Folgen
-
Rhett Shipp is the CoFounder at Avant.
In this episode, we unpack how Avant is bringing actively managed, hedge fund–like strategies onchain through permissionless, yield-bearing tokens like savUSD earning 10% and savBTC earning 3.8%.
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🔗 Essential Show Links 🔗► Newsletter: https://the-edge.xyz
► Youtube: https://youtube.com/@DeFiDad
► Apple: https://tinyurl.com/edgepod
► Spotify: https://tinyurl.com/edgepodspotify
► Linktree: https://linktr.ee/edge_pod
► Follow DeFi Dad: https://x.com/DeFi_Dad
► Follow Nomatic: https://x.com/Nomaticcap
► Learn DeFi: http://defidad.com/------
The Edge Podcast Sponsor Resources🪄 NEWTON | SIMPLER CRYPTO UX WITH VERIFIABLE AI AGENTS
🔮 PYTH NETWORK | SMARTER DATA FOR SMARTER CONTRACTS
🤙 FAIR | THE FIRST L1 BLOCKCHAIN TO ELIMINATE MEV AT CONSENSUS
📊 iYIELD | YOUR FINANCIAL PICTURE, SIMPLIFIED
🏦 MANTLE | INNOVATING THE FUTURE OF ONCHAIN FINANCE
🐡 PUFFER UNIFI | A BASED ROLLUP TO ETHEREUM WITH NATIVE YIELDS
🌔 MOONWELL | THE LEADING LENDING AND BORROWING APP ON BASE
⚙️ GEARBOX PROTOCOL | ONCHAIN LENDING REIMAGINED
🥞 SYRUPUSDC BY MAPLE | DEFI'S PREMIUM YIELD ASSET
------
Timestamps0:00 - Intro
1:21 - Avant founder background
3:35 - Who are key customers for yield-bearing assets?
5:14 - Understanding the stablecoin landscape
13:03 - Sponsor break
15:50 - What is avUSD vs savUSD?
22:29 - Scaling yield strategies backing savUSD
25:52 - Sponsor break
27:54 - Avant security
34:35 - What is avBTC vs savBTC?
38:32 - TradFi demand for Avant yields
41:58 - Closing------
🔗 Guest Links 🔗► Avant website: https://www.avantprotocol.com/
► Avant on X: https://x.com/avantprotocol
► Rhett on X: https://x.com/RhettShipp------
All opinions expressed by hosts and podcast guests are solely their own opinions. Podcast guests and hosts may have positions in the assets or other matters discussed in this podcast. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. Do your own research. This is not a recommendation or endorsement to buy any token(s) related to any platform(s) discussed. -
Tomasz Stańczak is the Founder of Nethermind and now Co-Executive Director at the Ethereum Foundation.
In this episode, the Ethereum Foundation’s new Co-Executive Director shares his vision for Ethereum’s next decade--covering L1 scaling, the evolving role of the EF, treasury policy, and how Ethereum can stay essential in an AI-powered world.
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🔗 Essential Show Links 🔗► Newsletter: https://the-edge.xyz
► Youtube: https://youtube.com/@DeFiDad
► Apple: https://tinyurl.com/edgepod
► Spotify: https://tinyurl.com/edgepodspotify
► Linktree: https://linktr.ee/edge_pod
► Follow DeFi Dad: https://x.com/DeFi_Dad
► Follow Nomatic: https://x.com/Nomaticcap
► Learn DeFi: http://defidad.com/------
The Edge Podcast Sponsor Resources🪄 NEWTON | SIMPLER CRYPTO UX WITH VERIFIABLE AI AGENTS
🔮 PYTH NETWORK | SMARTER DATA FOR SMARTER CONTRACTS
🤙 FAIR | THE FIRST L1 BLOCKCHAIN TO ELIMINATE MEV AT CONSENSUS
📊 iYIELD | YOUR FINANCIAL PICTURE, SIMPLIFIED
🏦 MANTLE | INNOVATING THE FUTURE OF ONCHAIN FINANCE
🐡 PUFFER UNIFI | A BASED ROLLUP TO ETHEREUM WITH NATIVE YIELDS
🌔 MOONWELL | THE LEADING LENDING AND BORROWING APP ON BASE
⚙️ GEARBOX PROTOCOL | ONCHAIN LENDING REIMAGINED
🥞 SYRUPUSDC BY MAPLE | DEFI'S PREMIUM YIELD ASSET
------
Timestamps0:00 – Intro
6:35 – Tomasz’s Path to EF Leadership
16:46 – EF’s Legacy Role vs. Today’s Mission
22:34 – How Regulation Shapes Ethereum & Crypto
27:36 – Sponsor Break
28:17 – Ethereum’s Top Priorities: L1 Scaling, Blobs & UX
39:08 – Will Ethereum Accrue Value if L2s Win?
43:49 – Sponsor Break
45:28 – Inside EF’s New Treasury Policy
49:24 – New Collaboration Models: Etherealize & Beyond
52:58 – Ethereum + AI: What’s Possible?
1:04:03 – What Success Looks Like in 10 Years
1:09:57 – Closing------
🔗 Guest Links 🔗► Ethereum website: https://ethereum.org/
► EF website: https://ethereum.foundation/
► Ethereum on X: https://x.com/ethereum
► EF on X: https://x.com/ethereumfndn
► Tomasz on X: https://x.com/tkstanczak------
All opinions expressed by hosts and podcast guests are solely their own opinions. Podcast guests and hosts may have positions in the assets or other matters discussed in this podcast. Both DeFi Dad and Nomatic hold ETH. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. Do your own research. This is not a recommendation or endorsement to buy any token(s) related to any platform(s) discussed. -
Fehlende Folgen?
-
In this special crossover episode, we take the hot seat as guests for the first time, to talk about why we remain so bullish on DeFi!
Guided by Wallfacer Podcast host Ryan Rodenbaugh, we cover a wide range of investor topics including how Bitcoin’s ideological roots still shape today’s industry, why Ethereum and ETH remain fundamentally undervalued, the growing tension between narratives and reality in crypto, and how our perspective as DeFi users informs how we invest as angels. We even share some of the actual protocols and tokens we’ve been allocating to, something we rarely do in such detail.
Special thanks to our friend Ryan for hosting! He is the CoFounder & CEO of Wallfacer Labs, the team behind vaults.fyi, connecting users directly to 500+ DeFi vaults across 50+ protocols and 10+ blockchain networks. Ryan was kind enough to originally invite us on The Wallfacer Podcast and then allow us to republish this episode for our own audience.
