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The Edge Podcast

DeFi Dad

Join two seasoned crypto investors and DeFi power-users as they dive into the biggest 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.

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  • 27 episodes
  • weekly
  • Avg 58 min
  • English

Episodes 27

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  • #257
    Yesterday · 57 min

    You Know Zcash, But Railgun Lets You Use Any Asset Privately Across All Ethereum DeFi

    Alan is a privacy researcher and long-time contributor to Railgun. Every DeFi transaction you make is fully public. But Railgun is building the incognito mode for Ethereum. How does it actually work, and how does it compare to Zcash? Can we really access private DeFi with any shielded asset on Ethereum? What we learned will surprise you. ------ 💎 THIS EPISODE'S SPONSORS 🔒 KPK | Best risk-adjusted yield through automated vaults 🏦 AXIS | The Origin Vault launched on Ethereum 🟠 APYX | The first dividend-backed stablecoin (DBS) 🐡 PUFFER INSTITUTIONAL | ETH staking solutions for scale ------ ⏱️ TIMESTAMPS 0:00 - Intro 1:55 - Why privacy matters 4:18 - What is Railgun? 5:50 - How to do a private swap on Ethereum with Railgun 9:42 - Railgun is like a privacy safe, but not a mixer 12:47 - Common uses of Railgun 16:50 - Privacy limitations: the privacy set problem explained 20:00 - Is Railgun similar to an L2? 23:48 - The balancing act of unstoppable access 25:49 - Railgun vs Zcash differences explained 30:47 - Which apps can I use for private DeFi with Railgun? 33:25 - Wallet-level privacy vs application-level privacy 41:41 - Railgun’s relationship working with the Ethereum Foundation 47:43 - Will privacy become a default setting or an option? 52:16 - The RAIL token: staking, governance, and yield 54:32 - Closing ------ 🔗 GUEST LINKS ► Railgun website: https://railgun.org/ ► Railgun on X: https://x.com/RAILGUN_Project ► Anon Inc wallet: https://anon.inc/ ► Railgun on X: https://x.com/tsu_kareta ------ 🎙️ MORE FROM THE EDGE PODCAST AND EDGE NEWSLETTER ► Newsletter: https://the-edge.xyz ► 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/ ------ DISCLAIMER: Nothing said on The Edge Podcast is a recommendation to buy or sell tokens or securities. This content is for educational and entertainment purposes only. Nothing shared here is financial advice. Any views expressed by hosts or guests on the show are solely their opinions. Always do your own research. DeFi Dad, Nomatic, and guests may have positions in the assets or other matters discussed in this podcast.

  • #256
    October 9 · 1 hr 12 min

    Why Fundamentals Are Finally Winning and Where This DeFi Investor's Putting His Money | The Thesis

    Kyle is an investor and now Senior Research Analyst at DefiLlama. Fundamentals are finally winning in crypto. But which sectors, which tokens, and why now? In this episode of The Thesis, Kyle walks through his complete framework for investing this cycle, including his highest conviction bets such as Venice (VVV). He also shares his take on DATs, inference capital markets, and why liquid investors are more spoiled for choice right now than at any point in the last four years. ------ 💎 THIS EPISODE'S SPONSORS 🔒 KPK | Best risk-adjusted yield through automated vaults 🏦 AXIS | The Origin Vault launched on Ethereum 🟠 APYX | The first dividend-backed stablecoin (DBS) 🐡 PUFFER INSTITUTIONAL | ETH staking solutions for scale ------ ⏱️ TIMESTAMPS 0:00 - Intro 2:22 - Background at DeFiance Capital 4:57 - Moving from memes to fundamentals 11:53 - Why memecoins eventually led people back to fundamentals 22:19 - The StablecoinX Ethena DAT trade, on NASDAQ 25:04 - Why altcoin DATs are more interesting than MicroStrategy 27:29 - DeFi yield for public markets 30:53 - When investing, the founder is all that matters 38:30 - Investing in inference capital markets 44:50 - Why Venice (VVV) is the cleanest long on inference demand 50:13 - Kyle’s degen bet on AI inference with Orbio 53:21 - Ranking Kyle’s investments by sector 1:02:44 - Up-and-coming tokens according to Kyle 1:05:13 - Kyle’s thoughts on October and is market bottom in? 1:10:45 - Closing ------ 🔗 GUEST LINKS ► Kyle on X: https://x.com/zeroxkyle ► DefiLlama Research website: https://defillama.com/research ------ 🎙️ MORE FROM THE EDGE PODCAST AND EDGE NEWSLETTER ► Newsletter: https://the-edge.xyz ► 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/ ------ DISCLAIMER: Nothing said on The Edge Podcast is a recommendation to buy or sell tokens or securities. This content is for educational and entertainment purposes only. Nothing shared here is financial advice. Any views expressed by hosts or guests on the show are solely their opinions. Always do your own research. DeFi Dad, Nomatic, and guests may have positions in the assets or other matters discussed in this podcast.

