Join Ceteris and the DeFi team at Delphi Research for an in-depth analysis of decentralized finance trends through 2025. The discussion explores the evolution of mainstream DeFi applications, examining innovative spending solutions, stablecoin developments and emerging wallet infrastructure. The team unveils major changes in DEX architectures, privacy-preserving technologies, and the growing importance of front-end value capture in the DeFi ecosystem.
🎯 Highlights
▶ Analyzing Consumer Adoption of DeFi via Crypto Spending Cards and Real-World Integration
▶ Deep dive into revenue sharing stablecoin models and the evolving stablecoin landscape
▶ Review of next-gen DEX designs including Uniswap v4 and Sorella hooks
▶ Overview of ZKTLS technology and its implications for undercollateralized loans
▶ Discussion on the “fat wallet” thesis and front-end value capture in DeFi
▶ Analysis of emerging business models and value accumulation in DeFi infrastructure
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🧠 Follow the Alpha
▶ Ceteris Twitter: @ceterispar1bus
▶ Jordan’s Twitter: @yeak__
▶ Neel’s Twitter: @DaftaryNeel
▶ Robbie’s Twitter: @robbiepetersen_
🔗 Connect with Delphi
🌐 Portal: https://delphidigital.io/
🐦Twitter: https://twitter.com/delphi_digital
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🎧 Listen
Spotify: https://open.spotify.com/show/62PR1RigLG2YN5Pelq6UY9?si=18ac7ccf36ab4753
Apple Podcasts: https://podcasts.apple.com/us/podcast/the-delphi-podcast/id1438148082
YouTube:
Timestamps
00:00 – Introduction and overview
02:08 – Consumer DeFi Discussion
07:14 – Crypto cards and payment solutions
10:49 a.m. – Stablecoin evolution and models
5:13 p.m. – Stablecoin revenue sharing
8:48 p.m. – DEX Innovation and design
29:37 – Fluid DEX and LP innovations
40:37 – ZKTLS Technology Overview
46:35 – Front-end value capture
56:23 – Discussion on wallet infrastructure
01:00:38 – Discussion on the future of DeFi
