DeFi Summer Incoming? | Round Up
Bell Curve
Introduction
The hosts issue a correction, apologize for confusion, and provide a research link. They engage in banter about their previous episode's high viewership and joke about their role in the show's success.
In this week’s episode, Mike and Michael breakdown all things DeFi. They discuss the ecosystem writ large and whether we’re seeing a return to 2021’s ‘DeFi Summer’, and the value proposition of sustainable fees as the key differentiator. The guys go on to review Rune Christensen’s Solana Fork MakerDAO proposal, Visa’s crypto stablecoin settlement expanding to Solana, as well as recent regulation setbacks. We then close out on the spot Ether ETF Bid From Ark Invest, 21Shares - hot off of Grayscales spot BTC ETF win - and the wider cycle sentiment. Enjoy!
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Timestamps:
(00:00) Introduction
(02:09) DeFi 1.0 Resurgence?
(08:32) "Permissionless Promotion"
(09:25) DeFi 1.0 Resurgence?
(27:12) Rune Christensen’s Solana Fork MakerDAO Proposal
(37:48) Stablecoin Settlement Expanding to Solana
(46:01) Coinbase, Framework Venture Funds Invest $5M in Socket Protocol
(49:00) Regulation Setback: CFTC Settlement Against DeFi Protocols
(55:52 Spot Ether ETF Bid From Ark Invest, 21Shares
(1:00:23) Cycle Sentiment
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Resources:
Van Eck ETH Price Prediction (correction)
Rune Christensen’s Solana Fork MakerDAO Proposal
https://blockworks.co/news/makerdao-solana-fork-endgame
Sam Hart: Solana Codebase Fork for NewChain
https://forum.makerdao.com/t/explore-a-fork-of-the-solana-codebase-for-newchain/21822/33
Stablecoin Settlement Expanding to Solana
https://blockworks.co/news/visa-usdc-solana-stablecoin-expansion
Spot Ether ETF Bid From Ark Invest, 21Shares
https://blockworks.co/news/21shares-ark-filing-for-spot-ether-etf
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Disclaimer: Nothing said on Bell Curve is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mike, Jason, Michael, Vance and our guests may hold positions in the companies, funds, or projects discussed.
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