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The Edge Podcast

The Edge Podcast
Author: DeFi Dad
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Join two seasoned crypto investors and DeFi power-users as they dive into the biggest (and often untold) stories shaping the future of digital assets—covering all you need to know about Ethereum, Bitcoin, and DeFi. Gain your own edge as an investor from comprehensive interviews with leading founders, investors, and developers you won’t hear elsewhere. For exclusive content, market updates, and DeFi yield opportunities, sign up for our free newsletter at the-edge.xyz.
220 Episodes
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Sid Powell is the CoFounder and CEO at Maple.In this episode, interview Sid about how Maple achieved 10X growth in 2025, from $400M to $4B TVL, and what the next five years could look like for onchain lending, institutional adoption, and new products like syrupBTC.------🔗 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♦️ REDSTONE | THE LEADING MODULAR BLOCKCHAIN ORACLE♉︎ TOROS | EXPONENTIAL GAINS WITH LEVERAGED TOKENS🌅 NEUTRL | THE NEXT GENERATION OF CRYPTO-NATIVE YIELD🦅 FALCON | OVERCOLLATERIZED SYNTHETIC DOLLAR - POINTS PROGRAM NOW LIVE⚡ SPARK | THE ONCHAIN CAPITAL ALLOCATOR🏦 MANTLE | INNOVATING THE FUTURE OF ONCHAIN FINANCE🐡 PUFFER INSTITUTIONAL | STAKING SOLUTIONS FOR INSTITUTIONAL SCALE📈 RUMPEL | TURN POINTS INTO PROFITS⚙️ GEARBOX PROTOCOL | ONCHAIN LENDING REIMAGINED------Timestamps0:00 - Intro6:52- The opportunity and mission behind Maple9:50 - Institutional lending and borrowing onchain12:28 - The BD engine behind Maple is a moat15:45 - 10X growth in 2025 17:28 - How Maple’s revenue flows back to SYRUP holders19:17 - Sponsor break20:27 - Why TradFi finally sees DeFi as legit26:01 - Future trends in onchain yields30:51 - Maple’s expansion to Solana with syrupUSDC34:37 - How syrupUSDC works37:43 - Demand to loop syrupUSDC + expansion to Eth L2s41:08 - Sponsor break42:57 - Maple is a launch partner for Plasma45:49 - The Aave Effect and implications for Maple looping48:45 - New syrupBTC product coming soon53:34 - 5-year outlook for Maple56:15 - Closing------🔗 Guest Links 🔗► Maple website: https://maple.finance/► Maple on X: https://x.com/maplefinance► Sid Powell on X: https://x.com/syrupsid------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.
Paul Faecks is the Founder of Plasma.In this episode, we prepare for Plasma's mainnet launch with all you need to know as a DeFi stablecoin user. Paul shares his vision for Plasma DeFi, why they chose to build an L1 specifically for stablecoins, how they'll attract liquidity, and what to look for at mainnet launch.------🔗 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♦️ REDSTONE | THE LEADING MODULAR BLOCKCHAIN ORACLE♉︎ TOROS | EXPONENTIAL GAINS WITH LEVERAGED TOKENS🌅 NEUTRL | THE NEXT GENERATION OF CRYPTO-NATIVE YIELD🥞 SYRUPUSDC BY MAPLE | DEFI'S PREMIUM YIELD ASSET🦅 FALCON | OVERCOLLATERIZED SYNTHETIC DOLLAR - POINTS PROGRAM NOW LIVE⚡ SPARK | THE ONCHAIN CAPITAL ALLOCATOR🏦 MANTLE | INNOVATING THE FUTURE OF ONCHAIN FINANCE🐡 PUFFER INSTITUTIONAL | STAKING SOLUTIONS FOR INSTITUTIONAL SCALE📈 RUMPEL | TURN POINTS INTO PROFITS⚙️ GEARBOX PROTOCOL | ONCHAIN LENDING REIMAGINED------Timestamps0:00 - Intro8:47 - Paul’s background11:14 - Why stablecoins have product-market fit15:15 - USDT dominance16:26 - Overview of Plasma20:47 - Designing for future uncensorable products22:55 - How Plasma consensus works23:37 - Why did Plasma build an L1 vs an Ethereum L2?25:18 - Bridging native BTC over to Plasma26:29 - Sponsor break27:38 - DeFi strategy and cold start problem32:04 - Building for DeFi more than just payments35:10 - Will Plasma evolve into a general purpose L1?37:15 - Sponsor break38:40 - Synergy between payments and DeFi40:27 - Competition for stablecoin-focused chains42:36 - Impact of GENIUS Act on stablecoins44:00 - Has Tether outgrown Tron?46:13 - Plasma go-live in late Sept 202547:07 - Closing------🔗 Guest Links 🔗► Plasma website: https://www.plasma.to/► Plasma on X: https://x.com/plasmaFDN► Paul on X: https://x.com/pauliepunt------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.
Tim is the Global Head of Strategy at Mantle and YZ is Product Lead.Mantle is placing some of the biggest bets on their Ethereum L2, a DeFi neobank (UR), a long-standing $500M ETH treasury, and a new major Bybit partnership. In this episode, we unpack the implications of all this in growing demand for their DeFi economy.------🔗 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♦️ REDSTONE | THE LEADING MODULAR BLOCKCHAIN ORACLE♉︎ TOROS | EXPONENTIAL GAINS WITH LEVERAGED TOKENS🥞 SYRUPUSDC BY MAPLE | DEFI'S PREMIUM YIELD ASSET🦅 FALCON | OVERCOLLATERIZED SYNTHETIC DOLLAR - POINTS PROGRAM NOW LIVE⚡ SPARK | THE ONCHAIN CAPITAL ALLOCATOR🐡 PUFFER INSTITUTIONAL | STAKING SOLUTIONS FOR INSTITUTIONAL SCALE📈 RUMPEL | TURN POINTS INTO PROFITS⚙️ GEARBOX PROTOCOL | ONCHAIN LENDING REIMAGINED------Timestamps0:00 - Intro6:48 - Tim and YZ’s roles at Mantle11:30 - What is Mantle Index Four (MI4)?14:07 - UR, a money app for crypto natives17:40 - What will drive new users to DeFi neobanks?20:25 - Bybit partnership and its implications for Mantle23:12 - Sponsor break24:17 - Expectations for Bybit-Mantle rollout26:25 - Mantle’s ETH treasury and thoughts on DATs31:26 - The road to $80k ETH33:16 - Sponsor break34:10 - Could Mantle ever deploy an MNT DAT?35:06 - Why Mantle as an L2?37:27 - Closing------🔗 Guest Links 🔗► Mantle website: https://mantle.xyz/► UR website: https://ur.app/► Mantle on X: https://x.com/mantle_official► Tim on X: https://x.com/tx0zz► YZ on X: https://x.com/ngyingzhong------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 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.