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🔗 Essential Show Links 🔗► Newsletter: https://the-edge.xyz
► Youtube: https://youtube.com/@DeFiDad
► Apple: https://tinyurl.com/edgepod
► Spotify: https://tinyurl.com/edgepodspotify
► Linktree: https://linktr.ee/edge_pod
► Follow DeFi Dad: https://x.com/DeFi_Dad
► Follow Nomatic: https://x.com/Nomaticcap
► Learn DeFi: http://defidad.com/------
The Edge Podcast Sponsor Resources🪄 NEWTON | SIMPLER CRYPTO UX WITH VERIFIABLE AI AGENTS
🔮 PYTH NETWORK | SMARTER DATA FOR SMARTER CONTRACTS
🤙 FAIR | THE FIRST L1 BLOCKCHAIN TO ELIMINATE MEV AT CONSENSUS
📊 iYIELD | YOUR FINANCIAL PICTURE, SIMPLIFIED
🏦 MANTLE | INNOVATING THE FUTURE OF ONCHAIN FINANCE
🐡 PUFFER UNIFI | A BASED ROLLUP TO ETHEREUM WITH NATIVE YIELDS
🌔 MOONWELL | THE LEADING LENDING AND BORROWING APP ON BASE
⚙️ GEARBOX PROTOCOL | ONCHAIN LENDING REIMAGINED
🥞 SYRUPUSDC BY MAPLE | DEFI'S PREMIUM YIELD ASSET
------
Timestamps0:00 - Intro
5:37 - Our start in crypto
16:46 - How our roots in Bitcoin grounds us
21:46 - Bitcoin vs Ethereum vs high-performance L1 ideologies
30:05 - Sponsor break
30:46 - Ethereum and ETH’s bright path ahead
41:24 - All investments start with our POV as users
47:58 - Pros and cons of narratives over reality
54:33 - Notable winners from DeFi 1.0 to now
1:08:18 - Sponsor break
1:09:57 - What needs to happen for DeFi tokens to reprice?
1:22:44 - DeFi ideas, protocols, tokens we’ve bet on recently
1:40:46 - Closing------
🔗 Guest Links 🔗► vaults.fyi website: https://vaults.fyi/
► vaults.fyi on X : https://x.com/vaultsfyi
► Ryan on X: https://x.com/ryanrodenbaugh
► Wallfacer Labs on X: https://x.com/wallfacerlabs
► Subscribe to The Wallfacer Podcast: https://podcasts.apple.com/us/podcast/wallfacer-podcast/id1709530326------
All opinions expressed by hosts and podcast guests are solely their own opinions. Podcast guests and hosts may have positions in the assets or other matters discussed in this podcast. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. Do your own research. This is not a recommendation or endorsement to buy any token(s) related to any platform(s) discussed. -
Cole Kennelly is the Founder and CEO at Volmex Labs.
In this episode, we dive into how Volmex created the first crypto-native volatility indices, BVIV and EVIV, and how traders can now measure, track, and even trade crypto market volatility using tools modeled after the VIX.
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🔗 Essential Show Links 🔗► Newsletter: https://the-edge.xyz
► Youtube: https://youtube.com/@DeFiDad
► Apple: https://tinyurl.com/edgepod
► Spotify: https://tinyurl.com/edgepodspotify
► Linktree: https://linktr.ee/edge_pod
► Follow DeFi Dad: https://x.com/DeFi_Dad
► Follow Nomatic: https://x.com/Nomaticcap
► Learn DeFi: http://defidad.com/------
The Edge Podcast Sponsor Resources🪄 NEWTON | SIMPLER CRYPTO UX WITH VERIFIABLE AI AGENTS
🔮 PYTH NETWORK | SMARTER DATA FOR SMARTER CONTRACTS
🤙 FAIR | THE FIRST L1 BLOCKCHAIN TO ELIMINATE MEV AT CONSENSUS
📊 iYIELD | YOUR FINANCIAL PICTURE, SIMPLIFIED
🏦 MANTLE | INNOVATING THE FUTURE OF ONCHAIN FINANCE
🐡 PUFFER UNIFI | A BASED ROLLUP TO ETHEREUM WITH NATIVE YIELDS
🌔 MOONWELL | THE LEADING LENDING AND BORROWING APP ON BASE
⚙️ GEARBOX PROTOCOL | ONCHAIN LENDING REIMAGINED
🥞 SYRUPUSDC BY MAPLE | DEFI'S PREMIUM YIELD ASSET
------
Timestamps0:00 - Intro
1:06 - Cole’s background
2:33 - The importance of volatility in crypto
4:41 - Sponsor break
7:39 - Why crypto needs Volmex indices?
9:49 - Overview of Volmex indices
12:39 - Will Volmex ever support perps for trading funding rates?
13:24 - How are investors using Volmex?
17:16 - DEX/CEX interest in perps for Volmex indices
21:46 - The perseverance to find product-market fit
27:12 - Sponsor break
29:12 - Trends in BVIV, EVIV, SVIV
33:33 - Understanding Volmex Prime Rate Indices (VPR)
35:50 - What is tradeable onchain?
38:04 - Future Volmex token and points program
40:46 - What’s next in Volmex roadmap?
42:48 - Closing------
🔗 Guest Links 🔗► Volmex website: https://volmex.finance/
► Volmex Foundation website: https://charts.volmex.finance/
► Volmex on X: https://x.com/volmexfinance
► Volmex Foundation on X: https://x.com/VolmexFDN
► Cole on X: https://x.com/ColeGotTweets------
All opinions expressed by hosts and podcast guests are solely their own opinions. Podcast guests and hosts may have positions in the assets or other matters discussed in this podcast. 4RC invested in Volmex's seed round in 2021. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. Do your own research. This is not a recommendation or endorsement to buy any token(s) related to any platform(s) discussed. -
Sam MacPherson is CEO at Phoenix Labs, a service provider to Spark.
In this episode, we explore how one of the top 5 largest DeFi protocols scaled to billions in liquidity onchain without a token, and why its upcoming SPK launch, RWA strategy, and “not a bank” campaign prove it’s just getting started.
EDITOR'S NOTE: Since recording, liquidity deposited into Spark grew from $3.6B to $4B.
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🔗 Essential Show Links 🔗► Newsletter: https://the-edge.xyz
► Youtube: https://youtube.com/@DeFiDad
► Apple: https://tinyurl.com/edgepod
► Spotify: https://tinyurl.com/edgepodspotify
► Linktree: https://linktr.ee/edge_pod
► Follow DeFi Dad: https://x.com/DeFi_Dad
► Follow Nomatic: https://x.com/Nomaticcap
► Learn DeFi: http://defidad.com/------
The Edge Podcast Sponsor Resources🪄 NEWTON | SIMPLER CRYPTO UX WITH VERIFIABLE AI AGENTS
🔮 PYTH NETWORK | SMARTER DATA FOR SMARTER CONTRACTS
🤙 FAIR | THE FIRST L1 BLOCKCHAIN TO ELIMINATE MEV AT CONSENSUS
📊 iYIELD | YOUR FINANCIAL PICTURE, SIMPLIFIED
🏦 MANTLE | INNOVATING THE FUTURE OF ONCHAIN FINANCE
🐡 PUFFER UNIFI | A BASED ROLLUP TO ETHEREUM WITH NATIVE YIELDS
🌔 MOONWELL | THE LEADING LENDING AND BORROWING APP ON BASE
⚙️ GEARBOX PROTOCOL | ONCHAIN LENDING REIMAGINED
🥞 SYRUPUSDC BY MAPLE | DEFI'S PREMIUM YIELD ASSET
------
Timestamps0:00 - Intro
5:55 - Start at Maker
12:40 - Spark spinning out of Maker
17:07 - The Spark product suite
21:11 - Capacity to onramp another $20B
23:21 - Serious interest in yield from institutions
25:28 - Sponsor break
26:09 - Spark’s interest in lending to institutions like BlackRock
28:50 - Strategy for the stablecoin boom
31:19 - Web2 partners will offer access to Spark yields
32:26 - Spark’s interest in more RWAs
37:24 - Sponsor break
39:03 - Who decides where SLL will allocate capital?
