#048

Summary
This emergency DeFi roundtable discusses the recent crisis in the DeFi ecosystem, focusing on the collapse of Stream Finance and its implications for the broader market. The conversation covers initial reactions, speculation on the causes, contagion risks, the role of curators, and the future of DeFi, emphasizing the need for transparency and better risk management practices.


Chapters

(00:00) Introduction to the DeFi Crisis

(06:16) Speculation on the Causes of the Collapse

(08:58) Understanding Contagion Risks in DeFi

(11:59) The Role of Curators and Risk Management

(14:50) Incentives and Mismanagement in DeFi

(18:01) Downstream Implications for the DeFi Landscape

(21:01) Legal Battles and Recovery Prospects

(23:51) Transparency and Future of DeFi

(26:38) Conclusion and Optimism for Recovery

(32:34) The Edge of Risk Preferences and Innovation

(32:54) The Role of Oracles in DeFi

(34:28) Understanding NAV and Liquidation Risks

(34:56) Curation Models and Market Exposure

(36:24) The Balance of Permissioned vs. Permissionless Funds

(37:33) Evaluating Current Opportunities in DeFi

(38:44) Navigating Risks in Yield Farming

(40:22) Assessing Midas and Other DeFi Platforms

(42:12) Exploring New Yield Opportunities

(44:35) The Future of DeFi and Risk Management

(51:19) Closing Thoughts on DeFi's Evolution


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