Polygon Alpha Podcast

Summary of the Projects:SureYield introduces a novel concept of AI-managed Double Staking, where users can stake stablecoins alongside approved partner tokens to earn substantial stablecoin interest. The platform leverages advanced artificial intelligence to manage the investments, ensuring optimal returns while mitigating risks like impermanent loss. It also features a unique Insurance Vault to compensate users in the event of any impermanent loss, making it a secure and profitable staking ecosystem.Curvance, on the other hand, is a modular multi-chain money market for yield-bearing assets and any other ERC-20 tokens. It aims to become the go-to platform for DeFi yield, offering composability with various protocols and applications. Curvance supports a wide range of assets, including long-tail assets, and features a multi-chain architecture for maximum market coverage. It also focuses on risk isolation and uses the ERC-4626 standard to allow auto-compounding and collateralized loans, maximizing yield for users.Both platforms demonstrate the evolving sophistication of DeFi, leveraging technology to enhance user experience, security, and profitability. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit polygonalpha.substack.com

Summary of the Project:Chronicle Protocol emerges as a groundbreaking solution in the Oracle landscape, directly addressing the inefficiencies plaguing existing Oracle networks. Traditionally, Oracles have struggled with scalability, transparency, decentralization, and cost-effectiveness, significantly hindering their practical application and integration across different blockchain environments.At the heart of Chronicle's innovation is the Scribe cryptographic primitive, which dramatically reduces Oracle gas fees by over 60% on Layer 1 (L1) and 68% on Layer 2 (L2) networks. This not only enhances cost efficiency but also promotes scalability by allowing more frequent updates at a lower cost.Verifiability is another cornerstone of Chronicle Protocol, ensuring every piece of data transmitted through its Oracles can be tracked and verified from end-to-end. This introduces a high-integrity, censorship-resistant layer for data transmission, which is crucial for maintaining transparency and security in decentralized applications.Chronicle Protocol is designed to be blockchain-agnostic, facilitating its deployment across various public and enterprise ledgers without the technical and operational bottlenecks typically associated with Oracle integration. This universality is complemented by an intuitive on-chain accounting system, Levier, enabling users to easily subscribe or unsubscribe from Oracles as needed.The protocol's significance is further underscored by its role within the MakerDAO ecosystem. Having started as the first Oracle on Ethereum, Chronicle has been integral in securing over $20 billion in assets, contributing to MakerDAO's position as a leader in the DeFi space and the DAI stablecoin's prominence.Chronicle's distributed architecture combines on-chain and off-chain components, including the WatRegistry for data model management, ConfigRegistry for individual feed configurations, and FeedRegistry for maintaining a list of valid Feeds. Off-chain components like Validators, Challengers, and Relays work in tandem to process, verify, and relay data from various origins to the blockchain, ensuring the integrity and reliability of Oracle data.In essence, Chronicle Protocol not only addresses the limitations of existing Oracle solutions but also paves the way for a new era of data verifiability, cost-efficiency, and accessibility in the blockchain ecosystem. This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit polygonalpha.substack.com

Polygon Alpha Podcast - Episode 0026 - March 24, 2023TimeSwap - Ricsson Ngo, Harshita Singh, Ameeth DevadasLinkTree - https://linktr.ee/polygonalphapodcastYouTube - https://www.youtube.com/c/PolygonTV~~~~~~~~~~~~~~~~~~~~~~TimeSwap* Decentralized and oracle-less fixed time preference protocol* Timeswap is a fixed time preference protocol for users to manage their ERC20 tokens over discrete time.* It works as a zero liquidation money market and options market in one. * Users can lend tokens into the pool to earn fixed yields.* They can also borrow or leverage tokens against other tokens, without the fear of liquidation.* Liquidity providers (different from lenders) create markets for any pair of tokens, adding liquidity, and being the counterparty to all lenders and borrowers of the protocol.* In return, they earn transaction fees from both sides of the market.* Timeswap utilizes a unique constant sum options specification and an ingenious duration weighted constant product automated market maker (AMM) similar to Uniswap AMM.* It is designed to not utilize oracles, is capital efficient, permissionless to deploy, game theoretically sound in any state of the market, and is easy to use.