DeFi 2.71

Today our guest is Allan Niemerg (https://twitter.com/niemerg), Co-Founder of Yield (https://twitter.com/yield). This episode is sponsored by Euler Finance (https://euler.finance/), permissionless lending protocol that introduces exciting innovations to DeFi like MEV resistant liquidations, tokenised debts, permissionless listing and many more. I'm your host Seraphim (https://twitter.com/MacroMate8), and let's talk DeFi. The Material is for distribution to Professional clients and should not be relied by any other persons. The information contained herein does not constitute an offer to sell or the solicitation of any offer. The purpose of this video is not investment advice. Check out this podcast on Spotify: https://open.spotify.com/episode/6ePKAXCSmHAuXprc8CsIVL?si=51a6b0d9adce4ae5 And on Apple: https://podcasts.apple.com/us/podcast/fixed-yield-in-defi-allan-from-yield/id1598828271?i=1000568855991 Allan’s background (law, GFC, prop firm) 00:00 – 5:40 The story of Yield 5:40 – 9:56 Mechanics of Yield 9:56 – 15:44 How come fixed rates DeFi hasn’t taken off yet? What will drive the adoption? 15:44 – 25:44 Cash bonds vs derivatives in DeFi? What assets does Yield have? What are the interest rates like? 25:44 – 33:20 Yield and staked ETH 33:20 – 36:03 Trading leveraged DEX fees 36:03 – 38:49 Why don’t TradFi and DeFi interest rates converge? 38:49 – 41:01 How is Yield affected by Celsius, 3AC etc? 41:01 – 43:13 CeFi vs DeFi? 43:13 – 48:15 Collateralised vs uncollateralised lending in DeFi 48:15 – 52:31

Today our guest is Simon Jones (https://twitter.com/0xSimonJones), CEO and Co-Founder of Voltz (https://twitter.com/voltz_xyz). This episode is sponsored by Euler Finance (https://euler.finance/), permissionless lending protocol that introduces exciting innovations to DeFi like MEV resistant liquidations, tokenised debts, permissionless listing and many more. I'm your host Seraphim (https://twitter.com/MacroMate8), and let's talk DeFi. The Material is for distribution to Professional clients and should not be relied by any other persons. The information contained herein does not constitute an offer to sell or the solicitation of any offer. The purpose of this video is not investment advice.    Listen on Apple Podcasts:  https://podcasts.apple.com/gb/podcast/interest-rate-swaps-in-defi-simon-from-voltz/id1598828271?i=1000561086684 And Spotify: https://open.spotify.com/episode/5uAjjVQc7mb1LMdLrUcaSu?si=885f42e81f094dee   Outline: Intro 00:00 – 1:40 AI and Blockchain 1:40 – 6:18 What is Voltz? 6:18 – 8:02 What is an interest rate swap and how do they work? 8:02 – 10:30 How does Voltz work? 10:30 – 12:13 How would DeFi ecosystem benefit from Fixed Income and Voltz? 12:13 – 15:51 Why hasn’t fixed income in DeFi taken off yet? What’s lacking? 15:51 – 18:18 Who are the key participants in Voltz? 18:18 – 22:39 Using Voltz vAMM composability to create exotic products 22:39 – 26:20 How do liquidations work on Voltz? 26:20 – 31:57 How does the world look like when interest rates are set by DeFi, not central banks? 31:57 – 36:48 Voltz governance and token 36:48 – 37:56 Interest rate oracles 37:56 – 40:18 Arbing TradFi rates on Voltz 40:18 - 41:39 What’s next for Voltz? 41:39 - 42:20

Today our guest is Brandon Neal (https://twitter.com/nycbrandonn), COO of Euler (https://twitter.com/eulerfinance). Brandon used to work for 10 years for NY FED on the markets desk. This episode is sponsored by Euler Finance (https://euler.finance/), permissionless lending protocol that introduces exciting innovations to DeFi like MEV resistant liquidations, tokenised debts, permissionless listing and many more. I'm your host Seraphim (https://twitter.com/MacroMate8), and let's talk DeFi.  The Material is for distribution to Professional clients and should not be relied by any other persons. The information contained herein does not constitute an offer to sell or the solicitation of any offer. The purpose of this video is not investment advice. Check out this podcast on Spotify:  https://open.spotify.com/episode/4FELY0REyyXBMFlPPRD5oF?si=69fe947afdaf44f0 And on Apple:  https://podcasts.apple.com/us/podcast/from-the-fed-to-defi-brandon-from-euler/id1598828271?i=1000554221601 Intro & Banter 00:43 - 06:33 TradFi vs DeFi 06:33 – 13:00 Macro: how did we get this inflationary spiral and what can the FED do? 13:00 – 24:42 Do you see systemic risks in DeFi? 24:42 – 30:35 Crypto and Gold vs Fiat 30:35 – 35:45 Can a crypto currency become a reserve currency? 35:45 – 39:55 What if interest rates are set by DeFi, not the FED? 39:55 – 44:21 What do you think about CBDCs? 44:21 – 49:10 What do you think about the US fiscal situation? 49:10 – 57:45

