DeFi Didn't Break with Dan Morehead & Joey Krug
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Dan founded Pantera in 2003, then pivoted into cryptocurrency in 2013 and went all in on crypto, and is the firm's CEO. Joey joined Pantera in 2017 as co-CIO and is a seasoned builder/investor in the crypto space.
Both repeat Bankless guests and both know more than a thing or two about crypto and investing.
TIMESTAMPS
0:00 Intro
6:15 The Past Few Months
10:28 Crypto's 2008 Moment
12:40 The Mainstream Media Story
16:45 CeFi vs. DeFi Confusion
21:45 Media Incentives
24:00 DeFi vs. Wall Street
30:45 DeFi is Too Referential Critique
33:38 DeFi Worked Great
37:05 Transparency Thoughts
43:15 2008 Prevented with DeFi?
49:35 Educating Retail
53:39 Was This Surprising?
55:00 Quick Macro Takes
58:20 Closing & Disclaimers
RESOURCES
Dan Morehead
https://twitter.com/dan_pantera
Joey Krug
https://twitter.com/joeykrug
DeFi Worked Great
https://panteracapital.com/blockchain-letter/defi-worked-great/
Pantera
https://panteracapital.com/