Episodes
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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
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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
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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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Missing episodes?
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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.
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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.
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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
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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
► 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 | START YOUR RESTAKING JOURNEY TODAY WITH CMETH
🐡 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
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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Benjamin is the Founder of cap.
In this episode, we dive into how Cap aims to unlock a new era of scalable stablecoin yield generation on Ethereum and MegaETH, by tapping into competitive markets and institutional players like Susquehanna, Franklin Templeton, and potentially DeFi powerhouses like Ethena and Maker.
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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 | START YOUR RESTAKING JOURNEY TODAY WITH CMETH
🐡 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
4:07 - Origin of cap
6:47 - Stablecoin functions, settlement for fiat vs SoV
9:12 - What are Type I stablecoins?
12:43 - Risk of regulation for Type I stablecoins
13:45 - What are Type II stablecoins?
19:38 - What makes cap the first ever Type III stablecoin?
23:25 - Sponsor break
24:03 - Walkthrough of minting cUSD to yield aggregation
28:33 - Estimating range of yield for cUSD
32:53 - Comparing risk of cap Type III stablecoins vs Type I or II
33:57 - EigenLayer slashing will be live for cap’s launch
35:39 - What happens if a cap operator yield strategy is exploited?
38:52 - Why Susquehanna and Franklin Templeton onboarded with cap
41:33 - How are cap operators selected?
43:27 - The importance of restakers in cap and proving EigenLayer’s potential
48:56 - How cUSD yield is distributed
50:39 - Sponsor break
52:18 - Why deploy on MegaETH and Ethereum
54:22 - What does the name cap stand for?
55:33 - cap is built to cooperate, not compete with Ethena/Maker
57:49 - Idle stablecoins in cap will go to Aave
58:52 - Impeccable timing and demand for cap design
1:01:33 - Early details on cap tokenomics
1:02:46 - Closing------
🔗 Guest Links 🔗► cap website: https://cap.app/
► cap on X: https://x.com/capmoney_
► Benjamin on X: https://x.com/Benjamin918_
► Type III Stablecoins in Stanford Blockchain Review: https://review.stanfordblockchain.xyz/p/69-type-iii-stablecoins------
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.
-
Jason Zhao is the CoFounder at Story Protocol.
In this episode, we explore how Story Protocol aims to turn IP (intellectual property) into programmable, onchain assets, enabling creators and even AI agents, to register, protect, and license IP more efficiently.
------
🔗 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
⏳ HOURGLASS | LEVERAGED AIRDROP FARMING AND BOOSTED POINTS
✨ TANSSI | LAUNCH YOUR SYMBIOTIC RESTAKED NETWORK IN MINUTES
📊 iYIELD | YOUR FINANCIAL PICTURE, SIMPLIFIED
🐐 GOAT NETWORK | A BITCOIN L2 TO EARN WITH BTC & DOGE
🧪 MANTLE | START YOUR RESTAKING JOURNEY TODAY WITH CMETH
🐡 PUFFER UNIFI | A BASED ROLLUP TO ETHEREUM WITH NATIVE YIELDS
🌔 MOONWELL | THE LEADING LENDING AND BORROWING APP ON BASE
⚙️ GEARBOX PROTOCOL | ONCHAIN LENDING REIMAGINED
📈 DEFINITIVE | THE MOST ADVANCED PLATFORM FOR ONCHAIN TRADE EXECUTION
------
Timestamps0:00 - Intro
5:38 - Jason’s background + founding Story
15:49 - Why blockchain is essential to Story markets for IP?
