When I look at how DeFi has evolved, it feels like an industry that learned how to attract attention faster than it learned how to build trust. For years, growth was driven by farms, rewards, and temporary incentives that made capital move quickly but never stay settled. Money flowed in because the numbers looked exciting, not because people believed in the structure behind those numbers. That era helped DeFi grow, but it also created a fragile mindset where users learned to chase yield instead of understanding what they were holding. Lorenzo’s thinking feels like a response to that fatigue, because it starts from the belief that DeFi does not need more excitement, it needs products people can rely on when excitement fades.
Farms became popular because they were emotionally powerful and simple to understand. You deposit, rewards appear, and the system feels alive as long as those rewards keep flowing. Over time, this trained users to behave defensively, always ready to exit, always watching for the next higher return. The problem is that real capital does not want to live in a system where it has to stay alert every day. Serious money looks for clarity, structure, and products that can be held without constant fear of collapse. Lorenzo seems to understand that if DeFi wants to grow into a real financial layer, it must stop building systems that only work when incentives are loud.
This is where standardized strategy products become central to Lorenzo’s view of the future. A strategy product is not about paying users to stay, it is about offering exposure to a defined way of managing capital. It has a purpose, a method, and a risk profile that can be evaluated over time. When that strategy is wrapped into a standardized token, it begins to behave like a fund share rather than a farming position. Emotionally, this changes how users interact with DeFi, because they are no longer just chasing returns, they are choosing exposure based on belief and understanding.
DeFi has often forced users to handle complexity that should have been absorbed by the product itself. People were expected to understand mechanics, risks, and edge cases just to earn a return. Traditional finance succeeded not because people became expert traders, but because complexity was packaged into products that ordinary users could trust. Lorenzo is following that same logic by focusing on tokenizing strategies instead of rewarding behavior. When you hold a strategy token, you are not rewarded for being present, you are exposed to a process that either works or does not, and that honesty is what builds long term confidence.
Standardization may sound boring, but it is the foundation of every mature financial system. Without standardization, nothing integrates smoothly and nothing scales safely. In DeFi today, every vault behaves differently, every product has unique rules, and every integration requires custom work. Lorenzo’s push for standardized structures is about creating a common language for on chain asset management, where strategies can differ but the way they are packaged, accounted for, and settled feels familiar. This is what allows wallets, applications, and other protocols to build around strategy products without taking on hidden risk.
There is also an emotional clarity in moving away from farms toward strategy products. Farms often blur the line between real returns and subsidized returns, and that confusion slowly erodes trust. Strategy products force transparency because performance shows up directly in the value of the token. Gains and losses are reflected honestly. Accounting cannot be ignored. Over time, users stop asking how high the rewards are and start asking how the strategy behaves across different market conditions. That shift creates a healthier relationship between users and the product they hold.
Another reason standardized strategy products matter is their ability to move freely across the ecosystem. A farm position usually lives and dies inside one protocol, but a strategy token can travel. It can sit quietly in a wallet, be integrated into other systems, or become part of a broader portfolio. It can be combined with other products without constant manual management. This is how DeFi becomes usable in everyday financial decisions, not just speculative cycles.
Lorenzo also takes a difficult but honest stance by admitting that not all strategies belong fully on chain. Many effective strategies depend on execution speed, access, and infrastructure that smart contracts cannot replicate today. Instead of denying this reality, Lorenzo designs a system where fundraising, settlement, and accounting remain on chain, while execution follows defined off chain rules. This introduces trust considerations, but it also opens the door to real asset management rather than a closed loop of on chain incentives.
This path is not easy, and Lorenzo seems aware of that. Once you move away from farms, there is no hiding behind hype. Strategy products must function even when markets are quiet. Errors in accounting, reporting, or redemptions are no longer small problems, they are existential threats. That is why structure and discipline matter so much in this model. When you promise a fund like experience, users expect consistency, fairness, and resilience, especially during stress.
At its core, Lorenzo’s message is emotional and simple. DeFi should stop treating capital as something to be rented with rewards and start treating it as something to be managed with care. Incentives will always exist, but they cannot be the foundation of a system that wants to last. Standardized strategy products are about trust, patience, and clarity. They are about building products people can hold through uncertainty, not just products they rush into when numbers look good.
If Lorenzo succeeds, the impact goes beyond one protocol. It quietly shifts DeFi culture from constant farming toward thoughtful allocation. It replaces noise with structure and replaces short term excitement with long term confidence. In an ecosystem that has lived too long on speed and incentives, that shift may be the most meaningful form of progress DeFi has seen in years.
