Flywheel DeFi

Subscribe to the Flywheel mailing list: https://flywheeloutput.comHave ETH but don't know what to do with it? Swap it to FrxETH for the highest staking yields in crypto.https://app.frax.finance/frxeth/mint~~~~Follow FlywheelTwitter: https://twitter.com/FlywheelDeFiTelegram: https://t.me/FlywheelDeFi~~~~Subscribe to the Flywheel YouTube Channel:https://www.youtube.com/channel/UChktQbmIzLZKSwEZh8yE1Kw~~~~Listen to Flywheel Wherever You Listen to Podcasts:Spotify: https://open.spotify.com/show/34xXNO289naHrPB2h4uN4JApple Podcasts: https://podcasts.apple.com/us/podcast/flywheel/id1628697864~~~~Connect with DeFi Dave:Twitter: https://twitter.com/defidave22~~~~Connect with Kiet:Twitter: https://twitter.com/0xkapital_k~~~~Connect with Producer SamTwitter: https://twitter.com/traders_insightTelegram: https://t.me/ssmccul~~~~Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.Timeline00:00 Intro02:56 How did DeFi Surfer get into crypto04:51 Reactions to DeFi coming from Tradfi06:26 BNB Thesis08:45 ETH Moves slower, breaks less11:07 App-chain thesis13:07 Arbitrum airdrop15:15 GMX17:27 Circulating supply vs FDV19:04 What does DeFi Surfer like on Arbitrum20:53 Trader Joe on Arbitrum22:56 Uniswap V3 on other networks24:47 zkEVM25:57 Airdrop madness27:57 ZK privacy?28:50 How should we grow for new users?34:34 What makes arbitrum special36:54 stablecoin maximalism42:47 Silvergate44:38 Operation Chokepoint 2.045:56 Can DeFi save banking?47:01 The banking crisis49:43 Crypto outside money52:54 Fed Balance Sheet54:48 Ethereum over Bitcoin57:38 ETHBTC Ratio59:12 Surfer's Beef with Frax01:03:10 Frax on Arbitrum01:05:13 Frax V301:07:38 Custody and power01:09:12 What keeps DeFi Surfer up at night?01:12:18 Lightning Round

Subscribe to the Flywheel mailing list: https://flywheeloutput.comHave ETH but don't know what to do with it? Swap it to FrxETH for the highest staking yields in crypto.https://app.frax.finance/frxeth/mint~~~~Follow FlywheelTwitter: https://twitter.com/FlywheelDeFiTelegram: https://t.me/FlywheelDeFiYouTube: @flywheeldefiSpotify: https://open.spotify.com/show/34xXNO2...Apple Podcasts: https://podcasts.apple.com/us/podcast...~~~~ConnectDeFi Dave: https://twitter.com/defidave22Kiet: https://twitter.com/0xkapital_kSam: https://twitter.com/traders_insight~~~~Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.

Subscribe to the Flywheel mailing list: https://flywheeloutput.comHave ETH but don't know what to do with it? Swap it to FrxETH for the highest staking yields in crypto.https://app.frax.finance/frxeth/mintTimeline00:00 Intro01:03 FrxETH Commercial01:26 Frax V307:45 WETHR Curve announcement14:22 Coinbase request for builders15:53 Raising the FPI cap22:58 Fraxlend on Arbitrum27:51 Dave's Educational Ecosystem Grant Update29:00 StakeDAO Unlock for sdETH30:58 Flux Finance AMO41:28 Frax Merch43:58 Outro~~~~Follow FlywheelTwitter: https://twitter.com/FlywheelDeFiTelegram: https://t.me/FlywheelDeFiYouTube: https://www.youtube.com/channel/UChktQbmIzLZKSwEZh8yE1KwSpotify: https://open.spotify.com/show/34xXNO289naHrPB2h4uN4JApple Podcasts: https://podcasts.apple.com/us/podcast/flywheel/id1628697864~~~~ConnectDeFi Dave: https://twitter.com/defidave22Kiet: https://twitter.com/0xkapital_kSam: https://twitter.com/traders_insight~~~~Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.