19:37 - Sponsor break
20:14 - How David Goyer behind The Dark Knight Trilogy is using Story
26:13 - Pitching Story to Hollywood creators
29:02 - How UGC could benefit from Story
34:15 - How we as podcast creators could use Story
38:22 - Sponsor break
39:18 - How the adult film industry might use Story
44:33 - Challenges of launching a token
47:50 - Closing + Story IP Portal------
🔗 Guest Links 🔗► Story website: https://www.story.foundation/
► Story on X: https://x.com/StoryProtocol
► Jason on X: https://x.com/jasonjzhao------
If you're a DeFi/Web3 builder, contact our team at: https://fourthrevolution.capital/All opinions expressed by hosts and podcast guests are solely their own opinions and not necessarily those of Fourth Revolution Capital. Podcast guests and 4RC 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.
-
Amir Forouzani is the CoFounder and CEO at Puffer Labs.
In this episode, we unpack why Ethereum builders according to Amir, remain heads-down focused on building, how based rollups like Puffer UniFi could unlock a simpler UX across all rollups on Ethereum, and what’s coming this year to boost Ethereum/ETH’s fundamentals.
------
🔗 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
⏳ HOURGLASS | LEVERAGED AIRDROP FARMING AND BOOSTED POINTS
🪄 TANSSI | LAUNCH YOUR SYMBIOTIC RESTAKED NETWORK IN MINUTES
📊 iYIELD | YOUR FINANCIAL PICTURE, SIMPLIFIED
🐐 GOAT NETWORK | A BITCOIN L2 TO EARN WITH BTC & DOGE
🧪 MANTLE | START YOUR RESTAKING JOURNEY TODAY WITH CMETH
🌔 MOONWELL | THE LEADING LENDING AND BORROWING APP ON BASE
⚙️ GEARBOX PROTOCOL | ONCHAIN LENDING REIMAGINED
📈 DEFINITIVE | THE MOST ADVANCED PLATFORM FOR ONCHAIN TRADE EXECUTION
------
Timestamps0:00 - Intro
5:35 - What are Ethereum’s strengths according to builders?
8:25 - Why should investors be excited about ETH the asset?
11:17 - How Puffer products fit into Ethereum’s roadmap
13:52 - Major improvements to Ethereum’s UX about to be realized
16:58 - What it means when we say “based rollup”
20:01 - How will we gain access to apps via based rollups?
22:42 - Sponsor break
23:20 - What would a naysayer say about based rollups?
25:36 - Anticipated advantages for based rollups users
29:14 - Overview of L1 scaling, Pectra upgrade and blob space
34:06 - Sponsor break
35:04 - vePUFFER governance and onchain incentives with CARROT
40:25 - What keeps Ethereum builders bullish despite CT?
42:15 - Closing------
🔗 Guest Links 🔗► Puffer website: https://puffer.fi/
► Puffer UniFi website: https://unifi.puffer.fi/
► vePuffer staking: https://vote.puffer.fi/
► Puffer on X: https://x.com/puffer_finance
► Puffer UniFi on X: https://x.com/puffer_unifi
► Amir on X: https://x.com/amironchain------
If you're a DeFi/Web3 builder, contact our team at: https://fourthrevolution.capital/All opinions expressed by hosts and podcast guests are solely their own opinions and not necessarily those of Fourth Revolution Capital. Podcast guests and 4RC may have positions in the assets or other matters discussed in this podcast. DeFi Dad is an investor in Puffer Finance and 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.
-
Dr. Redouane Elkamhi is Economics Lead at GOAT Network.
In this episode, we explore how GOAT Network is pioneering a sustainable, real BTC yield by sharing sequencer revenue and BTC mining rewards with BTC and DOGE holders on a new multi-coin Proof-of-Stake network.