* Timeswap works on a duration weighted constant product automated market maker (AMM)​Key Features of Timeswap* Permissionless - Liquidity providers can create pools for any ERC20 pair, without permission.* Oracle-less - Timeswap works without any oracles and it discovers the interest rate and collateral factor through free market arbitrage.* Most importantly, this makes the tokens safe and immune to oracle manipulation attacks.* Perfect Price Range - Timeswap V2 has implemented an ingenious feature where the collateral factor is always over-collateralized i.e. it stays above one hundred percent no matter how large the lending transactions are. Under-collateralized loan by definition is a guaranteed arbitrage.* By limiting the price range to where it is always over-collateralized, increases the price efficiency and lower slippage costs for both lenders and borrowers.* Self Healing - Timeswap's well-designed free market AMM has the ability to self-heal its state and price based on the preference of the free market no matter what the market price may become or how fast it changes.* It does not matter how fast the spot price, interest price, and collateral factor of the pair go down or goes up.* It does not matter if it is a bear market or a bull market.* Symmetric Market - Timeswap V2 has a sound AMM having a perfect symmetry for lending and borrowing.* This leads to efficient pricing for the market.* Lenders can withdraw their funds before maturity given a small penalty, while borrowers can pay their debt with a discount before maturity.* Liquidity providers can also withdraw their liquidity before maturity.* Bidirectional Pool - In Timeswap V2, the pairs are now bidirectional, giving it greater capital efficiency and flexibility.* Lenders can lend either token A and/or token B into the same pool, while borrowers can leverage on token A and/or token B in the same pool, using token A and/or token B as collateral.* Gas Efficient - Timeswap does not use the Black-Scholes formula to determine the price of the option.* Instead, the protocol provides the price based on a simple constant product formula very similar to Uniswap.* This makes the protocol more gas efficient.* This also makes it very easy for anyone to intuitively create money markets for their tokens, without the need of learning complicated financial formulas.* Past Independent AMM - Timeswap is designed to be past-independent and not historically biased on the pricing.* It does not have any historical data stored in the AMM that determines the price, which gives it zero past data bias, and pricing that perfectly follows the present decisions of the free market.* Capital Efficient Liquidity -Timeswap V2's new design improves the liquidity capital efficiency by more than double, making it more lucrative for liquidity providers to join the protocol.* The revenue mechanics and divergent cost mechanics have also been improved to further make liquidity provision more profitable.~~~~~~~~~~~~~~~~~~~~~~Thank you so much for watching the video, if you’ve not subscribed to the channel please do! We’ll continue to bring new videos to you!Polygon offers scalable, affordable, secure and carbon-neutral web3 infrastructure built on Ethereum. Our products offer developers to create user-friendly applications #onPolygon with low transaction fees and without ever sacrificing securityPolygon official channel:Website: polygon.technologyTwitter: twitter.com/0xPolygonTelegram Community: t.me/polygonofficialTelegram announcement: t.me/PolygonAnnouncementsReddit: www.reddit.com/r/0xPolygon/Discord: discord.com/invite/polygonFacebook: www.facebook.com/0xPolygon.Technology/ This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit polygonalpha.substack.com

Polygon Alpha Podcast - Episode 0025 - March 10, 2023Miguel Morel - CEO of Arkham IntelligenceLinkTree - https://linktr.ee/polygonalphapodcastYouTube - https://www.youtube.com/c/PolygonTVApple - Follow the show on Apple Podcast!Spotify - Follow the show on Spotify!RSS feed - https://api.substack.com/feed/podcast/863588.rssArkham IntelligenceArkham is an intelligence platform that provides information on the real-world entities and individuals behind crypto market activity.Capabilities - Some things you can do with Arkham:* See the entities & individuals behind pseudonymous crypto wallet addresses* See what top traders/investors are doing in real time & using historical data* Predict future market movements by using on-chain data to track the flow of funds* Track your portfolio and historical performance* Conduct due diligence* Conduct research on & observe illicit fund flows - on-chain sleuthing* Inform your research & reporting using real-time on-chain data & analyticsFeatures - The platform is currently in Beta & is constantly evolving with new features added regularly* Entity Page: See a complete view of the activities of any entity or address. You can view their portfolio, historical balances, exchange usage, P&L, and top counterparties, as well as a list of transactions which can be sorted and filtered* Visualizer: Translate raw, blockchain transactions into clear network maps.