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– TIMESTAMPS –
0:00 Intro
2:13 How do you worth a protocol?
6:24 Worth creation and seize
10:24 Lack of DeFi moats
13:04 Bittrex shoutout
14:00 Aggressive benefits
18:57 Way forward for DeFi?
21:18 Remaining ideas
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⛓️ 🔗 Helpful Hyperlinks 🔗 ⛓️
► DeFiPulse:
► SushiSwap takes $830M from uniswap:
► DeFi wars? Uniswap’s UNI token:
► Customers rush again to Sushiswap:
► Swerve Finance VS Curve:
► Harvest Finance exploited for $24 million:
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💰 How Do you Worth A DeFi Protocol? 💰
It’s simple proper? Simply go onto Coinmarketcap and you’ll see the market cap for the undertaking? Maintain your horses, cowboy! It’s not so easy.
Uniswap solely very not too long ago issued a token and was Uniswap value $0 earlier than this? I believe not!
Even right this moment, DeFi protocols like DYDX shouldn’t have a token. This all makes market cap a extremely problematic valuation metric.
One other generally used metric is True Worth Locked. That’s a elaborate method of claiming the stability sheet of a protocol. Nonetheless, the worth is hardly locked and might movement from one protocol to a different within the blink of a watch.
Take SushiSwap for instance; earlier this 12 months it forked from Uniswap and took $830 million in TVL with it.
📈 Worth Creation and Seize 📈
The important thing query right here is worth creation for who? To know that, we have to know the important thing stakeholders in a DFi protocol. These are:
► Liquidity suppliers
► Customers
► Builders
► Token holders
Faucet into my ideas on how worth is created for all these stakeholders in my vid!
🏰 Lack of DeFi Financial Moats 🏰
Briefly, an financial moat is solely a definite benefit that an organization has over their opponents. This permits a enterprise to guard or enhance market share and profitably.
With DeFi, these moats are tough to construct, seeing that worth will be withdrawn immediately from a protocol and might rapidly movement to a different.
Additionally, most crypto tasks are open-sourced which doesn’t lend itself nicely to conventional moats like economies of scale, patents and regulatory licenses.
💪 Aggressive benefits for DeFi protocols 💪
Listed here are the important thing DeFi protocol moats I personally have my eye on:
► Integrations
► Energy of group
► Nice UI/UX
► Monitor file for safety
► The assets on the undertaking’s disposal
► The group
I increase on all these factors in my video. So, you should definitely watch it if you wish to obtain my ideas on this.
🔮 Way forward for DeFi stability sheet monetization? 🔮
In the case of worth seize in enterprise, every part is kind of straight-forward. The corporate that monetizes their stability sheet the perfect often wins.
The difficulty is that the majority DeFi protocols haven’t precisely monetized these stability sheets very nicely simply but. Right here’s how that might all change:
► Long run Vs quick time period liquidity: proper now there isn’t a differentiation between the 2 and meaning liquidity suppliers can hop from one protocol to a different. This prevents true worth seize. That may all be modified by rewarding long-term liquidity provision and this may result in actual TVL.
► Right this moment, a load of crypto merely sits in good contracts and does nothing. These are belongings on a DeFi protocol‘s stability sheet that could possibly be monetized. A method of doing that may be by utilizing rehypothecation.
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📜 Disclaimer 📜
The data contained herein is for informational functions solely. Nothing herein shall be construed to be monetary authorized or tax recommendation. The content material of this video is solely the opinions of the speaker who isn’t a licensed monetary advisor or registered funding advisor. Buying and selling cryptocurrencies poses appreciable threat of loss. The speaker doesn’t assure any explicit consequence.
#defi #crypto #blockchain #ETH #UNI #YFI
Source: Coin Bureau
47 Responses
Hope the vid is useful guys! If you are digging the shirt, you can pick it up in my merch store: 👉 https://store.coinbureau.com/
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take a look at @treedefi's new whitepaper, amazing project, 1/3 of fees go to reforestation and eco-friendly projects, project also counts on future sale of CARBON CREDITS. extremely low marketCAp
Safehound 🔥
I will share this to my friends.
Well I do my own research from your channel (Y)
ha wowww. Guy I love you and love your work, but you take sponsored content, it actually has a good offer because I can't afford gas fees, I was about transfer my ETH into my Bittrex account as you were speaking, and then you say, "sorry my U.S. viewers, can't get involved…" really bro? that's some messseddd up stuff right there
How are all these influencers still sleeping on $YVS Finance???? Literally the BIGGEST opportunity in defi right now
No matter how I phrase it, I can't find ANYWHERE how The Graph (GRT) Gains or loses value.. (side from people buying/selling..)
