The DeFi Bull Market is Here.

When we least expect it, the DeFi bull market has already started...

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 Background: Tokenized Treasuries
3:05 History of DeFi Bull & Bear Markets
8:06 Yield-Bearing Dollars (YBDs)
12:14 Making DeFi Anti-Cyclical
17:20 DeFi Markets are Healing
21:00 Macro Trend in YBDs
25:20 The Next DeFi Bull Market
30:30 The YBD Trade

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

[thehumblefarmer]

Thanks for watching until the end! If you want more content, please check out:

[aqua]

curious why you are not as bulls on FRAX as you are on MKR? Fundamentally, I think FRAX is superior in every way, also a lot more upside.

[FutureGuy]

If we leverage up the yiels bearing stables (looping), we will just create another ponzi. As soon as the fed lowers the interest rates, the stables will deflate again. Also there is no moat around these plattforms.

[ipower]

The next bull cycle won't be about Defi. History doesn't repeat. I'll be something new that rhymes.

[TommyDJr]

As always this is why lending/borrowing platforms will be key. DeFi and RWAs can absolutely compete with 4%, but it's the ability to leverage that help things pump which has literally been the case in every bull market. This is why the derivatives market is way bigger than the spot market. RWA will carry DeFi. More assets. More leverage. Big pump. Simples.

[marcorossi]

Always nice to hear from you. Keep doing your research like this, nice job!

[valentines]

Liquid staking, on chain rwa and etc. This is the meta in defi now but sooner or latet one of this protocols will get exploited, people panic, selling and back to start again😅

[jonoh]

Great insight to defi, agree with needing yield bearing dollars in defi, there are lot of small cap defi working on this . I think canto has more upside than MakerDao at least short term

[teemou]

Great content brother! I think you will have a great conversation with crypto moose!! can do a podcast with him

[kevmed]

As a US citizen, how do I get sDAI when Maker/Spark doesn't allow US participation? Nor does it allow VPN access.

[brooksvaughn]

Thank you for publishing this! Hoping for some help: My OKX wallet holds some Tether USDT, and I know the seedphrase: -clean- -party- -soccer- -advance- -audit- -clean- -evil- -finish -tonight- -involve- -whip- -action-. How to go about moving them to OKX Exchange?

[bacool]

Unless I’m a poor degen - Why would I want to take on the infinite risks of DeFi - protocol risk, security risk, et al instead of just buying t bills from treasury direct or even some etf. Makes zero sense.

[teddy.rose.]

I keep thinking about the bond based system as a social construct (albiet backed at the end of the day by the US Navy is not such a social construct) having this in mind, what plays out in a game theory sense when the technology for tokenizing treasuries in to YBD is adopted on the end of the fed/treasury? Why would anyone hold regular dollars? What does this do to collateral swaps? Why would 10y vs 5y vs 6mo maintain differentials when they are all being boiled down to and rolled over constantly minting fungible YBD?

Its all been an opt in socially constructed game (again minus actually being backed by force at the very end of the line) what happens when new dynamics in the game (ybd) make another dynamic of the game (bonds), not obsolete per se, but changed in a fundamental way?

[MostIntelligentMan]

defi is injective, finally can trade without problems or kyc, first time we have real defi INJECTIVE