------
🔗 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
⏳ HOURGLASS | LEVERAGED AIRDROP FARMING AND BOOSTED POINTS
🪄 TANSSI | LAUNCH YOUR SYMBIOTIC RESTAKED NETWORK IN MINUTES
📊 iYIELD | YOUR FINANCIAL PICTURE, SIMPLIFIED
🧪 MANTLE | START YOUR RESTAKING JOURNEY TODAY WITH CMETH
🐡 PUFFER UNIFI | A BASED ROLLUP TO ETHEREUM WITH NATIVE YIELDS
🌔 MOONWELL | THE LEADING LENDING AND BORROWING APP ON BASE
⚙️ GEARBOX PROTOCOL | ONCHAIN LENDING REIMAGINED
📈 DEFINITIVE | THE MOST ADVANCED PLATFORM FOR ONCHAIN TRADE EXECUTION
------
Timestamps0:00 - Intro
0:47 - Origin of GOAT Network
10:15 - Sponsor break
12:26 - Sequencer revenue shared as a BTC yield
14:24 - How to get started earning on GOAT Network
22:21 - Differentiating from other BTC-centric networks
33:31 - Sponsor break
35:45 - Building a community to sustain BTC yield on GOAT Network
46:50 - Closing------
🔗 Guest Links 🔗► GOAT Network website: https://www.goat.network/
► GOAT Network Rewards Dashboard: https://onepiece.goat.network/
► GOAT Network on X: https://x.com/GOATRollup------
If you're a DeFi/Web3 builder, contact our team at: https://fourthrevolution.capital/All opinions expressed by hosts and podcast guests are solely their own opinions and not necessarily those of Fourth Revolution Capital. Podcast guests and 4RC 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.
-
Phil Fogel is the CoFounder and CEO at Cork Protocol.
In this episode, we explore how Cork enables a massive new cohort of DeFi users and crypto institutional investors to hedge against stablecoin and (re)staking token depegs, unlocking a new market for trading and earning through tokenized risk.
------
🔗 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
⏳ HOURGLASS | LEVERAGED AIRDROP FARMING AND BOOSTED POINTS
🪄 TANSSI | LAUNCH YOUR SYMBIOTIC RESTAKED NETWORK IN MINUTES
📊 iYIELD | YOUR FINANCIAL PICTURE, SIMPLIFIED
🐐 GOAT NETWORK | A BITCOIN L2 TO EARN WITH BTC & DOGE
🧪 MANTLE | START YOUR RESTAKING JOURNEY TODAY WITH CMETH
🐡 PUFFER UNIFI | A BASED ROLLUP TO ETHEREUM WITH NATIVE YIELDS
🌔 MOONWELL | THE LEADING LENDING AND BORROWING APP ON BASE
⚙️ GEARBOX PROTOCOL | ONCHAIN LENDING REIMAGINED
📈 DEFINITIVE | THE MOST ADVANCED PLATFORM FOR ONCHAIN TRADE EXECUTION
------
Timestamps0:00 - Intro
5:49 - Phil’s background
11:44 - Why do we need depeg swaps and tokenized risk?
15:05 - The systemic risk of USDT and how Cork helps
18:31 - Example how Cork could have been used during Luna UST depeg
23:33 - Sponsor break
24:11 - What is risk premium and how do we think about it as Cork users?
25:38 - Who are key users and partners for Cork?
31:47 - Could pegged asset issuers use Cork themselves?
33:33 - Could Cork suffer from contagion during a depeg event?
36:41 - Sponsor break
38:19 - What if Ethena USDe had depegged worse during the Bybit hack?
41:16 - Is DeFi mature enough now for depeg swaps?
43:26 - How will Cork earn revenue?
44:53 - Roadmap for Cork
49:36 - Closing------
🔗 Guest Links 🔗► Cork website: https://cork.tech/
► Cork on X: https://x.com/corkprotocol
► Phil on X: https://x.com/philfog------
If you're a DeFi/Web3 builder, contact our team at: https://fourthrevolution.capital/All opinions expressed by hosts and podcast guests are solely their own opinions and not necessarily those of Fourth Revolution Capital. Podcast guests and 4RC 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.
-
Vivek Raman and Danny Ryan are the CoFounders of Etherealize.