Billy Luedtke is the Founder of Intuition.In this episode, we explore how Intuition is building a new decentralized network for reputation, trust, and decision-making on Ethereum. Plus, why this could be the foundation for a universal knowledge graph that reshapes how we share and verify information online.------🔗 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♦️ REDSTONE | THE LEADING MODULAR BLOCKCHAIN ORACLE♉︎ TOROS | EXPONENTIAL GAINS WITH LEVERAGED TOKENS🌅 NEUTRL | THE NEXT GENERATION OF CRYPTO-NATIVE YIELD🌞 SOLSTICE | PERMISSIONLESS INSTITUTIONAL YIELD🥞 SYRUPUSDC BY MAPLE | DEFI'S PREMIUM YIELD ASSET🦅 FALCON | OVERCOLLATERIZED SYNTHETIC DOLLAR - POINTS PROGRAM NOW LIVE🏦 MANTLE | INNOVATING THE FUTURE OF ONCHAIN FINANCE🐡 PUFFER INSTITUTIONAL | STAKING SOLUTIONS FOR INSTITUTIONAL SCALE🌊 RIVER | A CHAIN-ABSTRACTION STABLECOIN SYSTEM⚙️ GEARBOX PROTOCOL | ONCHAIN LENDING REIMAGINED------Timestamps0:00 - Intro7:52 - Billy’s early start with Bitcoin and Ethereum18:11 - Why Ethereum is still objectively our best option23:28 - Sponsor break24:28- Importance of decentralized identity32:21 - Why we need Intuition37:09 - Why Intuition needs Ethereum38:53 - Sponsor break40:12 - Early use cases for Intuition49:56 - TRUST token powers Intuition55:26 - What’s next for Intuition?56:59 - Closing------🔗 Guest Links 🔗► Intuition website: https://www.intuition.systems/► Intuition on X: https://x.com/0xintuition► Billy Luedtke on X: https://x.com/0xbilly------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.
Behrin is the Founder of Neutrl Labs.In this episode, Behrin reveals how Neutrl is bringing a new yield to DeFi with asymmetric stablecoin returns powered by OTC arb strategies. We explore how their synthetic dollar NUSD and the yield-bearing form sNUSD work, why it reminds us of Ethena, and what makes their approach stand out in today’s market.------🔗 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♦️ REDSTONE | THE LEADING MODULAR BLOCKCHAIN ORACLE♉︎ TOROS | EXPONENTIAL GAINS WITH LEVERAGED TOKENS🌞 SOLSTICE | PERMISSIONLESS INSTITUTIONAL YIELD🥞 SYRUPUSDC BY MAPLE | DEFI'S PREMIUM YIELD ASSET🦅 FALCON | OVERCOLLATERIZED SYNTHETIC DOLLAR - POINTS PROGRAM NOW LIVE🏦 MANTLE | INNOVATING THE FUTURE OF ONCHAIN FINANCE🐡 PUFFER INSTITUTIONAL | STAKING SOLUTIONS FOR INSTITUTIONAL SCALE🌊 RIVER | A CHAIN-ABSTRACTION STABLECOIN SYSTEM⚙️ GEARBOX PROTOCOL | ONCHAIN LENDING REIMAGINED------Timestamps0:00 - Intro7:46 - Behrin’s background8:54 - Overview of OTC arbitrage strategy10:50 - The mission at Neutrl12:44 - The market conditions for Neutrl’s trading strategies14:23 - Who does Neutrl work with?15:40 - Average duration and terms for OTC deals underpinning Neutrl16:37 - Example of a Neutrl strategy19:15 - Sponsor break 20:15 - Will Neutrl strategies work in a bull, bear, flat market?21:49 - Can Neutrl’s trading system benefit foundations selling tokens?23:55 - Composition of Neutrl’s yield strategies25:42 - Could a token dumping benefit the Neutrl OTC strategy?29:07 - Which tokens fit Neutrl’s criteria for the strategy?30:57 - Dumbing down the Neutrl OTC arb 32:36 - Sponsor break33:55 - Understanding NUSD vs sNUSD for users35:22 - Do sNUSD holders have to lock for any duration?41:45 - Thoughts on Neutrl’s future yield distribution43:40 - Future yield strategies for Neutrl44:41 - How scalable is the Neutrl system for sNUSD?46:11 - Closing------🔗 Guest Links 🔗► Neutrl website: https://www.neutrl.fi/► Neutrl on X: https://x.com/neutrl_labs► Behrin on X: https://x.com/behrin_n------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.
