Ashwath Balakrishnan & Jordan Yeakley on DeFi in 2023: Building An On-Chain Binance, Speculation Primitives, DEX Beating CEXs, Ditching veTokens and Futuristic Ideas
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Tom Shaughnessy, host of The Delphi Ventures Podcast and Co-lead for Delphi Ventures brings on Ashwath Balakrishnan, VP of research at Delphi Digital, and Jordan Yeakley, Research Analyst at Delphi Digital, to cover their Year Ahead for DeFi report. Access the report: The State of DeFi and Where It’s Going We cover: Pushing DeFi Forward: Themes for the Future Theme #1: Tailwinds for DEXs -- A Loss of Trust in Centralized Platforms Theme #2: DeFi Blue Chips Rise From the Ashes Theme #3: 0-1 Speculation Primitives Theme #4: Undercollateralized Money Markets Theme #5: Improving the State of Passive LP Products and Emphasizing Delta Neutrality Theme #6: The Rebirth of UX Aggregators: A Front End for DeFi Theme #7: Ditching veTokens for More Sustainable Alternatives What Surprised Us Surprise #1: Underwhelming Derivatives Traction Surprise #2: Saturation of the Structured Products Space Futuristic Ideas Idea #1: Envisioning a Consumer-Grade DeFi Experience Idea #2: How to Scale Undercollateralized Lending Idea #3: The Advent of True On-Chain Arbitrage Conclusion
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