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Unchained
2 Crypto Investors on Why They Believe DeFi Is Poised for a Bull Run - Ep. 719
Oct 15, 2024
Arthur Cheong, founder and CIO of DeFiance Capital, and Jordi Alexander, founder of Selini Capital, share their insights on the potential bull run in decentralized finance. They discuss significant improvements in DeFi's security and user experience, alongside the rivalry between Ethereum and Solana. The duo also examines the controversial role of Layer 2 solutions, the impact of memecoins on investor behavior, and the critical need for healthy tokenomics. Join them as they explore the future landscape of DeFi and its growing appeal to investors.
01:11:27
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Quick takeaways
- Recent improvements in DeFi security and user experience are expected to enhance investor confidence and drive growth in the sector.
- The evolving relationship between Layer 2 solutions and Ethereum highlights the importance of scalability while ensuring the value capture of the Ethereum ecosystem.
Deep dives
Market Correction in Valuations
The recent downturn in the crypto market has prompted a significant correction in asset valuations. Previously inflated valuations for Layer 2 solutions, which reached as high as $10-15 billion, have now dropped to more realistic levels around $2 billion or less. This adjustment is seen as a positive trend for the industry, suggesting that over-exuberance has subsided and valuations are aligning more closely with the true potential of these assets. Such corrections may foster a healthier investment environment, encouraging greater capital inflow when the market stabilizes.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode