Flywheel DeFi

On this special episode, we welcome back Sam Kazemian, co-founder of Frax, to dive into the Fraxtal Vision Roadmap. A plan set in 3 phases, introducing token upgrades, AIVM, and becoming the microstrategy of ETH with Frax’s Crypto Strategic Reserve.Timeline:00:00 Introduction & Background03:05 State of Crypto Post-Elections08:10 Convos w/ Legislators + Staffers in DC11:48 Reflections on Fraxtal and the L2 Playbook15:36 Running a Protocol vs an L217:23 The Vision Roadmap: Sovereign Assets and AI Integrations18:37 Phase 1: Tokenomic upgrades, The Future of FRAX.36:43 Proof of Inference and AI Agents Onchain49:18 Retaking on Fraxtal Securing Different VMs53:30 Frax: The MicroStrategy of ETH1:01:55 The Crypto Strategic Reserve1:04:37 Key Takeaways of The Vision Roadmap1:06:31 Post-Game~~~~Subscribe to the Flywheel mailing list: https://flywheeldefi.com~~~~Follow FlywheelX: https://twitter.com/FlywheelDeFiTelegram: https://t.me/FlywheelDeFiYouTube: @flywheeldefiSpotify: https://open.spotify.com/show/34xXNO289naHrPB2h4uN4J?si=7aa710b683c04a66Apple Podcasts: https://podcasts.apple.com/ca/podcast/flywheel-defi/id1628697864~~~~ConnectDeFi Dave: https://twitter.com/defidave22Kiet: https://twitter.com/0xkapital_kSam: https://twitter.com/traders_insightLewy: https://x.com/lewquidity~~~~Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.

This week, we hosted Lord Pemberton Squigglebop, founder and chief Yeetard of Yeet, an innovative suite of products and games making DeFi more Yeetard-friendly. Timeline: 00:00 Introduction & Background04:36 What is Yeet + Game Mechanics08:20 Yeet Economics: Prize Pool and Taxes13:45 Staking and Unstaking Mechanics15:45 The Liquidity Trifecta: The Yeetwheel23:20 Yeetard NFTs and Burning Culture25:50 Making DeFi Yeetard Friendly + Yeet Bonds28:40 Yeet’s Master Plan34:10 Exploring Proof of Liquidity36:50 Building Social Welfare and Resilience in DeFi40:36 Yeeting on Berachain vs Other Chains42:51 Building Community on Berachain45:46 Yeet’s GTM Strategy50:35 TG Bot & Group Yeeting54:21 Post-Game Show~~~~Subscribe to the Flywheel mailing list: https://flywheeldefi.com~~~~Follow FlywheelX: https://twitter.com/FlywheelDeFiTelegram: https://t.me/FlywheelDeFiYouTube: @flywheeldefiSpotify: https://open.spotify.com/show/34xXNO289naHrPB2h4uN4J?si=7aa710b683c04a66Apple Podcasts: https://podcasts.apple.com/ca/podcast/flywheel-defi/id1628697864~~~~ConnectDeFi Dave: https://twitter.com/defidave22Kiet: https://twitter.com/0xkapital_kSam: https://twitter.com/traders_insightLewy: https://x.com/lewquidity~~~~Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.

This week, the legend himself Jani to dive into the role of Cybernetics in crypto and what it takes to create a meaningful, long-lasting cult(ure).Timeline:00:00 Introduction & Background06:00 Understanding Cults in a Crypto Context08:30 Maintaining Fresh Perspectives15:50 Cybernetics, Feedback Loops, and its Role in Crypto21:19 Improving Airdrops and Incentivizing High-Value Behaviour24:08 Going All In and Leveraging Bong Bears32:39 Building The Honey Jar36:28 Honeycombs, Integrators and Community Engagement40:00 Developing a Cybernetic Culture w/ Honeycombs45:00 Cybernetic Culture of Berachain vs Other L1s/L2s48:40 The Rise of Honeycomb and Community Dynamics50:53 Personas and Social Interactions in Different Spheres55:20 A New Definition for Cults1:03:05 Sustainably Prioritizing Communities1:08:30 Cults As Cybernetic Organizations1:10:46 The Key to Long-Lasting Cults1:25:42 Post-Game Show~~~~Subscribe to the Flywheel mailing list: https://flywheeldefi.com~~~~Follow FlywheelX: https://twitter.com/FlywheelDeFiTelegram: https://t.me/FlywheelDeFiYouTube: @flywheeldefiSpotify: https://open.spotify.com/show/34xXNO289naHrPB2h4uN4J?si=7aa710b683c04a66Apple Podcasts: https://podcasts.apple.com/ca/podcast/flywheel-defi/id1628697864~~~~ConnectDeFi Dave: https://twitter.com/defidave22Kiet: https://twitter.com/0xkapital_kSam: https://twitter.com/traders_insightLewy: https://x.com/lewquidity~~~~Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.

This week, we brought on Chunda McCain to learn more about Nucleus which introduces “Yield by Default” and the financialization of infrastructure risk.Timeline:00:00 Introduction & Background03:44 What was Ion and its evolution into Nucleus08:48 Financializing Infrastructure Risks11:00 Yield by Default15:23 Engaging User Incentives and Infra Revenue Sharing19:37 App Chains and Ecosystem-Specific Rollups26:09 Are AVS’s Bottlenecks in Restaking?30:35 Scaling ETH vs The Rollup-Centric Roadmap36:52 Ethereum's Identity and EIP-155939:23 Narratives from Precious Metals to Crypto42:15 Nucleus Architecture and User Journey46:08 Yield Generation Strategies and Risk Management54:38 Default Yield in all Ecosystems1:05:05 What Sets Nucleus Apart?1:10:50 Post-Game Show~~~~Subscribe to the Flywheel mailing list: https://flywheeldefi.com~~~~Follow FlywheelX: https://twitter.com/FlywheelDeFiTelegram: https://t.me/FlywheelDeFiYouTube: @flywheeldefiSpotify: https://open.spotify.com/show/34xXNO289naHrPB2h4uN4J?si=7aa710b683c04a66Apple Podcasts: https://podcasts.apple.com/ca/podcast/flywheel-defi/id1628697864~~~~ConnectDeFi Dave: https://twitter.com/defidave22Kiet: https://twitter.com/0xkapital_kSam: https://twitter.com/traders_insightLewy: https://x.com/lewquidity~~~~Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.

This week, we hosted Thad, co-founder of El Dorado, to discuss the upcoming election and its implications on Crypto and DeFi.Timeline:00:00 Introduction & Background04:00 US Election: Candidates and Their Stance on Crypto08:56 The Current Political Landscape12:33 Economic Issues: Inflation, Immigration18:30 Bull Case for Crypto and The US30:00 Crypto Under Different Political Outcomes34:00 Political Implications in The Worst-Case Scenario43:03 The US Identity Crisis Post-Cold War46:30 What is El Dorado and its Vision50:00 The Membership Model and Dorito Utility1:03:03 Understanding Thorchain and Its Innovations1:10:00 Single-Sided Bitcoin Yield w/ El Dorado1:14:45 Post-Game Show~~~~Subscribe to the Flywheel mailing list: https://flywheeldefi.com~~~~Follow FlywheelX: https://twitter.com/FlywheelDeFiTelegram: https://t.me/FlywheelDeFiYouTube: @flywheeldefiSpotify: https://open.spotify.com/show/34xXNO289naHrPB2h4uN4J?si=7aa710b683c04a66Apple Podcasts: https://podcasts.apple.com/ca/podcast/flywheel-defi/id1628697864~~~~ConnectDeFi Dave: https://twitter.com/defidave22Kiet: https://twitter.com/0xkapital_kSam: https://twitter.com/traders_insightLewy: https://x.com/lewquidity~~~~Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.

This week we hosted Ryan Park, co-founder of Exponents, the first liquidation-free, oracle-less perp dex and explored how Exponents is reimagining market efficiency with its novel mathematical mechanisms.Timeline:00:00 Introduction & Background10:48 Lessons from Anchor13:50 What Lido Did Right16:46 Distribution + Growth in Terra and Anchor19:27 “The End User is Capital”22:30 Transitioning from Anchor to Exponents28:54 The Liquidation Free, Oracle-less Perp Dex34:04 “Spot Arbitrage”, The Lifecycle of a Position41:49 Synthetic Positions and Collateralization Mechanism50:40 How Does Exponents Work1:01:23 Institutional Perspectives on DeFi & Crypto1:07:43 The Future of DeFi and Its Value Prop1:13:34 Incentivizing Speculation in Crypto Markets1:23:15 Building in the Bera Eco1:29:29 Post-Game Show~~~~Subscribe to the Flywheel mailing list: https://flywheeldefi.com~~~~Follow FlywheelX: https://twitter.com/FlywheelDeFiTelegram: https://t.me/FlywheelDeFiYouTube: @flywheeldefiSpotify: https://open.spotify.com/show/34xXNO289naHrPB2h4uN4J?si=7aa710b683c04a66Apple Podcasts: https://podcasts.apple.com/ca/podcast/flywheel-defi/id1628697864~~~~ConnectDeFi Dave: https://twitter.com/defidave22Kiet: https://twitter.com/0xkapital_kSam: https://twitter.com/traders_insightLewy: https://x.com/lewquidity~~~~Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.

This week, we had on Jordan Prince, an OG Solana dev and co-founder of Metaplex who shared his thoughts on the evolution of the Solana ecosystem and why he believes it could overtake Ethereum's position.Timeline:00:00 Introduction & Background15:25 How L2s have impacted Ethereum25:37 The Future of Solana: Flipping ETH?30:23 The Hacker House Phenomenon41:58 The Birth of Metaplex and Solana NFT Standards51:09 EIPs vs Solana Standards55:30 The Flaws of DAOs and the Need for Representative Governance1:03:35 B&J Studios and Its Role in Innovation1:08:50 Memecoins & Market Dynamics1:18:41 Solana PVP & Ethereum MEV1:23:38 The Solution to L2s: A New Ethereum1:26:44 Are New L1s A Threat to Solana?1:34:09 The Real Threat to Crypto1:42:48 Post-Game Show~~~~Subscribe to the Flywheel mailing list: https://flywheeldefi.com~~~~Follow FlywheelX: https://twitter.com/FlywheelDeFiTelegram: https://t.me/FlywheelDeFiYouTube: @flywheeldefiSpotify: https://open.spotify.com/show/34xXNO289naHrPB2h4uN4J?si=7aa710b683c04a66Apple Podcasts: https://podcasts.apple.com/ca/podcast/flywheel-defi/id1628697864~~~~ConnectDeFi Dave: https://twitter.com/defidave22Kiet: https://twitter.com/0xkapital_kSam: https://twitter.com/traders_insightLewy: https://x.com/lewquidity~~~~Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.

