In this episode 0xd24 joins the show to discuss his views on Frax, where all the alpha is on Arbitrum, and what the potential returns and possibilities are for Berachain.

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Connect with DeFi Dave:

Twitter: https://twitter.com/DeFiDave22

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Connect with Kiet

Twitter: https://twitter.com/0xkapital_k

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Connect with Producer Sam

Twitter: https://twitter.com/traders_insight

Telegram: https://t.me/ssmccul

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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.

Timestamps

0:00 Intro

2:14 Guest Intro

4:05 Is TradFi dying?

14:02 0xd24 on Frax

32:56 How 0xd24 tracks narratives

38:57 What is success for Frax?

40:54 STFX

43:49 Y2K Finance

49:16 DAMM Finance

51:50 Contango

54:03 Gumball Finance

58:32 Split Finance

1:02:20 GMX

1:06:13 Vesta Finance

1:07:59 Vertex

1:09:30 NFT Perp

1:11:29 Excalibur 69

1:14:36 Gamma Swap

1:19:13 Finance Liquid

1:24:10 Berachain

1:41:20 Celestia

1:42:39 What is 0xd24's DeFi Thesis?

1:45:30 Lightning Round

1:49:20 Outro