On this special episode, we welcome back Sam Kazemian, co-founder of Frax, to dive into the Fraxtal Vision Roadmap. A plan set in 3 phases, introducing token upgrades, AIVM, and becoming the microstrategy of ETH with Frax’s Crypto Strategic Reserve.

Timeline:

00:00 Introduction & Background

03:05 State of Crypto Post-Elections

08:10 Convos w/ Legislators + Staffers in DC

11:48 Reflections on Fraxtal and the L2 Playbook

15:36 Running a Protocol vs an L2

17:23 The Vision Roadmap: Sovereign Assets and AI Integrations

18:37 Phase 1: Tokenomic upgrades, The Future of FRAX.

36:43 Proof of Inference and AI Agents Onchain

49:18 Retaking on Fraxtal Securing Different VMs

53:30 Frax: The MicroStrategy of ETH

1:01:55 The Crypto Strategic Reserve

1:04:37 Key Takeaways of The Vision Roadmap

1:06:31 Post-Game

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Spotify: https://open.spotify.com/show/34xXNO289naHrPB2h4uN4J?si=7aa710b683c04a66

Apple Podcasts: https://podcasts.apple.com/ca/podcast/flywheel-defi/id1628697864

~~~~

Connect

DeFi Dave: https://twitter.com/defidave22

Kiet: https://twitter.com/0xkapital_k

Sam: https://twitter.com/traders_insight

Lewy: https://x.com/lewquidity

~~~~

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.

This week, we hosted Lord Pemberton Squigglebop, founder and chief Yeetard of Yeet, an innovative suite of products and games making DeFi more Yeetard-friendly.

Timeline:

00:00 Introduction & Background

04:36 What is Yeet + Game Mechanics

08:20 Yeet Economics: Prize Pool and Taxes

13:45 Staking and Unstaking Mechanics

15:45 The Liquidity Trifecta: The Yeetwheel

23:20 Yeetard NFTs and Burning Culture

25:50 Making DeFi Yeetard Friendly + Yeet Bonds

28:40 Yeet’s Master Plan

34:10 Exploring Proof of Liquidity

36:50 Building Social Welfare and Resilience in DeFi

40:36 Yeeting on Berachain vs Other Chains

42:51 Building Community on Berachain

45:46 Yeet’s GTM Strategy

50:35 TG Bot & Group Yeeting

54:21 Post-Game Show

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Telegram: https://t.me/FlywheelDeFi

YouTube: @flywheeldefi

Spotify: https://open.spotify.com/show/34xXNO289naHrPB2h4uN4J?si=7aa710b683c04a66

Apple Podcasts: https://podcasts.apple.com/ca/podcast/flywheel-defi/id1628697864

~~~~

Connect

DeFi Dave: https://twitter.com/defidave22

Kiet: https://twitter.com/0xkapital_k

Sam: https://twitter.com/traders_insight

Lewy: https://x.com/lewquidity

~~~~

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.

This week, the legend himself Jani to dive into the role of Cybernetics in crypto and what it takes to create a meaningful, long-lasting cult(ure).

Timeline:

00:00 Introduction & Background

06:00 Understanding Cults in a Crypto Context

08:30 Maintaining Fresh Perspectives

15:50 Cybernetics, Feedback Loops, and its Role in Crypto

21:19 Improving Airdrops and Incentivizing High-Value Behaviour

24:08 Going All In and Leveraging Bong Bears

32:39 Building The Honey Jar

36:28 Honeycombs, Integrators and Community Engagement

40:00 Developing a Cybernetic Culture w/ Honeycombs

45:00 Cybernetic Culture of Berachain vs Other L1s/L2s

48:40 The Rise of Honeycomb and Community Dynamics

50:53 Personas and Social Interactions in Different Spheres

55:20 A New Definition for Cults

1:03:05 Sustainably Prioritizing Communities

1:08:30 Cults As Cybernetic Organizations

1:10:46 The Key to Long-Lasting Cults

1:25:42 Post-Game Show

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Telegram: https://t.me/FlywheelDeFi

