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0xResearch

How Sommelier Democratizes Portfolio Management | Zaki Manian, Sun Raghupathi

Jan 18, 2023
01:09:30

In this week's episode of 0xResearch, we bring on Zaki Manian and Sun Raghupathi to discuss how Sommelier democratizes active portfolio management. We start with the underlying mechanics of Sommelier, including why they launched on Cosmos and Sommelier's multichain strategy. We then discuss Sommelier's staking mechanics, how to incentive strategists, bridge risks, why it's hard to build for Cosmos DeFi and more!

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Timestamps:

(00:00) Introduction

(01:04) Hot Seat/Cool Throne

(14:46) “Chainalysis Ad”

(15:26) Osmosis Liquidity Pool Flows by Flipside Insights

(18:57) Interview Start: Sommelier

(25:20) Bridge Risks and Security

(27:34) Sommelier’s Investment Strategies

(41:30) “Chainalysis Ad”

(42:13) Why It's Hard to Build for Cosmos DeFi

(46:35) Staking Reward Mechanics

(51:40) How to Launch Sommelier Vaults

(53:15) POV as a Sommelier Strategist

(1:00:52) Insurance Experiments & Decentralization

(1:04:00) The DAO Treasury Opportunity

(1:05:37) Real USD Yield Strategy & Backtesting

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Follow Zaki: https://twitter.com/zmanian

Follow Sun: https://twitter.com/callmesunn

Follow Dan: https://twitter.com/smyyguy

Follow Sam: https://twitter.com/swmartin19

Follow Blockworks Research: https://twitter.com/blockworksres


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Resources:

David's Cosmos DeFi Summer Twitter Thread

https://twitter.com/EffortCapital/status/1613197333164093442


Sommelier

https://www.sommelier.finance/

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Chainalysis is the leading blockchain analytics company.


Web3 companies like Dapper, Gemini, and Crypto.com manage risk, drive investigations, and inform growth strategies with Chainalysis. Together, we build trust in blockchains, grow safe consumer access to cryptocurrency, and promote more financial freedom with less risk.


Visit Chainalysis.com/blockworks to learn more now.

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Flipside has the most comprehensive data in web3 to get you the insights you need to work smarter. Instantly query the data yourself (for free!) or browse dashboards by elite analysts to find hidden alpha and get the edge you need to win.


Earn up to $75 USDC by completing 0xResearch's exclusive bounty for analysts on Flipside: https://flipsidecrypto.xyz/drops/0xresearch-bounty-defi-users-7f5442

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Disclaimer: Nothing said on 0xResearch 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. Dan, Sam, and our guests may hold positions in the companies, funds, or projects discussed.

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