Today our guest is Joe Andrews (https://twitter.com/jaosef), Co-Founder of Aztec (https://twitter.com/aztecnetwork). Aztec is a programmable privacy layer for web3. This episode is sponsored by Euler Finance (https://euler.finance/), permissionless lending protocol that introduces exciting innovations to DeFi like MEV resistant liquidations, tokenised debts, permissionless listing and many more. I'm your host Seraphim (https://twitter.com/MacroMate8), and let's talk DeFi.  The Material is for distribution to Professional clients and should not be relied by any other persons. The information contained herein does not constitute an offer to sell or the solicitation of any offer. The purpose of this video is not investment advice. Check out this podcast on Spotify: https://open.spotify.com/episode/3VCvYaFTQ9Rm5ZF41YWR4Y   And on Apple: https://podcasts.apple.com/gb/podcast/privacy-on-blockchains-and-future-of-rollups-joe-from-aztec/id1598828271?i=1000550786622   Outline: Intro & Banter 00:00 - 04:58 Why do we need privacy in crypto? 04:58 – 07:47 What is lacking in the current crypto privacy solutions? 07:47 – 11:43 What is Aztec? 11:43 – 14:49 PLONK explained to a 5 year old 14:49 – 24:53 How powerful do Aztec nodes have to be? 24:53 – 27:26 Could an Aztec node submit false transactions? 27:26 – 28:50 What is ZK Money? 28:50 – 31:22 What exactly is private and public on Aztec? 31:22 – 34:55 Interacting with different L1 protocols at once via Aztec 34:55 – 37:57 What happens to your funds if Aztec shuts down? 37:57 – 40:43 How does bridging work between Aztec and L1 protocols? 40:43 – 46:05 Different client implementation on Aztec prospect 46:05 – 47:28 Gas prices on Aztec 47:28 – 52:26 How does Aztec fit into the rollup space? 52:26 – 1:03:24 Bridging zkAssets into L1 1:03:24 – 1:07:53 How will the rollup space evolve in 2022 and beyond? 1:07:53 – 1:09:50 ETH Denver event: Euler x Notional x Aztec 1:09:50 – 1:11:24

Today our guest is Liz Yang (https://twitter.com/whizwang), Ecosystem Development and NFTs at Dfinity (https://twitter.com/dfinity).The DFINITY Foundation is a not-for-profit organization developing technology for the Internet Computer blockchain. Liz is also involved in MAD REALITIES: the first Web3 based reality TV show: https://twitter.com/madrealities This episode is sponsored by Euler Finance (https://euler.finance/), permissionless lending protocol that introduces exciting innovations to DeFi like MEV resistant liquidations, tokenised debts, permissionless listing and many more. I'm your host Seraphim (https://twitter.com/MacroMate8), and let's talk DeFi.  The Material is for distribution to Professional clients and should not be relied by any other persons. The information contained herein does not constitute an offer to sell or the solicitation of any offer. The purpose of this video is not investment advice. Check out this podcast on Spotify: https://open.spotify.com/show/6WhJfLld6BZMu6UBWSO15H And on Apple: https://podcasts.apple.com/gb/podcast/defi-2-71/id1598828271 Intro & Banter 00:00 - 01:02 Liz Yang Introduction 1:02 - 02:56 How to make sure TradFi people don't ruin DeFi and Web3 02:56 - 04:15 What exactly is Web3? 04:15 - 07:10 How does wealth creation different on Web3 vs Web2? 07:10 - 12:36 How to onboard the world into Web3? 12:36 - 15:14 What are the benefits of decentralising content creation & MAD REALITIES: First Web3 Reality TV show 15:14 - 19:43 What's the best way for Web2 creators to use Web3? Belle Delphine censorship case 19:43 - 22:56 Why hasn't adult content taken off on Web3? 22:56 - 23:50 Is there an issue with public blockchains being public? 23:50 - 24:31 NFT raise for ETHDenver 24:31 - 26:08

Today our guest is Evgeny (twitter.com/evgeny_re7), Managing Director at Re7 Capital (twitter.com/Re7Capital). Re7 Capital specialises in providing liquidity to DeFi protocols in order to earn yield and liquidity mining rewards.   This episode is sponsored by Euler Finance (euler.finance/), permissionless lending protocol that introduces exciting innovations to DeFi like MEV resistant liquidations, tokenised debts, permissionless listing and many more.   I'm your host Seraphim (twitter.com/MacroMate8), and let's talk DeFi.    The Material is for distribution to Professional clients and should not be relied by any other persons. The information contained herein does not constitute an offer to sell or the solicitation of any offer. The purpose of this video is not investment advice.   Intro & Banter 00:00 - 1:26   Evgeny's Journey From TradFi to DeFi and Re 7 Capital 01:26 - 3:54   How would you explain the value proposition of DeFi and how it's better than TradFi? 3:54 - 10:31   Is DeFi innovation coming to an end? 09:46 - 12:35   How the next DeFi innovation wave will come from the Metaverse 12:35 - 18:39   How is Euler different from other lending protocols? 18:39 - 21:08   How Euler's risk management creates more capital efficiency? 21:08 - 24:02   Common DeFi Lending Attacks 24:02 - 27:06   Why care about risk management when lending in DeFi? 27:06 - 28:40   How Euler disrupts the liquidation space in DeFi? 28:40 - 30:06   How DeFi liquidations work? 30:06 - 34:41   What are the criteria for a liquidity provider to invest into DeFi projects? 34:41 - 41:10   Crypto VC vs Traditional VC investing 41:10 - 45:23   Debt in Crypto 45:23 - 50:39   Lending markets around NFTs 50:40 - 54:00   Should TradFi people jump into DeFi and how? 54:00 - 56:30