In our latest podcast, we sat down with Sefton Kincaid of @cicadacredit!We discussed the past, present and future of onchain credit, as well as Cicada’s recent partnership with @TrueFiDAO 🎙️00:00 - Sefton’s background04:40 - The efficiencies of DeFi protocols09:44 - The history of crypto credit17:20 - Collateralized vs uncollateralized credit18:30 - TrueFi and Maple’s appeal21:55 - Crypto credit today21:45 - Borrowing from custodians26:38 - Communication between lenders29:03 - The pricing of risk31:25 - Why Sefton stayed in onchain credit32:20 - Cicada Partners’ founding thesis33:15 - Asset backed lending34:48 - The appetite for RWA deals37:22 - Cicada’s partnership with TrueFi40:44 - DeFi vs CeFi lending in the future44:13 - Common misconceptions in onchain credit47:51 - The future impact of onchain credit49:38 - Closing thoughts Follow Wallfacer: https://twitter.com/wallfacerlabsAnd our host, Ryan Rodenbaugh: https://twitter.com/ryanrodenbaugh https://warpcast.com/ryanrodenbaughAnd subscribe for all our other content: https://linktr.ee/wallfacerlabs

Today’s guest is Regan Bozman. Regan is the co-founder of Lattice, an early-stage crypto venture fund. Regan Bozman: Learn more: https://twitter.com/reganbozmanhttps://www.lattice.fund/00:00 - Regan’s background01:56 - ICO takeaways05:25 - Changes in the crypto investor landscape13:40 - Improvements in the space16:33 - Building for the current crypto audience19:45 - Lattice’s founding thesis and development21:14 - Non-crypto-native funds returning to crypto22:55 - Competing with crypto’s biggest funds24:15 - Exciting areas and contrarian positions30:18 - Private VC rounds vs market buying32:08 - Lattice’s perfect deal34:47 - Having an irrational belief in crypto36:00 - Making contrarian bets40:13 - Valuing equity vs tokens41:14 - Building moats in crypto43:20 - Types of distribution45:16 - Organic crypto marketing46:25 - Lattice’s investing process48:37 - Examples of failed deals50:00 - Investing in applications53:43 - How experience informs how Lattice invests55:45 - Where the market is going58:08 - Product-market fit in cryptoFollow: https://twitter.com/wallfacerlabsAnd subscribe for all our other content: https://linktr.ee/wallfacerlabs

Today's guest is Wesley Pryor, the founder of Acheron Trading, a digital asset market maker. You can learn more about Wesley on X: https://twitter.com/wes_dewayneAnd his firm on their blog: https://acherontrading.com/blog00:00 - The role of market makers06:00 - Listing tokens on exchanges08:13 - How market makers get paid14:06 - Market making in crypto vs traditional finance17:25 - The risk of mispriced options20:00 - Wesley’s background and Acheron’s story27:25 - Acheron’s thesis on providing liquidity29:50 - Transparency in market making32:52 - Predatory market makers41:30 - Loan and call options50:45 - Examples of predatory token launches56:03 - Different types of market making58:04 - Enforcement of standards in crypto market making59:40 - Future predictions for crypto market makingTo learn more about Wallfacer Labs, you can follow us on X: https://twitter.com/wallfacerlabsOr our host, Ryan Rodenbaugh: https://twitter.com/RyanRodenbaugh

Today’s guest is Piotr Szlachciak, the co-founder of L2BEAT — the Ethereum space’s go-to resource for analytics on L2 scaling solutions. In addition, Piotr has several years of experience working as a software engineer and leading engineering teams in the Ethereum ecosystem.https://twitter.com/PiotrSzlachciakhttps://twitter.com/l2beat[0:00] Introduction and Piotr's crypto history[7:45] L2BEAT's founding story[12:00] Decentralized vs traditional companies[15:30] L2BEAT user personas[21:35] Do L2s conform to L2BEAT's standards?[25:22] Governance in L2 communities[33:58] L2BEAT as a public goods company/business model[48:40] The state of the L2 ecosystem[51:43] The risks of cross-chain bridges[58:00] Alternative data availability solutions[1:00:54] Gathering data for L2BEAT[1:09:50] What's next for L2BEAT

Today’s guest is Alan Keegan. Alan is the co-founder and CSO of Mamori Labs, the company building the Kinto Network. Kinto is a soon-to-be-launched L2 with user permissioning built into the base layer. Prior to that, Alan worked at numerous companies including Bridgewater Associates and Sense Finance. Get involved: https://engen.kinto.xyz/Learn more about Alan: https://twitter.com/MisterKeeganFollow Kinto: https://twitter.com/KintoXYZ[00:00:00] Introduction [00:00:30] What is Kinto?[00:05:45] The levels of on-chain compliance[00:08:30] Comparing against other solutions in the market[00:13:35] Unlocking RWAs full potential [00:18:00] Attracting capital to the chain [00:22:30] Discussing the bear case of permissioned chains[00:27:00] State of ecosystem apps on Kinto on Day 1[00:30:50] Benefits account abstraction [00:36:10] Kinto and bridging [00:38:00] Balancing Kinto with broader crypto ethos [00:41:00] Alan's background [00:44:00] Alan's time at Bridgewater [00:51:25] Co-Founding OmegaOne[00:52:45] Founding a clothing company[01:00:00] The concept of "participatory design"[01:04:40] Alan's time at Sense Finance[01:06:50] Differences between application vs networks[01:09:00] Initial draw to the ideals of Kinto[01:11:45] Get involved with Kinto!

