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expertinsights
Explore "expertinsights" with insightful episodes like "Be The Observer", "Why You Need To Make Four TikToks A Day | Inside 4Ds", "577: Cutting Your Tax Bill, Investing in Different Markets, & "Investor Pressure" | Coaching Calls", "Introducing the Sharon Says So Podcast with Sharon McMahon" and "68 - Bull Case for DeFi II | Vance Spencer" from podcasts like ""Everyday Positivity", "The GaryVee Audio Experience", "BiggerPockets Real Estate Podcast", "Here's Where It Gets Interesting" and "Bankless"" and more!
Episodes (5)
Why You Need To Make Four TikToks A Day | Inside 4Ds
![Why You Need To Make Four TikToks A Day | Inside 4Ds](https://www.podcastworld.io/podcast-images/the-garyvee-audio-experience-rnxf7dqw.webp)
Today's episode is the newest installment of 4Ds! So many of you send us messages asking for more detailed business advice from Gary - that’s why we love putting out these 4Ds sessions where Gary really digs in deep into the tactics of growing businesses with CEOs and entrepreneurs.
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Join the VeeFriends Discord: https://discord.gg/veefriends
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--- Send in a voice message: https://podcasters.spotify.com/pod/show/garyvee/message577: Cutting Your Tax Bill, Investing in Different Markets, & "Investor Pressure" | Coaching Calls
![577: Cutting Your Tax Bill, Investing in Different Markets, & "Investor Pressure" | Coaching Calls](https://www.podcastworld.io/podcast-images/biggerpockets-real-estate-podcast-12f6bd85.webp)
Introducing the Sharon Says So Podcast with Sharon McMahon
![Introducing the Sharon Says So Podcast with Sharon McMahon](https://www.podcastworld.io/podcast-images/here-s-where-it-gets-interesting-hfx6pxsb.webp)
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68 - Bull Case for DeFi II | Vance Spencer
![68 - Bull Case for DeFi II | Vance Spencer](https://www.podcastworld.io/podcast-images/bankless-gxw96npc.webp)
Vance Spencer returns to Bankless to refresh his takes from his last appearance, 'The Bull Case For DeFi.' His predictions have held up exceptionally well, and listen in as he takes us through what Layer 2 means for the DeFi space.
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Bankless Podcast #68 - DeFi Verticals
Guest: Vance Spencer
Framework's Vance Spencer returns to Bankless nine months after his first appearance, 'The Bull Case for DeFi.' A lot has happened in the space since then, but his perspective holds up as salient and sharp. He and investing partner Michael Anderson have built a venture fund that invests in people.
With a healthy mix of on-chain and venture investments, Framework has consistently led as a thesis-driven firm with a clear focus on DeFi. Primitives, aggregators, and apps comprise a diverse and thoughtful portfolio representing a successful past and bullish future. It is increasingly apparent that capital efficiency is the game that DeFi projects are playing to gobble up market share.
Vance brings a uniquely holistic approach to investing in the space, discussing the verticalization of DeFi and seeking projects that leverage the smart contract money legoes to optimize front ends. The space's growth depends on building out payment rails, optimizing MEV, and exploring the world of rollups as a massive upgrade to the DeFi Sandbox. Stay tuned for hot predictions towards the end – this is somebody to listen to.
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Topics Covered:
0:00 Intro
6:00 Vance Spencer of Framework
9:15 Accelerating Innovation & TVL
12:25 Bullish Bear Market
15:00 Optimism, ETH, and BTC
20:11 Long-term Market Cycles
24:23 Speculation, Value, and Resilience
29:06 Narratives and Volatility
35:41 The DeFi Sandbox Today
42:14 What to Build Next
47:30 Institutional Aave
51:40 Enterprise Blockchain
56:03 Regulation
59:54 DeFi Layer 2 Summer
1:09:57 Derivatives & Games
1:13:30 Layer 2 Implications
1:19:40 Multi-Chain DeFi
1:23:44 Ultra-Sound Values
1:28:29 Eating the World
1:31:40 Information and DAOs
1:37:02 Be About That Life
1:42:00 Predictions
1:48:18 Framework Ventures
1:50:54 Closing & Disclaimers
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Resources:
Vance on Twitter:
https://twitter.com/pythianism?s=20
The Bull Case for DeFi:
https://newsletter.banklesshq.com/p/the-bull-case-for-defi-vance-spencer
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Not financial or tax advice. This channel is strictly educational and is not investment advice or a solicitation to buy or sell any assets or to make any financial decisions. This video is not tax advice. Talk to your accountant. Do your own research.
Disclosure. From time-to-time I may add links in this newsletter to products I use. I may receive commission if you make a purchase through one of these links. Additionally, the Bankless writers hold crypto assets. See our investment disclosures here:
https://newsletter.banklesshq.com/p/bankless-disclosures