The ReFi DeFi podcast: Recent Episodes
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Where we interview thought leaders in the DeFi space so that you can learn and attain financial freedom.
In this episode, we spoke to Winston Zhang, one of the Co-Founders of Cega
Cega is building the next evolution in DeFi derivatives with safer, high-yielding products for users powered by exotic options.
In this episode you'll learn:
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What are exotic options? How do they differ from more "vanilla" calls and puts?
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How do they achieve APY's of 13-40%?
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Who are the market makers buying these options from retail users in DeFi?
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How the 'worst-of' and 'best-of' payoff works
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What the next stage of DeFi derivatives looks like
and so much more!
As a former equity derivatives professional, this was an incredibly interesting conversation. They are building permissionless access to an investment product that was otherwise limited to the ultra-wealthy.
Whilst there are certainly risks, there is plenty to learn and the opportunity for decent risk-adjusted returns.
Website: cega.fi Twitter: https://twitter.com/zhangwins
It's clear that US regulators are shining a spotlight on DeFi.
It's essential that we have a group that is dedicated to educating policymakers and shaping the future of DeFi.
In this episode, we had the honour to speak to Miller Whitehouse-Levine, Policy Director at the DEF.
You'll learn:
- What different members of Congress are thinking about DeFi
- Miller's insight into what happened with Tornado Cash
- A great analogy he uses when educating policymakers about DeFi
- An overview of the advocacy work that DEF undertakes and the grants available
- How the future of regulation might play out
and so much more!
This is a very timely and important conversation for all users, builders and believers in Decentralised Finance.
Website: https://www.defieducationfund.org/
Twitter: https://twitter.com/millercwl
Bluejay Finance is a capital-efficient protocol for multi-currency stablecoins.
Why?
Because crypto desperately needs to move away from USD-denominated stablecoins!
In this episode, we speak with Sherry Jiang, Co-Founder and CEO of Bluejay Finance.
You'll learn:
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How they mirror the FX market in the fiat world onto the blockchain
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How locally denominated stablecoins accelerate financial inclusion
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Opportunities for liquidity providers that hold DAI and other assets
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Real-world lending that is already taking place in South East Asia
...and much more!
Website: https://bluejay.finance/
Twitter: https://twitter.com/SherryYanJiang
Morpho has built an innovative p2p layer on top of AAVE and Compound, allowing enhanced yields for all users!
In this episode you will learn:
- The current inefficiencies in borrowing and lending markets
- How you can optimise your yield on your stablecoins
- The technical challenges of building DeFi on top of existing protocols
- Advice for founders raising capital from the likes of a16z
- Paul's thoughts on the Ethereum Merge
If you're interested in the future of DeFi, this is a must listen episode :)
Website: https://www.morpho.xyz/
We were fortunate to sit with Matt Fiebach, a Research Analyst within the Blockworks DeFi Research Team.
Blockworks Research is trusted by some of the largest institutions in the world to give them deep insights into the crypto space and where they could be allocated capital.
This episode is packed with Alpha, that's with a capital A.
You'll learn:
- What his research process looks like
- Why Matt is cautious about the Ethereum Merge
- Opportunities in the Ethereum Middleware market
- dydx moving to Cosmos
- GMX and other perp providers
- frxLend and frxETH
- Relative value trades like long SNX / short OP
as well as a lot of name-dropping. I was so impressed by Matt's deep knowledge that I immediately signed up for a Blockworks subscription out of my own pocket.
If you'd like to do the same, there is a discount code of -30% for the first 30 people that use it.
code: huf30
Website: https://www.blockworksresearch.com/
Matt's Twitter: https://twitter.com/MattFiebach
Maple is transforming the way that borrowers access on-chain credit.
We had the opportunity to speak to Joe Flanagan, a Co-Founder of Maple Finance.
In this episode you'll learn:
- How does Maple Finance work?
- Who the next generation of borrowers will be?
- Lessons learnt when building a DeFi protocol
- xMPL token utility
- What success looks like for the Maple Team
- How DeFi needs to evolve
Website: https://www.maple.finance/
Twitter: https://mobile.twitter.com/joe_defi
In this episode, we speak to Rob Alcorn, the CEO and Founder of clearpool.finance.