44:25 - Spark is not a bank
49:11 - SPK TGE, Pendle campaign, and airdrop
51:46 - Rewarding legacy Spark users
52:44 - Sam’s vision for Spark
54:22 - Closing------
🔗 Guest Links 🔗► Spark website: https://spark.fi/
► Spark Data Hub website: https://data.spark.fi/
► Spark on X: https://x.com/sparkdotfinance
► Sam on X: https://x.com/hexonaut------
All opinions expressed by hosts and podcast guests are solely their own opinions. Podcast guests and hosts may have positions in the assets or other matters discussed in this podcast. As of the recording, DeFi Dad and Nomatic are holding YT-USDS on Pendle, expiring August 13, 2025. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. Do your own research. This is not a recommendation or endorsement to buy any token(s) related to any platform(s) discussed. -
Jack O'Holleran is the CoFounder of SKALE and CEO at SKALE Labs.
In this episode, Jack breaks down why they built FAIR, a new L1 blockchain designed to eliminate MEV at the consensus level and unlock a new wave of AI and DeFi applications.
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🔗 Essential Show Links 🔗► Newsletter: https://the-edge.xyz
► Youtube: https://youtube.com/@DeFiDad
► Apple: https://tinyurl.com/edgepod
► Spotify: https://tinyurl.com/edgepodspotify
► Linktree: https://linktr.ee/edge_pod
► Follow DeFi Dad: https://x.com/DeFi_Dad
► Follow Nomatic: https://x.com/Nomaticcap
► Learn DeFi: http://defidad.com/------
The Edge Podcast Sponsor Resources🪄 NEWTON | SIMPLER CRYPTO UX WITH VERIFIABLE AI AGENTS
🔮 PYTH NETWORK | SMARTER DATA FOR SMARTER CONTRACTS
📊 iYIELD | YOUR FINANCIAL PICTURE, SIMPLIFIED
🏦 MANTLE | INNOVATING THE FUTURE OF ONCHAIN FINANCE
🐡 PUFFER UNIFI | A BASED ROLLUP TO ETHEREUM WITH NATIVE YIELDS
🌔 MOONWELL | THE LEADING LENDING AND BORROWING APP ON BASE
⚙️ GEARBOX PROTOCOL | ONCHAIN LENDING REIMAGINED
🥞 SYRUP.FI | INSTITUTIONAL-GRADE YIELD
------
Timestamps0:00 - Intro
7:01 - Jack’s background
12:52 - Building in crypto under hostile regulators vs today
18:14 - Mission behind SKALE
20:10 - Why build FAIR?
21:42 - Early traction with SKALE
24:08 - Sponsor break
24:49 - How 0 gas fees work on SKALE
27:02 - What is BITE Protocol and why MEV is bad for users?
29:05 - Thoughts on REV
32:58 - What’s the connection between SKALE and FAIR?
35:49 - Is FAIR its own L1 or could it work alongside Ethereum?
37:43 - How will FAIR attract users?
41:10 - Sponsor break
42:49 - What new products might be possible on FAIR?
45:53 - Which users should look at FAIR?
47:16 - Did retail ever return this cycle?
49:02 - Why this time is different for crypto / DeFi adoption?
53:22 - FAIR Testnet and what’s next?
54:56 - Closing------
🔗 Guest Links 🔗► FAIR website: https://www.fairchain.ai/
► SKALE website: https://skale.space/
► FAIR on X: https://x.com/FAIR_Blockchain
► SKALE on X: https://x.com/SkaleNetwork
► Jack on X: https://x.com/jackoholleran------
All opinions expressed by hosts and podcast guests are solely their own opinions. Podcast guests and hosts may have positions in the assets or other matters discussed in this podcast. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. Do your own research. This is not a recommendation or endorsement to buy any token(s) related to any platform(s) discussed. -
Aya Kantorovich is the Co-CEO and Co-Founder at August and Upshift.
In this episode, we explore how Aya's team is building institutional-grade infrastructure to unlock the next wave of capital into DeFi. Plus, how everyday users can earn the same curated, risk-managed yield as institutions!
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🔗 Essential Show Links 🔗► Newsletter: https://the-edge.xyz
► Youtube: https://youtube.com/@DeFiDad
► Apple: https://tinyurl.com/edgepod
► Spotify: https://tinyurl.com/edgepodspotify
► Linktree: https://linktr.ee/edge_pod
► Follow DeFi Dad: https://x.com/DeFi_Dad
► Follow Nomatic: https://x.com/Nomaticcap
► Learn DeFi: http://defidad.com/------
The Edge Podcast Sponsor Resources🪄 NEWTON | SIMPLER CRYPTO UX WITH VERIFIABLE AI AGENTS
🔮 PYTH NETWORK | SMARTER DATA FOR SMARTER CONTRACTS
🤙 SKALE NETWORK | THE GAS-FREE INVISIBLE L1 BLOCKCHAIN
📊 iYIELD | YOUR FINANCIAL PICTURE, SIMPLIFIED
🏦 MANTLE | INNOVATING THE FUTURE OF ONCHAIN FINANCE
🐡 PUFFER UNIFI | A BASED ROLLUP TO ETHEREUM WITH NATIVE YIELDS
🌔 MOONWELL | THE LEADING LENDING AND BORROWING APP ON BASE
⚙️ GEARBOX PROTOCOL | ONCHAIN LENDING REIMAGINED
🥞 SYRUP.FI | INSTITUTIONAL-GRADE YIELD
------
Timestamps0:00 - Intro
8:02 - Building August, an institutional platform for crypto
14:02 - What’s needed for institutional investors to come onchain?
18:29 - Adoption comes from superior financial products
24:53 - Big TradFi money will next wave of adoption
30:06 - Better backend management is necessary for DeFi
34:59 - Sponsor break
35:40 - Composability is why DeFi beats CeFi
40:51 - Why more institutional investors choose Ethereum
46:01 - Sponsor break
47:40 - Using DeFi is where you uncover real edge
55:39 - Top vaults on Upshift
58:37 - Roadmap for August and Upshift
1:01:00 - Closing------
🔗 Guest Links 🔗► Upshift website: https://www.upshift.finance/
► August website: https://www.augustdigital.io/
► Upshift on X: https://x.com/upshift_fi
► August on X: https://x.com/august_digital
► Aya on X: https://x.com/aya_kantor------
All opinions expressed by hosts and podcast guests are solely their own opinions. Podcast guests and hosts may have positions in the assets or other matters discussed in this podcast. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. Do your own research. This is not a recommendation or endorsement to buy any token(s) related to any platform(s) discussed. -
Jared Phillips is the CoFounder and CEO of GolfN.
In this episode, we dive into GolfN, a new golf rewards app built on Solana that lets you earn crypto and other rewards for playing golf, tracking your game, and sharing your love of golf with friends. With over 40,000 golfers on the waitlist and an app launch just around the corner, GolfN is one of the most promising new consumer apps built on Web3 rails, delivering crypto-native rewards that users can benefit from without ever needing to think about the tech behind it.
