the next wave of defi apps are looking more and more like consumer apps. we are seeing a growing number of apps built on the lefthand of this spectrum. more often than not, these are mobile-first experiences for retail traders that prefer convenience and like to invest in tokens, vaults, and/or loop defi strategies straight from the frontends they are most comfortable with. these can include agentic experiences here on X (like what we’re seeing with @bankrbot) to traditional fintech frontends that use defi protocols (eg @MorphoLabs) under the hood. not long before robinhood, venmo, and paypal become full on defi mullets. personally, I think the line between social apps and trading apps are blurring. we are seeing @farcaster_xyz, @base, and @zora be both a social experience and a financial one. and we are seeing new apps that enable consumers to trade any market (prediction, perps, spot, equities) straight from a mobile ux (eg @auradotmoney).
Bridget
Bridget1.8. klo 03.11
The next wave of defi usage will be more extreme than we've ever seen, but it will not come from people manually going onchain like every prior cycle They will be accessed via easy frontends: - Aave widget embedded in Lemon, etc - BTC-backed loans that flow through defi (Lava, Coinbase loans via Morpho) - Hyperliquid wrappers for perps (incl equity perps) - savings apps with yield aggregation on the backend
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