Luke Youngblood is the Founder of Moonwell and Mamo.In this episode, Luke shares what opportunity he sees ahead for Base builders and users, as one of the earliest DeFi founders on Coinbase's Ethereum L2. We explore Coinbase’s vision for integrating Base into its retail products, including DeFi mullet style products like the new USDC lending on Morpho. He even drops insights on the future Base token, and how projects like Moonwell and Mamo are positioned to benefit from this economic stimulus to serve even more of Coinbase's customers coming onchain.------🔗 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♦️ REDSTONE | THE LEADING MODULAR BLOCKCHAIN ORACLE♉︎ TOROS | EXPONENTIAL GAINS WITH LEVERAGED TOKENS🌅 NEUTRL | THE NEXT GENERATION OF CRYPTO-NATIVE YIELD🌞 SOLSTICE | PERMISSIONLESS INSTITUTIONAL YIELD🥞 SYRUPUSDC BY MAPLE | DEFI'S PREMIUM YIELD ASSET🦅 FALCON | OVERCOLLATERIZED SYNTHETIC DOLLAR - POINTS PROGRAM NOW LIVE⚡ SPARK | THE ONCHAIN CAPITAL ALLOCATOR🏦 MANTLE | INNOVATING THE FUTURE OF ONCHAIN FINANCE🐡 PUFFER INSTITUTIONAL | STAKING SOLUTIONS FOR INSTITUTIONAL SCALE📈 RUMPEL | TURN POINTS INTO PROFITS⚙️ GEARBOX PROTOCOL | ONCHAIN LENDING REIMAGINED------Timestamps0:00 - Intro6:46 - The state of Base L2 and Coinbase’s vision13:43 - Implications of a Base token16:11 - Future of content creation on Base22:54 - Coinbase’s pursuit of a banking charter27:03 - Coinbase’s DeFi mullet strategy31:16 - Sponsor break32:26 - Overview of Moonwell and its growth39:14 - New Moonwell credit facility50:31 - Sponsor break51:56 - Mamo, the personal finance AI agent57:43 - Navigating Mamo for beginners1:02:10 - Mamo’s unique tokenomics and LP fees for stakers1:08:49 - Collaborations and future prospects with Coinbase1:19:39 - Closing------🔗 Guest Links 🔗► Moonwell website: https://moonwell.fi/► Moonwell on X: https://x.com/moonwelldefi► Mamo website: https://mamo.bot/► Mamo on X: https://x.com/mamo► Luke on X: https://x.com/lukeyoungblood------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 hold MAMO. 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.
Ryan Berckmans is an Ethereum community member and investor in ETH.In this episode, Ryan explains why Ethereum’s fundamentals are still outpacing ETH’s price, even after a 3x run since his last guest appearance in April. We dive into why he believes Ethereum can power 1000x growth in the onchain economy, what that means for ETH’s value, and the key catalysts ahead, from Vitalik’s vision for low-risk DeFi to the upcoming Fusaka upgrade.------🔗 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♦️ REDSTONE | THE LEADING MODULAR BLOCKCHAIN ORACLE♉︎ TOROS | EXPONENTIAL GAINS WITH LEVERAGED TOKENS🌅 NEUTRL | THE NEXT GENERATION OF CRYPTO-NATIVE YIELD🌞 SOLSTICE | PERMISSIONLESS INSTITUTIONAL YIELD🥞 SYRUPUSDC BY MAPLE | DEFI'S PREMIUM YIELD ASSET🦅 FALCON | OVERCOLLATERIZED SYNTHETIC DOLLAR - POINTS PROGRAM NOW LIVE⚡ SPARK | THE ONCHAIN CAPITAL ALLOCATOR🏦 MANTLE | INNOVATING THE FUTURE OF ONCHAIN FINANCE🐡 PUFFER INSTITUTIONAL | STAKING SOLUTIONS FOR INSTITUTIONAL SCALE📈 RUMPEL | TURN POINTS INTO PROFITS⚙️ GEARBOX PROTOCOL | ONCHAIN LENDING REIMAGINED------Timestamps0:00 - Intro8:12 - Key factors behind changing sentiment on Ethereum13:04 - The impact of Etherealize15:28 - A more united front at the Ethereum Foundation20:30 - Vitalik’s vision for “low-risk DeFi”32:04 - Sponsor break33:14 - To believe in somETHing36:21 - Why is ETH still undervalued?44:03 - Sponsor break45:28 - The defensibility of Ethereum vs new alt L1 competitors52:44 - Ethereum's reliability is an outlier feature55:19 - Upcoming Fusaka upgrade for Ethereum1:00:19 - Is the 4-year cycle still in play?1:04:21 - Thoughts on ETH price in 2026 vs 20301:18:25 - Closing------🔗 Guest Links 🔗► Last episode with Ryan: https://youtu.be/2AX2GlJAmho► Ryan Berckmans on X: https://x.com/ryanberckmans------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 are all clearly invested in 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.
Shiv Shankar is the CEO at Boundless Network.In this episode, we dive into the rise of Zero-Knowledge (ZK) technology, exploring how ZK can transform blockchains like Ethereum and beyond. From quantum-proof security to a universal ZK protocol, learn why so many builders in DeFi and Web3 believe ZK is key to the next era of scalability, privacy, and interoperability.------🔗 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♦️ REDSTONE | THE LEADING MODULAR BLOCKCHAIN ORACLE♉︎ TOROS | EXPONENTIAL GAINS WITH LEVERAGED TOKENS🌅 NEUTRL | THE NEXT GENERATION OF CRYPTO-NATIVE YIELD🥞 SYRUPUSDC BY MAPLE | DEFI'S PREMIUM YIELD ASSET🦅 FALCON | OVERCOLLATERIZED SYNTHETIC DOLLAR - POINTS PROGRAM NOW LIVE⚡ SPARK | THE ONCHAIN CAPITAL ALLOCATOR🏦 MANTLE | INNOVATING THE FUTURE OF ONCHAIN FINANCE🐡 PUFFER INSTITUTIONAL | STAKING SOLUTIONS FOR INSTITUTIONAL SCALE📈 RUMPEL | TURN POINTS INTO PROFITS⚙️ GEARBOX PROTOCOL | ONCHAIN LENDING REIMAGINED------Timestamps0:00 - Intro7:41 - RISC Zero and Boundless origin story14:47 - Why you should care about ZK19:26 - Transformational potential of ZK in existing chains25:06 - Sponsor break26:16 - How ZK can address future risk of quantum computing31:20 - ZK spreading to other industries38:31 - Boundless Mainnet and its significance42:25 - The world’s 1st full Ethereum consensus proofs49:14 - Sponsor break50:39 - How ZK can improve the DeFi UX55:10 - Urgency for ZK adoption in Ethereum’s roadmap1:05:08 - Competitive landscape in ZK1:09:02 - Introducing Signal, starting with Ethereum1:11:35 - What's the moat around this open source work?1:19:35 - Boundless network powered by ZKC token1:20:45 - Closing------🔗 Guest Links 🔗► Boundless website: https://boundless.network/► RISC Zero website: https://risczero.com/► Boundless on X: https://x.com/boundless_xyz► RISC Zero on X: https://x.com/risczero► Shiv on X: https://x.com/ssh_nkar------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 invested in RISC Zero in 2023. 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.
