In this episode, Marc Zeller, the founder of Aave-Chan Initiative, joined us to discuss Aave and the state of DeFi today! We dive into Aave’s Umbrella safety module, competition between DeFi protocols, and concerns around WBTC. Additionally, Marc gives his thoughts on revenue distribution models in DeFi, the Minimum Viable Issuance debate, and whether or not DeFi is propping up Ethereum. Finally, we address the speculation around Aave potentially deploying on Solana.
Thanks for tuning in!
--
Resources
Marc’s Aavenomics Update Proposal: https://x.com/lemiscate/status/1816469283624337413
Umbrella Safety Module Chart from Sonya Kim: https://x.com/sonyasunkim/status/1816820866501443839
Kain’s Take on DeFi: https://x.com/kaiynne/status/1821020189594669398
MakerDAO: WBTC Changes and Risk Mitigation: https://forum.makerdao.com/t/wbtc-changes-and-risk-mitigation-10-august-2024/24844
--
Namada is the shielded asset hub rewarding you to protect the multichain. Enabling data protection for any existing asset, app, or chain, Namada introduces shielded cross-chain actions and rewards for shielding your assets, which strengthens data protection guarantees for everyone.
Namada is currently in its mainnet launch phase — follow along on namada.net
--
Follow ACI: https://x.com/Aavechan
Follow Marc: https://x.com/lemiscate
Follow Mike: https://x.com/MikeIppolito_
Subscribe on YouTube: https://bit.ly/3R1D1D9
Subscribe on Apple: https://apple.co/3pQTfmD
Subscribe on Spotify: https://spoti.fi/3M5eE6s
--
Timestamps:
(0:00) Introduction
(4:30) How Should DAOs Be Managed?
(13:44) Marc's Crypto Origin Story
(15:39) Namada Ad
(16:38) Overview of Aave
(21:35) The Umbrella Safety Module
(37:36) Should Protocols Redistribute Revenue to Token Holders?
(43:25) Buy & Burn vs Buy & Distribute
(48:04) The State of DeFi Today
(51:42) Competition Between DeFi Protocols
(56:39) Deploying on Rollups
(1:07:15) Is DeFi Propping Up Ethereum?
(1:11:33) The Minimum Viable Issuance Debate
(1:20:17) Is Aave Coming To Solana?
(1:24:36) WBTC Concerns
--
Disclaimer: Nothing said on Bell Curve 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. Mike, Jason, Michael, Vance and our guests may hold positions in the companies, funds, or projects discussed.