* Dashboards: Build & share unique dashboards of these entities and addresses.* Filtering: You can filter and sort transactions across the platform to only see what you want to see. You can filter and sort by: time, counterparty, token, token amount, & USD Value.* Alerts: Set custom alerts for on & off-chain activity & view their history against pricing & other important signals* Explorer: Full block explorer. View specific details on any transaction.~~~~Thank you so much for watching the video, if you’ve not subscribed to the channel please do! We’ll continue to bring new videos to you!Polygon offers scalable, affordable, secure and carbon-neutral web3 infrastructure built on Ethereum. Our products offer developers to create user-friendly applications #onPolygon with low transaction fees and without ever sacrificing securityPolygon official channel:Website: polygon.technologyTwitter: twitter.com/0xPolygonTelegram Community: t.me/polygonofficialTelegram announcement: t.me/PolygonAnnouncementsReddit: www.reddit.com/r/0xPolygon/Discord: discord.com/invite/polygonFacebook: www.facebook.com/0xPolygon.Technology/ This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit polygonalpha.substack.com

Polygon Alpha Podcast - Episode 0023 - November 15th, 2022Tarun Chitra - Gauntlet Network & Aera FinanceLinkTree - https://linktr.ee/polygonalphapodcastYouTube - https://www.youtube.com/c/PolygonTVApple - Follow the show on Apple Podcast!Spotify - Follow the show on Spotify!RSS feed - https://api.substack.com/feed/podcast/863588.rssAera Finance - The notion of “finance for the people” can be traced back to the days of ancient Rome. - Aera is derived from the word Aerarium, a public treasury in Rome, housed in the Temple of Saturn and associated with wealth in Roman mythology. - As a central clearinghouse, it managed and balanced all public accounts. - Aera is the world’s first autonomous, data-driven treasury management protocol. - Automatic. By rebalancing the portfolio automatically, the treasury may be managed in a timely manner across bear and bull markets. - Data-Driven. Funds may be rebalanced based on actual DAO protocol liabilities and market conditions. By using this data, DAOs are better able to maintain assets to cover liabilities at any given time, while also benefiting from growth in the market. - Transparent. Third party Guardians submit work publicly, on-chain to ensure your goals are met. In addition, historical performance and amount staked will all be visible. - Decentralized. Every day, experienced Guardians compete to propose the best combination of assets in your portfolio. This is weighted algorithmically and executed on chain. - Lower the cost of borrowing. Because there is increased confidence the treasury can cover the loan book, interest rates may be lowered as less capital is required to be kept in reserves or insurance funds. - Increase Capital Efficiency. With increased confidence that DAO treasuries can cover the liabilities, protocols may decide to lower collateral requirements. - Spend less on liquidity. Make sure your treasury has the liquidity it needs in the most adverse of times. - Minimize governance. With Aera, DAOs can effectively manage their treasuries with the assistance of a decentralized network of Vault Guardians. - Aera works with Gauntlet and Auditless to set the standard for DeFi intelligence with cutting-edge research, pushing the limits of decentralized treasury management.~~~~Thank you so much for watching the video, if you’ve not subscribed to the channel please do! We’ll continue to bring new videos to you!Polygon offers scalable, affordable, secure and carbon-neutral web3 infrastructure built on Ethereum. Our products offer developers to create user-friendly applications #onPolygon with low transaction fees and without ever sacrificing securityPolygon official channel:Website: polygon.technologyTwitter: twitter.com/0xPolygonTelegram Community: t.me/polygonofficialTelegram announcement: t.me/PolygonAnnouncementsReddit: www.reddit.com/r/0xPolygon/Discord: discord.com/invite/polygonFacebook: www.facebook.com/0xPolygon.Technology/ This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit polygonalpha.substack.com

Polygon Alpha Podcast - Episode 0023 - November 10th, 2022Mario Zavala - Revert FinanceLinkTree - https://linktr.ee/polygonalphapodcastYouTube - https://www.youtube.com/c/PolygonTVApple - Follow the show on Apple Podcast!Spotify - Follow the show on Spotify!RSS feed - https://api.substack.com/feed/podcast/863588.rssRevert Finance - Time-vested incentives programs for Uniswap v3 - While Uniswap v2 was prime farming land in the summer of 2020, incentivizing liquidity on Uniswap v3 has not yet taken off. - Revert develops analytics and management tools for liquidity providers in AMM protocols. - Incentivizing liquidity in Uniswap v3 has not really worked out as well as a lot of us expected. - The v3staker is a brilliant mechanism, and security-wise it also