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Lyrik DeFi Thesis
Paul Joe
August 30, 2023
DeFi: The Foundation of Financial Freedom
Decentralized Finance remains one of blockchain's killer applications. Our DeFi thesis focuses on protocols that create genuine value through efficiency, accessibility, and innovation.
Core DeFi Primitives
We invest in projects building and improving core DeFi infrastructure:
- Lending & Borrowing: Capital efficiency and risk management innovations
- Decentralized Exchanges: Liquidity solutions and trading mechanisms
- Derivatives: Options, futures, and structured products
- Yield Optimization: Sustainable yield generation strategies
DeFi 2.0 and Beyond
The next generation of DeFi focuses on:
- Real-World Assets: Bringing traditional assets on-chain
- Institutional DeFi: KYC/AML compliant protocols for institutions
- Cross-Chain DeFi: Seamless liquidity across ecosystems
- Automated Strategies: AI-powered yield optimization
Risk and Opportunity
While DeFi has proven its utility, significant opportunities remain in improving security, user experience, and capital efficiency. We focus on teams that understand both the technical and economic aspects of DeFi.