Crypto Cycles, AI Alpha, ARK’s Bets and DATs Trading with Grant Shears, Lorenzo Valente and Rob Hadick
The Rollup
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Evolving Dynamics of DeFi and Stablecoins
This chapter explores the profitability of liquid staking versus validator ownership in cryptocurrency, while analyzing leverage shifts from centralized to decentralized finance. The discussion extends to the evolving landscape of stablecoins, particularly Athena, and their implications in response to changing interest rates. Additionally, the chapter delves into on-chain IPOs and their potential to transform funding access for various companies, highlighting the integration of traditional finance with blockchain technology.
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