Section 7. DeFi 2.0

Messari’s Crypto Theses For 2022

Section 7. DeFi 2.0

7.1 The USDT Bridge [0:48]

7.2 DAI vs. UST [4:55]

7.3 The Algorithmic Stablecoins Renaissance [7:43]

7.4 The Emergence of Non-Pegged Stablecoins [12:34]

7.5 Worldcoin’s Steely Gaze [15:33]

7.6 Uniswap v3 vs. The World [18:01]

7.7 Perp vs. dydx [20:54]

7.8 The Alchemix of DeFinance [22:46]

7.9 The Fat Applications Thesis [27:40]

7.10 Tokenized Funds & Index Co-Op [33:52]

7.11 DeFi’s Split Personalities [35:52]

7.12 The CeDeFi Boom [38:04]

7.13 Governance Snafus [40:02]

7.14 Security & The Dark Forest [41:56]

7.15 Bullish Unlocks & FDV [44:55]