Prediction evidence

Stani on why bond yields vs DeFi rates is the wrong comparison, and why DeFi rates are headed higher "These longer term bonds' rates fluctuate on a day to day basis. So you are effectively always taking duration risk when you enter into a bond position that you have to hold for the long term." "What's different with Aave is that you can enter a pool and exit it anytime, which means you don't have the duration risk that you have with a bond." "The pricing of the bond changes on an ongoing basis. It might be higher today, and in a few months it might be lower, but you're still subscribing to a duration, which can be up to 10, 20, or 30 years." "With these liquidity pools, you actually have access to that liquidity at withdrawal. That is a significant difference. So I think there's a little bit of mislabeling." "Down the line, I actually think the rates in DeFi are going to increase, because there's more and more new collateral coming onchain. That will vacuum up a lot of the idle liquidity sitting in these pools and push interest rates up."