In this episode, we speak with Etherealize about their highly touted team focused on marketing, business development, and product on behalf of Ethereum. Despite Ethereum's dominance as the most trusted and secure blockchain for DeFi, tokenization, and institutional adoption, ETH remains undervalued so we get right into the weeds about how they believe we can fix the disconnect between Ethereum the network and ETH the asset. Plus, we get an inside look at the conversations they're having about Ethereum/ETH with Wall Street investors and governments!
------
🔗 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
⏳ HOURGLASS | LEVERAGED AIRDROP FARMING AND BOOSTED POINTS
🪄 TANSSI | LAUNCH YOUR SYMBIOTIC RESTAKED NETWORK IN MINUTES
📊 iYIELD | YOUR FINANCIAL PICTURE, SIMPLIFIED
🐐 GOAT NETWORK | A BITCOIN L2 TO EARN WITH BTC & DOGE
🧪 MANTLE | START YOUR RESTAKING JOURNEY TODAY WITH CMETH
🐡 PUFFER UNIFI | A BASED ROLLUP TO ETHEREUM WITH NATIVE YIELDS
🌔 MOONWELL | THE LEADING LENDING AND BORROWING APP ON BASE
⚙️ GEARBOX PROTOCOL | ONCHAIN LENDING REIMAGINED
📈 DEFINITIVE | THE MOST ADVANCED PLATFORM FOR ONCHAIN TRADE EXECUTION
------
Timestamps0:00 - Intro
6:18 - Origin of Etherealize and Vivek’s background
9:51 - Danny’s background
13:22 - How will Etherealize act on behalf of Ethereum
22:58 - Funding Etherealize with EF grant
29:01 - Sponsor break
29:39 - The OG EF strategy to ensure Ethereum eco is resilient
32:56 - What’s the day-to-day look like for Etherealize?
35:20 - Disconnect between ETH the asset vs Ethereum the network
39:47 - Significance of BlackRock BUIDL Fund choosing Ethereum
42:44 - Do we still believe L2 growth will lead to value accrual for ETH?
47:20 - Sponsor break
48:58 - Fragmentation narrative vs scaling a single blockchain
53:16 - The elevator pitch for ETH/Ethereum
56:50 - Buying ETH is buying into the backbone of civilization infra
59:19 - Closing------
🔗 Guest Links 🔗► Etherealize website: https://www.etherealize.io/
► Etherealize on X: https://x.com/Etherealize_io
► Vivek on X: https://x.com/vivekventures
► Danny on X: https://x.com/dannyryan------
If you're a DeFi/Web3 builder, contact our team at: https://fourthrevolution.capital/All opinions expressed by hosts and podcast guests are solely their own opinions and not necessarily those of Fourth Revolution Capital. Podcast guests and 4RC may have positions in the assets or other matters discussed in this podcast. DeFi Dad and Nomatic are both long time ETH holders. 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.
-
Mikael is the Inventor of Gearbox, while Ivan and Ilgiz are Core Contributors to Gearbox.
In this episode, we explore how Gearbox is reimagining onchain lending with 10x credit, high-yield passive lending, and wallet-native credit accounts, unlocking seamless leverage and DeFi access for users.
------
🔗 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
⏳ HOURGLASS | LEVERAGED AIRDROP FARMING AND BOOSTED POINTS
🪄 TANSSI | LAUNCH YOUR SYMBIOTIC RESTAKED NETWORK IN MINUTES
📊 iYIELD | YOUR FINANCIAL PICTURE, SIMPLIFIED
🐐 GOAT NETWORK | A BITCOIN L2 TO EARN WITH BTC & DOGE
🧪 MANTLE | START YOUR RESTAKING JOURNEY TODAY WITH CMETH
🐡 PUFFER UNIFI | A BASED ROLLUP TO ETHEREUM WITH NATIVE YIELDS
🌔 MOONWELL | THE LEADING LENDING AND BORROWING APP ON BASE
📈 DEFINITIVE | THE MOST ADVANCED PLATFORM FOR ONCHAIN TRADE EXECUTION
------
Timestamps
0:00 - Intro
1:10 - Founding Gearbox
2:05 - What is Gearbox?