  • #255
    October 2 · 52 min

    Is It Time to Buy ENA? Ethena Pay, The Equity Basis Trade, and The Token Cleanup

    Lito is the Head of Growth at Ethena Pay. Is it time to buy ENA? What is Ethena Pay and how does it compete as a DeFi neobank? What is the equity basis trade and why does it matter for USDe yield? What just happened with early ENA investor buyouts and VC unlocks? Reputable DeFi investor and builder Lito, now leading growth at Ethena Pay, answers all this and more about why Ethena is thriving in its second bull run and why it's so well positioned to challenge Circle and Tether's dominance in the stablecoin market. ------ 💎 THIS EPISODE'S SPONSORS 🔒 KPK | Best risk-adjusted yield through automated vaults 🏦 AXIS | The Origin Vault launched on Ethereum 🟠 APYX | The first dividend-backed stablecoin (DBS) 🐡 PUFFER INSTITUTIONAL | ETH staking solutions for scale ------ ⏱️ TIMESTAMPS 0:00 - Intro 2:33 - Lito’s background in DeFi 10:45 - What is Ethena Pay? 14:14 - Ethena Pay’s edge as a neobank and stablecoin issuer 19:45 - The mobile app breakthrough for DeFi 25:05 - Competing in the DeFi neobank sector 29:41 - What is Ethena’s new equity basis trade? 34:18 - What other strategies underpin sUSDe yield? 36:56 - ENA token cleanup: buyouts, equity, buybacks, unlocks 40:23 - StablecoinX, the ENA DAT 42:47 - What’s next at Ethena? 45:23 - Ethena Pay's key features and expected launch in US 50:26 - Closing ------ 🔗 GUEST LINKS ► Ethena Pay website: https://pay.ethena.fi/ ► Ethena Pay on X: https://x.com/ethenapay ► Lito on X: https://x.com/litocoen ------ 🎙️ MORE FROM THE EDGE PODCAST AND EDGE NEWSLETTER ► Newsletter: https://the-edge.xyz ► 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/ ------ DISCLAIMER: Nothing said on The Edge Podcast is a recommendation to buy or sell tokens or securities. This content is for educational and entertainment purposes only. Nothing shared here is financial advice. Any views expressed by hosts or guests on the show are solely their opinions. Always do your own research. DeFi Dad, Nomatic, and guests may have positions in the assets or other matters discussed in this podcast. DeFi Dad and Nomatic hold ENA.