You are already an "Oracle" for all of us. Keep up the good work 👍
Do a review on the next big gaming coin
Any interest in doing a DeFiPulse vid?
I love all your works! You are at the top of Youtube!
Please, make a new review about Duck Liquidity pool from duckdao.io. Seems their new $DUCK token token will blow up the whole market. High rewards and one side burn created totally new profitable platform
Even though Harvest Finance had an important loss, we have to admit that the platform is in a pretty good shape, as demonstrate also the token that is stable arround 100 euros
Very positive work! You’ve made my day, dude
Did you see the new duckdao.io farms? New deflationary farming 2.0 system can attract a lot of users…and I like they want to make it for long-term passive income. It is interesting!
If you believe in crypto, you are doing the right thing.
DeiFy it!
LMFAO….there is no safe DeFi coin……I been in DeFi since week one…..when a DeFi coin pumps up 150% just take your profit and never look back
$BAC and $BAS are now listed on #MXC_Exchange you can now trade it here http://www.mxc.io/trade/easy#BAC_USDT and http://www.mxc.io/trade/easy#BAS_USDT
Great news another projects listed on #MXC_Exchange today it's $BAC and $BAS you can start deposit and trade it here http://www.mxc.io/trade/easy#BAC_USDT and http://www.mxc.io/trade/easy#BAS_USDT
Wanchain is the king of defi!
#MXC_Exchange is a #defi gem hub where most hot projects currently listed and your one-stop exchange $COVER is one of the hot projects listed you can trade it here http://www.mxc.io/trade/easy#COVER_USDT
Bro I'm a noob and I'm lost in all the info. What's a good. Portfolio. How do I find value in a coin. Where or how do you do research?
If you can answer those questions you'd be a boss.
I'll subscribe now anyway lol
My first reaction was before your intro, this T shirt is undervalued!👌😀
Hex ticks all your boxes.
Long video without a real answer. I'd say that DeFi protocols should be measured in terms of volume and fees they produce, similar to stocks and bonds. I.e. UNI holders could vote in the future to distribute collected fees on holders. That'd be REAL value.
I believe, this token deserves to be researched by everyone
$NIOX
https://twitter.com/AI_Autonio
YFDFI IS SOMETHING THAT YOU SHOULD BE LOOKING INTO
I just staked my $USDT and $LINA on #MXC_Exchange for the new session of MX DeFi you can also stake your $USDT too and earn liquidity yield of $LINA. Check it out here
https://www.mxc.com/auth/signup?inviteCode=12tCu
This is one serious teaching moment!
🙇♂️ I bow to my crypto market guru…
9:20 what mind bender!
2:18 Sounds like you're no fan of something like the DPI defi index fund token? As I understand it's based solely on market cap (with a ruleset to filter some projects out despite market cap)
Or is it good enough that the basket is rebalanced regularly?
Celcius.network
The Pool Together lottery offers an innovative application embodying the possibilities of DeFi and Ethereum: a lossless lottery.
If you are curious, come and see it here:
https://app.pooltogether.com/?referrer=0xde263470fb52bf15aa816d27a9ecfb1cd2c42997
I keep telling anyone willing to listen, this is the best Crypto educational channel out there, thanks Guy.
Hi Guy! Interesting video as always! 😊
Funny that you should mention rehypothecation.
Deus Finance (https://deus.finance/ ) are launching their vault offering very soon which, as you alluded to, would be a first in the Defi space. They have a scheme involving time related tokens which looks very promising 😀
One Token that will DISRUPT the DeFi Space: https://youtu.be/dLV7bY6Ft_I you would not find any like it Guy!
Decrease the slippage and increase your revenue while providing liquidity on any liquidity pool on Uniswap – use @PeanutTrade $NUX
What a delicious t-shirt! 😋
Decash on uniswap is a hidden gem! DYOR
Cool Tshirt! Now we just need the Burger Coin 🙂
Crypto king! 👍🇺🇸
Be careful with the VectraCoin scam, don't let you fool for those damn bots.
My gem in Defi is Unifidefi very interesting project. Low MC with big potential to grow
Have you seen the Unifi Defi (UNIFI) token? Looks good, don't mention CDF which is like "stimulus" for holders. Check this out, many bonuses and added tokens to CDF buckets, returns will be insane if the price will go up!!!
Pray for VectraCoin!
Nice video! What about VectraCoin algorithm review?
Nice try, but read about VectraCoin algorithm first
LOL Vectracoin everywhere 😀