3:03 - Sponsor break
5:47 - Gearbox’s evolution since launch
7:41 - Gearbox lending yields
10:41 - Gearbox farming and looping
14:19 - Thoughts on lending and credit onchain
18:12 - Why Gearbox lending rates tend to be higher
22:42 - Wallet native credit
30:02 - Sponsor break
31:52 Onboarding institutional players
33:04 - Final thoughts from Ivan
37:07 - Favorite yields on Gearbox
40:19 - Closing------
🔗 Guest Links 🔗
► Gearbox website: https://gearbox.fi/
► Gearbox on X: https://x.com/GearboxProtocol
► Ivan on X: https://x.com/ivangbi_
► Mikael on X: https://x.com/0xmikko_eth
► Ilgiz on X: https://x.com/apeir99n------
If you're a DeFi/Web3 builder, contact our team at: https://fourthrevolution.capital/
All opinions expressed by hosts and podcast guests are solely their own opinions and not necessarily those of Fourth Revolution Capital. Podcast guests and 4RC 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. -
Gentleman James is the Founder of iYield and Adam Blumberg is the Founder of Interaxis, and VP at Enclave Group.
In this episode, we explore how applying a financial planning mindset to crypto can help investors manage wealth, navigate market cycles, and prepare for a future dominated by onchain finance.
------
🔗 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
⏳ HOURGLASS | LEVERAGED AIRDROP FARMING AND BOOSTED POINTS
🪄 TANSSI | LAUNCH YOUR SYMBIOTIC RESTAKED NETWORK IN MINUTES
🐐 GOAT NETWORK | A BITCOIN L2 TO EARN WITH BTC & DOGE
🧪 MANTLE | START YOUR RESTAKING JOURNEY TODAY WITH CMETH
🐡 PUFFER UNIFI | A BASED ROLLUP TO ETHEREUM WITH NATIVE YIELDS
🌔 MOONWELL | THE LEADING LENDING AND BORROWING APP ON BASE
⚙️ GEARBOX PROTOCOL | ONCHAIN LENDING REIMAGINED
📈 DEFINITIVE | THE MOST ADVANCED PLATFORM FOR ONCHAIN TRADE EXECUTION
------
Timestamps0:00 - Intro
1:54 - James and iYield origin story
5:10 - Adam Blumberg’s origin story
8:38 - Sponsor break
11:22 - How clients interest in crypto has changed over the years
15:33 - Overview of iYield
21:25 - Sponsor break
22:02 - How do needs of the crypto wealthy differ from traditional wealth?
27:07 - How’s TradFi handling the crypto market drawdown?
31:25 - Planning what to do with crypto in case of death
33:47 - What will bring more TradFi clients onchain?
39:02 - Sponsor break
40:38 - How will AI affect financial planning?
49:46 - Closing------
🔗 Guest Links 🔗► Try iYield for free at: https://iyield.com/
► iYield on X: https://x.com/iYieldCrypto
► James on X: https://x.com/gentlemanjamesw
► Adam Blumberg on X: https://x.com/interaxis8------
If you're a DeFi/Web3 builder, contact our team at: https://fourthrevolution.capital/All opinions expressed by hosts and podcast guests are solely their own opinions and not necessarily those of Fourth Revolution Capital. Podcast guests and 4RC 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.
-
Clouted, Napenjoyoor, and EconDegen are all Founding Contributors at ETH Strategy.
In this episode, we break down Michael Saylor’s legendary BTC strategy, how MicroStrategy has leveraged convertible debt to accumulate Bitcoin, and why it’s been so effective. Then, we explore how The STRAT Protocol is bringing this playbook onchain for ETH, using an autonomous ETH treasury and long-dated convertible debt to create a DeFi-native version of the trade--plus what it means for ETH holders and how to get involved!