  • #254
    September 24 · 35 min

    Building Citadel Securities For The Tokenized Era | DeFi Frontier

    Chris Kim is the CoFounder and CEO of Axis. Most of the volume happening in crypto still isn't visible onchain. It's a growing volume from fintechs, neobanks, CEXs, and remittance platforms bridging services between stablecoins, fiat, and tokenized assets behind the scenes, working with OTC desks for liquidity they can't source on their own. In this DeFi Frontier episode, Chris explains how Axis Prime is building the "balance sheet as a service" layer that powers these conversions, similar to Citadel Securities for the tokenized era. He explains how DeFi capital formation through USDx feeds Axis Prime's institutional arbitrage strategies, why the yield is real and where it comes from, and why this new wave of tokenization promises a much larger TAM for years to come. ------ 💎 THIS EPISODE'S SPONSORS 🔒 KPK | Best risk-adjusted yield through automated vaults 🟠 APYX | The first dividend-backed stablecoin (DBS) 🐡 PUFFER INSTITUTIONAL | ETH staking solutions for scale ------ ⏱️ TIMESTAMPS 0:00 - Intro 1:33 - From trading commodities to cryptoasset arbitrage 5:37 - What is Axis Prime? 6:30 - Why do neobanks and fintechs need Axis Prime? 8:39 - Balance sheet as a service 10:18 - Betting on neobanks and fintech adopting stablecoins 13:40 - Opportunity to serve fiat x crypto conversions 16:14 - Axis’s first six-figure OTC trade for a leading CEX 17:25 - Why Axis Prime benefits from the Origin Vault and sUSDx 19:36 - USDx, sUSDx, and the Origin Vault 21:07 - Axis yields over last 30 days 22:55 - Where does sUSDx yield come from? 23:52 - Global onchain capital formation + service to licensed fintechs 24:47 - Challenge of trust + transparency with actively managed yield 26:34 - How do you earn the trust of DeFi lenders? 29:32 - Has the market bottomed and bull run begun? 31:08 - Could Axis earn from the Robinhood mania? 34:04 - Closing ------ 🔗 GUEST LINKS ► Axis website: https://axis.to/ ► Axis Prime website: https://axis.to/prime ► Axis on X: https://x.com/AxisFDN ► Chris Kim on X: https://x.com/bidorder ------ 🎙️ MORE FROM THE EDGE PODCAST AND EDGE NEWSLETTER ► Newsletter: https://the-edge.xyz ► 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/ ------ DISCLAIMER: Nothing said on The Edge Podcast is a recommendation to buy or sell tokens or securities. This content is for educational and entertainment purposes only. Nothing shared here is financial advice. Any views expressed by hosts or guests on the show are solely their opinions. Always do your own research. DeFi Dad, Nomatic, and guests may have positions in the assets or other matters discussed in this podcast. Axis is a sponsor of The Edge Podcast.

  • #253
    September 18 · 1 hr 41 min

    Kool Krypto: The Story Behind The Anon DeFi Investor and What He's Betting On This Cycle

    Kool Krypto is an anonymous DeFi investor and fund manager who's been in crypto since 2010. In this episode, he shares his remarkable journey at just 13 mining Bitcoin, to discovering DeFi through ETHLend, and later landing a fund seeded by a prominent New York family office after a fateful poker game. We get a crash course on onchain options from someone trading millions on Derive, as he shares his very public trade setups for BTC and ETH, including the what went into his latest $3.5M Bitcoin call spread and his viral ETH call spread for March 2027 being copy-traded on Derive. One of our best guests, and longest interviews ever. Meet an investor who's self-taught, and provides insights on his real trades, real positions, and real edge. ------ 💎 THIS EPISODE'S SPONSORS 🔒 KPK | Best risk-adjusted yield through automated vaults 🏦 AXIS | The Origin Vault launched on Ethereum 🌐 RE | Earn real yield backed by regulated reinsurance programs 🟠 APYX | The first dividend-backed stablecoin (DBS) 🐡 PUFFER INSTITUTIONAL | ETH staking solutions for scale ------ ⏱️ TIMESTAMPS 0:00 - Intro 2:25 - From mining BTC at 13, to trading, to fund manager 5:25 - The light bulb moment with DeFi and Ethereum 7:38 - The poker game that led to his fund 10:26 - How much is TradFi “in the arena” with DeFi? 14:17 - How Kool got into onchain perps: GMX, Gains, Hyperliquid 20:13 - Running a liquid fund, yield generation, and a little VC 23:28 - Why Kool doesn’t trade memecoins 28:01 - The DRV bull thesis 41:14 - Breaking down Kool’s $3.5M BTC call spread in Sept 45:58 - The benefit of Derive’s RFQ-powered trading 50:14 - AI agents are a massive tailwind for onchain options adoption 52:50 - Options trading tools: Derivatives Monkey, DeFiLlama, Claude 56:29 - Pros and cons of options vs perps 1:02:37 - Managing risk and closing options trades 1:05:35 - Forecasting a bullish October, and uncertain end of year 1:11:12 - His viral ETH call spread for March 2027 on Derive 1:17:38 - Kool’s bull thesis for KNTQ and its Hyperliquid L2 1:25:07 - Derive V3’s ability to list new options markets (ie LIT) 1:28:31 - What if Hyperliquid or Lighter launch options trading? 1:34:19 - Why Kool remains bullish on LIT 1:38:24 - Closing ------ 🔗 GUEST LINKS ► Kool Krypto on X: https://x.com/koolkrypto223 ► Derive website: https://derive.xyz/ ► Derivatives Monkey: https://www.derivativesmonkey.com/ ------ 🎙️ MORE FROM THE EDGE PODCAST AND EDGE NEWSLETTER ► Newsletter: https://the-edge.xyz ► 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/ ------ DISCLAIMER: Nothing said on The Edge Podcast is a recommendation to buy or sell tokens or securities. This content is for educational and entertainment purposes only. Nothing shared here is financial advice. Any views expressed by hosts or guests on the show are solely their opinions. Always do your own research. DeFi Dad, Nomatic, and guests may have positions in the assets or other matters discussed in this podcast. DeFi Dad and Nomatic hold ETH and BTC. DeFi Dad holds DRV. DeFi Dad and Nomatic were angel investors in Kinetiq's seed round.

