Delphi's DeFi Year Ahead 2025

Join Ceteris and the Delphi Research DeFi team for an in-depth analysis of decentralized finance trends heading into 2025. The discussion explores the evolution of consumer DeFi applications, examining innovative spending solutions, stablecoin developments, and emerging wallet infrastructure. The team unpacks major shifts in DEX architectures, privacy-preserving technologies, and the growing importance of front-end value capture in the DeFi ecosystem.

🎯 Key Highlights

▶ Analysis of consumer DeFi adoption through crypto spending cards and real-world integration

▶ Deep dive into revenue-sharing stablecoin models and the evolving stablecoin landscape

▶ Examination of next-generation DEX designs including Uniswap v4 hooks and Sorella

▶ Overview of ZKTLS technology and its implications for under-collateralized lending

▶ Discussion of the "fat wallet" thesis and front-end value capture in DeFi

▶ Analysis of emerging business models and value accrual in DeFi infrastructure

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▶ Ceteris' Twitter: @ceterispar1bus

▶ Jordan's Twitter: @yeak__

▶ Neel's Twitter: @DaftaryNeel

▶ Robbie's Twitter: @robbiepetersen_

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🎧 Listen on

Spotify: https://open.spotify.com/show/62PR1RigLG2YN5Pelq6UY9?si=18ac7ccf36ab4753

Apple Podcasts: https://podcasts.apple.com/us/podcast/the-delphi-podcast/id1438148082

Youtube: https://www.youtube.com/channel/UC9Yy99ZlQIX9-PdG_xHj43Q

Timestamps

00:00 - Introduction and Overview

02:08 - Consumer DeFi Discussion

07:14 - Crypto Cards and Payment Solutions

10:49 - Stablecoin Evolution and Models

17:13 - Revenue Sharing in Stablecoins

20:48 - DEX Innovation and Design

29:37 - Fluid DEX and LP Innovations

40:37 - ZKTLS Technology Overview

46:35 - Front-end Value Capture

56:23 - Wallet Infrastructure Discussion

01:00:38 - Future of DeFi Discussion

Disclaimer

This podcast is strictly informational and educational and is not investment advice or a solicitation to buy or sell any tokens or securities or to make any financial decisions. Do not trade or invest in any project, tokens, or securities based upon this podcast episode. The host and members at Delphi Ventures may personally own tokens or art that are mentioned on the podcast. Our current show features paid sponsorships which may be featured at the start, middle, and/or the end of the episode. These sponsorships are for informational purposes only and are not a solicitation to use any product, service or token.