StablePod

In this episode of StablePod, we sit down with Stefan George, co-founder and CTO of Gnosis, a team building open applications and infrastructure for the new economy. Stefan shares the evolution of Gnosis, the importance of user experience in consumer crypto applications, and how Gnosis Pay aims to push the envelope.

02:49 Stefan's Journey in Crypto

05:58 Gnosis 3.0: Financial Payments

10:36 The Super App Trend in DeFi

15:51 Circles: A New Approach to Peer-to-Peer Money

25:42 Onboarding New Users with Social Experiences

28:08 Gnosis Pay: Crypto Payments

33:40 How Gnosis Pay Scales from Here

38:17 Gnosis Rewards Proposal41:37 Battling High Customer Acquisition Costs

46:42 Ensuring Gnosis Ecosystem Alignment

48:25 What's Next for Gnosis over the next 6-12mo?

49:44 Outro

In this episode of StablePod, we sit down with Michael Bentley, Co-founder and CEO of Euler Labs, the core team developing Euler V2, a next-gen modular lending protocol. Michael shares the rise and fall of Euler V1, the team's resilience and perseverance, and the innovations and improvements in Euler V2.

00:00 Introduction

02:38 The Resilience and Perseverance of the Euler Team

03:57 What the Euler Team Did Post-Exploit

06:12 The Idea for V2 Improvements

09:04 Innovating and Standing Out Amongst the DeFi Incumbents

11:12 What Michael Looks Forward to with v2 Launch

13:34 Current State of DeFi Lending: Monolithic vs. Modular

17:39 Michael's Interest in Mechanism Design

20:45 Mechanism Design vs UX; Protocol vs Product

23:00 Building and Scaling Modular Systems

26:58 The Core Architecture of Euler V2

32:10 Educating Community on Euler Vaults

35:41 How Euler v2 is Different From Other Lending Protocols

40:42 Governance and Risk Management in Euler v2

45:37 The Role of the EUL Token

51:10 Euler Governance

54:38 Closing Thoughts

56:30 Outro

In this episode, Dennison joins us to discuss the state of DAO Tooling and the challenges faced by DAOs in 2024. Dennison Bertram is the co-founder of Tally, a company focused on making DAOs work by solving the problem of misalignment of incentives.In our conversation, we cover Tally's approach to DAO governance, the importance of aligning incentive models, and the upcoming launch of the Tally Protocol.

In this episode, we sit down with Paul Frambot, CEO and Co-founder of Morpho Labs, a team contributing to the development of the Morpho Protocol. Paul shares insights into Morpho's unique approach to governance, scalability, and the shift from monolithic to modular lending protocols. Morpho aims to provide a foundational infrastructure layer for lending, allowing users to build specific experiences on top of it. They work with existing protocols and teams to externalize risk management and enable liquidity allocation across different markets.

4:09 The Era of Modular Lending

10:43 DeFi Scalability Challenges

15:35 How Morpho Works with the DeFi Ecosystem

19:02 Security and Risk Management on Morpho

21:56 Value Proposition of Morpho Vaults

27:10 Handling Interest Rates and Market Dynamics

30:20 The Morpho Blue Ecosystem

33:13 Decentralized Risk Management

37:13 The Value of Transparency and DAOs

40:19 Competing for Stablecoin Liquidity & Distribution

43:19 Morpho DAO Governance

45:59 Morpho's Upgradeability

49:39 The Value of the Morpho Token

52:26 Outro

In this episode, Seraphim, Head of Growth at Ethena Labs, joins us to discuss the rapid ascent of the Ethena Protocol. In our conversation, we explore the mechanism design choices used to build the protocol, its unique features such as its delta-neutral synthetic dollar and use of CeFi infrastructure, and discuss the partnerships and collaborations that have fueled Ethena's rapid growth.

In this episode, Thanos from Keyrock joins us to discuss the role of market makers in DeFi governance. Thanos is the Head of DeFi Ecosystems at Keyrock, a leading market maker and liquidity provider in the digital asset space. In our conversation, we cover Keyrock's engagement in governance across various DeFi ecosystems, the importance of liquidity providers having a voice in key decisions, and the challenges of navigating scrutiny as a governance participant.

0:54 Keyrock and their Mission

1:54 Thanos' Role as DeFi Ecosystem Lead

3:33 Motivations for Keyrock's Engagement in Governance

6:54 The Perspective of a Market Maker in Governance

10:25 The Slow Evolution of DAO Governance

11:28 Community's Receptiveness to Keyrock Governance

14:42 Improving Governance with High-Quality Participants

16:25 Navigating Scrutiny as a Market Maker

19:39 Impact of Governance Decisions on Liquidity Providers

21:30 Value of Market Makers in Governance

23:52 Keyrock's Approach to Governance

24:51 The Value Proposition of Keyrock Governance

30:36 Helping New DAOs Establish Governance

32:36 How Keyrock Structures its Governance Arm and its Future Plans

34:15 Governance Contributions and Strategy

39:41 Closing Remarks

In this episode, Niklas Kunkel joins us to discuss Chronicle, a next-generation Oracle Protocol born out of MakerDAO. Nik is the Founder of Chronicle, a team on a mission to develop frictionless, decentralized, and verifiable infrastructure for all on-chain data transmission. In our conversation, we cover how to decentralize oracle protocols, the Oracle Core Unit's history, use cases beyond Price, and much more.

In this episode, Jeffrey “Jihoz” Zerlin joins us to discuss the evolution of the Ronin Ecosystem as the leading web3 gaming blockchain. Jihoz is the Co-founder of Axie Infinity, a team on a mission to create economic freedom for gamers by building games that are truly player owned. In our conversation, we cover Jihoz's continued success, decentralization of the Ronin Chain, where web3 gaming and DeFi collide, governance of gaming protocols, and much more.

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✏️ SHOW NOTES

▸ https://roninchain.com/

▸ https://app.roninchain.com/validator/0x6e46924371d0e910769aabe0d867590deac20684

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▸ Juan https://twitter.com/0xCadena

▸ Gustav https://twitter.com/GArentoft

▸ Jihoz https://twitter.com/Jihoz_Axie

▸ Ronin https://twitter.com/ronin_network

Subscribe to our Weekly Newsletter https://stablelab.substack.com/

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The information in this video is for informational purposes only. You should not construe it as investment advice, tax advice, or legal advice, and it does not represent any entity's opinion but those of the speaker(s). Juan, Gustav, and our guests may hold positions in the companies, funds, or projects discussed.

In this episode, Marcelo joins us to discuss the future of Asset and Treasury Management across DeFi. Marcelo is the Co-founder of Karpatkey, a team providing financial services to the leading DAOs. In our conversation, we cover Karpatkey's founding story, DAO M&A, GIP-92, and the role Karpatkey looks to play in helping bank DeFi.

In this episode, Greg Di Prisco joins us to chat about all things DeFi Protocol Design. Greg is the former Head of Business Development at MakerDAO and is now Co-founder at Ajna Finance, an innovative oracle-free lending and borrowing protocol soon to be redeployed. In our conversation, we cover Ajna's recent griefing exploit, designing DeFi from first principles, and the future of Ajna's ecosystem growth and development.

17:03 The Complexity Barrier

19:18 DeFi's New Direction

22:42 Protocol Upgradeability

25:23 How Ajna Scales

28:11 Lessons from Building Ajna

29:50 The Ajna Vulnerability

35:30 Ajna Multichain Strategy

38:07 Ajna Grants Program

40:53 Ajna Ecosystem and Growth

42:30 Why the D in DeFi is a Farce

47:15 Final Thoughts/Outro