  • #252
    September 15 · 53 min

    Private DeFi Is Coming: Why Privacy Is Ethereum's Next Frontier | Lean Ethereum

    Thomas Thierry is a Researcher at the Ethereum Foundation. Every transaction you make onchain is trackable. And most of us have just accepted that as normal, but we shouldn't have to! In this next episode of our Lean Ethereum series, Thomas walks through what's actually broken with privacy today, how Ethereum is getting closer to native private transactions, and what private DeFi will actually look like for end users. He also covers how Ethereum compares to Zcash, why privacy is essential for institutional adoption, and why being unstoppable as a network goes hand-in-hand with privacy. ------ 💎 THIS EPISODE'S SPONSORS 🔒 KPK | Best risk-adjusted yield through automated vaults 🏦 AXIS | The Origin Vault launched on Ethereum 🌐 RE | Earn real yield backed by regulated reinsurance programs 🟠 APYX | The first dividend-backed stablecoin (DBS) 🐡 PUFFER INSTITUTIONAL | ETH staking solutions for scale ------ ⏱️ TIMESTAMPS 0:00 - Intro 2:31 - Why Ethereum? 5:11 - What is broken with privacy today? 6:52 - What should be private in DeFi? 11:50 - The call for privacy runs deep in Ethereum 15:05 - How Ethereum gets native private transactions by next year 20:53 - The importance of FOCIL for Ethereum 26:51 - When will private DeFi be ready on Ethereum? 30:58 -Network-based privacy vs protocol-based vs wallet-based privacy 35:04 - What is unique about Aztec’s approach to privacy on Ethereum? 38:14 - How will private DeFi on Ethereum compare to Zcash? 41:22 - What will privacy mean for institutional investors? 43:36 - The challenge with network meta data and privacy 45:44 - Lack of privacy today vs future private UX on Ethereum 51:22 - Closing ------ 🔗 GUEST LINKS ► Ethereum Research website: https://ethresear.ch/ ► Thomas Thierry on X: https://x.com/soispoke ------ 🎙️ MORE FROM THE EDGE PODCAST AND EDGE NEWSLETTER ► Newsletter: https://the-edge.xyz ► 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/ ------ DISCLAIMER: Nothing said on The Edge Podcast is a recommendation to buy or sell tokens or securities. This content is for educational and entertainment purposes only. Nothing shared here is financial advice. Any views expressed by hosts or guests on the show are solely their opinions. Always do your own research. DeFi Dad, Nomatic, and guests may have positions in the assets or other matters discussed in this podcast. DeFi Dad and Nomatic hold ETH.

