In this episode of Bell Curve, Jason and Mike are joined by Tushar Jain from Multicoin Capital to discuss how fixed-rate lending, interest rate swaps and financial derivatives could be the catalyst for the next DeFi bull market.
We also explore the limits of undercollateralized lending, DAO capital markets, new token distribution models and more!
Timestamps
(00:00) Intro
(04:32) Interest rate swaps & fixed rate demand
(15:01) Undercollateralized lending & DAO capital markets
(21:20) Yield Curves, perps, and dated futures
(30:35) New token distribution mechanisms
(37:02) Proof of Useful Work
(42:46) Solana Phone
(46:34) Will debt markets catalyze the next bull?
(50:05) Protocol-specific stablecoins
(52:47) Post interview: takeaways
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Resources:
Multicoin article on DeFi interest rate markets
https://multicoin.capital/2021/10/06/exploring-the-opportunity-for-defi-interest-rate-markets/
Multicoin article on proof of physical work
https://multicoin.capital/2022/04/05/proof-of-physical-work/
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.