leaps ahead of what we had in the Uni v2 days. - Instead of a thousand different forks, one for each farm, we have a canonical contract where any project can create an incentive program and any LP can stake. - This contract can (and has been) audited, and there is no need to verify each new reward contract individually. - The problem is that by deploying liquidity in a very narrow price range, a proportionally small amount of capital can capture most of the rewards - The dominating strategy, as seen in the Ribbon liquidity mining program, is to automate the creation of very narrow positions to maximize rewards capture. - This leads to mercenary liquidity instead of rewarding long term holders and LPs. - We think there’s a simple solution to this problem: having a reward vest over a certain period. - This prevents the ultra-concentrated strategy from being successful as it would quickly go out-of-range and without having vested their rewards - Revert is going to test this out by incentivizing 8 Uniswap V3 pools on Polygon with 150k MATIC over 28 days, ending on December 21.~~~~Thank you so much for watching the video, if you’ve not subscribed to the channel please do! We’ll continue to bring new videos to you!Polygon offers scalable, affordable, secure and carbon-neutral web3 infrastructure built on Ethereum. Our products offer developers to create user-friendly applications #onPolygon with low transaction fees and without ever sacrificing securityPolygon official channel: Website: polygon.technologyTwitter: twitter.com/0xPolygon Telegram Community: t.me/polygonofficial Telegram announcement: t.me/PolygonAnnouncements Reddit: www.reddit.com/r/0xPolygon/ Discord: discord.com/invite/polygonFacebook: www.facebook.com/0xPolygon.Technology/ This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit polygonalpha.substack.com

Audio from the October 26, 2022 installment of “Polygon Alpha” with John Paller, Executive Steward at OpolisLinkTree - https://linktr.ee/polygonalphapodcastYouTube - https://www.youtube.com/c/PolygonTVApple - Follow the show on Apple Podcast!Spotify - Follow the show on Spotify!RSS feed - https://api.substack.com/feed/podcast/863588.rssOpollis - The Employment Commons is a Limited Cooperative Association registered in the State of Colorado. - Its purpose is to provide Benefits, Payroll and Shared Services for independent workers like solopreneurs, sole-practitioners, independent contractors, gig workers, digital nomads, freelancers and the like. - Opolis, Inc. is the elected “Trustee” which provides services (administrative, marketing, technology) to the Commons and its Members. - Together we are the Opolis Employment Commons - The legal name of the cooperative is The Employment Commons, LCA. - “The Commons” is a term we use to refer to this entity and is one in the same. - Anyone who self-identifies as a freelancer, solopreneur, sole-practitioner, gig worker, independent contractor, digital nomad and the like. - We have Members who are real estate agents, therapists, software developers, designers, clergy, teachers, consultants & more. - Opolis is neutral to the work you do and provides a toolset that almost everyone needs (and probably already pays too much for!) - Employee Members are individuals who are co-employed by an entity that they control and the Employment Commons. - These Members are consistently paid semi-monthly through the platform. - Employee Members are also the only voting Members of the Employment Commons. - They may earn a louder voice through WORK Rewards as they consume services and as the community grows. - This class of Member is currently only available to those qualified to work in the United States. - A Contributing Member is someone who contributes value to the Opolis Employment Commons in ways other than being an Employee Member, such as: a referral source, a channel partner, a technology contributor and/or a WORK Rewards staker. - They do not hold employment or consume Shared Services from the Commons. - They are, however, included as Members in the WORK Rewards program and patronage calculation for potential distribution of profits/dividends should they come available. - It is important to note that Employee Members can also contribute to the Commons in the above ways. - Non-Member Contributors are those who participate in referrals or staking activities without going through the formal process of becoming a Member. - These parties will be qualified to receive WORK Rewards, but will not be qualified for patronage-based dividends or profit sharing should they become available. - Currently, Employee Membership is limited to individuals who are qualified to work in the United States. - Opolis are expanding to Ontario and British Columbia provinces in Canada on January 1, 2023. - Those residing outside of the United States, and those not able to be or interested in being Employee Members, may become Contributing Members. - There is a 1% Community Fee which Members pay that is calculated by the total consumption of your services (payroll + benefits). - This number will also match the number provided to you on your periodic billing statement from Opolis. - There are no subscription fees or other hidden fees to worry about. - No catch. - The next generation of platforms will be owned by its users. We call them “Members”. - Opolis is on the forefront of this movement and believe it is the path to a whole new generation of value creation for people.