In this episode of Empire, Robert Leshner - founder of Compound Labs - joins us to discuss how DeFi will evolve in the wake of Operation Choke Point 2.0 and the coordinated effort to debank crypto. We discuss what this means for today's DeFi protocols, the end of the DeFi Mullet thesis and how teams will respond. Then we explore Robert's thoughts on why MakerDAO's RWA strategy is short-sighted, the stablecoin landscape, the AppChain thesis and more!
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Timestamps:
00:00 Intro
00:24 Operation Choke Point 2.0
07:24 Compound Treasury and the DeFi Mullet
11:19 The Return of DeFi?
16:09 BTC vs ETH
19:17 Building in the US vs Offshore
26:25 Real World Assets
28:52 Quicknode ad
30:38 Synthetix Ad
32:17 Stablecoin Landscape
39:48 The AppChain Thesis and Value Accrual
48:24 Reputation, Limit Orders and Security
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This episode is brought to you by Quicknode. QuickNode is an end-to-end blockchain developer platform that makes building Web3 apps easy. Go to QuickNode.com and use code Empire for a free month on their feature-packed Build Plan!
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Resources
Compound
https://compound.finance/
Bell Curve, S4 Premiere: A Journey Into The Dark Forest
https://spoti.fi/3MpTjWH
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Disclaimer: Nothing said on Empire 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. Santiago, Jason, and our guests may hold positions in the companies, funds, or projects discussed.
