This is Just the Beginning" - Crypto Analyst That1618Guy Weighs on on What's Next for DeFi
Episode notes
Originally published on September 18, 2026.
Marcus, better known as That1618Guy, joins DeFi Dave and Patrick to break down Robinhood Chain’s rise and how he spots early opportunities through revenue, valuation, and tokenholder incentives.
Drawing on his “Crowded Book” research, he explains borrowed vs. funded conviction and what happens when speculative momentum fades. The episode explores tokenized stocks, Uniswap v4 hooks, AI agents, expectations for Arc, and Olympus forks, before closing with Marcus’s bull case for Uniswap and the broader outlook for DeFi.
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00:00 Intro
1:23 Meet That1618Guy
4:06 Borrowed vs. funded conviction
12:46 Spotting early winners
15:46 Why Robinhood Chain is winning
19:32 Robinhood vs. Base
21:26 Tokenized stocks
23:40 Uniswap v4 hooks
25:46 AI on Robinhood Chain
29:18 Liquidity, valuations & FOMO
32:51 Expectations for Arc
35:49 Olympus forks & The Standard Reserve
40:28 DeFi outlook & CLARITY
42:08 The Uniswap bull case
44:23 Wrap-up