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🔗 Essential Show Links 🔗► Newsletter: https://the-edge.xyz
► Youtube: https://youtube.com/@DeFiDad
► Apple: https://tinyurl.com/edgepod
► Spotify: https://tinyurl.com/edgepodspotify
► Linktree: https://linktr.ee/edge_pod
► Follow DeFi Dad: https://x.com/DeFi_Dad
► Follow Nomatic: https://x.com/Nomaticcap
► Learn DeFi: http://defidad.com/------
The Edge Podcast Sponsor Resources🪄 NEWTON | SIMPLER CRYPTO UX WITH VERIFIABLE AI AGENTS
🔮 PYTH NETWORK | SMARTER DATA FOR SMARTER CONTRACTS
🤙 SKALE NETWORK | THE GAS-FREE INVISIBLE L1 BLOCKCHAIN
📊 iYIELD | YOUR FINANCIAL PICTURE, SIMPLIFIED
🏦 MANTLE | INNOVATING THE FUTURE OF ONCHAIN FINANCE
🐡 PUFFER UNIFI | A BASED ROLLUP TO ETHEREUM WITH NATIVE YIELDS
🌔 MOONWELL | THE LEADING LENDING AND BORROWING APP ON BASE
⚙️ GEARBOX PROTOCOL | ONCHAIN LENDING REIMAGINED
🥞 SYRUP.FI | INSTITUTIONAL-GRADE YIELD
------
Timestamps0:00 - Intro
7:02 - Why build a rewards app for golfers?
13:08 - Golf’s trending rise in popularity
17:40 - The fast-paced world of golf media
23:39 - The state of legacy golfing apps
28:20 - Why are there few loyalty programs for golfers?
29:25 - Sponsor break
32:13 - GolfN = Strava + Chase Rewards + Pokémon GO
35:41 - GolfN is an accountability app like WHOOP
42:52 - Sponsor break
44:30 - Examples of how we will use the GolfN app
48:55 - What rewards will GolfN users earn?
52:51 - Benefits of GolfN for course managers
56:42 - GolfN digital golf cards (NFTs) increase earnings in-app
1:00:25 - GolfN app expected to launch any day
1:02:49 - What’s next?
1:06:16 - Closing------
🔗 Guest Links 🔗► GolfN website: https://golfn.com/
► GolfN on X: https://x.com/GolfNapp
► Jared on X: https://x.com/JMPlusEV
► Bryson DeChambeau on YouTube: https://www.youtube.com/@brysondechambeau/videos------
All opinions expressed by hosts and podcast guests are solely their own opinions. Podcast guests and hosts may have positions in the assets or other matters discussed in this podcast. DeFi Dad and Nomatic are both investors in GolfN. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. Do your own research. This is not a recommendation or endorsement to buy any token(s) related to any platform(s) discussed.
-
Kedian Sun is the CoFounder at Level.
In this episode, we dive into Level, a new stablecoin protocol offering yield lending USDC and USDT to blue-chip protocols, including how Level’s design enables higher yields, what risks and tradeoffs come with that, and how stablecoin farmers can put lvlUSD to work across DeFi protocols like Pendle and Morpho.
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🔗 Essential Show Links 🔗► Newsletter: https://the-edge.xyz
► Youtube: https://youtube.com/@DeFiDad
► Apple: https://tinyurl.com/edgepod
► Spotify: https://tinyurl.com/edgepodspotify
► Linktree: https://linktr.ee/edge_pod
► Follow DeFi Dad: https://x.com/DeFi_Dad
► Follow Nomatic: https://x.com/Nomaticcap
► Learn DeFi: http://defidad.com/------
The Edge Podcast Sponsor Resources🪄 NEWTON | FINANCIAL FREEDOM ON AUTOPILOT
🔮 PYTH NETWORK | SMARTER DATA FOR SMARTER CONTRACTS
🤙 SKALE NETWORK | THE GAS-FREE INVISIBLE L1 BLOCKCHAIN
📊 iYIELD | YOUR FINANCIAL PICTURE, SIMPLIFIED
🏦 MANTLE | INNOVATING THE FUTURE OF ONCHAIN FINANCE
🐡 PUFFER UNIFI | A BASED ROLLUP TO ETHEREUM WITH NATIVE YIELDS
🌔 MOONWELL | THE LEADING LENDING AND BORROWING APP ON BASE
⚙️ GEARBOX PROTOCOL | ONCHAIN LENDING REIMAGINED
🥞 SYRUP.FI | INSTITUTIONAL-GRADE YIELD
------
Timestamps0:00 - Intro
1:21 - What is Level?
6:06 - Sponsor break
8:42 - Competition among yield-bearing stablecoins
15:11 - Level’s plan to attract net new users onchain
17:43 - Level’s two-token design: lvlUSD vs slvlUSD
19:42 - Sponsor break
20:22 - Why hold lvlUSD over slvlUSD?
22:08 - Level XP Farms
23:51 - Newly launched Morpho vaults for Level
27:27 - Designing for low-risk yield
33:31 - Sponsor break
34:51 - Level markets on Pendle Finance
36:47 - Earning with lvlUSD deposits on Morpho
37:27 - What happens to lvlUSD after XP incentives expire?
42:08 - Closing------
🔗 Guest Links 🔗► Level website: https://www.level.money/
► Level on X: https://x.com/levelusd
► Kedian Sun on X: https://x.com/KedianSun------
All opinions expressed by hosts and podcast guests are solely their own opinions. Podcast guests and hosts may have positions in the assets or other matters discussed in this podcast. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. Do your own research. This is not a recommendation or endorsement to buy any token(s) related to any platform(s) discussed.
-
Brandon Kumar is the CoFounder of Layer3 and former Vice President of Accolade Partners, one of the world's top crypto-specific fund of funds.
In this episode, we unpack the mindset that separates crypto’s best investors. Brandon shares why being “long-term greedy” pays off, how to spot the DNA of top founders and top investors, and what it takes to win in evolving token-based capital markets.
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🔗 Essential Show Links 🔗► Newsletter: https://the-edge.xyz
► Youtube: https://youtube.com/@DeFiDad
► Apple: https://tinyurl.com/edgepod
► Spotify: https://tinyurl.com/edgepodspotify
► Linktree: https://linktr.ee/edge_pod
► Follow DeFi Dad: https://x.com/DeFi_Dad
► Follow Nomatic: https://x.com/Nomaticcap
► Learn DeFi: http://defidad.com/------
The Edge Podcast Sponsor Resources🪄 NEWTON | FINANCIAL FREEDOM ON AUTOPILOT
🔮 PYTH NETWORK | SMARTER DATA FOR SMARTER CONTRACTS
🤙 SKALE NETWORK | THE GAS-FREE INVISIBLE L1 BLOCKCHAIN
📊 iYIELD | YOUR FINANCIAL PICTURE, SIMPLIFIED
🏦 MANTLE | INNOVATING THE FUTURE OF ONCHAIN FINANCE
🐡 PUFFER UNIFI | A BASED ROLLUP TO ETHEREUM WITH NATIVE YIELDS
🌔 MOONWELL | THE LEADING LENDING AND BORROWING APP ON BASE
⚙️ GEARBOX PROTOCOL | ONCHAIN LENDING REIMAGINED
🥞 SYRUP.FI | INSTITUTIONAL-GRADE YIELD
------
Timestamps0:00 - Intro
7:01 - Brandon’s background
12:16 - The archetype of the best investors in crypto
14:33 - How the crypto investor landscape has changed
18:35 - The evolution of capital markets for token-based businesses
22:05 - Can TradFi valuation methods be applied to crypto?
25:19 - Sponsor break
26:00 - What needs to happen to attract more institutional buyers?
30:26 - Making sense of memecoins
36:07 - Focus on what happens if everything goes right
41:14 - The double-edged sword of tokens for early stage teams
46:01 - Sponsor break
47:40 - What is Layer3?
48:29 - Who uses Layer3?
