UNCHAINED: 2 Crypto Investors on Why They Believe DeFi Is Poised for a Bull Run

Oct 16, 2024

Arthur Cheong, Founder and CIO of DeFiance Capital, and Jordi Alexander, Chief Alchemist at Mantle, dive into the promising future of DeFi. They discuss the recent improvements in security and user experience, which could signal a bull run. The duo debates the impact of Layer 2 solutions on Ethereum and whether it can outperform Solana. They also tackle the distraction posed by memecoins and the need for sustainable tokenomics. With insights into crypto valuations, this conversation sheds light on the evolving DeFi landscape.

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Intro

00:00 • 2min

Exploring the Bull Case for DeFi: Trends and Predictions

02:19 • 5min

The Future of DeFi in a Shifting Economy

07:24 • 25min

Exploring DeFi Perspectives and Blockchain Innovations

32:31 • 3min

Ethereum and DeFi: A Complex Relationship

35:10 • 19min

Navigating Cryptocurrency Valuation

54:18 • 15min

The Future of DeFi: Emphasizing User Experience and Cultural Engagement

01:09:09 • 3min

DeFi tokens have lagged in this cycle. Is that trend over? Investors Arthur Cheong and Jordi Alexander say yes.

DeFi tokens have faced significant challenges in recent years. However, are we now on the verge of a new bull market?

Arthur Cheong, founder and CIO of DeFiance Capital, and Jordi Alexander, founder of Selini Capital and chief alchemist at Mantle, join the show to discuss why they believe DeFi is poised for growth. They dive into how DeFi's security and user experience have improved, the impact of Layer 2 solutions on Ethereum, and whether Ethereum or Solana will drive the next bull run. Plus, they discuss whether interest in memecoins takes attention from DeFi, and why sustainable tokenomics matters when it comes to valuing coins.

Are DeFi tokens finally ready to shine again?

Show highlights:

Why they believe that DeFi is poised for a bull cycle
How DeFi's security and UX have improved
Whether DeFi activity can be sustained in the long term
Why Jordi thinks that Layer 2s are not parasitic to ETH but Arthur thinks they are
Whether the DeFi bull case is stronger on Ethereum, Solana or other chains
Whether the Ethereum Foundation and Vitalik Buterin should be more proactive in supporting DeFi
How memecoins reflect a broader societal problem
The importance of tokens that don’t have big unlocks
How the lack of solid frameworks for valuing tokens might be causing capital misallocation in crypto
Whether a liquid venture investing approach is better for crypto
Why Jordi says that there’s a lot of “potential to unlock” with the overlap of Bitcoin and DeFi

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Guests:

Arthur Cheong, founder and CIO of DeFiance Capital
Aave, the Core Pillar of Decentralized Finance and Onchain Economy
Liquid Venture Investing in Crypto
Jordi Alexander, Chief Alchemist at Mantle, Founder of Selini Capital

Links

Previous coverage of Unchained on this cycle & DeFi: Has Decentralized Finance Hit Bottom?
Kain Warwick’s tweet on Vitalik being anti-DeFi
Cointelegraph: Vitalik Buterin responds to criticism that Ethereum ‘doesn’t care’ about DeFi
The great return of DeFi, by @tradetheflow_

Unchained Podcast is Produced by Laura Shin Media, LLC. Distributed by CoinDesk.

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