Bell Curve Solana Defi 2.0: The Comeback | Jarry Xiao, Lucas Bruder, MacBrennan Peet
This is an episode from Blockworks' new podcast Lightspeed! Lightspeed focuses on crypto projects that are pushing the limits of hardware and software to build first-class products. I'm dropping this Solana DeFi Panel episode here as I bet you'll want to add Lightspeed to your podcast lineup! Subscribe to Lightspeed by using the links below:
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Solana DeFi is having a resurgence, and Solana DeFi Summer is a narrative that's starting to emerge. What's the catalyst behind this resurgence, and is it sustainable? We bring on Jarry Xiao, Lucas Bruder and MacBrennan Peet to find out. We discuss why Solana DeFi is seeing a resurgence, token incentives, CLOBS vs AMMs, metrics that define a healthy ecosystem, what's next for Solana DeFi, liquid staking and more.
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Timestamps:
(00:00) Introduction
(01:15) What’s Going on in Solana DeFi?
(05:02) Token Incentives and Points
(14:24) What Will Spark Solana's DeFi Summer?
(15:56) Capital Efficiency: CLOBS vs AMMs
(16:13) Is Solana a Consumer or Professional DeFi Chain?
(25:46) The Best Metrics to Evaluate a DeFi Ecosystem
(34:49) Jito Liquid Staking ad
(35:55) Permissionless ad
(36:55) Understanding Risk and Avoiding Crazy APYs
(41:08) What’s Next for Solana DeFi?
(44:10) Building on Solana vs L2s
(50:41) Applications vs L1s: Who Owns the User Mindshare?
(53:12) Who Will Use DeFi?
(56:23) Your Most Controversial Crypto Take
(01:09:09) Rapid Fire
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Follow Lucas:https://twitter.com/buffalu__
Follow Jarry: https://twitter.com/jarxiao
Follow Macbrennan: https://twitter.com/macbrennan
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Use code LIGHTSPEED30 to get 30% off Permissionless 2023 in Austin: https://blockworks.co/event/permissionless-2023
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Resources
Jito
MarginFi
Ellipsis Labs
https://twitter.com/ellipsis_labs
Phoenix
https://twitter.com/PhoenixTrade_
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Disclaimers:
Lightspeed was kickstarted by a grant from the Solana Foundation.
Nothing said on Lightspeed 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. Mert, Garrett and our guests may hold positions in the companies, funds, or projects discussed.