Rob is an incredibly passionate DeFi builder who firmly believes that in the future all debt-based lending will take place on-chain.
You will learn:
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How to earn sustainable USDC yield on your USDC by providing loans to Tier 1 institutions
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The risks of uncollateralised lending and how Clearpool mitigate this
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How on-chain credit and risk analysis works
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How their interest rate curves work
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Trends that Rob sees playing out within DeFi
and much more!
Dopex is by far the leading decentralised options protocol. Often, many investors overlook it as they don't fully understand what it is or how to use the protocol efficiently. However, there are huge opportunities for those that take the time to understand the power of Dopex.
In this episode you will learn:
- Who are the team behind Dopex?
- Why do they exist? Who uses the protocol?
- How do their SSOV's work underneath the hood
- How can you use the platform to either earn yield or take directional bets?
- What is their outlook for crypto markets?
- Trends they see within the DeFi space, and the opportunities they are looking at
and much more..
In this episode we had the privilege of speaking to Ryan Rasmussen, one of the lead Analysts at BitWise Investments.
In this episode we go into detail about:
- The breakdown of their $1.3bn in Assets
- Why there are so many different stablecoins
- Is there any substance to the Tether FUD?
- What their institutional investors are thinking
- The future of DeFi post 3AC
- Ryan's macro views
Enjoy the podcast!
Ribbon is the first and largest crypto-structured products protocol.
Essentially you deposit your ETH, AVAX or any other eligible asset into one of their vaults. Under the hood, they then run an options strategy and you simply collect the yield!
In this episode you will learn:
- How the Ribbon vaults work under the hood
- Why would an investor buy covered calls and the best market scenarios to do this
- Some resources to learn more about options and derivatives
and plenty more.
This is a unique interview because we got to speak to one of the lead devs behind a market-leading protocol.
It's undoubtedly been a testing few weeks for DeFi.
Despite this, the team at Euler Finance continue to grow.
In this episode you will learn:
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What it means to have permissionless borrowing and lending markets
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How to use Euler to be short sETH (borrow staked ETH)
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Why DeFi needs a platform like Euler
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Some of the early risks when building a DeFi Protocol
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Why Euler believe they have the most efficient liquidation engine in the DeFi world
plus much more.
I really enjoyed this episode with their Head of Risk as we talked a lot about macro, security and the outlook for DeFi as well.
Guest: Seraphim
Platform: https://www.euler.finance/
sETH thread
Goldfinch are on a mission to bring crypto loans to the real world.
They are a passionate team that is using DeFi infrastructure to bring about financial inclusion.
In this episode you will learn:
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What is Goldfinch finance and how does it work?
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How can they provide uncollateralised loans to their borrowers?
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What are the opportunities for liquidity providers?
This was a truly humbling conversation with 2 founders that really believe in the real world use case of what they are building. It's solutions like that that will usher in the next stage of the DeFi revolution.
Enjoy the podcast.
Website: https://goldfinch.finance/
Twitter: https://twitter.com/goldfinch_fi
Babylon Finance has a mission to make the future of DeFi investing as simple as possible.
Rather than figure out all the latest protocols, you can simply join an investment club and participate straight away in proposals on how the funds are spent.
Alternatively, you can just sit back and watch your garden grow!
In this episode you will learn:
- What is an Investment Club, and how can you join one.
- The benefits of shared fees and shared profits
- What the future of DeFi investing looks like.
Not only that, but if you join using our referral link, you'll receive additional BABL rewards on your deposits!
Enjoy the podcast!
In this episode we speak with one of founders of Angle Protocol.
Why should you listen?
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To understand why we need to diversify away from USD denominated stablecoins
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How do you create a decentralised and over-collateralised stablecoin
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Upcoming innovations including the ability to use ANY asset as collateral to mint agEUR
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Preferred chains to build a DeFi protocol on
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What a day in the life of a DeFi builder looks like.
There is so much insight here from an incredibly smart and passionate team. We hope you enjoy the pod!