This week, Pierre Person is a former French Politician and current founder of the stablecoin protocol Usual Money. He discusses Usual’s novel mechanisms and how it aims to be a fully on-chain Tether.Timeline:00:00 Introduction & Background06:19 Working In French Politics 9:24 From Politics to Stablecoins14:14 What is Usual Money20:00 Stablecoin Lifecycle in Usual (Minting USD0)22:48 Usual Governance Token Model28:12 GTM Strategy (0 to 100 Real Quick)33:40 Bridging the Gap Between DeFi and CeFi37:50 USD0++ and Speculative Yield41:54 Usual’s Mechanism Against Dilution44:11 Base Interest Guarantee45:45 Withdrawing USD0 from USD0++51:35 Token Emissions and Protocol Revenue55:45 Regulation and MICA1:06:07 Post-Game Show~~~~Subscribe to the Flywheel mailing list: https://flywheeldefi.com~~~~Follow FlywheelTwitter: https://twitter.com/FlywheelDeFiTelegram: https://t.me/FlywheelDeFiYouTube: @flywheeldefiSpotify: https://open.spotify.com/show/34xXNO289naHrPB2h4uN4J?si=7aa710b683c04a66Apple Podcasts: https://podcasts.apple.com/ca/podcast/flywheel-defi/id1628697864~~~~ConnectDeFi Dave: https://twitter.com/defidave22Kiet: https://twitter.com/0xkapital_kSam: https://twitter.com/traders_insightLewy: https://x.com/lewquidity~~~~Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.

This week, Charlie Curran dives into how Memecoins are an avant-garde art form and what his experiences in the trenches has been like since the launch of pump(dot)fun.Timeline:00:00 Introduction & Background07:19 From Fashion and Film to Crypto10:40 Finding Pump(dot)fun13:20 Memecoins vs Culture coins15:35 $P*SSYINBIO Lore20:55 Community and Cult Formation24:00 Cultural Shifts and CT Blindspots30:49 Avant-Garde Art and Crypto Culture37:10 The Rise of Ball Up Top42:46 Ball Up Top Community vs P*SSYINBIO47:28 Trying To Fork Culture50:30 Ethereum vs Solana54:54 Future of Culturecoins & Memecoins1:02:07 Celebrities & Memecoins ~~~~Subscribe to the Flywheel mailing list: https://flywheeldefi.com~~~~Follow FlywheelTwitter: https://twitter.com/FlywheelDeFiTelegram: https://t.me/FlywheelDeFiYouTube: @flywheeldefiSpotify: https://open.spotify.com/show/34xXNO289naHrPB2h4uN4J?si=7aa710b683c04a66Apple Podcasts: https://podcasts.apple.com/ca/podcast/flywheel-defi/id1628697864~~~~ConnectDeFi Dave: https://twitter.com/defidave22Kiet: https://twitter.com/0xkapital_kSam: https://twitter.com/traders_insightLewy: https://x.com/lewquidity~~~~Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.

This week we hosted Kyle Chayka, author of Filterworld. We dive into his key findings on how algorithms flatten culture, impact the crypto industry and more.Timeline:00:00 Introduction and Background03:47 Writing Filterworld05:55 Stuck Culture: The Rise of Mainstream Social Internet08:00 Understanding How Algorithms Work11:35 Different Flavours of Algorithms14:47 Flattening16:20 TikTok’s Optimized Algorithm 21:45 The Homogenization of Culture22:40 Taste or Algorithmic Recommendations?24:37 Platform-Based Cultures30:45 Ineffable Taste vs Data-driven Recommendations34:00 Sandcastle Platforms & Non-Algo Platforms36:17 Better Regulation for Social Networks45:00 AI Further Flattening Culture and Creativity53:13 Balancing Novelty and Taste in Content Consumption56:35 Post-Game Show~~~~Subscribe to the Flywheel mailing list: https://flywheeldefi.com~~~~Follow FlywheelTwitter: https://twitter.com/FlywheelDeFiTelegram: https://t.me/FlywheelDeFiYouTube: @flywheeldefiSpotify: https://open.spotify.com/show/34xXNO289naHrPB2h4uN4J?si=7aa710b683c04a66Apple Podcasts: https://podcasts.apple.com/ca/podcast/flywheel-defi/id1628697864~~~~ConnectDeFi Dave: https://twitter.com/defidave22Kiet: https://twitter.com/0xkapital_kSam: https://twitter.com/traders_insightLewy: https://x.com/lewquidity~~~~Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.