StablePod StableLab

In this episode, we sit down with Paul Frambot, CEO and Co-founder of Morpho Labs, a team contributing to the development of the Morpho Protocol. Paul shares insights into Morpho's unique approach to governance, scalability, and the shift from monolithic to modular lending protocols. Morpho aims to provide a foundational infrastructure layer for lending, allowing users to build specific experiences on top of it. They work with existing protocols and teams to externalize risk management and enable liquidity allocation across different markets.

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⏳ TIMESTAMPS
00:00 Intro

4:09 The Era of Modular Lending

10:43 DeFi Scalability Challenges

15:35 How Morpho Works with the DeFi Ecosystem

19:02 Security and Risk Management on Morpho

21:56 Value Proposition of Morpho Vaults

27:10 Handling Interest Rates and Market Dynamics

30:20 The Morpho Blue Ecosystem

33:13 Decentralized Risk Management

37:13 The Value of Transparency and DAOs

40:19 Competing for Stablecoin Liquidity & Distribution

43:19 Morpho DAO Governance

45:59 Morpho's Upgradeability

49:39 The Value of the Morpho Token

52:26 Outro

✏️ SHOW NOTES▸ https://morpho.org/
▸ https://forum.morpho.org/

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▸ Gustav https://x.com/GArentoft
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▸ Morpho Labs https://x.com/MorphoLabs

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⚠️ DISCLAIMER

The information in this video is for informational purposes only. You should not construe it as investment advice, tax advice, or legal advice, and it does not represent any entity's opinion but those of the speaker(s). Juan, Gustav, and our guests may hold positions in the companies, funds, or projects discussed.

In this episode, Seraphim, Head of Growth at Ethena Labs, joins us to discuss the rapid ascent of the Ethena Protocol. In our conversation, we explore the mechanism design choices used to build the protocol, its unique features such as its delta-neutral synthetic dollar and use of CeFi infrastructure, and discuss the partnerships and collaborations that have fueled Ethena's rapid growth.

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⏳ TIMESTAMPS
00:00 Intro
02:14 Seraphim's Journey
04:20 Why Seraphim Joined Ethena
5:25 What Ethena is
09:00 The Effectiveness of the Ethena Points System
11:29 Ethena's Integrations and Partnerships Across DeFi
14:14 Partnership with MakerDAO
15:35 How USDe is Different from other dollar-denominated assets
18:34 Ethena's Role in the DeFi Lego
20:48 The Protocol's Decentralization Plans
23:50 Challenges the Team Has Faces
25:32 What Aspects of the Protocol are Decentralized
27:04 How far can Ethena scale?
28:46 Growing Decentralized Onchain Perps
30:24 Criticism: Ethena has Grown Too Quickly
32:29 Stress Testing
34:59 What Ethena is Doing to Further Secure Itself and Provide Transparency
36:33 Covering Shorts and Saving the Market
38:17 Comparing Growth and BD at Lido, Euler, and Ethena
41:04 Criticism: Ethena's Custodians can be Censored
43:20 Criticism: DeFi Shouldn't Touch CeFi
44:40 Decentralized Protocol UX
46:38 DeFi Risk Management and Self-Regulation
48:29 DAO Governance is Cool - Seraphim
50:20 Ethena's Future Plans
51:22 Outro

✏️ SHOW NOTES
▸ https://ethena.fi/

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▸ Juan https://x.com/0xCadena
▸ Gustav https://x.com/GArentoft
▸ Seraphim https://x.com/MacroMate8
▸ Ethena Labs https://x.com/ethena_labs

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⚠️ DISCLAIMER

The information in this video is for informational purposes only. You should not construe it as investment advice, tax advice, or legal advice, and it does not represent any entity's opinion but those of the speaker(s). Juan, Gustav, and our guests may hold positions in the companies, funds, or projects discussed.

In this episode, Thanos from Keyrock joins us to discuss the role of market makers in DeFi governance. Thanos is the Head of DeFi Ecosystems at Keyrock, a leading market maker and liquidity provider in the digital asset space. In our conversation, we cover Keyrock's engagement in governance across various DeFi ecosystems, the importance of liquidity providers having a voice in key decisions, and the challenges of navigating scrutiny as a governance participant.

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⏳ TIMESTAMPS


0:00 Show Introduction

0:54 Keyrock and their Mission

1:54 Thanos' Role as DeFi Ecosystem Lead

3:33 Motivations for Keyrock's Engagement in Governance

6:54 The Perspective of a Market Maker in Governance

10:25 The Slow Evolution of DAO Governance

11:28 Community's Receptiveness to Keyrock Governance

14:42 Improving Governance with High-Quality Participants

16:25 Navigating Scrutiny as a Market Maker

19:39 Impact of Governance Decisions on Liquidity Providers

21:30 Value of Market Makers in Governance

23:52 Keyrock's Approach to Governance

24:51 The Value Proposition of Keyrock Governance

30:36 Helping New DAOs Establish Governance

32:36 How Keyrock Structures its Governance Arm and its Future Plans

34:15 Governance Contributions and Strategy

39:41 Closing Remarks

✏️ SHOW NOTES
▸ https://keyrock.eu/
▸ https://linktr.ee/0xkeyrock.eth

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▸ Juan https://twitter.com/0xCadena
▸ Gustav https://twitter.com/GArentoft
▸ Thanos https://twitter.com/soutos_eth
▸ Keyrock https://twitter.com/KeyrockTrading

