0xResearch DAS Livestream with Blockworks Research & Advisory
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Oct 17, 2025 In a dynamic conversation, Teddy Oosterbon, a macro and DeFi expert at Kairos Research, teams up with analyst Westie from Blockworks, market commentator Ryan Connor, and industry observer David Efford. They delve into the implications of market volatility, upcoming launches like Monad and MegaETH, and the innovative aspects of Plasma and GPU-backed stablecoins. Discussion includes yield farming versus trading styles, the resilience of DeFi, and a bullish outlook on risk assets driven by AI growth. A blend of insights and analysis makes for a captivating listen!
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DeFi Held Up Better Than Some CEXs
- DeFi protocols proved more resilient than many centralized platforms during the weekend volatility event.
- Teddy and Westie highlighted that decentralized systems held up while some major centralized exchanges struggled.
Liquidation Ritual Around Conferences
- Teddy described getting liquidated once a year around conferences and flights.
- He uses those offline windows to rethink his trading behavior after painful liquidations.
Backstops Are A Protocol vs Trader Trade-Off
- Protocol design that prevents bad debt can justify backstop mechanisms even if they hurt traders.
- Westie framed this as a trade-off between protecting the protocol and attracting traders.