Jacob Chudnovsky is the Founder of 3Jane.In this episode, we explore how 3Jane is pioneering the holy grail of DeFi, unsecured credit and loans. Jacob explains how 3Jane will unlock a multi-trillion-dollar credit-based market for DeFi, by combining onchain and offchain credit scoring using zkTLS, innovative repayment mechanics, and a dual-token yield model to offer competitive lending yield, plus new DeFi use cases.------🔗 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♦️ REDSTONE | THE LEADING MODULAR BLOCKCHAIN ORACLE♉︎ TOROS | EXPONENTIAL GAINS WITH LEVERAGED TOKENS🥞 SYRUPUSDC BY MAPLE | DEFI'S PREMIUM YIELD ASSET🦅 FALCON | OVERCOLLATERIZED SYNTHETIC DOLLAR - POINTS PROGRAM NOW LIVE⚡ SPARK | THE ONCHAIN CAPITAL ALLOCATOR🏦 MANTLE | INNOVATING THE FUTURE OF ONCHAIN FINANCE🐡 PUFFER INSTITUTIONAL | STAKING SOLUTIONS FOR INSTITUTIONAL SCALE📈 RUMPEL | TURN POINTS INTO PROFITS⚙️ GEARBOX PROTOCOL | ONCHAIN LENDING REIMAGINED------Timestamps0:00 - Intro6:48 - Jacob’s background9:00 - Opportunity for DeFi unsecured credit14:35 - How 3Jane assesses credit offchain and onchain21:53 - Sponsor break23:04 - How would 3Jane collect debt from delinquent borrowers?25:58 - Building the 3Jane credit score algorithm29:57 - Role of USD3 vs sUSD3 32:29 - How repayment works in 3Jane vs DeFi secured loans33:49 - Two-token yield setup with USD3 and sUSD335:10 - Sponsor break36:35 - Novel use cases for DeFi built on 3Jane40:10 - Q3 rollout expectations for 3Jane42:26 - Future of agentic users on 3Jane46:27 - Details on future 3Jane token47:55 - Closing------🔗 Guest Links 🔗► 3Jane website: https://www.3jane.xyz/► 3Jane on X: https://x.com/3janexyz► Jacob on X: https://x.com/_yakovsky------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 invested in 3Jane's seed round. 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.
Zak is a long time Ethereum developer and a member of the Ethereum Community Foundation (ECF).In this brief Yield Talks session, we discuss a clever new idea for tracking tokenized burned ETH called BETH, designed to make it easily visible and auditable for anyone who's voluntarily burns ETH to improve ETH's monetary value. Zak shares how it might be useful for Ethereum ecosystem players such as L2s, who could prove how much ETH they've burned from transaction fees with BETH.------🔗 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♦️ REDSTONE | THE LEADING MODULAR BLOCKCHAIN ORACLE♉︎ TOROS | EXPONENTIAL GAINS WITH LEVERAGED TOKENS🥞 SYRUPUSDC BY MAPLE | DEFI'S PREMIUM YIELD ASSET🦅 FALCON | OVERCOLLATERIZED SYNTHETIC DOLLAR - POINTS PROGRAM NOW LIVE⚡ SPARK | THE ONCHAIN CAPITAL ALLOCATOR🏦 MANTLE | INNOVATING THE FUTURE OF ONCHAIN FINANCE🐡 PUFFER INSTITUTIONAL | STAKING SOLUTIONS FOR INSTITUTIONAL SCALE📈 RUMPEL | TURN POINTS INTO PROFITS⚙️ GEARBOX PROTOCOL | ONCHAIN LENDING REIMAGINED------Timestamps0:00 - Intro to Zak and the ECF4:33 - What is Proof of Burn and BETH?6:33 - Sponsor break8:54 - Who is BETH designed for?9:54 - Excitement over BETH but questions remain13:45 - Will BETH ever trade above $0 or could it hold any value?15:40 - Sponsor break16:51 - Forcing better economic alignement between L2s and L118:26 - A better standard for easily tracking burned ETH21:17 - BETH apps and tracker needs to be built22:35 - Closing------🔗 Guest Links 🔗► Ethereum Community Foundation website: https://ethcf.org/► Proof of Burn and BETH blog post: https://ethcf.org/introducing-beth-eths-proof-of-burn-token/► ECF on X: https://x.com/ethcforg► Zak on X: https://x.com/0xzak------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 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.
