Is DeFi Going to Be a New Innovation?

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I think it's going to be a new innovation. But I specifically think it'll be the combination of three different things. One is increases in regulation that makes it safer for more people to mainstream into it and defines more clearly the parameters in which you can play. The second is throughput. And then the third piece is new applications. If we knew the exact app, we'd go and build it. DeFi will grow. stablecoins will grow. I think we'll get a billion and a T applications.

In this week's episode of 0xResearch, Matt Hougan and Ryan Rasmussen join us to discuss Bitwise's crypto thesis. We explore the expected fallout from FTX, Coinbase's massive market opportunity, Bitwise's investment products, crypto's next big unlock and more! Matt and Ryan share insight after insight in this brilliant episode that will leave you feeling psyched about the future of crypto.

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Timestamps:

(00:00) Introduction

(01:05) Hot Seat/Cool Throne

(13:53) Across Airdrop, Flipside Insights & Chainalysis

(19:53) Expected Industry & Regulatory Fallout From FTX

(34:40) Coinbase’s Massive Opportunity

(38:13) “Chainalysis Ad”

(38:55) Coinbase’s Massive Opportunity

(42:31) Bitwise's Crypto Funds

(47:49) How Has Client Interest Changed?

(52:34) Custody, Governance and Fund Allocation

(56:37) A Multichain vs Cross-Chain Future

(01:01:24) Crypto’s Next Big Unlock

(01:06:54) Should Tokens Generate Cash Flows?

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Resources:

Maxine Waters' tweet to SBF

https://twitter.com/RepMaxineWaters/status/1598693811252875264

Circle's tweet on terminating Concord business combination

https://twitter.com/circle/status/1599764500923703296

Matt's tweet on Coinabase's growth

https://twitter.com/Matt_Hougan/status/1455626864400076800

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Disclaimer: Nothing said on 0xResearch 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. Dan, Sam, and our guests may hold positions in the companies, funds, or projects discussed.