~~~~Thank you so much for watching the video, if you’ve not subscribed to the channel please do! We’ll continue to bring new videos to you!Polygon offers scalable, affordable, secure and carbon-neutral web3 infrastructure built on Ethereum. Our products offer developers to create user-friendly applications #onPolygon with low transaction fees and without ever sacrificing securityPolygon official channel: Website: polygon.technologyTwitter: twitter.com/0xPolygon Telegram Community: t.me/polygonofficial Telegram announcement: t.me/PolygonAnnouncements Reddit: www.reddit.com/r/0xPolygon/ Discord: discord.com/invite/polygonFacebook: www.facebook.com/0xPolygon.Technology/ This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit polygonalpha.substack.com

Audio from the October 26, 2022 installment of “Polygon Alpha” with Alexander Guy - Head of Marketing and Growth at Zerion!LinkTree - https://linktr.ee/polygonalphapodcastYouTube - https://www.youtube.com/c/PolygonTVApple - Follow the show on Apple Podcast!Spotify - Follow the show on Spotify!RSS feed - https://api.substack.com/feed/podcast/863588.rssZerion - Zerion Wallet is a non-custodial cryptocurrency wallet that secure open source technologies and lets you stay in control of your private keys and seedphrase. - Instead of acting as custodian for your crypto (like exchanges do), Zerion Wallet stores your private keys locally on your device and not on a central server. And your crypto assets are stored on the blockchain. - You can access the assets using the private keys that are encrypted and safely stored on your phone. - This is arguably the safest way to hold crypto — hackers won’t even know that you have assets in a Zerion Wallet (unless of course you talk about it online). - Even the Zerion team doesn’t know who you are and which crypto address belongs to you. - The smart contracts that Zerion Wallet uses were independently audited by Trail of Bits and Vulners. - These smart contracts have safely processed over $1.2 billion in crypto transactions. You can send assets from any crypto exchange or a crypto wallet app. To transfer crypto from an exchange, click withdraw in your exchange or ‘send’ in your and wallet app and enter the address of your Zerion crypto wallet. - You can also buy crypto in Zerion Wallet: just tap the blue button in the center of your screen, select ‘Buy’, and you will be taken to the dialogue window where you can buy crypto with a credit or debit card. - Please note that you will not be able to transfer crypto from Revolut, PayPal or a similar neobank that does not offer crypto withdrawals. - Zerion Wallet offers a built-in DeFi portfolio tracker, which automatically finds and tracks all your DeFi positions, debts, and rewards. - You can find all your DeFi portfolio by tapping the ‘Tokens’ section and then changing the layout to ‘By Platform’ to arrange your assets by protocol. - Zerion integrated DeFi tracking for over 500 protocols so it’s very likely that your DeFi assets will be tracked. - Not Financial Advice.~~~~Thank you so much for watching the video, if you’ve not subscribed to the channel please do! We’ll continue to bring new videos to you!Polygon offers scalable, affordable, secure and carbon-neutral web3 infrastructure built on Ethereum.Our products offer developers to create user-friendly applications #onPolygon with low transaction fees and without ever sacrificing security Polygon official channel:Website: polygon.technologyTwitter: twitter.com/0xPolygonTelegram Community: t.me/polygonofficialTelegram announcement: t.me/PolygonAnnouncementsReddit: www.reddit.com/r/0xPolygon/Discord: discord.com/invite/polygonFacebook: www.facebook.com/0xPolygon.Technology/ This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit polygonalpha.substack.com

Audio from the October 13, 2022 installment of “Polygon Alpha” with Eric Parker and Ethan Parker - co-founders of Giddy!LinkTree - https://linktr.ee/polygonalphapodcastYouTube - https://www.youtube.com/c/PolygonTVApple - Follow the show on Apple Podcast!Spotify - Follow the show on Spotify!RSS feed - https://api.substack.com/feed/podcast/863588.rssGiddy Wallet - The Giddy native mobile application is a self-custody crypto wallet that provides easy access to decentralized finance (DeFi) opportunities, so users can earn passive income on the blockchain. - Banks aren't providing interest rates that are going to beat inflation, so Giddy is on a mission to provide financial freedom to more people through the power of DeFi! - Giddy brings together several elements of decentralized finance