This is Just the Beginning" - Crypto Analyst That1618Guy Weighs on on What's Next for DeFi
Fully Vested Podcast by DefiLlamaShow 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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That 1618 Guy: https://x.com/that1618guy
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
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