The Rollup Premia Labs’ Alpha, Monad’s Next Chapter, Markets, ETF Flows and DeFi Yields with Aya Kantorovich, Shiliang Tang, Kevin McCordic and Cozy
Sep 2, 2025
Aya Kantorovich, co-CEO of August and Upshift, joins Shiliang Tang of Monarch and Kevin McCordic from Monad for an engaging conversation. They dissect the shifting landscape of DeFi and the role of institutional investments in crypto. The guests share personal anecdotes from the crypto community, touch on Bitcoin's status as a safe haven, and discuss advanced trading strategies amidst market volatility. Additionally, they explore Monad's upcoming mainnet launch and the essential balance between risk and opportunity in the crypto realm.
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Institutions Are Pouring Into DeFi Treasuries
- Institutions are rapidly entering DeFi via DATs, driving demand for on-chain yield and treasury products.
- Infrastructure, reporting, and security must mature before broad institutional on-chain adoption.
Make DeFi Institutional-Ready First
- Build redundant oracles, clear NAV reporting and strong smart-contract underwriting before pitching institutions.
- Prioritize custody and security features to make DeFi behave closer to CeFi for institutional users.
Mimic PB Controls On-Chain
- Use SMA-style on-chain structures and manager-controlled execution to match institutional treasury needs.
- Offer tooling that mirrors PB controls to reduce operational lift for asset managers.