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Timestamps:
0:00 Intro
0:47 What is FRAX?
2:39 Reason Why FXS -90%
4:16 Why It's Hard to Buy Anything Right Now
5:30 USDC Blacklist Risk
7:50 Risk of FRAX Bank Run
11:20 "Real" CR Over 100%
12:08 Understanding CVX & CRV
13:20 CVX = Emissions = Liquidity
15:25 FRAXBP & My Bull Case
17:00 Understanding 3crv & 3pool
18:36 3crv's moat as a Base Pool
19:18 FRAXBP the 2nd Base Pool
20:33 Incentive for New Projects to Pair w/ FRAXBP
21:55 Problems New Projects Face
24:07 All About Incentives
24:53 Frax to Lock (and not dump) CRV
26:18 Price Effects on CRV/CVX
27:50 FRAXBP to Overtake 3CRV?
29:25 FRAXBP Live
30:04 veCRV & cvxCRV
31:50 Curve as DeFi Infrastructure
34:18 FXS vs CVX vs CRV
36:28 AAVE Launching GHO
38:22 CRV/FXS as a Stablecoin Launchpad
40:13 "Confirmation" of my FXS Bull Case
41:01 $20M Buyback Program
43:30 Execution via the TWAMM
44:55 Sam Marketing to Other DAOs
46:45 Fraxlend "Soon"
49:30 My "Bear Market Podcast" Thesis
50:15 FPI & Why I'm Not a Huge Fan
51:42 frxETH & Frax as an L2?
53:43 Summary: My Bull Thesis
55:30 Risk/reward
56:53 Frax and the "DeFi Ethos"
59:16 FXS Over CRV/CVX?
1:01:00 Conclusion
1:01:55 Sam as a Founder
1:03:28 Sam Carry My Bags
1:04:54 I'm a DeFi Maxi
The goal of this channel is to think about crypto in a different way. Contrary to popular belief, crypto doesn't have to be, "Buy and hope it goes up." Through DeFi, there are so many ways to earn high & safe yields on your assets, which is a total game changer in terms of portfolio construction.
Yield farming is not a "get rich quick scheme," but rather a "slow grind to more wealth" strategy. And I argue that USING DeFi is the best way to LEARN DeFi, which will present natural alpha for you in the future. I am not an ecosystem maxi, but a yield maxi. If an ecosystem presents a good risk-adjusted yield, I will be there. Subscribe to follow my journey!
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