Alfalfa Podcast 159. Nick’s Juicy Election Bet, Stephen’s DEGEN trade + Why Gov Regulation is a SCAM
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Sep 22, 2023 The podcast covers a range of topics including Formula One race, a bet made on the election, real world assets coming on chain, building the creator economy, Nick's degen trade, Stephen's Riot bet, Bill Gurley's talk on regulatory capture, regulation for AI and tech, and Arman's Techstar's experience.
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RWAs Could Be The Institutional Onramp
- Real-world assets (RWAs) coming on-chain could be the primary institutional onramp instead of institutions buying tokens.
- Treasuries and synthetic assets may be early wins, offering huge collateral and new derivative products.
Tokenization Versus Synthetic RWAs
- Tokenization and synthetics are separate plays for RWAs: own-the-asset tokens versus price-oracle-backed derivatives.
- Synthetics avoid carrying costs and enable novel trades like long Boston/short SF real-estate exposure.
Play RWAs Via Select Protocols
- Consider Kanto and projects enabling RWAs for targeted portfolio exposure and yield farming opportunities.
- Use liquidity farming and stablecoin pools to harvest elevated APYs while maintaining sideways risk exposure.