Do You Think Arrakis Can Improve Uniswap B3?

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Timeline

0:00 Intro

0:32 Go to the sub stack!

1:48 FrxETH commercial

2:12 Guest intro and how they got into DeFi

3:19 Frax is backed by DeFi

17:01 Cheetah’s background, TradFi and Frax

22:41 OHM

27:49 Curve vs Uniswap

36:10 Inevitability of Frax and Curve

37:43 Toxic Flow

40:23 Curve Tokenomics + Bribes

51:05 The Bull case for Curve

53:29 Uniswap’s TVL magic trick with GUNI

1:07:13 Mitigating Uniswap’s GUNI risks

1:09:26 Arrakis Finance

1:13:32 LP is a losers game

1:20:40 What can Frax and Curve improve on?

1:24:54 Lightning Round

1:32:22 Outro

1:32:57 Disclaimer