Matthias Seidl (Matze) is CoFounder and Lorenz Lehmann is Research Lead at growthepie.In this episode, we review growthepie's recent report on Ethereum's 10-year anniversary, "Building The World Ledger." Ethereum’s first decade has been defined by landmark upgrades such as The Merge and Dencun, the rise of Layer 2 scaling, and bold experiments that shape how value flows back to ETH. This episode breaks down the key milestones, ecosystem, use cases, and roadmap that will further cement Ethereum as the world’s most trustless and reliable ledger.------🔗 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♦️ REDSTONE | THE LEADING MODULAR BLOCKCHAIN ORACLE♉︎ TOROS | EXPONENTIAL GAINS WITH LEVERAGED TOKENS🥞 SYRUPUSDC BY MAPLE | DEFI'S PREMIUM YIELD ASSET🦅 FALCON | OVERCOLLATERIZED SYNTHETIC DOLLAR - POINTS PROGRAM NOW LIVE⚡ SPARK | THE ONCHAIN CAPITAL ALLOCATOR🏦 MANTLE | INNOVATING THE FUTURE OF ONCHAIN FINANCE🐡 PUFFER INSTITUTIONAL | STAKING SOLUTIONS FOR INSTITUTIONAL SCALE📈 RUMPEL | TURN POINTS INTO PROFITS⚙️ GEARBOX PROTOCOL | ONCHAIN LENDING REIMAGINED------Timestamps0:00 - Intro5:46 - growthepie, an Ethereum analytics tool7:29 - The significance of Ethereum’s 10-year track record8:27 - Two most important upgrades, The Merge and Dencun11:20 - Impact of Dencun lowering transaction costs vs ETH burn bulls13:45 - The role of L2s in the Ethereum ecosystem16:49 - How does L2 success translate to ETH value accrual?24:33 - Sponsor break25:44 - Celo cut 99.8% of security costs becoming an L230:06 - Why might teams like Circle still launch an L1?34:30 - Most compelling use cases on Ethereum today38:27 - Sponsor break39:52 - Ethereum’s roadmap and future network upgrades43:17 - Scaling Ethereum L1 to 10k tps and what it means for L2s47:57 - Is Ethereum now headed in the right direction?50:33 - Closing------🔗 Guest Links 🔗► growthepie website: https://www.growthepie.com/► growthepie Ethereum report: https://www.growthepie.com/quick-bites/anniversary-report► growthepie on X: https://x.com/growthepie_eth► Matze on X: https://x.com/web3_data► Lorenz on X: https://x.com/LehmannLorenz------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 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.
Mike Silagadze is the CoFounder at ether.fi.In this episode, we dive into how Mike's team is building a full-service DeFi neobank. From native liquid staking to automated investing vault strategies, to real-world debit card spending, fiat on/off-ramps, tokenized stocks, and access to Hyperliquid perps, Mike explains how ether.fi is bridging onchain finance to the real world.------🔗 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♦️ REDSTONE | THE LEADING MODULAR BLOCKCHAIN ORACLE♉︎ TOROS | EXPONENTIAL GAINS WITH LEVERAGED TOKENS🥞 SYRUPUSDC BY MAPLE | DEFI'S PREMIUM YIELD ASSET🦅 FALCON | OVERCOLLATERIZED SYNTHETIC DOLLAR - POINTS PROGRAM NOW LIVE⚡ SPARK | THE ONCHAIN CAPITAL ALLOCATOR🏦 MANTLE | INNOVATING THE FUTURE OF ONCHAIN FINANCE🐡 PUFFER INSTITUTIONAL | STAKING SOLUTIONS FOR INSTITUTIONAL SCALE📈 RUMPEL | TURN POINTS INTO PROFITS⚙️ GEARBOX PROTOCOL | ONCHAIN LENDING REIMAGINED------Timestamps0:00 - Intro5:57 - The impact of ETH’s rising price on ether.fi9:35 - Broader vision for ether.fi15:40 - ether.fi Liquid vaults17:03 - ether.fi Cash, bridging onchain and real-world spending24:17 - ether.fi offers a better DeFi neobank27:32 - Security and recovery features for Cash users29:59 - Fiat rails and virtual US bank accounts32:00 - Sponsor break33:11 - Integrating tokenized stocks into ether.fi35:53 - ether.fi Trade and offering new access to Hyperliquid40:50 - Sponsor break42:15 - Integration with HYPE LST for Cash and Liquid users43:16 - ether.fi looking to work with ETH treasury companies48:13 - Could Microstrategy ever tap into DeFi with eBTC?50:45 - Closing------🔗 Guest Links 🔗► ether.fi website: https://ether.fi/► ether.fi Cash sign-up (ref link): https://www.ether.fi/refer/defidad► ether.fi on X: https://x.com/ether_fi► Mike Silagadze on X: https://x.com/MikeSilagadze------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 invested in ether.fi's seed round. 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.
Samyak Jain is the CoFounder of Instadapp and Fluid. Kash Dhanda is a core contributor at Jupiter.In this episode, we take you inside one of the most influential alliances recently formed in DeFi, one bridging two reputable DeFi builders from Solana and Ethereum. Jupiter Lend is expected to go from private beta to public launch any day now, offering isolated lending and borrowing vaults on Solana. We explore how Jupiter teamed up with the DeFi pioneers at Fluid/Instadapp on Ethereum to bring these innovative features for a hybrid lending/borrowing-meets-DEX protocol over to Jupiter's massive community of users on Solana. Plus, we dig into what's new with Fluid DEX Lite and Fluid DEX V2 on Ethereum!------🔗 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♦️ REDSTONE | THE LEADING MODULAR BLOCKCHAIN ORACLE♉︎ TOROS | EXPONENTIAL GAINS WITH LEVERAGED TOKENS🥞 SYRUPUSDC BY MAPLE | DEFI'S PREMIUM YIELD ASSET🦅 FALCON | OVERCOLLATERIZED SYNTHETIC DOLLAR - POINTS PROGRAM NOW LIVE⚡ SPARK | THE ONCHAIN CAPITAL ALLOCATOR🏦 MANTLE | INNOVATING THE FUTURE OF ONCHAIN FINANCE🐡 PUFFER INSTITUTIONAL | STAKING SOLUTIONS FOR INSTITUTIONAL SCALE📈 RUMPEL | TURN POINTS INTO PROFITS⚙️ GEARBOX PROTOCOL | ONCHAIN LENDING REIMAGINED------Timestamps0:00 - Intro6:08 - Jupiter, Solana’s DeFi super-app7:57 - Fluid’s early success10:49 - Collaboration between Jupiter and Fluid14:07 - Navigating complexity of a DeFi partnership17:54 - Innovations of Fluid, now in Jupiter Lend21:48 - Jupiter Lend introducing feature to migrate loans25:27 - Sponsor break26:38 - Which vaults will go live in Jupiter Lend public beta?29:29 - Protocol incentives anticipated for Jupiter Lend launch31:58 - Revenue share between Jupiter x Fluid34:15 - FLUID buybacks37:26 - Thoughts on Fluid DEX flipping Uniswap on daily volume44:21 - Sponsor break45:46 - Fluid DEX Lite, the most gas-efficient DEX49:55 - Fluid DEX V2 coming soon51:50 - What’s next for Jupiter?53:41 - Jupiter Portfolio54:29 - What’s next for Fluid?56:22 - Closing------🔗 Guest Links 🔗► Jupiter Lend website: https://jup.ag/lend► Jupiter Portfolio website: https://jup.ag/portfolio► Jupiter on X: https://x.com/jupiterexchange► Fluid website: https://fluid.io/► Fluid on X: https://x.com/0xfluid► Samyak Jain on X: https://x.com/smykjain------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 hold FLUID. 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.
