The Liquidity of the LDO Draft Proposal on the Forum

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There is a LIDO draft proposal on the forum basically saying that we should return protocol revenue or at least a portion of I think it was 30 to 50% of the actual take rate to the Dow treasury. And there is some suspicious timing with a couple of tweets from Notable for years in industry, one being Andrew Kang and the other being how press. So just some sketchy sketchy things going on in governance land feels like kind of an attempt to get a last little bit of exit liquidity to sell intofor people with big bags of LDO looking to exit their position.

Stani Kulechov joins us to discuss how Aave and Lens are building scalable primitives to accelerate crypto's adoption curve. We explore crypto's killer app, why decentralized social matters, how the Momoca DA layer scales Lens, the incentives behind building GHO and more!

And as usual, we start the episode with our analyst bullpen to discuss Coinbase's new subscription product, Lido exit liquidity games and Curve's LLAMA lending protocol.

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Timestamps:

(00:00) Introduction

(00:43) Hot Seat/Cool Throne

(34:59) Interview Start: Crypto’s Adoption Curve and Killer App

(46:35) Should Protocols Share Revenue With Token Holders?

(51:00) Why Decentralized Social Media?

(57:07) Building on Polygon

(1:03:16) Lens Tx Process Flow and the Momoca DA Layer

(1:14:46) Aave’s GHO

(1:18:38) How Spark Will Influence Aave’s Market for DAI Lending

(1:21:57) Building Core Infrastructure

(1:24:49) Decentralized Identity Solutions & Undercollateralized Loans

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