Getty Hill is the CEO and Co-Founder of GFX Labs, a blockchain research & development company.[0:00] Introduction and Getty's time at Grapefruit Trading[10:00] Starting GFX [14:00] Breaking down the team and work at GFX[19:20] Funds delegating to GFX [20:30] The role of activist investors in DAOs[22:00] The state of MakerDAO [27:00] GFX's involvement at Uniswap[31:40] The Uniswap Fee Switch[39:00] Would the vote go differently today?[40:00] Relationship between protocols and Labs co's[43:00] The risk management space within DeFi [47:30] Other exciting developments in borrow/lend[48:20] Oku Trade[1:02:00] Raising from VCs vs grant programs [1:04:00] Metrics for success and next 12-months of Oku[1:07:30] POINTS [1:11:00] Retro on Optimism's RetroPGF 3[1:16:00] The world of many chains [1:18:00] What excited Getty about the future

Today's guest is Masa, who many of you may know as TheSkyHopper on Twitter (https://twitter.com/TheSkyhopper). Masa is the co-founder of Bastion Trading and has a long history trading and investing across traditional markets as well. [00:00] Introduction and background [01:30] 2017 arbitrage opportunities [03:00] Arbitrage and the life cycle of markets [07:10] A role in governance activism and "RFV" trades [11:30] how do you structure the team at a trading firm [14:00] developing edge within trading firms [18:00] Trading and being active in the markets post-FTX[27:00] How do DeFi venues actually replace CeFi venues?[29:00] The small offshore exchange niche [32:00] M&A (or lack of it) within DeFi[36:00] Bad actors in crypto [38:00] Risk management [41:00] Unique traits of successful crypto traders [47:00] Trading NFTs and private market investing [48:55] Animoca's venture book, fundiraising and more[52:00] Options markets in crypto [55:00] Whale in the options market [1:01:00] What catches Masa's attention today?

[0:00] Introduction, background, joining MakerDAO from Twitter[2:45] Initial spark with crypto[4:45] One-year anniversary of the Unreal Primer on Real World Assets report[7:20] Birth and Rebirth Assets[11:40] Why are most assets today rebirth?[17:00] RWA adoption happening via a pincer movement[19:00] High-risk credit markets drying up on-chain and the inevitability of defaults [23:00] Standards in RWA[26:30] Who develops the standards?[29:00] Figuring out the buy-side and secondary liquidity [33:00] Where will see cost declines?[37:00] The other side of Maker's "success" with its RWA deals [39:00] Where TJ sees opportunity in RWAs[41:50] What would TJ change about RWAs today?[45:00] Entheos Network, TJ's new company[53:00] Battery Management Systems and Go-to-market[59:50] Is there a crypto tie-in for Entheos? DePin?[1:07:32] The TJ Ragsdale Health optimization function

Marcus Leanos is the Founder of CIO of MJL Capital (https://twitter.com/MjlCapital) a multi-strategy digital asset hedge fund, and Adapt3r Digital (https://twitter.com/Adapt3rDigital), a trusted bridge between real-world asset origination and decentralized finance. [00:30] Introduction to Marcus and MJL Capital[3:00] Jump to crypto from traditional investing [7:30] Fintechs and community banks[11:30] Innovation in the capital structure of DeFi protocols[19:55] State of the community / regional bank sector[27:00] What do fundamental investors in crypto look for?[36:00] Fundamental investor traits and models[39:50] Credit and RWA[55:30] Opportunities for innovation in Credit/RWA[57:11] What is Adapt3r Digital?[59:20] What products come next?[1:01:08] New asset managers vs. the large institutions and RWA[1:06:30] Investment case studies, Nexus Mutual[1:15:30] Investment case studies, Convex [1:24:00] Closing and thanks for listening!

[0:00] Leslie's Background and intro to crypto [10:00] The decision and process to join Binance in the depths of the 2018/2019 bear. [17:00] Early keys to the Binance success story and embracing Chinese work culture[18:50] The culture of Binance [21:00] How CZ Runs the Firm [33:00] Leslie's time within Binance [39:00] The 2018/2019 Hong Kong crypto scene[41:00] What most people from tradfi don't get when they transition to crypto?[47:00] Coinflex chapter[50:00] Coinflex vs. FTX at the time [53:00] The binance vs. ftx competition [55:00] Starting GBV [58:00] GBV Investment pace [1:01:00] Themes and current interest areas [1:07:00] More on themes and applications [1:10:00] RWAs and Credit markets [1:17:25] L2s, Boba, and OP Stack[1:25:40] Thinking about valuations of L2 apps[1:29:00] Macro and turning points for crypto

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