Dan Greer is the CoFounder at Defi.App.In this episode, we discuss Dan's vision to simplify the user experience in decentralized finance, offering a Robinhood-style onchain platform. He shares his insights on the importance of creating a centralized exchange-like UX while maintaining the benefits of self-sovereignty and decentralization, complete with KYC-less access and next-gen trading tools like Hyperliquid perps. Plus, more on their upcoming mobile app (currently in beta) and their AI integration designed to assist users in perps trading.------🔗 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♦️ REDSTONE | THE LEADING MODULAR BLOCKCHAIN ORACLE♉︎ TOROS | EXPONENTIAL GAINS WITH LEVERAGED TOKENS🥞 SYRUPUSDC BY MAPLE | DEFI'S PREMIUM YIELD ASSET🦅 FALCON | OVERCOLLATERIZED SYNTHETIC DOLLAR - POINTS PROGRAM NOW LIVE⚡ SPARK | THE ONCHAIN CAPITAL ALLOCATOR🏦 MANTLE | INNOVATING THE FUTURE OF ONCHAIN FINANCE🐡 PUFFER INSTITUTIONAL | STAKING SOLUTIONS FOR INSTITUTIONAL SCALE📈 RUMPEL | TURN POINTS INTO PROFITS⚙️ GEARBOX PROTOCOL | ONCHAIN LENDING REIMAGINED------Timestamps0:00 - Intro6:05 - The vision behind Defi.App10:11 - The benefits of accessing DeFi onchain vs a CEX16:01 - Competing with wallet providers20:25 - Target market for Defi.App24:20 - Balancing curation vs access in the DeFi UX28:28 - Sponsor break29:39 - Future development for lending and borrowing37:53 - Fiat on-ramping UX40:26 - User journey through Defi.App45:22 - Sponsor break46:47 - Hyperliquid perps trading and mobile app for trading52:29 - HOME buybacks, staking + Season 2 airdrop54:42 - AI-supercharged trading coming soon 59:43 - Closing------🔗 Guest Links 🔗► Defi.App website: https://defi.app/► Defi.App on X: https://x.com/defidotapp► Dan Greer on X: https://x.com/0xuxdesign------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 DeFi.App. 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.
Joseph Chalom is Co-CEO at SharpLink and Jason Linehan is Chief Strategy Officer at Consensys.In this episode, we unpack what Joseph refers to as The ETH Opportunity and why SharpLink is all-in with their ETH treasury offering, SBET. From Joseph’s background at BlackRock to SharpLink’s mission to offer exposure to ETH and ETH yield in the public markets, this conversation explores why Ethereum sits at the center of digital asset adoption and why the moment to accumulate ETH is now. We also discuss The Trustware Report outlining the investment case for ETH, how SharpLink’s approach differs from an ETH ETF, and why institutional investors are increasingly drawn to ETH over BTC.------🔗 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♦️ REDSTONE | THE LEADING MODULAR BLOCKCHAIN ORACLE♉︎ TOROS | EXPONENTIAL GAINS WITH LEVERAGED TOKENS🥞 SYRUPUSDC BY MAPLE | DEFI'S PREMIUM YIELD ASSET🦅 FALCON | OVERCOLLATERIZED SYNTHETIC DOLLAR - POINTS PROGRAM NOW LIVE⚡ SPARK | THE ONCHAIN CAPITAL ALLOCATOR🏦 MANTLE | INNOVATING THE FUTURE OF ONCHAIN FINANCE🐡 PUFFER INSTITUTIONAL | STAKING SOLUTIONS FOR INSTITUTIONAL SCALE📈 RUMPEL | TURN POINTS INTO PROFITS⚙️ GEARBOX PROTOCOL | ONCHAIN LENDING REIMAGINED------Timestamps0:00 - Intro7:22 - Joseph’s journey from BlackRock to SharpLink11:09 - Jason’s role and experience at ConsenSys13:15 - The importance of Ethereum and ETH for investors19:07 - Why Joe joined SharpLink21:35 - The Trustware Report29:02 - The ETH Opportunity34:07 - Sponsor break35:17 - SharpLink’s edge over an ETH ETF37:58 - The urgency to accumulate ETH39:49 - Why focus on ETH over BTC as a treasury asset?45:28 - Understanding DeFi and its institutional adoption49:23 - Sponsor break50:48 - Ways SharpLink raises capital to buy more ETH55:37 - Leveraging institutional relationships to grow SharpLink56:57 - Strategic partnership between SharpLink and Consensys59:38 - Why SharpLink is working with Linea L21:02:58 - Closing------🔗 Guest Links 🔗► SharpLink website: https://www.sharplink.com/► SharpLink on X: https://x.com/sharplinkgaming► Joseph Chalom on X: https://x.com/joechalom► Jason Linehan on X: https://x.com/0x81B► Trustware Report: https://consensys.io/ethereum/trust------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 both hold ETH and SBET. 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.
