This Week’s Top 3 Must-Reads

3-Year Countdown, Resolv's Road Ahead and TradFi Accepts DeFi

A few of our favorite reads that people might have missed this past week.

“The 3-Year Countdown: The End of Labor-Based Capitalism?”

What Is It?

Arjun Bhuptani, the founder of Everclear (previously Connext), writes a thought provoking X thread on the impending AI disruption that’s looming on the horizon.

Why We Liked It?

This resonated with thoughts I’ve had, but purposely wasn’t thinking too deeply about. It’s a bit chilling to think how fast some of this transformation could unfold over the next decade.

It is also likely that this will be the end of our current iteration of labor-based capitalism.

- Arjun

Click on the tweet below to read the full article:

“Resolv 2025 And The Road Ahead”

What Is It?

Last week we posted Guy Young’s Convergence piece, so it seems only fitting to highlight Ivan Kozlov’s roadmap for Resolv (a quasi Ethena competitor).

Why We Liked It?

This was interesting because we’ve seen both Ethena and now Resolv realize there’s a bit of a “glass ceiling” with their perps strategies that power their synthetic dollar yields. Both teams have come to the conclusion they need to iterate and venture into new sectors to capture yields. In Resolv’s case, their senior/junior tranche model with USR/RLP is scalable into many different opportunities. It feels like we’re going to see a lot of iteration and new products in the coming months from Resolv.

To stay ahead of the competition in the super-dynamic crypto markets, you need to be able to integrate new yield sources and capitalize on the new narratives as they appear. And this is what we enable with our modular approach.

- Ivan

Click on the tweet below to read the full article:

“TradFi Tomorrow: DeFi And The Rise Of Extensible Finance”

What Is It?

Allium and Paradigm colloborated on an excellent TradFi research survey that generated a lot of interesting insights (quite bullish!).

Why We Liked It?

We keep hearing that there’s a massive disconnect in crypto between sentiment on X and sentiment amongst institutional investors. Even with all of the institutional adoption and regulatory wins, it can remain unclear just how excited TradFi really is. I think this survey really painted of a picture of just how big the appetite is getting for DeFi.

More than two-thirds of TradFi firms are currently looking at DeFi

Click on the post below to read the full article (inside article link is the full slide PDF):

That’s all for now, thanks for checking it out!

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