51:46 - L3 token utility and design
55:56 - Why Layer3 launched new prediction markets
57:31 - Closing------
🔗 Guest Links 🔗► Layer3 website: https://layer3.xyz/
► Layer3 on X: https://x.com/layer3xyz
► Brandon Kumar on X: https://x.com/brandon_m_kumar
► Brandon's viral post on X: https://x.com/Brandon_M_Kumar/status/1915403560977633348------
All opinions expressed by hosts and podcast guests are solely their own opinions. Podcast guests and hosts may have positions in the assets or other matters discussed in this podcast. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. Do your own research. This is not a recommendation or endorsement to buy any token(s) related to any platform(s) discussed.
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Sean Li is is the CEO and CoFounder at Magic Labs.
In this episode, we explore the self-driving car of crypto wallets. Newton aims to fix and automate the crypto user experience by establishing a secure rollup for AI-driven strategies, automated trading and a marketplace for AI developers.
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🔗 Essential Show Links 🔗► Newsletter: https://the-edge.xyz
► Youtube: https://youtube.com/@DeFiDad
► Apple: https://tinyurl.com/edgepod
► Spotify: https://tinyurl.com/edgepodspotify
► Linktree: https://linktr.ee/edge_pod
► Follow DeFi Dad: https://x.com/DeFi_Dad
► Follow Nomatic: https://x.com/Nomaticcap
► Learn DeFi: http://defidad.com/------
The Edge Podcast Sponsor Resources🔮 PYTH NETWORK | SMARTER DATA FOR SMARTER CONTRACTS
🤙 SKALE NETWORK | THE GAS-FREE INVISIBLE L1 BLOCKCHAIN
📊 iYIELD | YOUR FINANCIAL PICTURE, SIMPLIFIED
🏦 MANTLE | INNOVATING THE FUTURE OF ONCHAIN FINANCE
🐡 PUFFER UNIFI | A BASED ROLLUP TO ETHEREUM WITH NATIVE YIELDS
🌔 MOONWELL | THE LEADING LENDING AND BORROWING APP ON BASE
⚙️ GEARBOX PROTOCOL | ONCHAIN LENDING REIMAGINED
🥞 SYRUP.FI | INSTITUTIONAL-GRADE YIELD
------
Timestamps0:00 - Intro
7:57 - Sponsor break
10:10 - Sean’s background
13:09 - Why build on Ethereum?
15:19 - Building with purpose
17:47 - Mission at Magic Labs
19:37 - The need for a social login in Web3
22:42 - What is Newton?
27:10 - Sponsor break
27:51 - The self-driving car of crypto wallets
34:35 - Agent Marketplace
36:56 - Unlocking use cases with Newton
40:31 - Agents = automation for end-users
47:01 - Sponsor break
48:39 - Newton in 5 years
52:09 - Is Newton just for retail investors?
54:27 - Fat Wallet Thesis
59:22 - Closing------
🔗 Guest Links 🔗► Newton website: https://www.magicnewton.com/
► Newton Discord: https://discord.com/invite/magicnewton
► Newton on X: https://x.com/magicnewton
► Sean Li on X: https://x.com/_seanli------
All opinions expressed by hosts and podcast guests are solely their own opinions. Podcast guests and hosts may have positions in the assets or other matters discussed in this podcast. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. Do your own research. This is not a recommendation or endorsement to buy any token(s) related to any platform(s) discussed.
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Miles Jennings is the Head of Policy & General Counsel at a16z crypto.
In this episode, we discuss why U.S. crypto regulation is finally starting to turn a corner. From promising bipartisan momentum for stablecoin regulation to renewed institutional interest in tokenization and DAOs, Miles breaks down how policy is catching up with innovation, and why it’s bullish for crypto’s next chapter.
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🔗 Essential Show Links 🔗► Newsletter: https://the-edge.xyz
► Youtube: https://youtube.com/@DeFiDad
► Apple: https://tinyurl.com/edgepod
► Spotify: https://tinyurl.com/edgepodspotify
► Linktree: https://linktr.ee/edge_pod
► Follow DeFi Dad: https://x.com/DeFi_Dad
► Follow Nomatic: https://x.com/Nomaticcap
► Learn DeFi: http://defidad.com/------
The Edge Podcast Sponsor Resources🪄 NEWTON | FINANCIAL FREEDOM ON AUTOPILOT
🔮 PYTH NETWORK | SMARTER DATA FOR SMARTER CONTRACTS
🤙 SKALE NETWORK | THE GAS-FREE INVISIBLE L1 BLOCKCHAIN
📊 iYIELD | YOUR FINANCIAL PICTURE, SIMPLIFIED
🏦 MANTLE | INNOVATING THE FUTURE OF ONCHAIN FINANCE
🐡 PUFFER UNIFI | A BASED ROLLUP TO ETHEREUM WITH NATIVE YIELDS
🌔 MOONWELL | THE LEADING LENDING AND BORROWING APP ON BASE
⚙️ GEARBOX PROTOCOL | ONCHAIN LENDING REIMAGINED
🥞 SYRUP.FI | INSTITUTIONAL-GRADE YIELD
------
Timestamps0:00 - Intro
4:17 - Miles background
9:06 - The history of US regulators changing views on crypto
14:27 - Are the institutions finally here for crypto?
19:50 - The problems with DeFi designed by lawyers and regulation
32:49 - Sponsor break
33:30 - Driving value to tokenholders with regulatory changes coming
36:31 - Broader implications for passing The GENIUS Act
44:27 - What big banks and institutions need to see to tokenize more value
48:16 - Sponsor break
49:55 - Regulation around yield-bearing stablecoins
54:44 - Why is a16z crypto excited about RWAs?
58:01 - After stablecoins, which RWA sector will lead next?
1:01:26 - The significance of DUNA for DAOs
1:05:53 - Pro-crypto regulation is bipartisan
1:09:07 - Closing------
🔗 Guest Links 🔗► a16z crypto website: https://a16zcrypto.com/
► a16z crypto on X: https://x.com/a16zcrypto
► Miles Jennings on X: https://x.com/MilesJennings------
All opinions expressed by hosts and podcast guests are solely their own opinions. Podcast guests and hosts may have positions in the assets or other matters discussed in this podcast. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. Do your own research. This is not a recommendation or endorsement to buy any token(s) related to any platform(s) discussed.
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TN Lee is the CoFounder of Pendle Finance and Stephen is the Founder at DeFi Dojo.
In this episode, we host a deep dive on ideas and strategies for farming with stablecoins on Pendle along with updates for future permissionless market listings, plus their unreleased leveraged yield trading platform Boros.
