Episode Details

Permissionless: America’s DeFi Renaissance | Eugene Chen & Merlin Egalite
7/8/2025
Bell Curve

Key Insights

Bullish:

  • 🟢 $TOKENIZATION - The entire financial system is expected to move on-chain due to its efficiency, global liquidity access, better rates, and continuous operation. This shift is seen as inevitable and could revolutionize the financial industry.
    • Our thesis at, at Morfo is that the the whole financial system will come on chain. That's for sure. There's no doubt. Just because it's cheaper, more efficient, you get access to global liquidity. There's there you'd get, better rates, better trade execution, and it's running every day, the whole year.” - Merlin (33:55)
  • 🟢 $FINTECHDEFI - 🔒
    • Sign up to see full quotes, jump to timestamps, & more

  • 🟢 $USD - 🔒
    • Sign up to see full quotes, jump to timestamps, & more

  • 🟢 $STABLES - 🔒
    • Sign up to see full quotes, jump to timestamps, & more

  • 🟢 $DEFI - 🔒
    • Sign up to see full quotes, jump to timestamps, & more

  • 🟢 $USCRYPTO - 🔒
    • Sign up to see full quotes, jump to timestamps, & more