For episode 23 of Crypto Market Wizards, we have Arthur0x from DeFiance Capital to discuss his bull case for DeFi. Both Arthur and I have been calling for a "DeFi Renaissance," but that doesn't mean we are bullish on all of DeFi. We discuss the major coins in each DeFi sector such as lending, spot & perp DEXes, LST/LRT's, and stablecoin projects. I hope you enjoy the episode.

This was recorded on August 28th. Crypto Market Wizards is an ad-free and sponsor-free podcast.

Guest's Twitter: https://x.com/Arthur_0x

Taiki's AAVE thesis:    • Why AAVE can 10x in the Bull Market  

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Taiki's AAVE thesis:    • Why AAVE can 10x in the Bull Market  

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Taiki is the founder of Humble Farmer Army, a community-driven research company founded in 2021 with a mission to create high-quality, digestible content that helps separate signal from noise for DeFi enthusiasts.

Timestamps:
0:00 Why we are bullish DeFi
7:16 Money Markets (AAVE vs Competitors)
11:43 "DeFi coins don't pump" Argument
16:30 LST and LRT's (LDO & LRT's)
25:58 Spot DEXes (Uniswap vs Competitors)
35:28 "Decentralized" Stablecoins (MKR vs Others)
41:18 Rate Cuts and Effects on DeFi
43:26 Perp DEXes (Hyperliquid vs others)
50:29 Vitalik's Stance on DeFi
54:27 Solana DeFi (Jupiter, JTO)
1:00:32 Final Questions & Summary

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