In this episode of Bell Curve, Jason and Mike are joined by Tushar Jain from Multicoin Capital to discuss how fixed-rate lending, interest rate swaps and financial derivatives could be the catalyst for the next DeFi bull market.

We also explore the limits of undercollateralized lending, DAO capital markets, new token distribution models and more!

- -

Timestamps

(00:00) Intro

(04:32) Interest rate swaps & fixed rate demand

(15:01) Undercollateralized lending & DAO capital markets

(21:20) Yield Curves, perps, and dated futures

(30:35) New token distribution mechanisms

(37:02) Proof of Useful Work

(42:46) Solana Phone

(46:34) Will debt markets catalyze the next bull?

(50:05) Protocol-specific stablecoins

(52:47) Post interview: takeaways

- -

Follow Tushar: https://twitter.com/TusharJain_

Follow Mike: https://twitter.com/MikeIppolito_

Follow Jason: https://twitter.com/JasonYanowitz

Follow Bell Curve: https://twitter.com/thebellcurvepod

Subscribe on YouTube: https://bit.ly/3R1D1D9

Subscribe on Apple: https://apple.co/3pQTfmD

Subscribe on Spotify: https://spoti.fi/3cpKZXH

- -

Resources:

Multicoin article on DeFi interest rate markets

https://multicoin.capital/2021/10/06/exploring-the-opportunity-for-defi-interest-rate-markets/

Multicoin article on proof of physical work

https://multicoin.capital/2022/04/05/proof-of-physical-work/

- -

Disclaimer: Nothing said on Bell Curve is a recommendation to buy or sell securities or tokens. This podcast is for informational purposes only, and any views expressed by anyone on the show are solely our opinions, not financial advice. Mike, Jason, and our guests may hold positions in the companies, funds, or projects discussed.

The Makings of a DeFi Credit Boom | Tushar Jain 01:01:49 Share

Bell Curve

Shownotes Transcript

The Makings of a DeFi Credit Boom | Tushar Jain