Subscribe to the Flywheel mailing list: https://flywheeloutput.comHave ETH but don't know what to do with it? Swap it to FrxETH for the highest staking yields in crypto.https://app.frax.finance/frxeth/mint~~~~Follow FlywheelTwitter: https://twitter.com/FlywheelDeFiTelegram: https://t.me/FlywheelDeFi~~~~Subscribe to the Flywheel YouTube Channel:https://www.youtube.com/channel/UChktQbmIzLZKSwEZh8yE1Kw~~~~Listen to Flywheel Wherever You Listen to Podcasts:Spotify: https://open.spotify.com/show/34xXNO289naHrPB2h4uN4JApple Podcasts: https://podcasts.apple.com/us/podcast/flywheel/id1628697864~~~~Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.Timeline00:00 Ansem Main Video00:37 Show Welcome02:47 Guest Intro + ETH Denver Recovery03:39 Ansem's Favorite Travel Destination04:33 On meeting anons in person05:26 Growing up always online08:05 Twitter Bubbles09:11 On becoming a trader10:08 Acclimatizing to crypto cycles10:54 Ansem's current framework for market cycles13:51 Balaji 90 days thesis16:13 Gold Bull Run19:38 BTC Equity correlation21:04 ETH/BTC22:56 Alt L1 Thesis25:21 Arbitrum L3s and appchains25:55 Crypto 2025 Thesis for Mobile28:42 Web 3 on Mobile30:18 Nation States buying digital assets32:10 Does Bitcoin have to lead the next cycle?33:28 Banking system and Inflation36:51 Dot Plots39:02 Investing and Researching philosophy41:02 MEV43:42 How Ansem orients himself daily46:36 What does Ansem use for alerts47:25 Mixing Macro and Crypto50:19 China and Digital yuan:)53:51 Ansem's stablecoin thesis56:29 Stablecoin policy58:03 Frax Chat01:01:27 How is the crypto class of 2021 different from 201701:06:47 Unpopular Theses01:08:51 Midnight Society Dr Disrespect01:10:23 Unity Engine is growing gaming01:11:24 ARB Airdrop & Growth01:16:20 What were Ansem's tips for new traders01:22:38 How to approach and measure risk?01:25:50 Life Risk01:29:35 Favorite Conference Memory01:30:46 Lightning Round01:36:36 Disclaimer

This week... I call this week the “Normalizing” week. As the name suggests, this week things were quite surreal.Subscribe to the Flywheel mailing list: https://flywheeloutput.comHave ETH but don't know what to do with it? Swap it to FrxETH for the highest staking yields in crypto.https://app.frax.finance/frxeth/mint~~~~Follow FlywheelTwitter: https://twitter.com/FlywheelDeFiTelegram: https://t.me/FlywheelDeFi~~~~Subscribe to the Flywheel YouTube Channel:https://www.youtube.com/channel/UChktQbmIzLZKSwEZh8yE1Kw~~~~Listen to Flywheel Wherever You Listen to Podcasts:Spotify: https://open.spotify.com/show/34xXNO289naHrPB2h4uN4JApple Podcasts: https://podcasts.apple.com/us/podcast/flywheel/id1628697864~~~~Connect with DeFi Dave:Twitter: https://twitter.com/defidave22~~~~Connect with Kiet:Twitter: https://twitter.com/0xkapital_k~~~~Connect with Producer SamTwitter: https://twitter.com/traders_insightTelegram: https://t.me/ssmccul~~~~Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.

Subscribe to the Flywheel mailing list: https://flywheeloutput.comHave ETH but don't know what to do with it? Swap it to FrxETH for the highest staking yields in crypto.https://app.frax.finance/frxeth/mint~~~~Follow FlywheelTwitter: https://twitter.com/FlywheelDeFiTelegram: https://t.me/FlywheelDeFi~~~~Subscribe to the Flywheel YouTube Channel:https://www.youtube.com/channel/UChktQbmIzLZKSwEZh8yE1Kw~~~~Listen to Flywheel Wherever You Listen to Podcasts:Spotify: https://open.spotify.com/show/34xXNO289naHrPB2h4uN4JApple Podcasts: https://podcasts.apple.com/us/podcast/flywheel/id1628697864~~~~Connect with DeFi Dave:Twitter: https://twitter.com/defidave22~~~~Connect with Kiet:Twitter: https://twitter.com/0xkapital_k~~~~Connect with Producer SamTwitter: https://twitter.com/traders_insightTelegram: https://t.me/ssmccul~~~~Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.Timeline00:00 Intro00:37 Welcome02:52 FrxETH Commercial03:16 Guests Intro04:25 Uniswap, the liquidity computer09:06 Approach to G-Uni & Uniswap V313:18 Uniswap V3 ranges18:05 JIT MEV21:43 Inventory Provision and Management23:38 Toxic Flow34:29 Steelmanning toxic flow39:21 What is Arrakis V2?46:27 Arrakis Palm49:01 Vaults and bands51:38 Multiple managers?53:15 Is Arrakis like Yearn?01:01:47 Results from GEL and KWENTA01:06:47 Swim to where the liquidity is going01:07:25 Fees for Palm and Arrakis01:10:00 LBP vs Palm01:12:19 GEL and Kwenta Backtesting01:15:11 What are the risks with using Palm?01:19:14 Arrakis + Options01:21:10 Transparency in Market Making01:25:07 Backtesting the parameters for new tokens01:28:08 Frax and Arrakis01:32:09 Ranges for trading01:33:19 Bunni Bunni01:36:02 USDC Depeg Volumes01:37:56 Curve 3 pool getting smashed01:39:57 One size fits all doesn't work01:42:04 Spice token?01:47:00 Incentives and Tokens01:49:41 Cartels in crypto01:51:57 veSpice01:52:17 Lightning Round + Outro02:02:09 Disclaimer