Subscribe to our Weekly Newsletter ⁠https://stablelab.substack.com/⁠
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⚠️ DISCLAIMER

The information in this video is for informational purposes only. You should not construe it as investment advice, tax advice, or legal advice, and it does not represent any entity's opinion but those of the speaker(s). Juan, Gustav, and our guests may hold positions in the companies, funds, or projects discussed.

In this episode, Niklas Kunkel joins us to discuss Chronicle, a next-generation Oracle Protocol born out of MakerDAO. Nik is the Founder of Chronicle, a team on a mission to develop frictionless, decentralized, and verifiable infrastructure for all on-chain data transmission. In our conversation, we cover how to decentralize oracle protocols, the Oracle Core Unit's history, use cases beyond Price, and much more.

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⏳ TIMESTAMPS
0:00 Introduction
1:02 Key Lessons from MakerDAO
3:45 Advantages of the Core Unit Mode
5:49 The Oracle Core Unit
8:15 Decision to Spin off MakerDAO
12:32 Chronicle's History
16:05 Chronicle, the Brand
20:36 What Sets Chronicle Apart from Other Oracles
24:40 How Oracle Protocols Work
29:01 Oracle Decentralization
38:02 Oracle Governance
44:41 Use Cases for Oracles Beyond Price
56:12 What's Next for Chronicle

✏️ SHOW NOTES
▸ https://chroniclelabs.org/
▸ https://docs.chroniclelabs.org/

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▸ Juan https://twitter.com/0xCadena
▸ Gustav https://twitter.com/GArentoft
▸ Nik https://twitter.com/nomos_paradox
▸ Chronicle ⁠ https://chroniclelabs.org/

Subscribe to our Weekly Newsletter ⁠https://stablelab.substack.com/⁠
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⚠️ DISCLAIMER

The information in this video is for informational purposes only. You should not construe it as investment advice, tax advice, or legal advice, and it does not represent any entity's opinion but those of the speaker(s). Juan, Gustav, and our guests may hold positions in the companies, funds, or projects discussed.

In this episode, Jeffrey “Jihoz” Zerlin joins us to discuss the evolution of the Ronin Ecosystem as the leading web3 gaming blockchain. Jihoz is the Co-founder of Axie Infinity, a team on a mission to create economic freedom for gamers by building games that are truly player owned. In our conversation, we cover Jihoz's continued success, decentralization of the Ronin Chain, where web3 gaming and DeFi collide, governance of gaming protocols, and much more.

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⏳ TIMESTAMPS



✏️ SHOW NOTES

▸ https://roninchain.com/

▸ https://app.roninchain.com/validator/0x6e46924371d0e910769aabe0d867590deac20684

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▸ StableLab https://twitter.com/StableLab

▸ Juan https://twitter.com/0xCadena

▸ Gustav https://twitter.com/GArentoft

▸ Jihoz https://twitter.com/Jihoz_Axie

▸ Ronin https://twitter.com/ronin_network



Subscribe to our Weekly Newsletter https://stablelab.substack.com/
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Subscribe on Spotify https://open.spotify.com/show/33O3eLP
Subscribe on Apple

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⚠️ DISCLAIMER

The information in this video is for informational purposes only. You should not construe it as investment advice, tax advice, or legal advice, and it does not represent any entity's opinion but those of the speaker(s). Juan, Gustav, and our guests may hold positions in the companies, funds, or projects discussed.

In this episode, Marcelo joins us to discuss the future of Asset and Treasury Management across DeFi. Marcelo is the Co-founder of Karpatkey, a team providing financial services to the leading DAOs. In our conversation, we cover Karpatkey's founding story, DAO M&A, GIP-92, and the role Karpatkey looks to play in helping bank DeFi.
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⏳ TIMESTAMPS


✏️ SHOW NOTES

▸ https://www.karpatkey.com/
▸ https://governance.aave.com/t/temp-check-financial-services-proposal-karpatkey-tokenlogic/15633
▸ https://forum.gnosis.io/t/gip-92-should-gnosis-dao-spin-off-karpatkey-dao-and-deploy-the-kpk-token/8115

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▸ Marcelo https://twitter.com/claberus
▸ Karpatkey https://twitter.com/karpatkey

Subscribe to our Weekly Newsletter https://stablelab.substack.com/
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⚠️ DISCLAIMER

The information in this video is for informational purposes only. You should not construe it as investment advice, tax advice, or legal advice, and it does not represent any entity's opinion but those of the speaker(s). Juan, Gustav, and our guests may hold positions in the companies, funds, or projects discussed.