DeFi tokens have been lagging in this cycle. Has that trend ended? Investors Arthur Chong and Jordi Alexander said yes.
Posted on October 15, 2024 at 12:00 PM EST.
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DeFi tokens have faced major challenges in recent years. But are we now on the brink 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 take a deep dive into how DeFi security and user experience have improved, how Layer 2 solutions will impact Ethereum, and whether Ethereum or Solana will drive the next bull market. Additionally, they discuss whether the interest in meme coins is attracting attention from DeFi and why sustainable tokenomics is important when assessing the value of a coin.
Are DeFi tokens finally ready to shine again?
Show highlights:
- Why they believe DeFi is poised for a bull cycle
- How DeFi security and UX has improved
- Can DeFi activities continue in the long term?
- Why does Jordi think Layer 2 is not parasitic to ETH, but Arthur thinks it is?
- Is the DeFi bull case stronger on Ethereum, Solana, or other chains?
- Should the Ethereum Foundation and Vitalik Buterin be more proactive in supporting DeFi?
- How meme coins reflect broader social issues
- The importance of tokens that cannot be unlocked significantly
- How the lack of a solid framework for valuing tokens is leading to capital misallocation in cryptocurrencies
- Is a liquid venture investment approach better for crypto?
- Why Jordi says the overlap between Bitcoin and DeFi has a lot of “unlockable potential”
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