The Problems with DeFi & Crypto | Lyn Alden

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In this week's episode of 0xResearch, Lyn Alden explains macro markets and DeFi's shortcomings. Lyn is an absolute force in macro market analysis and is one of the few macro investors who understands crypto. In this conversation, we discuss if the Fed can manage a soft landing, if DeFi is only a closed loop of speculation, why smart contract protocols naturally centralize over time, the future of Bitcoin and more!

And as usual, we start the episode with our analyst Hot Seat/Cool Throne segment, where we debate Blur's airdrop, Curve's future, the market rally and more!
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Timestamps:
00:00 Introduction
00:43 Hot Seat/Cool Throne
29:12 Blockworks Research
30:11 Interview Start: Lyn Alden
30:29 The State of Macro Markets
43:02 GBTC: a Good or Bad Product for BTC Exposure?
45:19 DeFi’s Speculative Closed Loop
50:57 The Promise of Stablecoins
57:39 Tokenization of RWAs
1:01:20 Bitcoin vs Smart Contract Platforms
1:05:21 Bitcoin’s Longevity
1:10:05 Ordinals and Bitcoin’s Blockspace
1:14:47 Decentralized Social
1:17:41 Using BTC to Buy a Cup of Coffee
1:23:18 Headwinds Against Decentralization
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Resources:
Westie's protocol-specific stablecoin report

Lyn Alden's website

The Problems with DeFi & Crypto (by Lyn Alden)
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Check out Blockworks Research today! Research, data, governance, tokenomics, and models – now, all in one place

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Disclaimer: Nothing said on 0xResearch 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. Dan, Sam, and our guests may hold positions in the companies, funds, or projects discussed.