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Connect with DeFi Dave:
Twitter: https://twitter.com/defidave22
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Connect with Kiet:
Twitter: https://twitter.com/0xkapital_k
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Connect with Producer Sam
Twitter: https://twitter.com/traders_insight
Telegram: https://t.me/ssmccul
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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..
Timeline
0:00 Intro
0:32 Go to the sub stack!
1:48 FrxETH commercial
2:12 Guest intro and how they got into DeFi
3:19 Frax is backed by DeFi
17:01 Cheetah’s background, TradFi and Frax
22:41 OHM
27:49 Curve vs Uniswap
36:10 Inevitability of Frax and Curve
37:43 Toxic Flow
40:23 Curve Tokenomics + Bribes
51:05 The Bull case for Curve
53:29 Uniswap’s TVL magic trick with GUNI
1:07:13 Mitigating Uniswap’s GUNI risks
1:09:26 Arrakis Finance
1:13:32 LP is a losers game
1:20:40 What can Frax and Curve improve on?
1:24:54 Lightning Round
1:32:22 Outro
1:32:57 Disclaimer