YouTube: @flywheeldefi

Spotify: https://open.spotify.com/show/34xXNO289naHrPB2h4uN4J?si=7aa710b683c04a66

Apple Podcasts: https://podcasts.apple.com/ca/podcast/flywheel-defi/id1628697864

~~~~

Connect

DeFi Dave: https://twitter.com/defidave22

Kiet: https://twitter.com/0xkapital_k

Sam: https://twitter.com/traders_insight

Lewy: https://x.com/lewquidity

~~~~

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.

This week, we brought on Chunda McCain to learn more about Nucleus which introduces “Yield by Default” and the financialization of infrastructure risk.

Timeline:

00:00 Introduction & Background

03:44 What was Ion and its evolution into Nucleus

08:48 Financializing Infrastructure Risks

11:00 Yield by Default

15:23 Engaging User Incentives and Infra Revenue Sharing

19:37 App Chains and Ecosystem-Specific Rollups

26:09 Are AVS’s Bottlenecks in Restaking?

30:35 Scaling ETH vs The Rollup-Centric Roadmap

36:52 Ethereum's Identity and EIP-1559

39:23 Narratives from Precious Metals to Crypto

42:15 Nucleus Architecture and User Journey

46:08 Yield Generation Strategies and Risk Management

54:38 Default Yield in all Ecosystems

1:05:05 What Sets Nucleus Apart?

1:10:50 Post-Game Show

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Telegram: https://t.me/FlywheelDeFi

YouTube: @flywheeldefi

Spotify: https://open.spotify.com/show/34xXNO289naHrPB2h4uN4J?si=7aa710b683c04a66

Apple Podcasts: https://podcasts.apple.com/ca/podcast/flywheel-defi/id1628697864

~~~~

Connect

DeFi Dave: https://twitter.com/defidave22

Kiet: https://twitter.com/0xkapital_k

Sam: https://twitter.com/traders_insight

Lewy: https://x.com/lewquidity

~~~~

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.

This week, we hosted Thad, co-founder of El Dorado, to discuss the upcoming election and its implications on Crypto and DeFi.

Timeline:

00:00 Introduction & Background

04:00 US Election: Candidates and Their Stance on Crypto

08:56 The Current Political Landscape

12:33 Economic Issues: Inflation, Immigration

18:30 Bull Case for Crypto and The US

30:00 Crypto Under Different Political Outcomes

34:00 Political Implications in The Worst-Case Scenario

43:03 The US Identity Crisis Post-Cold War

46:30 What is El Dorado and its Vision

50:00 The Membership Model and Dorito Utility

1:03:03 Understanding Thorchain and Its Innovations

1:10:00 Single-Sided Bitcoin Yield w/ El Dorado

1:14:45 Post-Game Show

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Telegram: https://t.me/FlywheelDeFi

YouTube: @flywheeldefi

Spotify: https://open.spotify.com/show/34xXNO289naHrPB2h4uN4J?si=7aa710b683c04a66

Apple Podcasts: https://podcasts.apple.com/ca/podcast/flywheel-defi/id1628697864

~~~~

Connect

DeFi Dave: https://twitter.com/defidave22

Kiet: https://twitter.com/0xkapital_k

Sam: https://twitter.com/traders_insight

Lewy: https://x.com/lewquidity

~~~~

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.

This week we hosted Ryan Park, co-founder of Exponents, the first liquidation-free, oracle-less perp dex and explored how Exponents is reimagining market efficiency with its novel mathematical mechanisms.

