DeFi tokens are lagging behind in this cycle. Is this trend over? Investors Arthur Cheong and Jordi Alexander say yes.
Published October 15, 2024 at 12:00 EST.
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DeFi tokens have faced significant challenges in recent years. But are we now at the dawn of a new bull market?
Arthur Cheong, founder and CIO of DeFiance Capital, and Jordi Alexander, founder of Selini Capital and chief alchemist at Mantle, join the show to explain why they think DeFi is poised for growth. They discuss how DeFi’s security and user experience have improved, the impact of layer 2 solutions on Ethereum, and whether Ethereum or Solana will lead the next bull run. Additionally, they discuss whether interest in memecoins is drawing attention away from DeFi and why sustainable tokenomics is important when it comes to valuing coins.
Are DeFi tokens finally ready to shine again?
Show highlights:
- Why do they think DeFi is ready for a bull cycle
- How DeFi Security and UX Have Improved
- Can DeFi activity be sustained in the long term?
- Why Jordi thinks layer 2s are not parasitic on ETH but Arthur thinks they are
- If the DeFi bull case is stronger on Ethereum, Solana or other chains
- Should the Ethereum Foundation and Vitalik Buterin be more proactive in their support of DeFi?
- How memecoins reflect a broader societal problem
- The importance of tokens that do not have large unlocks
- How the lack of solid frameworks for valuing tokens could lead to misallocation of capital in crypto
- Whether a liquid venture investment approach is better for crypto
- Why Jordi says there’s a lot of ‘unlockable potential’ with the overlap of Bitcoin and DeFi
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EPISODE TRANSCRIPT
Guests:
Links
Bitcoin DeFi
L2 and ETH:
