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Daily (weekly?) DeFi Thoughts, 2020-08-23: Composability is awesome. Even more awesome is the community collectively agreeing on standards for it to make building and understanding easy. Ethereum has done a great job of that recently! Also, see below :P
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Daily DeFi Thoughts, 2020-08-15: Governance is tricky. On the one hand it's part of decentralization; on the other hand, see Yams and CRV. My sense is to leave listings up to users, fees etc. up to governance, and security immutable except by switching to a new pool. twitter.com/SBF_FTX/status…
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The most important part of composability in the near-mid term is composability with eth-based stable coins. I could care less about layer 2s at this point and I could care less about an ETH/erc20 bridge unless it involves USDC. What's serum/solana's plan for this?
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