Wallfacer Labs Podcast Wallfacer Labs

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 background
04:40 - The efficiencies of DeFi protocols
09:44 - The history of crypto credit
17:20 - Collateralized vs uncollateralized credit
18:30 - TrueFi and Maple’s appeal
21:55 - Crypto credit today
21:45 - Borrowing from custodians
26:38 - Communication between lenders
29:03 - The pricing of risk
31:25 - Why Sefton stayed in onchain credit
32:20 - Cicada Partners’ founding thesis
33:15 - Asset backed lending
34:48 - The appetite for RWA deals
37:22 - Cicada’s partnership with TrueFi
40:44 - DeFi vs CeFi lending in the future
44:13 - Common misconceptions in onchain credit
47:51 - The future impact of onchain credit
49:38 - Closing thoughts 

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And our host, Ryan Rodenbaugh: https://twitter.com/ryanrodenbaugh 
https://warpcast.com/ryanrodenbaugh

And 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/reganbozman
https://www.lattice.fund/

00:00 - Regan’s background
01:56 - ICO takeaways
05:25 - Changes in the crypto investor landscape
13:40 - Improvements in the space
16:33 - Building for the current crypto audience
19:45 - Lattice’s founding thesis and development
21:14 - Non-crypto-native funds returning to crypto
22:55 - Competing with crypto’s biggest funds
24:15 - Exciting areas and contrarian positions
30:18 - Private VC rounds vs market buying
32:08 - Lattice’s perfect deal
34:47 - Having an irrational belief in crypto
36:00 - Making contrarian bets
40:13 - Valuing equity vs tokens
41:14 - Building moats in crypto
43:20 - Types of distribution
45:16 - Organic crypto marketing
46:25 - Lattice’s investing process
48:37 - Examples of failed deals
50:00 - Investing in applications
53:43 - How experience informs how Lattice invests
55:45 - Where the market is going
58:08 - Product-market fit in crypto

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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_dewayne
And his firm on their blog: https://acherontrading.com/blog

00:00 - The role of market makers
06:00 - Listing tokens on exchanges
08:13 - How market makers get paid
14:06 - Market making in crypto vs traditional finance
17:25 - The risk of mispriced options
20:00 - Wesley’s background and Acheron’s story
27:25 - Acheron’s thesis on providing liquidity
29:50 - Transparency in market making
32:52 - Predatory market makers
41:30 - Loan and call options
50:45 - Examples of predatory token launches
56:03 - Different types of market making
58:04 - Enforcement of standards in crypto market making
59:40 - Future predictions for crypto market making

To learn more about Wallfacer Labs, you can follow us on X: https://twitter.com/wallfacerlabs

Or 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/PiotrSzlachciak

https://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/MisterKeegan

Follow 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