Soso: I'm really happy that su spends a lot of time nowadays thinking about deefy. And together we'll explore what he can and can't achieve in relation to traditional finance, and what the building blocks are that make defy unique. So what does defi mean to you? i think for me, defyis a is when financial applications using on chain transactions to settle collateral, settle information the state of various financial transactions....
In this episode, Su and Hasu talk about decentralized finance (DeFi).
Topics covered:
- What DeFi means to Su
- Why use DeFi over CeFi?
- Is the current demand organic or subsidized by VC money?
- Where users will allocate on the trust spectrum
- The delicate dance between regulatory arbitrage & attracting talent and capital
- The path to decentralization
- Most important DeFi use cases today and in the future
- How AMMs work and can be improved
- The core building blocks of DeFi
- Incentive mechanisms
- Tokenized balances
- Atomic transactions
- Will a boom in DeFi translate to ether?
Su Zhu is the CEO and CIO of Three Arrows Capital.
Hasu is a cryptocurrency researcher and writer.
Together, they publish on Deribit Insights and uncommoncore.co.