Subscribe to the Flywheel mailing list: https://flywheeloutput.comHave ETH but don't know what to do with it? Swap it to FrxETH for the highest staking yields in crypto.https://app.frax.finance/frxeth/mint~~~~Follow FlywheelTwitter: https://twitter.com/FlywheelDeFiTelegram: https://t.me/FlywheelDeFi~~~~Subscribe to the Flywheel YouTube Channel:https://www.youtube.com/channel/UChktQbmIzLZKSwEZh8yE1Kw~~~~Listen to Flywheel Wherever You Listen to Podcasts:Spotify: https://open.spotify.com/show/34xXNO289naHrPB2h4uN4JApple Podcasts: https://podcasts.apple.com/us/podcast/flywheel/id1628697864~~~~Connect with DeFi Dave:Twitter: https://twitter.com/defidave22~~~~Connect with Kiet:Twitter: https://twitter.com/0xkapital_k~~~~Connect with Producer SamTwitter: https://twitter.com/traders_insightTelegram: https://t.me/ssmccul~~~~Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.

Want to get deep into the numbers? Frax Check is your weekly data roundup of the latest Frax stats from the Flywheel Squad.~~~~Follow FlywheelTwitter: https://twitter.com/FlywheelDeFiTelegram: https://t.me/FlywheelDeFi~~~~Subscribe to the Flywheel YouTube Channel:https://www.youtube.com/channel/UChktQbmIzLZKSwEZh8yE1Kw~~~~Listen to Flywheel Wherever You Listen to Podcasts:Spotify: https://open.spotify.com/show/34xXNO289naHrPB2h4uN4JApple Podcasts: https://podcasts.apple.com/us/podcast/flywheel/id1628697864~~~~Connect with DeFi Dave:Twitter: https://twitter.com/defidave22~~~~Connect with Kiet:Twitter: https://twitter.com/0xkapital_k~~~~Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.

Subscribe to the Flywheel mailing list: https://flywheeloutput.comHave ETH but don't know what to do with it? Swap it to FrxETH for the highest staking yields in crypto.https://app.frax.finance/frxeth/mint~~~~Follow FlywheelTwitter: https://twitter.com/FlywheelDeFiTelegram: https://t.me/FlywheelDeFi~~~~Subscribe to the Flywheel YouTube Channel:https://www.youtube.com/channel/UChktQbmIzLZKSwEZh8yE1Kw~~~~Listen to Flywheel Wherever You Listen to Podcasts:Spotify: https://open.spotify.com/show/34xXNO289naHrPB2h4uN4JApple Podcasts: https://podcasts.apple.com/us/podcast/flywheel/id1628697864~~~~Connect with DeFi Dave:Twitter: https://twitter.com/defidave22~~~~Connect with Kiet:Twitter: https://twitter.com/0xkapital_k~~~~Connect with Producer SamTwitter: https://twitter.com/traders_insightTelegram: https://t.me/ssmccul~~~~Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.

Timeline00:00 Show start00:31 Intro00:32 Show Welcome02:41 FrxETH Commercial03:05 Guest Welcome04:01 Uniting the communities06:54 What is Badger?09:42 EBTC Announcement15:16 What challenges does EBTC face?18:36 Badger DAO and Bitcoin23:31 Can Bitcoin grow to be something other than collateral?26:41 Does EBTC get staking yields?28:26 Yield vs Bitcoin30:13 EBTC Perps and building with it33:45 Is trustless BTC on ETH possible?38:06 Ordinals as a utility?40:55 Thoughts on Ordinal's hype44:22 Will Bitcoin fade into irrelevance?48:33 How do we win hearts and minds for crypto?52:13 What is Chris' experience participating in DeFi and DAOs?58:35 Which DAOs does Chris like?01:01:22 DAO Lessons01:07:18 Curve DAO as a DAO01:09:59 Lightning Round01:14:57 Outro01:16:15 Disclaimer----------------------------Subscribe to the Flywheel mailing list: https://flywheeloutput.comHave ETH but don't know what to do with it? Swap it to FrxETH for the highest staking yields in crypto.https://app.frax.finance/frxeth/mint~~~~Follow FlywheelTwitter: https://twitter.com/FlywheelDeFiTelegram: https://t.me/FlywheelDeFi~~~~Subscribe to the Flywheel YouTube Channel:https://www.youtube.com/channel/UChktQbmIzLZKSwEZh8yE1Kw~~~~Listen to Flywheel Wherever You Listen to Podcasts:Spotify: https://open.spotify.com/show/34xXNO289naHrPB2h4uN4JApple Podcasts: https://podcasts.apple.com/us/podcast/flywheel/id1628697864~~~~Connect with DeFi Dave:Twitter: https://twitter.com/defidave22~~~~Connect with Kiet:Twitter: https://twitter.com/0xkapital_k~~~~Connect with Producer SamTwitter: https://twitter.com/traders_insightTelegram: https://t.me/ssmccul~~~~Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.