  • #251
    September 9 · 48 min

    Could Derive V3 Be "The Lighter" of Onchain Options On Ethereum? | DeFi Frontier

    Nick Forster is the CoFounder and CEO of Derive. Could Derive V3 do for options, what Lighter did for perps on Ethereum?! In this episode of DeFi Frontier, Nick returns to to walk us through what to expect when Derive V3 ships this month of September: a ZK application that collapses the exchange, execution layer, and settlement into one stack, making institutional onboarding as simple as a few lines of code. He covers the decision for where they will deploy V3 and why Ethereum seems most likely to be V3's future home. We also discuss what the new arrival of tokenized stocks and RWAs means for onchain options and how big the TAM still is for onchain options. ------ 💎 THIS EPISODE'S SPONSORS 🔒 KPK | Best risk-adjusted yield through automated vaults 🏦 AXIS | The Origin Vault launched on Ethereum 🌐 RE | Earn real yield backed by regulated reinsurance programs 🟠 APYX | The first dividend-backed stablecoin (DBS) 🐡 PUFFER INSTITUTIONAL | ETH staking solutions for scale ------ ⏱️ TIMESTAMPS 0:00 - Intro 2:29 - Derive's building blocks for onchain options 7:56 - How big is the TAM for onchain options? 11:28 - What is Derive V3? A new ZK application 16:48 - Where will V3 launch and why Ethereum seems most likely 22:12 - Could Derive V3 be a zkRollup like Lighter? 26:37 - What is the advantage of onchain options over TradFi? 31:47 - New era of tokenized stocks and RWA markets 35:50 - Onchain options still in the early innings 42:16 - V2 settled billions, V3 is about trillions 46:06 - Closing ------ 🔗 GUEST LINKS ► Derive website: https://derive.xyz/ ► Derive on X: https://x.com/DeriveXYZ ► Nick Forster on X: https://x.com/nickforster ------ 🎙️ MORE FROM THE EDGE PODCAST AND EDGE NEWSLETTER ► Newsletter: https://the-edge.xyz ► 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/ ------ DISCLAIMER: Nothing said on The Edge Podcast is a recommendation to buy or sell tokens or securities. This content is for educational and entertainment purposes only. Nothing shared here is financial advice. Any views expressed by hosts or guests on the show are solely their opinions. Always do your own research. DeFi Dad, Nomatic, and guests may have positions in the assets or other matters discussed in this podcast. DeFi Dad bought and now holds DRV since recording this podcast.

  • #250
    August 28 · 54 min

    Is It Time To Buy Back Into Crypto?

    Ram Ahluwalia is an investor and the Founder of Lumida. Weeks ago, crypto was doom and gloom. Now everything is pumping and nobody owns enough! In this episode, Ram explains exactly why the rally happened, breaking down Bessant's bond market intervention and a massive short squeeze that caught everyone offsides. He shares his views on whether the bear market bottom came earlier than expected, and the most important question in markets right now: should you prioritize crypto or AI? ------ 💎 THIS EPISODE'S SPONSORS 🔒 KPK | Best risk-adjusted yield through automated vaults 🏦 AXIS | The Origin Vault launched on Ethereum 🌐 RE | Earn real yield backed by regulated reinsurance programs 🟠 APYX | The first dividend-backed stablecoin (DBS) 🐡 PUFFER INSTITUTIONAL | ETH staking solutions for scale ------ ⏱️ TIMESTAMPS 0:00 - Intro 2:15 - Ram’s background on Wall Street 3:15 - What is Lumida? 4:51 - Why Is crypto pumping right now? 8:59 - Did the bear market bottom earlier than expected? 11:10 - Can ETH outperform this cycle? 13:53 - Everyone’s offsides in this market, even the bulls 15:15 - Why Ram’s bullish on HYPE and DeFi 16:57 - Uncertainty about what follows if CLARITY passes 19:24 - Pros and cons of BTC as a momentum trade 24:52 - Bessent’s bond market intervention and its impact 28:26 - Expectations for Warsh’s Jackson Hole speech 30:58 - How could markets respond to Warsh 33:10 - Why the AI CapEx bears are wrong 42:30 - Nvidia is the lender of last resort 45:29 - Would Ram rather invest in AI or crypto right now? 47:58 - The pitch for Lumida 51:25 - Opportunity to tokenize private investments 52:53 - Closing ------ 🔗 GUEST LINKS ► Lumida website: https://www.lumidawealth.com/ ► Lumida Invest app: https://lumidainvest.com/ ► Lumida on X: https://x.com/lumidawealth ► Ram Ahluwalia on X: https://x.com/ramahluwalia ------ 🎙️ MORE FROM THE EDGE PODCAST AND EDGE NEWSLETTER ► Newsletter: https://the-edge.xyz ► 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/ ------ DISCLAIMER: Nothing said on The Edge Podcast is a recommendation to buy or sell tokens or securities. This content is for educational and entertainment purposes only. Nothing shared here is financial advice. Any views expressed by hosts or guests on the show are solely their opinions. Always do your own research. DeFi Dad, Nomatic, and guests may have positions in the assets or other matters discussed in this podcast. DeFi Dad and Nomatic hold BTC, ETH, and HYPE mentioned.