Paul Frambot is the CoFounder and CEO of Morpho.In this episode, we explore how Morpho's modular, permissionless infrastructure prices risk, allowing anyone to create lending and borrowing markets with any asset. Paul shares his insights on Morpho’s popular Coinbase integration for $600M in Bitcoin-backed loans, the growing role of RWAs, and why Morpho recently transitioned to a token-only model. We also dive into how Morpho V2 will introduce fixed-rate lending and multichain expansion, plus their grand ambition to collapse the cost of trust in 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♦️ REDSTONE | THE LEADING MODULAR BLOCKCHAIN ORACLE♉︎ TOROS | EXPONENTIAL GAINS WITH LEVERAGED TOKENS🥞 SYRUPUSDC BY MAPLE | DEFI'S PREMIUM YIELD ASSET🦅 FALCON | OVERCOLLATERIZED SYNTHETIC DOLLAR - POINTS PROGRAM NOW LIVE⚡ SPARK | THE ONCHAIN CAPITAL ALLOCATOR🏦 MANTLE | INNOVATING THE FUTURE OF ONCHAIN FINANCE🐡 PUFFER INSTITUTIONAL | STAKING SOLUTIONS FOR INSTITUTIONAL SCALE📈 RUMPEL | TURN POINTS INTO PROFITS⚙️ GEARBOX PROTOCOL | ONCHAIN LENDING REIMAGINED------Timestamps0:00 - Intro6:01 - The vision for Morpho9:02 - Modular approach to lending and borrowing10:35 - The role of risk curators in Morpho13:11 - Integration with Coinbase and its impact20:56 - The education aspect of DeFi and crypto loans23:24 - Sponsor break24:34 - Exploring Real World Assets (RWAs) on Morpho28:01 - Decentralized BD for scaling Morpho30:01 - How Morpho makes money + dissolving legacy equity32:49 - Transitioning to a token-only model36:14 - Sponsor break37:40 - V2 introducing fixed rates and institutional focus42:35 - V2 will be multichain44:50 - The future of Morpho pricing trust47:24 - Closing------🔗 Guest Links 🔗► Morpho website: https://morpho.org/► Morpho on X: https://x.com/morpholabs► Paul Frambot on X: https://x.com/paulframbot------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.
Declan Fox is Head of Linea and Trantor is Lead at Etherex.In this episode, we explore Linea’s origins inside ConsenSys, and their new approach to designing the ideal L2 for Ethereum and ETH holders from the ground up. Plus, we dive into how SharpLink could play a significant role bootstrapping ETH liquidity on Linea, why bridged ETH is being staked, how teams like Etherex are growing the ecosystem, and what it all means for us as ETH holders, as we draw closer to the LINEA TGE.------🔗 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♦️ REDSTONE | THE LEADING MODULAR BLOCKCHAIN ORACLE♉︎ TOROS | EXPONENTIAL GAINS WITH LEVERAGED TOKENS🥞 SYRUPUSDC BY MAPLE | DEFI'S PREMIUM YIELD ASSET🦅 FALCON | OVERCOLLATERIZED SYNTHETIC DOLLAR - POINTS PROGRAM NOW LIVE⚡ SPARK | THE ONCHAIN CAPITAL ALLOCATOR🏦 MANTLE | INNOVATING THE FUTURE OF ONCHAIN FINANCE🐡 PUFFER UNIFI | A BASED ROLLUP TO ETHEREUM WITH NATIVE YIELDS📈 RUMPEL | TURN POINTS INTO PROFITS⚙️ GEARBOX PROTOCOL | ONCHAIN LENDING REIMAGINED------Timestamps0:00 - Intro7:10 - How Linea got started12:13 - What is Etherex?15:46 - Building loyal liquidity 18:49 - SharpLink could deposit billions in ETH27:04 - Sponsor break28:14 - Building institutional grade security to deposit on Linea31:50 - Native ETH yield34:05 - Equal access for all DeFi users34:48 - Designing the ideal L2 for Ethereum and ETH holders39:21 - Will other L2s follow Linea’s lead?40:39 - The benefit of bridged ETH being staked 42:20 - Sponsor break43:56 - Linea tokenomics synergies for builders46:45 - No VC unlocks, only ConsenSys 5-year lockup49:05 - Linea governance and The Linea Consortium50:39 - An L2 that is truly EVM equivalent55:12 - Etherex and Linea partnership1:04:23 - Linea’s next steps1:06:34 - Closing------🔗 Guest Links 🔗► Linea website: https://linea.build/► Linea on X: https://x.com/lineabuild► Declan on X: https://x.com/declanfox14► Etherex website: https://www.etherex.finance/► Etherex on X: https://x.com/etherexfi► Trantor on X: https://x.com/trantor2140------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 hold ETH and SBET. 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.