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🔗 Essential Show Links 🔗► Newsletter: https://the-edge.xyz
► Youtube: https://youtube.com/@DeFiDad
► Apple: https://tinyurl.com/edgepod
► Spotify: https://tinyurl.com/edgepodspotify
► Linktree: https://linktr.ee/edge_pod
► Follow DeFi Dad: https://x.com/DeFi_Dad
► Follow Nomatic: https://x.com/Nomaticcap
► Learn DeFi: http://defidad.com/------
The Edge Podcast Sponsor Resources🪄 NEWTON | FINANCIAL FREEDOM ON AUTOPILOT
🔮 PYTH NETWORK | SMARTER DATA FOR SMARTER CONTRACTS
🤙 SKALE NETWORK | THE GAS-FREE INVISIBLE L1 BLOCKCHAIN
📊 iYIELD | YOUR FINANCIAL PICTURE, SIMPLIFIED
🏦 MANTLE | INNOVATING THE FUTURE OF ONCHAIN FINANCE
🐡 PUFFER UNIFI | A BASED ROLLUP TO ETHEREUM WITH NATIVE YIELDS
🌔 MOONWELL | THE LEADING LENDING AND BORROWING APP ON BASE
⚙️ GEARBOX PROTOCOL | ONCHAIN LENDING REIMAGINED
🥞 SYRUP.FI | INSTITUTIONAL-GRADE YIELD
------
Timestamps0:00 - Intro
5:40 - Why Pendle is so important to DeFi Dad
7:42 - How Pendle found product-market fit
11:06 - Pendle preparing for permissionless listings
18:41 - DeFi Dojo and Nomatic on flood of new stablecoin products
26:14 - Overview of PTs (Principal Tokens)
28:52 - Overview of Pendle LPs and how they work
37:23 - The benefits of vePENDLE
38:37 - How Nomatic uses Pendle YTs (Yield Tokens)
43:42 - Sponsor break
45:43 - DeFi Dojo’s favorite Pendle looping strategies
50:58 - How DeFi Dad identifies potential opportunities on Pendle
53:11 - DeFi Dojo’s on the importance of oracles when looping Pendle positions
54:54 - Nomatic’s favorite YT strategies
58:56 - TN on institutional adoption of Pendle
1:05:28 - Closing + update on Boros------
🔗 Guest Links 🔗► Pendle Finance website: https://www.pendle.finance/
► Pendle on X: https://x.com/pendle_fi
► TN Lee on X: https://x.com/tn_pendle
► DeFi Dojo on X: https://x.com/phtevenstrong------
All opinions expressed by hosts and podcast guests are solely their own opinions. Podcast guests and hosts may have positions in the assets or other matters discussed in this podcast. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. Do your own research. This is not a recommendation or endorsement to buy any token(s) related to any platform(s) discussed.
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Mads Mathiesen is a Research Partner at Maven 11.
In this episode, we’re joined by a crypto-native VC fund Maven 11 to explore what it really means to be early in crypto. We discuss how their team identifies high conviction investments, like opinionated applications, consumer apps, and stablecoin payment systems. Plus, more on why the next wave of winners may look different from the last!
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🔗 Essential Show Links 🔗► Newsletter: https://the-edge.xyz
► Youtube: https://youtube.com/@DeFiDad
► Apple: https://tinyurl.com/edgepod
► Spotify: https://tinyurl.com/edgepodspotify
► Linktree: https://linktr.ee/edge_pod
► Follow DeFi Dad: https://x.com/DeFi_Dad
► Follow Nomatic: https://x.com/Nomaticcap
► Learn DeFi: http://defidad.com/------
The Edge Podcast Sponsor Resources🪄 NEWTON | FINANCIAL FREEDOM ON AUTOPILOT
🔮 PYTH NETWORK | SMARTER DATA FOR SMARTER CONTRACTS
🤙 SKALE NETWORK | THE GAS-FREE INVISIBLE L1 BLOCKCHAIN
📊 iYIELD | YOUR FINANCIAL PICTURE, SIMPLIFIED
🏦 MANTLE | INNOVATING THE FUTURE OF ONCHAIN FINANCE
🐡 PUFFER UNIFI | A BASED ROLLUP TO ETHEREUM WITH NATIVE YIELDS
🌔 MOONWELL | THE LEADING LENDING AND BORROWING APP ON BASE
⚙️ GEARBOX PROTOCOL | ONCHAIN LENDING REIMAGINED
🥞 SYRUP.FI | INSTITUTIONAL-GRADE YIELD
------
Timestamps0:00 - Intro
4:02 - Being early at Maven 11
6:34 - What got Mads into crypto
11:04 - Has crypto lost its way?
13:35 - Making early stage investing more accessible
15:58 - How private investments typically work at crypto VCs
19:37 - Criticisms over high FDV token launches
24:20 - Fat protocol vs fat app thesis
28:42 - Sponsor break
29:22 - How fat protocol winners might perform in the fat app era
33:14 - Can fat protocol winners evolve for better value accrual?
36:04 - Huge opportunity for app developers who understand infra
39:02 - Why invest in “opinionated applications”
41:41 - Sponsor break
43:19 - Investing in “extensions of existing ecosystems”
46:25 - The demand to invest in consumer apps
50:08 - Outsized opportunity remains in stablecoins
56:37 - Trends around yield-bearing stablecoins
1:00:27 - Private credit boom coming onchain
1:08:10 - What learning resource would Mads recommend?
1:10:50 - Closing------
🔗 Guest Links 🔗► Maven 11 website: https://www.maven11.com/
► Maven 11 on X: https://x.com/Maven11Capital
► Mads on X: https://x.com/0xRainandCoffee
► Tim Roughgarden Lectures: https://www.youtube.com/channel/UCcH4Ga14Y4ELFKrEYM1vXCg------
All opinions expressed by hosts and podcast guests are solely their own opinions. Podcast guests and hosts may have positions in the assets or other matters discussed in this podcast. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. Do your own research. This is not a recommendation or endorsement to buy any token(s) related to any platform(s) discussed.
-
Omnia is the CoFounder of Kinetiq.
In this episode, we cover the native liquid staking protocol for Hyperliquid, with the upcoming launch of its LST for HYPE, called kHYPE. We dive into how kHYPE can unlock new utility and yield opportunities across Hyperliquid DeFi, the architecture behind its staking design, and the early institutional demand for exposure to HYPE through Kinetiq’s platform.
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🔗 Essential Show Links 🔗► Newsletter: https://the-edge.xyz
► Youtube: https://youtube.com/@DeFiDad
► Apple: https://tinyurl.com/edgepod
► Spotify: https://tinyurl.com/edgepodspotify
► Linktree: https://linktr.ee/edge_pod
► Follow DeFi Dad: https://x.com/DeFi_Dad
► Follow Nomatic: https://x.com/Nomaticcap
► Learn DeFi: http://defidad.com/------
The Edge Podcast Sponsor Resources🪄 NEWTON | FINANCIAL FREEDOM ON AUTOPILOT
🔮 PYTH NETWORK | SMARTER DATA FOR SMARTER CONTRACTS
🤙 SKALE NETWORK | THE GAS-FREE INVISIBLE L1 BLOCKCHAIN
📊 iYIELD | YOUR FINANCIAL PICTURE, SIMPLIFIED
🏦 MANTLE | INNOVATING THE FUTURE OF ONCHAIN FINANCE
🐡 PUFFER UNIFI | A BASED ROLLUP TO ETHEREUM WITH NATIVE YIELDS
🌔 MOONWELL | THE LEADING LENDING AND BORROWING APP ON BASE
⚙️ GEARBOX PROTOCOL | ONCHAIN LENDING REIMAGINED
🥞 SYRUP.FI | INSTITUTIONAL-GRADE YIELD
------
Timestamps0:00 - Intro
3:49 - Founding Kinetiq
6:04 - Early conviction for Hyperliquid
13:24 - Expected yield for kHYPE
18:40 - How will kHYPE yield be distributed?
22:14 - Sponsor break
22:54 - The importance of precompiles for HL and Kinetiq
32:17 - Anticipation and audits for upcoming Kinetiq launch
37:40 - iHYPE, liquid staking for institutions
43:47 - Sponsor break
45:26 - Institutional demand for a HYPE LST
48:40 - What are builder codes?
