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@winnie
nowadays, new assets launch every minute, with some trading in the billions before even touching cefi venues. in the past, trading across defi was limited to those intimately familiar with the various protocols, felt comfortable bridging large sums of assets across multiple chains, and probably required some level of technical expertise in order to automate and manage positions. at @strobefund, we’ve observed that there’s now a spectrum of defi traders, who range in level of sophistication and what they prioritize (eg speed, mobile or desktop first, convenience, UX, price). and we believe there are multiple billion dollar outcomes serving each of these cohorts of users.
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at one end of the spectrum are retail users who discover memes on tiktok and share jokes with friends within social chats. these users prefer convenience, mobile-first experiences, and their trading is innately social in nature. as such, they prefer to use interfaces like @bankr to directly purchase tokens on the feed, or leverage agents to help them execute across chains. many of these users love to share memes within group chats or see what tokens their friends are purchasing. this cohort of traders often executes directly on apps like @frens, vector, moonshot, or directly via telegram trading bots.
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when it comes to serving institutions, OTC desks, and defi whales that need to trade with size, it’s paramount to get the best execution price because small differences can translate to tens of thousands of dollars. in a world where liquidity is spread across hundreds of pools, finding this optimal execution path is essentially not feasible without automation. this is where @definitive comes in.
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at @strobefund, we are excited about the defi mullet, and have seen successful examples with companies like @morpho enabling Bitcoin-backed loans within Coinbase’s main app. we believe we will see more defi mullets across not only CEXes like Robinhood and Revolut, but also AI agents, social interfaces, and retail-friendly apps.
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