Season 1 | Episode 7
In this episode of Bell Curve, Jason and Dan are joined by Stani Kulechov & Robert Leshner, two of the best builders in crypto, to discuss DeFi's transformation and upcoming catalysts.
We cover all of Season One's biggest topics, including CeFi's implosion, uncollateralized lending, fixed rates, duration debt, RWAs, staking yields and vertical app integration. We then cap the conversation with the question we all want to know: what will catalyze the next DeFi bull market? Trust me, it's worth the listen.
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Timestamps:
(00:00) Introduction
(04:23) A Structural Tailwind for all of DeFi
(09:44) Uncollateralized vs Collateralized Lending
(17:10) DAO Capital Markets
(27:07) Fixed Rates & Long Duration Loans
(36:46) How ETH’s Staking Yield Impacts DeFi
(43:49) Bringing Off-Chain Assets to DeFi & Censorship Resistance
(52:44) GHO, Protocol Specific Stablecoins & Vertical Integration
(01:00:27) Compound Gateway, Cosmos & Cross-Chain Bridges
(01:04:20) DeFi Summer 2.0?
(01:17:39) The Permissioned DeFi Thesis
(01:22:12) Post Interview
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Disclaimer: Nothing said on Bell Curve 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. Mike, Jason, and our guests may hold positions in the companies, funds, or projects discussed.