In today’s episode, we dive into the latest drama in the Ethereum DeFi lending scene. MakerDAO has sparked discussions by integrating Ethena's new Synthetic Dollar USDe, while Aave expresses caution, considering removing DAI as collateral.
We brought on Sam MacPherson from MakerDAO and Marc Zeller from Aave to provide their insights on this evolving situation. Expect a deep yet amicable discussion on the future of DeFi, focusing on collaboration over conflict. Also, tune in to better understand how these developments impact the broader DeFi ecosystem.
TIMESTAMPS
0:00 Intro
1:41 MakerDAOs Thought Process
7:46 MakerDAO & Ethena
10:03 Offboarding DAI as Collateral
16:57 Clarifying Numbers & Timing
19:35 Risks & Liquidity
28:08 Marc’s Thoughts on Ethena
31:33 Sam’s Response
34:07 Marc’s Disagreement
38:06 Summary of Marc’s/Aave’s Stance
40:44 Sam’s Response
42:48 Trust
45:46 MakerDAO Identity Crisis?
50:02 Aave’s Identity
50:56 Closing & Disclaimers
RESOURCES
Sam MacPherson
https://twitter.com/hexonaut
Marc Zeller
https://twitter.com/lemiscate