56:34 - How Kinetiq differentiates as an LST
1:01:11 - Closing------
🔗 Guest Links 🔗► Kinetiq website: https://kinetiq.xyz/
► Kinetiq on X: https://x.com/kinetiq_xyz
► Omnia on X: https://x.com/0xOmnia------
All opinions expressed by hosts and podcast guests are solely their own opinions. Podcast guests and hosts may have positions in the assets or other matters discussed in this podcast. DeFi Dad and Nomatic are investors in Kinetiq. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. Do your own research. This is not a recommendation or endorsement to buy any token(s) related to any platform(s) discussed.
-
Zeus is the Founder of Olympus.
In this episode, the anonymous DeFi founder Zeus does his first podcast appearance in 4 years to share how Olympus survived the bear market, restructured its vision, and is now scaling the programmatic money OHM with new products like Cooler Loans V2 and a $275M treasury.
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🔗 Essential Show Links 🔗► Newsletter: https://the-edge.xyz
► Youtube: https://youtube.com/@DeFiDad
► Apple: https://tinyurl.com/edgepod
► Spotify: https://tinyurl.com/edgepodspotify
► Linktree: https://linktr.ee/edge_pod
► Follow DeFi Dad: https://x.com/DeFi_Dad
► Follow Nomatic: https://x.com/Nomaticcap
► Learn DeFi: http://defidad.com/------
The Edge Podcast Sponsor Resources🪄 NEWTON | FINANCIAL FREEDOM ON AUTOPILOT
🔮 PYTH NETWORK | SMARTER DATA FOR SMARTER CONTRACTS
🤙 SKALE NETWORK | THE GAS-FREE INVISIBLE L1 BLOCKCHAIN
📊 iYIELD | YOUR FINANCIAL PICTURE, SIMPLIFIED
🏦 MANTLE | INNOVATING THE FUTURE OF ONCHAIN FINANCE
🐡 PUFFER UNIFI | A BASED ROLLUP TO ETHEREUM WITH NATIVE YIELDS
🌔 MOONWELL | THE LEADING LENDING AND BORROWING APP ON BASE
⚙️ GEARBOX PROTOCOL | ONCHAIN LENDING REIMAGINED
------
Timestamps0:00 - Intro
5:27 - The founding of Olympus
12:29 - Success came so much faster than expected
21:27 - Why Olympus was able to scale when every fork failed
29:59 - Surviving the bear market
38:52 - Sponsor break
39:33 - Why Zeus took a break
44:22 - What is Range Bound Stability (RBS)?
55:01 - Why they disabled RBS?
59:42 - Cooler Loans and OHM treasury strategies
1:21:01 - Sponsor break
1:22:39 - How Olympus compares to the Saylor BTC trade
1:43:06 - Olympus’s investment in Berachain
1:51:27 - Closing------
🔗 Guest Links 🔗► Olympus website: https://www.olympusdao.finance/
► Olympus on X: https://x.com/OlympusDAO
► Zeus on X: https://x.com/ohmzeus------
All opinions expressed by hosts and podcast guests are solely their own opinions. Podcast guests and hosts may have positions in the assets or other matters discussed in this podcast. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. Do your own research. This is not a recommendation or endorsement to buy any token(s) related to any platform(s) discussed.
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Ryan Berckmans is an Ethereum community member and ETH investor.
In this episode, we unpack the disconnect between Ethereum’s surging fundamentals and its lagging market price, exploring what’s driving real adoption, why ETH demand hasn’t followed through (yet), and what could finally flip the narrative.
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🔗 Essential Show Links 🔗► Newsletter: https://the-edge.xyz
► Youtube: https://youtube.com/@DeFiDad
► Apple: https://tinyurl.com/edgepod
► Spotify: https://tinyurl.com/edgepodspotify
► Linktree: https://linktr.ee/edge_pod
► Follow DeFi Dad: https://x.com/DeFi_Dad
► Follow Nomatic: https://x.com/Nomaticcap
► Learn DeFi: http://defidad.com/------
The Edge Podcast Sponsor Resources🪄 NEWTON | FINANCIAL FREEDOM ON AUTOPILOT
🔮 PYTH NETWORK | SMARTER DATA FOR SMARTER CONTRACTS
🤙 SKALE NETWORK | THE GAS-FREE INVISIBLE L1 BLOCKCHAIN
✨ TANSSI | LAUNCH YOUR SYMBIOTIC RESTAKED NETWORK IN MINUTES
📊 iYIELD | YOUR FINANCIAL PICTURE, SIMPLIFIED
⏳ HOURGLASS | LEVERAGED AIRDROP FARMING AND BOOSTED POINTS
🏦 MANTLE | INNOVATING THE FUTURE OF ONCHAIN FINANCE
🐡 PUFFER UNIFI | A BASED ROLLUP TO ETHEREUM WITH NATIVE YIELDS
🌔 MOONWELL | THE LEADING LENDING AND BORROWING APP ON BASE
⚙️ GEARBOX PROTOCOL | ONCHAIN LENDING REIMAGINED
------
Timestamps0:00 - Intro
5:32 - Ryan’s roots in Ethereum
6:41 - The Ethereum scaling roadmap is working
11:52 - The value of decentralization
16:55 - Metrics that signal Ethereum is winning like “app capital”
23:49 - If everyone wants a faster/cheaper L1, why's so much value on Ethereum?
30:05 - Sponsor break
30:46 - The impact of US regulators on Ethereum and crypto
35:14 - Understanding Ethereum’s dominance in RWAs and stablecoins
41:12 - The TLDR on Ethereum L1 upgrades coming
49:12 - Sponsor break
50:51 - What needs to happen for ETH price to go up
55:47 - Distractions this cycle vs getting back to our roots with crypto
1:03:32 - Boosting confidence for the next class of ETH buyers
1:06:15 - Should Ethereum find its own Saylor?
1:10:40 - Closing------
🔗 Guest Links 🔗► Ryan on X: https://x.com/ryanberckmans
► Ryan's Total App Capital Chart: https://x.com/ryanberckmans/status/1912388250200650207
► Kevin Owocki and Ryan's post on Ethereum Must Prioritize Real-World Growth: https://x.com/owocki/status/1907416214743261603------
All opinions expressed by hosts and podcast guests are solely their own opinions. Podcast guests and hosts may have positions in the assets or other matters discussed in this podcast. DeFi Dad, Nomatic, and Ryan all hold ETH. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. Do your own research. This is not a recommendation or endorsement to buy any token(s) related to any platform(s) discussed.
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Joe Flanagan is CoFounder of Maple Finance and Martin de Rijke is Head of Growth.
In this episode, we explore how Maple Finance is creating real yield for stablecoin holders by connecting DeFi lenders with institutional borrowers, plus how Syrup.fi unlocks a yield-bearing composable token for any DeFi lender to access.