Maria Shen is a General Partner and Sanjay Shah is in Research at Electric Capital.In this episode, we break down Electric Capital's latest report on how the growth of stablecoins drives demand for ETH. We unpack why Ethereum the network is best positioned to serve global demand for stablecoins, its current dominance in stablecoin liquidity, how ETH’s status as a reserve asset and store of value is accelerating with demand for stablecoins, and why holding ETH may be the easiest, simplest way to get exposure to stablecoin growth over the next decade.------🔗 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♦️ REDSTONE | THE LEADING MODULAR BLOCKCHAIN ORACLE♉︎ TOROS | EXPONENTIAL GAINS WITH LEVERAGED TOKENS🥞 SYRUPUSDC BY MAPLE | DEFI'S PREMIUM YIELD ASSET🦅 FALCON | OVERCOLLATERIZED SYNTHETIC DOLLAR - POINTS PROGRAM NOW LIVE⚡ SPARK | THE ONCHAIN CAPITAL ALLOCATOR🏦 MANTLE | INNOVATING THE FUTURE OF ONCHAIN FINANCE🐡 PUFFER UNIFI | A BASED ROLLUP TO ETHEREUM WITH NATIVE YIELDS📈 RUMPEL | TURN POINTS INTO PROFITS⚙️ GEARBOX PROTOCOL | ONCHAIN LENDING REIMAGINED------Timestamps0:00 - Intro5:36 - Background on Electric Capital7:21 - Why write this Ethereum stablecoin report9:29 - Outsized demand globally for dollar-pegged stablecoins10:59 - Why Ethereum is the best network for stablecoin demand15:48 - The value of decentralization on Ethereum22:52 - Sponsor break24:02 - How ETH becomes a reserve asset and SoV27:29 - ETH DATs accelerating demand for ETH30:27 - Beginning to connect ETH and stablecoin growth36:02 - Sponsor break37:39 - Challenges to replicate Ethereum’s stablecoin flywheel44:10 - Risks to Electric Capital’s thesis for ETH48:25 - The role of L2s in the Ethereum stablecoin flywheel50:41 - Closing------🔗 Guest Links 🔗► Electric Capital website: https://www.electriccapital.com/► Beyond Stablecoins, The Case for Ethereum Report: https://electriccapital.substack.com/p/beyond-stablecoins-the-case-for-ethereum► Electric Capital on X: https://x.com/electriccapital► Maria on X: https://x.com/mariashen► Sanjay on X: https://x.com/sanjaypshah------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 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.
Ishan Bhaidani is CoFounder of SCRIB3.In this episode, we speak to an insightful crypto investor, trader, and business operator with insights for what's to come in the second half of 2025. From the bull case for HyperEVM to Solana's escalating DeFi turf wars. We dive into the risk around crypto treasury companies, the latest hope for new ETH highs, memecoin fatigue, and who/what might lead to top-blasting a blowoff top this cycle!------🔗 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♦️ REDSTONE | THE LEADING MODULAR BLOCKCHAIN ORACLE♉︎ TOROS | EXPONENTIAL GAINS WITH LEVERAGED TOKENS🥞 SYRUPUSDC BY MAPLE | DEFI'S PREMIUM YIELD ASSET🦅 FALCON | OVERCOLLATERIZED SYNTHETIC DOLLAR - POINTS PROGRAM NOW LIVE⚡ SPARK | THE ONCHAIN CAPITAL ALLOCATOR🏦 MANTLE | INNOVATING THE FUTURE OF ONCHAIN FINANCE🐡 PUFFER UNIFI | A BASED ROLLUP TO ETHEREUM WITH NATIVE YIELDS📈 RUMPEL | TURN POINTS INTO PROFITS⚙️ GEARBOX PROTOCOL | ONCHAIN LENDING REIMAGINED------Timestamps0:00 - Intro6:02 - Ishan’s FTX short10:41 - Concerns for crypto treasury companies16:12 - HyperEVM bull thesis27:15 - Solana DeFi verticalization wars40:26 - Growing pains for Pump and memecoins46:55 - Sponsor break48:05 - Crypto M&A is growing53:47 - The opportunity for better crypto businesses1:02:12 - Sponsor break1:03:48 - Who will top blast this cycle?1:12:08 - The impact of new ETH DATs1:18:23 - What is SCRIB3?1:23:18 - Closing------🔗 Guest Links 🔗► SCRIB3 website: https://scrib3.co/► Ishan's Oct 2022 FTX short: https://x.com/Ishanb22/status/1577699083808083969► SCRIB3 on X: https://x.com/scrib3_co► Ishan on X: https://x.com/ishanb22------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 Ishan collectively hold positions in BTC, ETH, HYPE, and SOL. 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.
Conor Ryder is the Head of Research at Ethena Labs and Rob Montgomery is the Founder of InfiniFi Labs.In this episode, we catch up on the latest news surrounding Ethena’s explosive growth scaling USDe and sUSDe, including how teams like InfiniFi are scaling yield strategies powered by underlying USDe/sUSDe. Plus, new details on Ethena’s upcoming L2 Converge and their recently announced ENA treasury vehicle, StablecoinX.------🔗 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♦️ REDSTONE | THE LEADING MODULAR BLOCKCHAIN ORACLE🥞 SYRUPUSDC BY MAPLE | DEFI'S PREMIUM YIELD ASSET🦅 FALCON | OVERCOLLATERIZED SYNTHETIC DOLLAR - POINTS PROGRAM NOW LIVE⚡ SPARK | THE ONCHAIN CAPITAL ALLOCATOR🏦 MANTLE | INNOVATING THE FUTURE OF ONCHAIN FINANCE🐡 PUFFER UNIFI | A BASED ROLLUP TO ETHEREUM WITH NATIVE YIELDS📈 RUMPEL | TURN POINTS INTO PROFITS⚙️ GEARBOX PROTOCOL | ONCHAIN LENDING REIMAGINED------Timestamps0:00 - Intro1:29 - The state of Ethena4:29 - Sponsor break6:42 - Importance of funding rates fueling Ethena’s growth8:42 - What is InfiniFi?11:00 - What happens when Ethena PTs, backing siUSD, mature?13:46 - How does InfiniFi offer a better yield for sUSDe holders?20:30 - What is Ethena’s Converge L2?25:09 - Ethena’s grand vision is coming together27:34 - Securitize partnership with Converge28:17 - Sponsor break30:34 - StablecoinX, an ENA treasury company36:37 - Closing------🔗 Guest Links 🔗► Ethena website: https://ethena.fi/► InfiniFi website: https://infinifi.xyz/► Ethena on X: https://x.com/ethena_labs► InfiniFi on X: https://x.com/infiniFi_► Conor Ryder on X: https://x.com/ConorRyder► Rob on X: https://x.com/RobAnon94------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 Ethena and 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.