In this week's episode of 0xResearch, we bring on Zaki Manian and Sun Raghupathi to discuss how Sommelier democratizes active portfolio management. We start with the underlying mechanics of Sommelier, including why they launched on Cosmos and Sommelier's multichain strategy. We then discuss Sommelier's staking mechanics, how to incentive strategists, bridge risks, why it's hard to build for Cosmos DeFi and more!
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Timestamps:
(00:00) Introduction
(01:04) Hot Seat/Cool Throne
(14:46) "Chainalysis Ad"
(15:26) Osmosis Liquidity Pool Flows by Flipside Insights
(18:57) Interview Start: Sommelier
(25:20) Bridge Risks and Security
(27:34) Sommelier’s Investment Strategies
(41:30) "Chainalysis Ad"
(42:13) Why It's Hard to Build for Cosmos DeFi
(46:35) Staking Reward Mechanics
(51:40) How to Launch Sommelier Vaults
(53:15) POV as a Sommelier Strategist
(1:00:52) Insurance Experiments & Decentralization
(1:04:00) The DAO Treasury Opportunity
(1:05:37) Real USD Yield Strategy & Backtesting
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Resources:
David's Cosmos DeFi Summer Twitter Thread
https://twitter.com/EffortCapital/status/1613197333164093442
Sommelier
https://www.sommelier.finance/
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Disclaimer: Nothing said on 0xResearch is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Dan, Sam, and our guests may hold positions in the companies, funds, or projects discussed.