The DeFi Report

The Fed cut rates and announced $40B/month in T bill purchases. Is that the signal to buy back into crypto? Mike says no. In this episode, we explain why “QE light” is not real easing, the key indicators Mike needs before flipping risk on, and what Bitcoin’s onchain market structure suggests about where this cycle could go next.----📣THE DEFI REPORT | FOLLOW & SUBSCRIBEhttps://thedefireport.transistor.fm/https://thedefireport.io/https://x.com/the_defi_reporthttps://x.com/JustDeauIt----TIMESTAMPS0:00 Introduction to the DeFi Report2:28 Current Market Positioning9:25 Federal Reserve's Actions Explained13:13 Economic Conditions & Predictions18:35 Big Picture of Economic Strategy23:17 Analyzing Bitcoin's Market Structure29:57 Closing & Future Outlook----Not financial or tax advice. For educational purposes only.

In this week's episode of The Rundown, Michael and Shiv unpack the question on everyone's minds: are we in a new bull market??The duo also shared their perspectives on the following important topics:- Global macro & liquidity conditions (and how they impact crypto)- Regulation- Binance- Bitcoin- Solana institutional interest (and the massive premium on Greyscale)Finally, the on-chain data with Token Terminal segment this week covered liquidity conditions, the reflexive nature of crypto, and the impact that the merge had on Ethereum's business model and token economics.We hope you enjoy the episode!Subscribe on YouTube: https://www.youtube.com/channel/UCGQq...Subscribe on Spotify: https://podcasters.spotify.com/pod/show/thedefireportSubscribe on Apple:https://podcasts.apple.com/us/podcast/the-defi-report/id1717262936-----Follow Michael: https://www.linkedin.com/in/michael-austin-nadeau/Follow Shiv: https://www.linkedin.com/in/shivmehta/----Download The Ethereum Investment Framework: https://thedefireport.gumroad.com/l/ethereuminvestmentframeworkSubscribe to The DeFi Report Newsletter: https://thedefireport.io/#newsletter

In this episode of The Signal, Hugo Finkelstein, Co-Founder of Rise, joins us to share insights into the evolving world of crypto payroll. Learn how Rise is helping businesses globally manage payroll for remote teams, bridging the gap between traditional payment systems and the modern need for flexible, onchain solutions. Hugo dives into the compliance challenges, the adoption of stablecoins in emerging markets, and the future of payroll innovations. Don't miss this deep dive into the intersection of Web2 and Web3 payroll solutions and the exciting developments ahead! We hope you enjoy the episode! Rise: https://www.riseworks.io/ Hugo: https://x.com/hugfink Timestamps 00:00 Introduction to Web2 and Crypto Payroll Challenges 00:37 Welcome to The Signal: Global Crypto Ecosystem Insights 01:55 Guest Introduction: Hugo Finkelstein's Journey into Crypto 08:10 The Rise of Crypto Payroll Solutions 11:22 Challenges and Solutions in Global Payroll 14:23 Future of Payroll: Stablecoins and Streaming Payments 20:18 Emerging Markets and the Impact of Crypto Payroll 27:38 User Experience and Onboarding with Rise 32:35 Future Plans and Market Expansion 36:19 Conclusion and Final Thoughts --- Subscribe to The DeFi Report Newsletter: ⁠ https://thedefireport.io/subscribe⁠ Download a copy of The Ethereum Investment Framework: https://thedefireport.io/ethereum-inv... Subscribe on YouTube: ⁠https://bit.ly/3SeyyA8⁠ Subscribe on Spotify:  ⁠https://podcasters.spotify.com/pod/sh... Subscribe on Apple Podcasts:  ⁠https://podcasts.apple.com/us/podcast... Follow Michael: https://www.linkedin.com/in/michael-austin-nadeau/ Follow Oskari: https://www.linkedin.com/in/oskaritempakka/ ---- The views expressed by the co-hosts or any guests are their personal views and should not be relied upon as financial, technical, tax, legal, or any other type of advice.  The creators of this content, or members, affiliates, or stakeholders of The DeFi Report, may be participating in or have invested in the protocols or tokens mentioned herein. The foregoing statement acts as a disclosure of potential conflicts of interest and is not a recommendation to purchase or invest in any token or participate in any protocol.  Listeners are strongly urged to exercise caution and have regard to their own personal needs and circumstances before making any decision to buy or sell any token or participate in any protocol.

