DeFi The Path to $1 Trillion TVL Part 1

A monthly series to monitor DeFi trends and think critically on how DeFi can credibly surpass its previous ATH TVL and get to a trillion. If I’m making this video in a few years and TVL is still under $100B, please punch me haha.

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SLIDES: https://docs.google.com/presentation/d/1HAi6GzdDBP64YP6TVqZWahwRGO0cDBiXIZ7LE0sP180/edit#slide=id.g27a451c0c03_0_351

sDAI loop (copy spreadsheet of you want to adjust cells): https://docs.google.com/spreadsheets/d/14wiIxtxOFrxdGR98YW8aaDYYMjz1IuBb6nsaBBlMQpk/edit#gid=1464944617

AAVE Aura: https://governance.aave.com/t/arfc-treasury-management-acquire-aura/14683
AAVE CRV: https://governance.aave.com/t/arfc-acquire-crv-with-treasury-usdt/14251
AAVE GSM: https://governance.aave.com/t/gho-stability-module-update/14442
AAVE GHO borrow rate: https://governance.aave.com/t/arfc-increase-gho-borrow-rate/14612

MKRburn: https://makerburn.com/#/

My mission is to create high-quality, digestible (ad-free) content that helps separate signal from noise for DeFi/NFT enthusiasts. I do not run YouTube ads, participate in seed investments, nor do paid promotions. Not Financial Advice.

Timestamps:
0:00 How Does DeFi get to a Trillion?
1:53 Value over Narratives
3:21 Core Problem in Crypto
4:21 The Stablecoin Problem
6:38 DeFi Antifragility & DeFi 3.0
8:13 sDAI on AAVE
11:15 $GHO Stablecoin Problems
13:03 How DeFi Benefits
15:22 Positive Sum Games
17:00 MKR Thesis
19:48 Crypto Thesis
21:30 DeFi: Past, Present, Future
25:18 Where we go from Here
26:20 1 MKR = 1 ETH (PARITY)

The goal of this channel is to think about crypto in a different way. Contrary to popular belief, crypto doesn’t have to be, “Buy and hope it goes up.” Through DeFi, there are so many ways to earn high & safe yields on your assets, which is a total game changer in terms of portfolio construction.

Yield farming is not a “get rich quick scheme,” but rather a “slow grind to more wealth” strategy. And I argue that USING DeFi is the best way to LEARN DeFi, which will present natural alpha for you in the future. I am not an ecosystem maxi, but a yield maxi. If an ecosystem presents a good risk-adjusted yield, I will be there. Subscribe to follow my journey!

#Yield #Farming #Farms #Farm