinto Network. Kinto is a soon-to-be-launched L2 with user permissioning built into the base layer. Prior to that, Alan worked at numerous companies including Bridgewater Associates and Sense Finance.
Get involved: https://engen.kinto.xyz/
Learn more about Alan: https://twitter.com/MisterKeegan
Follow Kinto: https://twitter.com/KintoXYZ
[00:00:00] Introduction[00:00:30] What is Kinto?
[00:05:45] The levels of on-chain compliance
[00:08:30] Comparing against other solutions in the market
[00:13:35] Unlocking RWAs full potential
[00:18:00] Attracting capital to the chain
[00:22:30] Discussing the bear case of permissioned chains
[00:27:00] State of ecosystem apps on Kinto on Day 1
[00:30:50] Benefits account abstraction
[00:36:10] Kinto and bridging
[00:38:00] Balancing Kinto with broader crypto ethos
[00:41:00] Alan's background
[00:44:00] Alan's time at Bridgewater
[00:51:25] Co-Founding OmegaOne
[00:52:45] Founding a clothing company
[01:00:00] The concept of "participatory design"
[01:04:40] Alan's time at Sense Finance
[01:06:50] Differences between application vs networks
[01:09:00] Initial draw to the ideals of Kinto
[01:11:45] Get involved with Kinto!
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Getty Hill is the CEO and Co-Founder of GFX Labs, a blockchain research & development company.
[0:00] Introduction and Getty's time at Grapefruit Trading[10:00] Starting GFX
[14:00] Breaking down the team and work at GFX
[19:20] Funds delegating to GFX
[20:30] The role of activist investors in DAOs
[22:00] The state of MakerDAO
[27:00] GFX's involvement at Uniswap
[31:40] The Uniswap Fee Switch
[39:00] Would the vote go differently today?
[40:00] Relationship between protocols and Labs co's
[43:00] The risk management space within DeFi
[47:30] Other exciting developments in borrow/lend
[48:20] Oku Trade
[1:02:00] Raising from VCs vs grant programs
[1:04:00] Metrics for success and next 12-months of Oku
[1:07:30] POINTS
[1:11:00] Retro on Optimism's RetroPGF 3
[1:16:00] The world of many chains
[1:18:00] What excited Getty about the future
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Today's guest is Masa, who many of you may know as TheSkyHopper on Twitter (https://twitter.com/TheSkyhopper). Masa is the co-founder of Bastion Trading and has a long history trading and investing across traditional markets as well.
[00:00] Introduction and background[01:30] 2017 arbitrage opportunities
[03:00] Arbitrage and the life cycle of markets
[07:10] A role in governance activism and "RFV" trades
[11:30] how do you structure the team at a trading firm
[14:00] developing edge within trading firms
[18:00] Trading and being active in the markets post-FTX
[27:00] How do DeFi venues actually replace CeFi venues?
[29:00] The small offshore exchange niche
[32:00] M&A (or lack of it) within DeFi
[36:00] Bad actors in crypto
[38:00] Risk management
[41:00] Unique traits of successful crypto traders
[47:00] Trading NFTs and private market investing
[48:55] Animoca's venture book, fundiraising and more
[52:00] Options markets in crypto
[55:00] Whale in the options market
[1:01:00] What catches Masa's attention today?
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[0:00] Introduction, background, joining MakerDAO from Twitter
[2:45] Initial spark with crypto
[4:45] One-year anniversary of the Unreal Primer on Real World Assets report
[7:20] Birth and Rebirth Assets
[11:40] Why are most assets today rebirth?
[17:00] RWA adoption happening via a pincer movement
[19:00] High-risk credit markets drying up on-chain and the inevitability of defaults
[23:00] Standards in RWA
[26:30] Who develops the standards?
[29:00] Figuring out the buy-side and secondary liquidity
[33:00] Where will see cost declines?
[37:00] The other side of Maker's "success" with its RWA deals
[39:00] Where TJ sees opportunity in RWAs
[41:50] What would TJ change about RWAs today?
[45:00] Entheos Network, TJ's new company
[53:00] Battery Management Systems and Go-to-market
[59:50] Is there a crypto tie-in for Entheos? DePin?
[1:07:32] The TJ Ragsdale Health optimization function
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Marcus Leanos is the Founder of CIO of MJL Capital (https://twitter.com/MjlCapital) a multi-strategy digital asset hedge fund, and Adapt3r Digital (https://twitter.com/Adapt3rDigital), a trusted bridge between real-world asset origination and decentralized finance.
[00:30] Introduction to Marcus and MJL Capital
[3:00] Jump to crypto from traditional investing
[7:30] Fintechs and community banks
[11:30] Innovation in the capital structure of DeFi protocols
[19:55] State of the community / regional bank sector
[27:00] What do fundamental investors in crypto look for?
[36:00] Fundamental investor traits and models
[39:50] Credit and RWA
[55:30] Opportunities for innovation in Credit/RWA
[57:11] What is Adapt3r Digital?
[59:20] What products come next?
[1:01:08] New asset managers vs. the large institutions and RWA
[1:06:30] Investment case studies, Nexus Mutual
[1:15:30] Investment case studies, Convex
[1:24:00] Closing and thanks for listening!
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[0:00] Leslie's Background and intro to crypto [10:00] The decision and process to join Binance in the depths of the 2018/2019 bear. [17:00] Early keys to the Binance success story and embracing Chinese work culture[18:50] The culture of Binance [21:00] How CZ Runs the Firm [33:00] Leslie's time within Binance [39:00] The 2018/2019 Hong Kong crypto scene[41:00] What most people from tradfi don't get when they transition to crypto?[47:00] Coinflex chapter[50:00] Coinflex vs. FTX at the time [53:00] The binance vs. ftx competition [55:00] Starting GBV [58:00] GBV Investment pace [1:01:00] Themes and current interest areas [1:07:00] More on themes and applications [1:10:00] RWAs and Credit markets [1:17:25] L2s, Boba, and OP Stack[1:25:40] Thinking about valuations of L2 apps[1:29:00] Macro and turning points for crypto