into a single easy-to-use mobile application. - Giddy is unique in providing a self-custody crypto wallet that has a recoverable private key, fiat onramp and offramp capabilities, and single-swipe staking into multiple DeFi protocols. - Most of all, Giddy is focused on making DeFi accessible to everyone, not just crypto enthusiasts. - Giddy’s mission is to make decentralized finance accessible to everyone. - Unlike other crypto projects that require users to have extensive experience and knowledge of the blockchain, Giddy was built with the everyday user in mind. - If you're able to meet the requirements to download the Giddy mobile app in the App Store and Google Play, you can create an account with Giddy. - The Giddy mobile application is is a self-custody crypto wallet, meaning we do not store your private key, nor can we access it! - Only you can access your private key with your multi-identity authentication, which means you own your funds. - Your keys, your crypto. - Because Giddy is a self-custodial wallet, you are ultimately responsible for managing the safekeeping of your authentication credentials. - Giddy's cutting-edge key management gives you the ability to secure your private key across multiple identity factors, and also gives you the unparalleled flexibility to recover a private key if a factor (such as your mobile device) is compromised or destroyed. - Giddy provides you with access to decentralized finance opportunities on blockchain networks. - Organizations that operate on the blockchain may offer a variety of financial products, such as swapping, lending, and/or borrowing crypto in exchange for fees, interest, and/or yield. - Before Giddy, these decentralized finance opportunities were only accessible by sophisticated crypto degens, so we built Giddy to provide everyone with the same opportunity to earn passive income from the blockchain. - Passive income from decentralized finance activities such as staking and liquidity farming carries with it additional risks which could include permanent loss of funds. - Consult a professional before investing money on the blockchain. - Never invest more money than you can afford to lose. - Not Financial Advice. ~~~~ Thank you so much for watching the video, if you’ve not subscribed to the channel please do! We’ll continue to bring new videos to you! Polygon offers scalable, affordable, secure and carbon-neutral web3 infrastructure built on Ethereum. Our products offer developers to create user-friendly applications #onPolygon with low transaction fees and without ever sacrificing security Polygon official channel: Website: polygon.technology Twitter: twitter.com/0xPolygon Telegram Community: t.me/polygonofficial Telegram announcement: t.me/PolygonAnnouncements Reddit: www.reddit.com/r/0xPolygon/ Discord: discord.com/invite/polygon Facebook: www.facebook.com/0xPolygon.Technology/ This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit polygonalpha.substack.com

Audio from the October 6, 2022 installment of “Polygon Alpha” with Jack Chong and TJ (Teej) Ragsdale - the authors of The Unreal Primer on Real World AssetsLinkTree - https://linktr.ee/polygonalphapodcastYouTube - https://www.youtube.com/c/PolygonTVApple - Follow the show on Apple Podcast!Spotify - Follow the show on Spotify!RSS feed - https://api.substack.com/feed/podcast/863588.rssThe Report: An Unreal Primer on Real World Assets An Unreal Primer on Real World Assets I. Ontology: The Dualism of Real World Assets - Birth: Create new assets - Rebirth: Adapt existing assets II. Problem: In Need of a Standard III. Solution: Protocol Wars - The Battle for Standards for Representation and Ownership of Assets - The Battle of Infrastructuralists - The Battle of Asset Specialists IV. Prediction: Adoption Dynamics at the Tails of Two Systems - DeFi eats long tail assets first - Capital: Demand from Asset Managers - Capital: Demand from Crypto-Native Organizations - Supply: Origination from Asset Managers & Web2 Fintech - FinTechs Incubating Proprietary DeFi Protocols - From RWA to DeFi: Flexport - A Dialectic: Pincer Adoption, Cost Curves, and Value Accrual V. The Landscape - Infrastructuralists - Stablecoins - Liquidity Pools - Layer 1s - Oracles- Tokenization/Securitization - Security Tokens/Secondary Markets - Regulatory - Asset Specialists - Real Estate - Emerging Market Credit - Revenue-Based Finance (RBF) - Trade Finance - Insurance - Synthetics - Treasuries - Agriculture - ReFi - Physical Infrastructure Finance - Yield Aggregators and Portfolio Management - Collectibles - Miscellaneous/Mystery FlavorHost: Justin Havins aka Crypto TexanAV Engineer: Aaron PettijohnPolygon official channel:Website: polygon.technologyTwitter: twitter.com/0xPolygonTelegram Community: t.me/polygonofficialTelegram announcement: t.me/PolygonAnnouncementsReddit: www.reddit.com/r/0xPolygon/Discord: discord.com/invite/polygonFacebook: www.facebook.com/0xPolygon.Technology/ This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit polygonalpha.substack.com