In this episode, we're joined by Martin Carrica, Founder of Mountain Protocol, to dicuss the growing role of stablecoins in the global financial ecosystem, with a specific focus on how Mountain Protocol aims to provide a yield-bearing stablecoin solution. The episode starts with a general discussion on the importance of stablecoins, particularly in markets like Argentina, where inflation and unstable currency drive people toward U.S. dollar-denominated assets. Martin shares his personal experiences with Argentina's financial instability and how stablecoins have helped people protect their wealth. We then move onto how Mountain Protocol differentiates itself by offering the first permissionless yield-bearing stablecoin, USDM. This allows users to earn a yield on their stablecoin holdings, similar to how traditional banks offer interest on deposits. The episode highlights how traditional stablecoins like USDC and USDT generate yield for companies, but not for holders, and Mountain Protocol aims to change that. Additionally, we explore the regulatory landscape, particularly in Bermuda, where Mountain Protocol is regulated. Martin explains why this jurisdiction provides a secure and stable environment for their operations, especially with bankruptcy remote structures in place. The episode ends with a discussion of the future of stablecoins, the potential role of traditional banks in issuing their own, and how Mountain Protocol is positioning itself to capture a significant share of the market by offering better value to users through yield-bearing stablecoins. We hope you enjoy the episode! Timestamps: 00:00 Introduction 01:32 Guest Introduction: Martin Carrica from Mountain Protocol 01:55 Martin's Journey into Crypto: From Argentina to Stablecoins 03:18 Early Crypto Adoption in Argentina 05:49 The Rise of Stablecoins During the Pandemic 07:30 Stablecoins vs. Traditional Banking in Argentina 20:44 The Role of USDT and USDC in Emerging Markets 31:51 Institutional Adoption and Yield 44:23 The Future of Stablecoins 45:04 Regulatory Landscape for Stablecoins 48:32 Global Adoption and Use Cases 49:59 Challenges and Opportunities 55:53 Introducing Mountain Protocol 01:02:10 User Experience and Risks 01:15:43 Market Strategy and Predictions 01:25:56 Conclusion and Final Thoughts --- Subscribe to The DeFi Report Newsletter: ⁠ https://thedefireport.io/subscribe⁠ Download a copy of The Ethereum Investment Framework: https://thedefireport.io/ethereum-inv... Subscribe on YouTube: ⁠https://bit.ly/3SeyyA8⁠ Subscribe on Spotify:  ⁠https://podcasters.spotify.com/pod/sh... Subscribe on Apple Podcasts:  ⁠https://podcasts.apple.com/us/podcast... Follow Michael: https://www.linkedin.com/in/michael-austin-nadeau/ Follow Oskari: https://www.linkedin.com/in/oskaritempakka/ ---- The views expressed by the co-hosts or any guests are their personal views and should not be relied upon as financial, technical, tax, legal, or any other type of advice.  The creators of this content, or members, affiliates, or stakeholders of The DeFi Report, may be participating in or have invested in the protocols or tokens mentioned herein. The foregoing statement acts as a disclosure of potential conflicts of interest and is not a recommendation to purchase or invest in any token or participate in any protocol.  Listeners are strongly urged to exercise caution and have regard to their own personal needs and circumstances before making any decision to buy or sell any token or participate in any protocol.

In this episode, FP Lee from Sanctum joins us to discuss the potential of liquid staking in the Solana ecosystem. He explains the concept of liquid staking, the technical differences between Solana and Ethereum, and why liquid staking offers unique advantages.  The conversation covers the challenges and opportunities of building in the liquid staking space, including new use cases for liquid staking tokens (LSTs) beyond DeFi, such as crowdfunding and supporting creators. The episode also explores the different strategies and innovations of various Solana projects like Marinate and Jito, and how Sanctum aims to democratize LST creation.  Additionally, FP Lee shares his learnings from their token generation event (TGE), stressing transparency and fair pricing for retail investors. He concludes with a vision for the future where everyone holds their net worth onchain, supported by real-world use cases and a strong LST ecosystem. Timestamps: 00:00 Introduction to Liquid Staking 01:14 Welcome and Guest Introduction 02:23 Understanding Liquid Staking on Solana 05:10 Comparing Liquid Staking on Ethereum and Solana 08:53 Challenges and Incentives for Liquid Staking 16:10 Innovative Use Cases for Liquid Staking 18:27 Sanctum's Unique Approach 27:01 Future of Liquid Staking and Governance Tokens 29:14 Deep Dive into Sanctum's Product 29:45 Introduction to Liquid Staking and Jupyter UX 30:16 The Concept of a Unified Liquidity Pool 31:09 The Reserve Pool and Its Advantages 31:42 Jupyter Router and Efficient Swaps 33:00 Infinity Pool: Solving Liquidity Issues 34:42 Risks and Unknowns in Liquidity Pools 37:22 Sanctum's Business Model and Growth Potential 41:59 The Token Generation Event (TGE) Strategy 49:14 Future Vision and Real-World Use Cases 55:32 Closing Thoughts and Community Engagement We hope you enjoy the episode! --- Subscribe to The DeFi Report Newsletter: ⁠ https://thedefireport.io/subscribe⁠ Download a copy of The Ethereum Investment Framework: https://thedefireport.io/ethereum-inv... Subscribe on YouTube: ⁠https://bit.ly/3SeyyA8⁠ Subscribe on Spotify:  ⁠https://podcasters.spotify.com/pod/sh... Subscribe on Apple Podcasts:  ⁠https://podcasts.apple.com/us/podcast... Follow Michael: https://www.linkedin.com/in/michael-austin-nadeau/ Follow Oskari: https://www.linkedin.com/in/oskaritempakka/ ---- The views expressed by the co-hosts or any guests are their personal views and should not be relied upon as financial, technical, tax, legal, or any other type of advice.  The creators of this content, or members, affiliates, or stakeholders of The DeFi Report, may be participating in or have invested in the protocols or tokens mentioned herein. The foregoing statement acts as a disclosure of potential conflicts of interest and is not a recommendation to purchase or invest in any token or participate in any protocol.  Listeners are strongly urged to exercise caution and have regard to their own personal needs and circumstances before making any decision to buy or sell any token or participate in any protocol.