ok, Sorry for the technical issues on Thursday.
Slide deck is here:
I’ve added some notes to a couple of slides at the end of the deck: also below:
…
Felix: What is our product strategy?
- Most Liquidity
- More integrations
- Fees (low cost grow AUV - but less sensitive during bull market)*
- Good brand
- Low risk
- How useful is it
Lemonade: Is intrinsic productivity the most important thing to increase AUV?
- Should we be spending INDEX on this now?
DFC: Is intrinsic productivity too complex to do now?
- Is implementing IP for coinshares simpler (large proportion of ETH) better, ~3 months after launch to allow AUV to stabilise
- TradFi customer may be more price sensitive (re rebate on streaming fees)
Verto: Do we need index staking?
- Noted that index staking is a good marketing tool for coop
- Makes INDEX productive
Lemonade - I wouldn’t want native yield (“A little Ponzi like” ), much prefer DPI as income.*
…
*Lemonade - Should we bundle insurance with DPI?
Could get cover for 20% of the fund collapse (i.e. the value of a single component), in return for 2% premium.
Overall arguments against doing intrinsic productivity now:
- Delay for coin shares roll out
- Dev time
- Too early
- Need $DPI staking to control risk.