Website: https://www.angle.money/
Twitter: twitter.com/AngleProtocol
To find out more about ReFi visit: https://www.reimagined.fi/
Bankless DAO is a movement.
Their goal is to progress the world towards greater freedom.
In this podcast we talk about a wide range of topics:
- DeFi Indices that they are building that you can passively invest in
- A discussion on L2 protocols to watch out for
3. Rari Fuse Pools - Their thoughts on FaaS!
- Outlook for DeFi in 2022
There is so much opportunity for ReFi to work with BanklessDAO and we look forward to growing this relationship!
Website: https://www.bankless.community/
Twitter: https://twitter.com/banklessDAO
Index offering: https://indexcoop.com/
To find out more about ReFi visit: https://www.reimagined.fi/
In this episode we talk with Publius, one of the founders of an innovative algorithmic stablecoin that is built on Ethereum.
Beanstalk uses credit instead of collateral to create price stability for it's stablecoin.
In this episode you will learn:
- Why do we need a new type of Stablecoin?
- What is Beanstalk?
- How can they issue a stablecoin that doesn't require collateral?
- How does an algorithmic stablecoin work?
- The challenges with maintaining a peg.
beans, stalk, and a pod ;)
BeethovenX is one of the fastest growing DeFi protocols on Fantom.
There are a bunch of opportunities available for investors.
In this episode you will learn:
- What is BeethovenX and what is unique about their offering?
- How do the index pools work, and where do the yields come from?
- What is a bootstrapping liquidity pool (LBP) and which launches are coming soon?
- What other projects on Fantom do they like?
- Which narratives do they see playing out throughout 2022?
The team are incredibly talented and humble. We really enjoyed the conversation.
Website: https://beets.fi/
To find out more about ReFi visit: https://www.reimagined.fi/
Hundred.finance have a bold vision to be the primary borrowing and lending platform across 100 different blockchains.
That's quite an ambitious goal, but they may well pull it up given the team.
In this podcast you will learn:
- Why the future of DeFi will be multi-chain
- Thoughts on the Wormhole hack and considerations when bridging
- Lessons from the "DeFi Summer"
- veToken model explained
- What is Solidly and the role of NFTs in DeFi
This episode is packed with educational content!
Website:https://hundred.finance/
Twitter: https://twitter.com/HundredFinance
To find out more about ReFi visit: https://www.reimagined.fi/
There is a growing consensus that derivatives and other "synthetic" products will grow in importance as DeFi matures.
Crazy Fact: The notional traded today on Derivatives in TradFi is x10 of the notional traded in stocks, bonds and real estate COMBINED.
We talk to Lafa, one of the founders of DEUS Finance about how they are building the infrastructure to capture this opportunity.
In this episode you will learn:
- How an OTC contract works
- Why we need derivatives
- What are the technical challenges in building this
- Who they are working with
- Alpha leaks for 2022 and beyond
Website: https://deus.finance/
Guest: https://twitter.com/lafachief
To find out more about ReFi visit: https://www.reimagined.fi/
We had the absolute pleasure of sitting down with one of the founders of Jones DAO. This episode is for you if:
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You want to know more about options, and their place in DeFi
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What exactly is an options vault and how they work
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Key risks to think about when investing in options
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Lessons learnt from doing a public sale
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How to get the maximum yield from your ETH holdings
Website: https://jonesdao.io/vaults
Guest: https://twitter.com/FroyoFren
To find out more about ReFi visit: https://www.reimagined.fi/
With all the market volatility, this was a very timely conversation!
Jack is the Founder of The Crypto Pragmatist, a crypto research firm. He has a large Twitter following (34.2k) and is one of my favourite followers.
We cover:
- How Jack would prepare for a 'crypto winter'
- His thoughts on the FaaS sector
- Narratives he is focusing on in 2022
- His research process for new protocols
- His personal portfolio and highest conviction plays
Enjoy the pod :)
Twitter:https://twitter.com/JackNiewold
Newsletter:https://cryptopragmatist.com/sign-up-twitter/
To find out more about ReFi visit: https://www.reimagined.fi/
Is DeFi 2.0 over? Is there a place in the crypto investment world for the Olympus DAO model?