------
🔗 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
⏳ HOURGLASS | LEVERAGED AIRDROP FARMING AND BOOSTED POINTS
🪄 TANSSI | LAUNCH YOUR SYMBIOTIC RESTAKED NETWORK IN MINUTES
📊 iYIELD | YOUR FINANCIAL PICTURE, SIMPLIFIED
🐐 GOAT NETWORK | A BITCOIN L2 TO EARN WITH BTC & DOGE
🧪 MANTLE | START YOUR RESTAKING JOURNEY TODAY WITH CMETH
🐡 PUFFER UNIFI | A BASED ROLLUP TO ETHEREUM WITH NATIVE YIELDS
🌔 MOONWELL | THE LEADING LENDING AND BORROWING APP ON BASE
⚙️ GEARBOX PROTOCOL | ONCHAIN LENDING REIMAGINED
📈 DEFINITIVE | THE MOST ADVANCED PLATFORM FOR ONCHAIN TRADE EXECUTION
------
Timestamps0:00 - Intro
5:15 - Team background
10:14 - What is ETH Strategy?
12:54 - How Saylors MSTR-BTC trade works
18:44 - Who is buying Saylor’s convertible notes?
24:43 - Why does anyone provide Saylor cheap debt?
31:45 - How are MSTR shareholders affected and what if BTC goes down?
38:09 - Is Saylor’s MSTR trade pumping the price of BTC?
41:13 - Sponsor mid-roll
41:51 - Will ETH Strategy improve the MSTR trade with DeFi?
43:42 - How ETH Strategy differs from Microstrategy
50:10 - DeFi native influence on ETH Strategy
53:38 - What’s the worst that could happen for STRAT holders?
57:18 - Sponsor mid-roll
58:57 - Who’s the target user for ETH Strategy?
1:00:54 - STRAT tokenomics and how raised ETH gets used
1:05:29 - Goals for presale
1:08:06 - Would ETH Strategy ever build this for BTC onchain?
1:12:24 - Closing------
🔗 Guest Links 🔗► ETH Strategy website: https://www.ethstrat.xyz/
► ETH Strategy on X: https://x.com/eth_strategy
► Clouted on X: https://x.com/cloutedmind
► Nap on X: https://x.com/iamnapenjoyoor
► Econ on X: https://x.com/econdegen------
If you're a DeFi/Web3 builder, contact our team at: https://fourthrevolution.capital/All opinions expressed by hosts and podcast guests are solely their own opinions and not necessarily those of Fourth Revolution Capital. Podcast guests and 4RC 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.
-
Pranav Kanade is Portfolio Manager for Digital Assets at VanEck.
In this episode, we break down why altcoins have struggled this cycle, what sets the few winners apart, and where real opportunities lie—both in crypto and public markets. We also explore how stablecoin legislation could unlock new value and what’s next for ETFs in the digital asset space.
------🔗 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
⏳ HOURGLASS | LEVERAGED AIRDROP FARMING AND BOOSTED POINTS
🪄 TANSSI | LAUNCH YOUR SYMBIOTIC RESTAKED NETWORK IN MINUTES
📊 iYIELD | YOUR FINANCIAL PICTURE, SIMPLIFIED
🐐 GOAT NETWORK | A BITCOIN L2 TO EARN WITH BTC & DOGE
🧪 MANTLE | START YOUR RESTAKING JOURNEY TODAY WITH CMETH
🐡 PUFFER UNIFI | A BASED ROLLUP TO ETHEREUM WITH NATIVE YIELDS
🌔 MOONWELL | THE LEADING LENDING AND BORROWING APP ON BASE
⚙️ GEARBOX PROTOCOL | ONCHAIN LENDING REIMAGINED
📈 DEFINITIVE | THE MOST ADVANCED PLATFORM FOR ONCHAIN TRADE EXECUTION
------Timestamps
0:00 - Intro
5:44 - Pranav’s background and VanEck
11:43 - A day in the life as an investor
13:50 - Thoughts on Kaito and InfoFi
17:03 - What’s been different this cycle with altcoins?
