Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23
Introduction
00:00 • 2min
DeFi Volume Has Been Going Down This Year Almost Monolithically
01:49 • 5min
DeFi and FTX
07:19 • 2min
What Is the Market Share of Uniswap?
09:02 • 3min
Defined General
12:24 • 2min
UNOSOP V3 Is More Like an Order Book Than an Automated Market Maker
14:27 • 5min
The Land Supply Escape of D5 Versus CFI?
19:54 • 3min
Stablecoins - What Are Your Thoughts?
22:29 • 2min
Stablecoins - What's the Biggest Product Market Fit in Crypto?
24:20 • 3min
Aave and Peer-to-Peer Lending - What Are Your Thoughts?
27:38 • 6min
GMX - What Are the Data Points They're Seeing?
33:14 • 2min
Is GMX Different From Synthetics?
35:41 • 2min
A Few Data Plans I Want to Share on Cryptocurrency
37:35 • 3min
The Top Decentralized Derivative Exchanges Are Two Orders of Magnitude Lower Than Binance, Right?
40:37 • 2min
GMX
42:11 • 2min
4X Commodities, Real World Assets
43:54 • 3min
Is the Cryptocurrency Protocol Robust?
46:40 • 3min
Is There a Vertical That Hasn't Been Solved by Legacy Systems?
49:32 • 2min
Cryptocurrency
51:27 • 4min
Structured Products - The First Mover
55:27 • 3min
DeFi 1.0 - What's Next?
58:15 • 3min
Flash Bots Announced Suave
01:01:18 • 3min
DeFi - What's Next for DeFi?
01:04:29 • 3min