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Bankless - UST; New Paradigm or Ticking Time Bomb; Terra Bear vs Bull

Last updated April 7, 2022

Speaker(s): David Hoffman, Ryan Sean Adams, José Maria Macedo, Jordi Alexander
Held on: 06-04-2022
Written On: 06-04-2022
URL: https://www.youtube.com/watch?v=6eOU5OaKd8s

José Maria Macedo is a $Luna bull
Jordi Alexander is a $Luna bear

Fundamental Properties

José Maria Macedo

Jordi Alexander

Comparison with other algostables

José Maria Macedo

Monetary schedule

Ryan Sean Adams

Why are you bullish/bearish?

José Maria Macedo (bullish)

Jordi Alexander (bearish)

What makes UST successful?

José Maria Macedo

Jordi Alexander

Are we building a utility layer on an unstable foundation?

David Hoffman: Are we obfuscating the instability of Algostables with a utility layer?
José Maria Macedo answer:

Anchor Protocol

José Maria Macedo

Jordi Alexander

Bitcoin purchases by LFG

Ryan Sean Adams: Are the Bitcoin purchases by Luna Foundation Guard an admission that the model does not work?
José Maria Macedo

Jordi Alexander

Who custodies this Bitcoin

José Maria Macedo

Risks of depegs

José Maria Macedo

Jordi Alexander

Has UST been tested?

Ryan Sean Adams: Stablecoins must hold its peg not just in bull runs, but also in bear markets
José Maria Macedo

Decentralization and Do Kwon

Ryan Sean Adams: Do Kwon as a key man risk
José Maria Macedo

Jordi Alexander

4Pool - UST-FRAX-USDC-USDT

4pool UST-FRAX-USDC-USDT
José Maria Macedo

Jordi Alexander

Nightmare scenario (tail risk events)

Jordi Alexander

Closing Arguments

José Maria Macedo

Jordi Alexander (bear)


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