19:06 - Mantle mid-roll
19:44 - Oversupply of tokens, plus lessened demand for quality projects
23:29 - Fundamentals investing and the memecoin casino can coexist
26:59 - What can we learn from alts that have done well?
29:16 - Will we have a true alt season ever again?
33:05 - Sponsor mid-roll
34:44 - What’s the lesson from the LIBRA blowup?
39:51 - Stablecoin legislation and how it’s bullish for tokens + equities
46:49 - Identifying publicly traded companies to benefit from stablecoins
48:59 - How will stablecoin growth in Web2 affect what’s built onchain?
51:20 - Do AI agents have staying power?
56:47 - How new ETFs could impact us this year
59:06 - Thoughts on ETH ETFs
1:01:28 - Closing------🔗 Guest Links 🔗
► VanEck website: https://www.vaneck.com/
► VanEck on X: https://x.com/vaneck_us
► Pranav on X: https://x.com/vaneckpk------If you're a DeFi/Web3 builder, contact our team at: https://fourthrevolution.capital/
All opinions expressed by hosts and podcast guests are solely their own opinions and not necessarily those of Fourth Revolution Capital. Podcast guests and 4RC 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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Brandon Goh is the CoFounder and CEO of Treehouse.
In this episode of Yield Talks, we dive into how Treehouse is building the decentralized fixed income layer for DeFi. Brandon breaks down Treehouse Assets (tAssets) and Decentralized Offered Rates (DOR), how they bring stability to onchain yields, and why fixed income products could be the next major evolution in crypto.
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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
⏳ HOURGLASS | LEVERAGED AIRDROP FARMING AND BOOSTED POINTS
🪄 TANSSI | LAUNCH YOUR SYMBIOTIC RESTAKED NETWORK IN MINUTES
📊 iYIELD | YOUR FINANCIAL PICTURE, SIMPLIFIED
🐐 GOAT NETWORK | A BITCOIN L2 TO EARN WITH BTC & DOGE
🧪 MANTLE | START YOUR RESTAKING JOURNEY TODAY WITH CMETH
🐡 PUFFER UNIFI | A BASED ROLLUP TO ETHEREUM WITH NATIVE YIELDS
🌔 MOONWELL | THE LEADING LENDING AND BORROWING APP ON BASE
⚙️ GEARBOX PROTOCOL | ONCHAIN LENDING REIMAGINED
📈 DEFINITIVE | THE MOST ADVANCED PLATFORM FOR ONCHAIN TRADE EXECUTION
------
Timestamps
0:00 - Intro
1:04 - Founder background
2:43 - Why build Treehouse?
4:35 - Building the decentralized fixed income layer
5:24 - Sponsor pre-roll
8:46 - What are tAssets vs DOR by Treehouse?
11:14 - Better yield with tAssets, plus the risks involved
14:17 - Why tAssets like tETH appeal to users
19:16 - Overview of DOR (Decentralized Offered Rates)
23:52 - What can the average DeFi user expect from DOR?
25:37 - Will tAssets work for tokens other than ETH?
29:14 - Sponsor mid-roll
30:51 - How will Treehouse generate revenue
35:29 - Closing------
🔗 Guest Links 🔗► Treehouse website: https://www.treehouse.finance/
► Treehouse on X: https://x.com/TreehouseFi
► Brandon on X: https://x.com/mytwogweis
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If you're a DeFi/Web3 builder, contact our team at: https://fourthrevolution.capital/All opinions expressed by hosts and podcast guests are solely their own opinions and not necessarily those of Fourth Revolution Capital. Podcast guests and 4RC 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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