Here we speak to the team at Midas Dao and cover:
- The revamped tokenomics on v2 to address the issues with the $TIME model
- Degen APY wars and what happened in v1
- How they built such a strong community
- What differentiates Midas Dao
- Innovative staking models and how this could work
This is an honest conversation about the ups and downs of running a successful DAO, with a clear vision for the future. We hope you enjoy the episode!
Website: https://midasdao.org/
Discord: https://discord.com/invite/midasdao
To find out more about ReFi visit: https://www.reimagined.fi/
We were thrilled to connect and chat with Justin Bebis, the founder of reaper.farm.
Justin deployed the first few contracts on the Fantom network and knows almost EVERYBODY in the Fantom ecosystem. He is a security expert and deeply understands the technology underpinning many of the largest DeFi protocols.
In this episode we cover:
- How reaper.farm works
- Exciting new projects launching on Fantom
- where the team invest their personal capital
and so much more!
This is packed full of alpha and I'm sure you'll get lots of value from listening.
Twitter: https://twitter.com/0xbebis_
Discord:discord.gg/reaperfarm
Website:https://www.reaper.farm/
To find out more about ReFi visit: https://www.reimagined.fi/
We had the rare opportunity to sit down with one of the most prolific investors and educators in DeFi.
In this episode we touch upon:
- blocmates' personal portfolio
- projects to look out for
- his research process
- what is a dutch auction
- knowing when to enter or exit a trade
I'm sure you'll agree, blocmates is one of the smartest minds in crypto. He also has an incredible ability to create easy to read and digestible content.
Follow him here:
Twitter: https://twitter.com/blocmatesdotcom
To find out more about ReFi visit: https://www.reimagined.fi/
There is a saying that goes,
"If you're the smartest person in the room, then you're in the wrong room"
That's certainly the case here with the founders of NEWO and Redacted Cartel (BTRFLY).
In this episode we cover:
- What is NEWO, and how you can participate
- How the idea for BTRFLY came about and what their grand vision is for the project
- 3 major themes to look out for in 2022 and beyond
This was an incredible episode with 2 of the fastest growing projects in the DeFi space. Enjoy!
https://www.neworder.network/
https://www.redactedcartel.xyz/
To find out more about ReFi visit: https://www.reimagined.fi/
We were DELIGHTED to have Nicholas Klaiber from Magnus Capital on the show.
Nick is an investment analyst at one of the fastest growing digital asset funds. In this episode we deep dive into:
- The "Curve wars" , what they are and how investors are positioning for this
- Current market volatility and outlook
- Major narratives that may play out in 2022
This was an amazing insight into how institutional investors think about the crypto ecosystem.
Twitter: https://twitter.com/BuffetTheory
Medium: https://medium.com/@Magnus_Capital
Website:https://magnusdigitalassets.com/
to find out more about ReFi visit: https://www.reimagined.fi/
In our second episode, we have a special educational session with shivsak.eth.
Shiv is a leader in the DeFi education space. He writes informative Twitter threads, creates stunning visual DeFi breakdowns and has a growing YouTube channel.
In this episode we cover:
- How to find the best yields on your crypto portfolio
- His highest conviction play right now
- UST and algorithmic stablecoins explained
- Protocols to look at in the Terra ecosystem
- The best accounts to follow to learn more about DeFi
We hope you enjoy the pod ;)
$ReFi
to follow shiv:
YouTube: https://www.youtube.com/channel/UC0vxvXSLPNRrDa12WJxcZQg
Twitter: https://twitter.com/shivsakhuja
to find out more about ReFi visit: https://www.reimagined.fi/
In our inaugural episode, we are delighted to host a conversation with @rektfoodfarmer, a DeFi OG who has made millions in the DeFi space. This was a fascinating conversation in which we covered:
- How he got into DeFi
- His highest conviction plays right now
- Airdrops
- His biggest trading mistakes
- and ... how he would invest $10,000 today if he was starting out
We hope you enjoy the pod ;)
$ReFi
Twitter: @rektfoodfarmer
YouTube: Rekt FoodFarmer
to find out more about ReFi visit: https://www.reimagined.fi/