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Metric Madness: Separating Vanity from Value (DeFi Dojo, AlphaGrowth, Beefy, Verachain, Theia, Jito)

This discusses the evaluation of DeFi protocols, focusing on metrics such as fees, revenue, and TVL (Total Value Locked) to determine value versus vanity in the DeFi space. Various perspectives are shared on how these metrics serve as indicators of trust, sustainability, and growth potential, and how they might provide a competitive moat for different protocols. Regulatory challenges, the importance of organic revenue, and the impact of incentives on long-term value are also addressed. This panel took place at DeFi Basecamp in Denver on February 26th, 2025. DeFi Basecamp was organized by Interop Ventures and DeFi Dojo. Chapters: 00:00 Rethinking DeFi Metrics and Revenue 04:24 Evaluating TVL: Importance and Misconceptions 10:57 Importance of TVL in DeFi 13:08 Tokenomics: Ensuring Sustainable Value 15:50 Tokenomics: Balancing Value and Growth 19:06 Balancing Revenue and Stakeholder Value 21:48 Speculation vs. Sustainable DEFI Growth 27:58 Liquidity Incentives and Fee Dynamics 29:57 Protocol Valuation vs. Treasury Assets 31:57 AAVE's Liquidity Advantage Speakers: Weso - Advisor, Beefy (  / @the_weso  ,   / @beefyfinance  ) Cap'n Jack Bearow - Head of DeFi, Berachain (  / @capnjackbearow  ,   / @berachain  ) Bryan Colligan - CEO, AlphaGrowth (  / @bryancolligan  ,   / @alphagrowth1  ) Stephen Henkel - Founder, DeFi Dojo (  / @phtevenstrong  ,   / @phtevenstrong  ) Felipe Montealegre - CIO, Theia (  / @theiaresearch  ) Anders - Institutional Initiatives, Jito (  / @aajxbt  ,   / @jito_sol  ) Moderator: Patrick Scott - Head of Growth, DefiLlama (  / @dynamo_patrick  ,   / @defillama  ) About the organizers: Interop Ventures:   / interopvc   /    / @theinterop   DeFi Dojo:   / defidojo_   /    / @thecalculatorguy