The Rollup Which Stablecoin Will Rule the Next Decade? with Sid Powell
Jun 22, 2025
Sid Powell, CEO and Co-Founder of Maple, shares insights into the future of decentralized finance. He discusses the evolving stablecoin landscape and how institutional capital is shaping its growth. The conversation uncovers the blurred lines between centralized and decentralized finance and the impact of strategic partnerships on innovation in DeFi. Sid also offers advice for navigating the crypto ecosystem during bear markets and highlights the importance of strong business models over mere token valuation.
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Shift from TVL to Revenue Focus
- DeFi valuation focus shifted from TVL to revenue significantly in the past year.
- Revenue is now used as a proxy for durable business and token value in DeFi.
Apps Over Chains in DeFi
- The market prefers owning apps over L1/L2s because apps hold the customer relationship.
- Sustainable DeFi protocols focus on revenue to survive long-term rather than just hype or tokens.
Maple's Key Partnerships
- Partnerships with DeFi and CeFi protocols drive Maple Finance's growth.
- Custodial infrastructure with partners anchors institutional borrower support and capital efficiency.