  • #249
    August 25 · 55 min

    Will Ethereum Be Quantum Safe? This EF Lead Researcher Says Yes | Lean Ethereum

    Thomas Coratger is a Researcher at the Ethereum Foundation. Quantum computers don't exist yet at the scale needed to threaten Ethereum. But they will, and Ethereum will be ready before they do! In this first episode of our Lean Ethereum series, Thomas walks through what the quantum threat actually is, how real it is, and when it could arrive. He explains which parts of Ethereum are most vulnerable, what a quantum attack would actually look like, and why average ETH holders don't need to panic. He also covers how AI is dramatically accelerating the EF's post-quantum research and why the full migration to quantum-safe Ethereum is on track for 2029. ------ 💎 THIS EPISODE'S SPONSORS 🔒 KPK | Best risk-adjusted yield through automated vaults 🏦 AXIS | The Origin Vault launched on Ethereum 🌐 RE | Earn real yield backed by regulated reinsurance programs 🟠 APYX | The first dividend-backed stablecoin (DBS) 🐡 PUFFER INSTITUTIONAL | ETH staking solutions for scale ------ ⏱️ TIMESTAMPS 0:00 - Intro 2:40 - Background and why focus on Ethereum 6:51 - What is Lean Ethereum? 13:58 - What is the quantum risk to blockchains like Ethereum? 17:18 - How real is the quantum threat? How soon? 21:52 - What resources does a quantum attack actually require? 27:01 - Will users need to migrate to quantum-safe Ethereum? 32:51 - Will Glamsterdam or Hegota help post-quantum Ethereum? 34:49 - Tradeoffs in upgrading to quantum resistance 41:56 - The quantum research team at EF 46:28 - Can AI accelerate this research and the EF strawmap? 50:22 - Is Ethereum on track to be quantum-safe? 53:29 - Closing ------ 🔗 GUEST LINKS ► EF's Strawmap website: https://strawmap.org/ ► EF on X: https://x.com/ethereumfndn ► Thomas Coratger on X: https://x.com/tcoratger ------ 🎙️ MORE FROM THE EDGE PODCAST AND EDGE NEWSLETTER ► Newsletter: https://the-edge.xyz ► 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/ ------ DISCLAIMER: Nothing said on The Edge Podcast is a recommendation to buy or sell tokens or securities. This content is for educational and entertainment purposes only. Nothing shared here is financial advice. Any views expressed by hosts or guests on the show are solely their opinions. Always do your own research. DeFi Dad, Nomatic, and guests may have positions in the assets or other matters discussed in this podcast. DeFi Dad and Nomatic hold ETH.

