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DeFi.WTF_Agenda.md

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Open request for comments. Please refer to Issues for most updated discussions, and post your questions and comments as an Issue. You may follow the best practice set by reviewer @anthonyleezhang in this brilliant thread of dicussion on Issue #39 Thoughts on MARKET vs UMA protocols .

DeFi.WTF

An anti-networking network discussion.

Event will be streamed real time. Content transcript will be published upon permission, in English, Japanese and Chinese. Time: Saturday, 2019/10/12 (Your Chill Day AFTER DevCon) Location: Somewhere mysterious, Osaka, Japan

Tentative Agenda:

1. Bird-eye view of the Ethereum DeFi Microcosm 10:00-11:00

  • Story of DeFi, how it started, and where we stand now
  • The Who’s Who in DeFi: East meets West
  • Let’s play Lego: DeFi ecosystem mapping (NOT another DeFi Billboard)
  • DeFi in Numbers, the relevant addresses

2. Evolution of Liquidity 11:00-12:00

  • Liquidity Microstructure: CeFi vs. DeFi
  • Evolution of the DEXes
  • Update on DeFi Liquidity Models: MMORPG, Single Player Game, and beyond

3. Conversation with your DeFi PM 13:00-14:00

  • Profiling the players: Arbs, MMs, Hodlers, Traders, Gamblers
  • The Onramp: KYCed Volume vs. Permissionless Volume
  • DeFi Mechanism Design: Design Principles and Shades of Decentralization
  • Fall of Veil, rise of Simple Interfaces: What’s trending in DeFi UI
  • DeFi Product-Market-Fit: Institutions v.s. retail?

4. Inception or Deception? 14:00-15:00

  • The fluid collateral: ETH-WETH-MKR-DAI-cDAI-rDAI-…LSDai?
  • Collateralization schema in a glance: CeFi v.s. DeFi
  • How much money have we printed on Ethereum DeFi stack?
  • Deep dive into tBTC, wBTC v.s Liquid
  • Can we and should we go from Overcollateralization to Under-collateralization in DeFi?

5. Intra and Interdependency of DeFi ecosystem 15:30-16:30

  • The DeFi Interdependency Graph: cluster and direction of Interdependency
  • Framework for Risk Analytics in DeFi
  • Security and liquidity implications of interoperable asset and bridges: MCD, tBTC, etc…
  • Implication of MakerDao 1.0 to 2.0 and ETH 1.0 to 2.0 for the DeFi Stack

6. DeFi on Ethereum vs. Alternative Chains 16:30-17:30

  • Overview of collateralized assets across major blockchains
  • Blockchain Confirmation Assurance Framework & Cost of Attacks across Blockchains
  • Layer 1 Full House: Ethereum vs. Cosmos vs. Polkadot vs. Near vs. EOS vs. Nervos
    • What is DeFi? Definition Revisited.
    • Does DeFi need scalability or better security?
    • What are the missing infrastructure component for DeFi?
    • What can each chain bring to the table for DeFi?
    • “Why can’t we port over the Ethereum tech stack to a new blockchain?” How to prevent building ghost cities of liquidity