Timeline:

00:00 Introduction & Background

10:48 Lessons from Anchor

13:50 What Lido Did Right

16:46 Distribution + Growth in Terra and Anchor

19:27 “The End User is Capital”

22:30 Transitioning from Anchor to Exponents

28:54 The Liquidation Free, Oracle-less Perp Dex

34:04 “Spot Arbitrage”, The Lifecycle of a Position

41:49 Synthetic Positions and Collateralization Mechanism

50:40 How Does Exponents Work

1:01:23 Institutional Perspectives on DeFi & Crypto

1:07:43 The Future of DeFi and Its Value Prop

1:13:34 Incentivizing Speculation in Crypto Markets

1:23:15 Building in the Bera Eco

1:29:29 Post-Game Show

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Telegram: https://t.me/FlywheelDeFi

YouTube: @flywheeldefi

Spotify: https://open.spotify.com/show/34xXNO289naHrPB2h4uN4J?si=7aa710b683c04a66

Apple Podcasts: https://podcasts.apple.com/ca/podcast/flywheel-defi/id1628697864

~~~~

Connect

DeFi Dave: https://twitter.com/defidave22

Kiet: https://twitter.com/0xkapital_k

Sam: https://twitter.com/traders_insight

Lewy: https://x.com/lewquidity

~~~~

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.

This week, we had on Jordan Prince, an OG Solana dev and co-founder of Metaplex who shared his thoughts on the evolution of the Solana ecosystem and why he believes it could overtake Ethereum's position.

Timeline:

00:00 Introduction & Background

15:25 How L2s have impacted Ethereum

25:37 The Future of Solana: Flipping ETH?

30:23 The Hacker House Phenomenon

41:58 The Birth of Metaplex and Solana NFT Standards

51:09 EIPs vs Solana Standards

55:30 The Flaws of DAOs and the Need for Representative Governance

1:03:35 B&J Studios and Its Role in Innovation

1:08:50 Memecoins & Market Dynamics

1:18:41 Solana PVP & Ethereum MEV

1:23:38 The Solution to L2s: A New Ethereum

1:26:44 Are New L1s A Threat to Solana?

1:34:09 The Real Threat to Crypto

1:42:48 Post-Game Show

~~~~

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Telegram: https://t.me/FlywheelDeFi

YouTube: @flywheeldefi

Spotify: https://open.spotify.com/show/34xXNO289naHrPB2h4uN4J?si=7aa710b683c04a66

Apple Podcasts: https://podcasts.apple.com/ca/podcast/flywheel-defi/id1628697864

~~~~

Connect

DeFi Dave: https://twitter.com/defidave22

Kiet: https://twitter.com/0xkapital_k

Sam: https://twitter.com/traders_insight

Lewy: https://x.com/lewquidity

~~~~

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.

This week, Pierre Person is a former French Politician and current founder of the stablecoin protocol Usual Money. He discusses Usual’s novel mechanisms and how it aims to be a fully on-chain Tether.

Timeline:

00:00 Introduction & Background

06:19 Working In French Politics

9:24 From Politics to Stablecoins

14:14 What is Usual Money

20:00 Stablecoin Lifecycle in Usual (Minting USD0)

22:48 Usual Governance Token Model

28:12 GTM Strategy (0 to 100 Real Quick)

33:40 Bridging the Gap Between DeFi and CeFi

37:50 USD0++ and Speculative Yield

41:54 Usual’s Mechanism Against Dilution

44:11 Base Interest Guarantee

45:45 Withdrawing USD0 from USD0++

51:35 Token Emissions and Protocol Revenue

55:45 Regulation and MICA

1:06:07 Post-Game Show

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YouTube: @flywheeldefi

Spotify: https://open.spotify.com/show/34xXNO289naHrPB2h4uN4J?si=7aa710b683c04a66

Apple Podcasts: https://podcasts.apple.com/ca/podcast/flywheel-defi/id1628697864

~~~~

Connect

DeFi Dave: https://twitter.com/defidave22

Kiet: https://twitter.com/0xkapital_k

Sam: https://twitter.com/traders_insight

Lewy: https://x.com/lewquidity

~~~~

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.