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🔗 Essential Show Links 🔗► Newsletter: https://the-edge.xyz
► Youtube: https://youtube.com/@DeFiDad
► Apple: https://tinyurl.com/edgepod
► Spotify: https://tinyurl.com/edgepodspotify
► Linktree: https://linktr.ee/edge_pod
► Follow DeFi Dad: https://x.com/DeFi_Dad
► Follow Nomatic: https://x.com/Nomaticcap
► Learn DeFi: http://defidad.com/------
The Edge Podcast Sponsor Resources🪄 NEWTON | FINANCIAL FREEDOM ON AUTOPILOT
🔮 PYTH NETWORK | SMARTER DATA FOR SMARTER CONTRACTS
🤙 SKALE NETWORK | THE GAS-FREE INVISIBLE L1 BLOCKCHAIN
✨ TANSSI | LAUNCH YOUR SYMBIOTIC RESTAKED NETWORK IN MINUTES
📊 iYIELD | YOUR FINANCIAL PICTURE, SIMPLIFIED
⏳ HOURGLASS | LEVERAGED AIRDROP FARMING AND BOOSTED POINTS
🏦 MANTLE | INNOVATING THE FUTURE OF ONCHAIN FINANCE
🐡 PUFFER UNIFI | A BASED ROLLUP TO ETHEREUM WITH NATIVE YIELDS
🌔 MOONWELL | THE LEADING LENDING AND BORROWING APP ON BASE
⚙️ GEARBOX PROTOCOL | ONCHAIN LENDING REIMAGINED
------
Timestamps0:00 - Intro
2:04 - Maple Finance from last cycle to now
7:03 - Why has Maple grown so much the last year?
12:23 - Sponsor break
15:20 - How does Maple serve lenders and borrowers?
21:13 - Overview of Maple institutional offerings
25:33 - What to know about loan terms, collateral, liquidations, reserves, and withdrawals
28:50 - What is Syrup.fi and syrupUSDC?
32:52 - The differentiation for syrupUSDC yield + integration with Pendle
38:11 - Sponsor break
40:28 - The syrupUSDC real yield vs how to earn bonus yield with Drips
46:17 - What’s the appetite among institutional clients for DeFi yield exposure?
53:01 - Closing------
🔗 Guest Links 🔗► Maple Finance website: https://maple.finance/
► Syrup.fi website: https://syrup.fi/
► Maple Finance on X: https://x.com/maplefinance
► Joe on X: https://x.com/joe_defi
► Martin on X: https://x.com/MartindRijke------
All opinions expressed by hosts and podcast guests are solely their own opinions. Podcast guests and hosts may have positions in the assets or other matters discussed in this podcast. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. Do your own research. This is not a recommendation or endorsement to buy any token(s) related to any platform(s) discussed.
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Rob Montgomery is the CoFounder and CEO at InfiniFi Labs and Ken Deeter is General Partner at Electric Capital, who led InfiniFi's most recent round.
In this episode, we explore how InfiniFi is introducing duration matching to DeFi to unlock more sustainable, higher-yield opportunities for stablecoin holders, alongside insights from Electric Capital on the future of yield innovation.
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🔗 Essential Show Links 🔗► Newsletter: https://the-edge.xyz
► Youtube: https://youtube.com/@DeFiDad
► Apple: https://tinyurl.com/edgepod
► Spotify: https://tinyurl.com/edgepodspotify
► Linktree: https://linktr.ee/edge_pod
► Follow DeFi Dad: https://x.com/DeFi_Dad
► Follow Nomatic: https://x.com/Nomaticcap
► Learn DeFi: http://defidad.com/------
The Edge Podcast Sponsor Resources🪄 NEWTON | FINANCIAL FREEDOM ON AUTOPILOT
🔮 PYTH NETWORK | SMARTER DATA FOR SMARTER CONTRACTS
🤙 SKALE NETWORK | THE GAS-FREE INVISIBLE L1 BLOCKCHAIN
✨ TANSSI | LAUNCH YOUR SYMBIOTIC RESTAKED NETWORK IN MINUTES
📊 iYIELD | YOUR FINANCIAL PICTURE, SIMPLIFIED
⏳ HOURGLASS | LEVERAGED AIRDROP FARMING AND BOOSTED POINTS
🏦 MANTLE | INNOVATING THE FUTURE OF ONCHAIN FINANCE
🐡 PUFFER UNIFI | A BASED ROLLUP TO ETHEREUM WITH NATIVE YIELDS
🌔 MOONWELL | THE LEADING LENDING AND BORROWING APP ON BASE
⚙️ GEARBOX PROTOCOL | ONCHAIN LENDING REIMAGINED
------
Timestamps0:00 - Intro
5:22 - Rob’s background
7:10 - Ken’s background and Electric Capital
9:59 - How does DeFi mature beyond degen games?
13:53 - What is fractional reserve banking?
16:01 - Automating fractional reserve banking with InfiniFi
18:50 - The need for more duration assets in DeFi
24:44 - Sponsor break
25:25 - Where InfiniFi yield comes from
30:30 - InfiniFi vs traditional banks
37:10 - DeFi needs to take bigger swings at bigger ideas
40:53 - Why Electric invested in InfiniFi and teams like it
43:55 - Sponsor break
45:34 - Who is InfiniFi built for?
49:49 - The opportunity for InfiniFi to work with RWAs
52:44 - The growing need to simplify exposure to yields
56:06 - Closing------
🔗 Guest Links 🔗► InfiniFi website: https://infinifi.xyz/
► InfiniFi on X: https://x.com/infinifilabs
► Rob on X: https://x.com/RobAnon94
► Ken on X: https://x.com/Puntium------
All opinions expressed by hosts and podcast guests are solely their own opinions. Podcast guests and hosts may have positions in the assets or other matters discussed in this podcast. DeFi Dad, Nomatic, and Electric Capital are all invested in InfiniFi. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. Do your own research. This is not a recommendation or endorsement to buy any token(s) related to any platform(s) discussed.
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This episode comes from a recent panel discussion hosted by the DeFi team at GAIB. We were joined by DeFi experts such as Patrick, Founder of Dynamo DeFi, an anonymous DeFi investor who goes by DeFiMaximalist, and crypto YouTuber / investor Joe Takayama. We found the discussion to be very insightful and so we agreed to edit and republish the conversation as a podcast. We hope you enjoy it!
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🔗 Essential Show Links 🔗► Newsletter: https://the-edge.xyz
► Youtube: https://youtube.com/@DeFiDad
► Apple: https://tinyurl.com/edgepod
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► Linktree: https://linktr.ee/edge_pod
► Follow DeFi Dad: https://x.com/DeFi_Dad
► Follow Nomatic: https://x.com/Nomaticcap
► Learn DeFi: http://defidad.com/------
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Timestamps0:00 - Intro
1:51 - Which DeFi teams are doing the best competing for liquidity and mindshare?
6:11 - Sponsor break
9:07 - Dynamo DeFi on choosing one stablecoin over another
11:45 - Joe Takayma on winning strategies for growing stablecoins
14:10 - DeFi Dad on the best real yields onchain
18:55 - Nomatic on the importance of mechanism design for sustainable yields
21:56 - Joe Takayama on lack of transparency holding back stablecoin growth
24:54 - Dynamo DeFi’s biggest concerns for stablecoin farming
26:43 - DeFi Dad on risk-minimized stablecoin lending to Aave, Fluid, and Pendle
29:52 - Sponsor break
32:07 - What factors will attract institutions to DeFi?
45:56 - Closing on new DeFi opportunity to tokenize exposure to AI sector------
🔗 Guest Links 🔗► GAIB website: https://www.gaib.ai/
► GAIB on X: https://x.com/gaib_ai
► Patrick on X: https://x.com/patfscott
► Joe Takayama on YouTube: https://www.youtube.com/@Joe_bitcoin
► DeFiMaximalist on X: https://x.com/lstmaximalist------
All opinions expressed by hosts and podcast guests are solely their own opinions. Podcast guests and hosts may have positions in the assets or other matters discussed in this podcast. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. Do your own research. This is not a recommendation or endorsement to buy any token(s) related to any platform(s) discussed.
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