DeFi

143 - UNIChain is Inevitable with Dan Elitzer

Dan Elitzer is the co-founder of Nascent, a VC firm working on the frontier of crypto Previously, he was previously leading IDEO CoLab Ventures, and has been on the frontier of crypto innovations for as long as we can remember.
Uniswap Uniswap UNI
Nov 1, 2022 • 01:31:44
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Inside the episode

Dan helps us unpack The AppChain Thesis, a possible outcome where every big DeFi app is going to have its own chain. How will this reshape crypto? Where do we find opportunities? Does this thesis even make sense?

Further, Dan, Ryan, and David cover the case for why Uniswap is going to have its own chain, why Dan thinks there’s an inevitable economic incentive for large DeFi apps to start their own chains, the main objections to The AppChain Thesis, and so much more.

TIMESTAMPS

0:00 Intro

6:45 Dan's Predictive Track Record

9:52 Roll-Apps

14:00 The App Chain Prediction

17:46 UNIChain

23:30 MEV

29:22 Summarizing the Costs

33:50 Who Gets the Money?

36:07 Are the Taxes Worth the Services?

43:48 Why DeFi Apps Haven't Launched App Chains Yet

48:40 Uniswap Nation State

55:33 Uniswap's App Chain Model Sovereignty

1:00:04 Uniswap's Control & Ethereum's Alignment

1:03:38 Uniswap's Composabilty

1:08:56 What Does This Mean For L1s

1:16:50 Investing in the Apps?

1:20:57 Aggregation Theory

1:23:22 Censorship

1:27:21 Final Takes

1:29:37 Closing & Disclaimers

RESOURCES

Debrief with Ryan and David
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Published in The Monday Podcast

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