Exploring the Growth Potential and Strategy of MakerDAO and Uniswap

Debating the MakerDAO Endgame | Vance Spencer, Mark Phillips, and Hasu

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Exploring the Growth Potential and Strategy of MakerDAO and Uniswap

Uniswap and MakerDAO are poised to significantly increase their fees, potentially tripling, quadrupling, or even increasing by 10 times through the success of subDAOs. The market perception needs to be enhanced to achieve this, as a larger coin size and better interpretation can lead to increased inflationary rewards and the success of subDAOs. MakerDAO's strategy involves incentivizing DAI supply through various mechanisms under its banner, rather than directly competing with USDC. MakerDAO aims to evolve into a hybrid of an AI-driven hedge fund and a stablecoin, steering away from creating a USD stablecoin clone. The long-term vision of MakerDAO involves its own chain in the future, possibly based on SVM or another technology. The future valuation is anticipated to stem more from a flywheel effect rather than current high revenue and profits, with Maker transitioning from being seen as a DeFi 1.0 coin to a more appealing asset for investors. The key drivers for this transition would be the flywheel effect and branding, as demonstrated by other successful projects like Celestial, indicating the potential for MakerDAO to enhance its market perception, overcome cost barriers, and drive growth.

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