Hunting For Alpha on Arbitrum and Berachain with 0x_d24
Flywheel DeFi · DeFi Dave, kapital_k
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Show Notes
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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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