2 Crypto Investors on Why They Believe DeFi Is Poised for a Bull Run - Ep. 719

DeFi tokens have faced significant challenges in recent years. However, are we now on the verge 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 discuss why they believe DeFi is poised for growth. They dive into how DeFi's security and user experience have improved, the impact of Layer 2 solutions on Ethereum, and whether Ethereum or Solana will drive the next bull run. Plus, they discuss whether interest in memecoins takes attention from DeFi, and why sustainable tokenomics matters when it comes to valuing coins.
Are DeFi tokens finally ready to shine again?
Show highlights:

Why they believe that DeFi is poised for a bull cycle

How DeFi's security and UX have improved

Whether DeFi activity can be sustained in the long term

Why Jordi thinks that Layer 2s are not parasitic to ETH but Arthur thinks they are

Whether the DeFi bull case is stronger on Ethereum, Solana or other chains

Whether the Ethereum Foundation and Vitalik Buterin should be more proactive in supporting DeFi

How memecoins reflect a broader societal problem

The importance of tokens that don’t have big unlocks

How the lack of solid frameworks for valuing tokens might be causing capital misallocation in crypto

Whether a liquid venture investing approach is better for crypto

Why Jordi says that there’s a lot of “potential to unlock” with the overlap of Bitcoin and DeFi

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Polkadot

Mantle

Guests:

Arthur Cheong, founder and CIO of DeFiance Capital

Aave, the Core Pillar of Decentralized Finance and Onchain Economy

Liquid Venture Investing in Crypto

Jordi Alexander, Chief Alchemist at Mantle, Founder of Selini Capital

Links

Previous coverage of Unchained on this cycle & DeFi :Has Decentralized Finance Hit Bottom?

Kain Warwick’s tweet on Vitalik being anti-DeFi

Cointelegraph: Vitalik Buterin responds to criticism that Ethereum ‘doesn’t care’ about DeFi

The great return of DeFi, by @tradetheflow

Bitcoin DeFi

Bitcoin Layer 2s Aim to Attract Ethereum-Like Dapps. Will They Succeed?

Bitcoin Is Worth Over $1 Trillion. How Much Will Coinbase’s New cbBTC Grab?

L2s and ETH:

ETH Is Down Bad, While Layer 2s Are Ripping. Are L2s Parasitic to Ethereum?

Are L2s ‘Parasitic’? Analysis Shows Ethereum Only Gets a Tiny Percentage of Fees

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