  • #248
    August 20 · 1 hr 8 min

    Don't Touch A Stablecoin Without Checking Pharos First | DeFi Frontier

    TokenBrice is the Founder and Ike is Growth & Comms Lead at Pharos. In this episode of DeFi Frontier, Bryce and Ike walk through how Pharos provides investors, a free tool for tracking stablecoin cap, peg stability, liquidity, and dependency risk, including what factors into a stablecoin safety score, and what red flags to avoid. They even offer case studies and live examples of how Pharos tracks stablecoins, including how Pharos flagged the pmUSD stablecoin before it ever depegged. Don't touch another stablecoin without checking Pharos first! ------ 💎 THIS EPISODE'S SPONSORS 🔒 KPK | Best risk-adjusted yield through automated vaults 🏦 AXIS | The Origin Vault launched on Ethereum 🌐 RE | Earn real yield backed by regulated reinsurance programs 🟠 APYX | The first dividend-backed stablecoin (DBS) 🐡 PUFFER INSTITUTIONAL | ETH staking solutions for scale ------ ⏱️ TIMESTAMPS 0:00 Intro 2:22 - Origin of Pharos 7:08 - Why DeFi needed Pharos 11:35 - Screenshare demo of Pharos platform 16:48 - What factors into scoring a stablecoin? 24:21 - How Pharos called out pmUSD ahead of its depeg 30:44 - Tensions with stablecoin protocol teams 35:01 - Taking research public, before a depeg 40:46 - Case studies of depegs 41:34 - Explaining the USDC depeg in March 2023 46:14 - What are red flags to avoid in any stablecoin? 53:30 - What’s next for the Pharos platform? 1:07:24 - Closing ------ 🔗 GUEST LINKS ► Pharos website: https://pharos.watch/ ► Pharos on X: https://x.com/pharoswatch ► TokenBrice on X: https://x.com/TokenBrice ► Ike on X: https://x.com/Ikebillion_ ------ 🎙️ MORE FROM THE EDGE PODCAST AND EDGE NEWSLETTER ► Newsletter: https://the-edge.xyz ► 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/ ------ DISCLAIMER: Nothing said on The Edge Podcast is a recommendation to buy or sell tokens or securities. This content is for educational and entertainment purposes only. Nothing shared here is financial advice. Any views expressed by hosts or guests on the show are solely their opinions. Always do your own research. DeFi Dad, Nomatic, and guests may have positions in the assets or other matters discussed in this podcast.

  • #247
    August 14 · 1 hr

    How Re Brings Reinsurance, One of Finance's Most Exclusive Yield Sources, To DeFi | DeFi Frontier

    Karn Saroya is the CoFounder and CEO of Re. T-bills got tokenized. Private credit's getting tokenized. Now it's reinsurance's turn. In this new DeFi Frontier episode, Karn walks through how Re brings reinsurance, the financial backstop behind every insurance company, onchain for the first time. He explains what reinsurance actually is, why the yield is real, how Re's programmable capital architecture gives them dramatically higher operating leverage, and what metrics actually matter for assessing whether the business is working. ------ 💎 THIS EPISODE'S SPONSORS 🔒 KPK | Best risk-adjusted yield through automated vaults 🏦 AXIS | The Origin Vault launched on Ethereum 🟠 APYX | The first dividend-backed stablecoin (DBS) 🐡 PUFFER INSTITUTIONAL | ETH staking solutions for scale ------ ⏱️ TIMESTAMPS 0:00 - Intro 1:38 - Building insurance tech before Re 6:36 - What is reinsurance and why it matters? 9:16 - How big is the reinsurance market? 10:05 - How Re brings reinsurance capital onchain 14:46 - The DeFi mullet and capital efficiency unlocked 18:46 - Growing revenue with just 12 employees 22:45 - Re’s strategy for winning new business 28:21 - The capital stack behind Re 30:57 - Duration mismatch and how Re navigates this risk 35:07 - Re junior tranche and what’s it earning 36:40 - How Re differs from competitors 43:17 - AI and its potential impact on Re’s future underwriting 46:47 - Re’s role in the growing market of RWAs 48:50 - Agentic operations within Re 52:28 - Tracking the most important growth metrics at Re 55:13 - What’s needed for hundreds of billions to come onchain? 56:45 - Overview of the RE token 58:44 - Closing ------ 🔗 GUEST LINKS ► Re website: https://re.xyz/ ► Re on X: https://x.com/re ► Karn Saroya on X: https://x.com/karnsaroya ------ 🎙️ MORE FROM THE EDGE PODCAST AND EDGE NEWSLETTER ► Newsletter: https://the-edge.xyz ► 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/ ------ DISCLAIMER: Nothing said on The Edge Podcast is a recommendation to buy or sell tokens or securities. This content is for educational and entertainment purposes only. Nothing shared here is financial advice. Any views expressed by hosts or guests on the show are solely their opinions. Always do your own research. DeFi Dad, Nomatic, and guests may have positions in the assets or other matters discussed in this podcast. Re has been a sponsor of The Edge Podcast but it has no impact on our independent editorial process in choosing to cover them as a market leader in bringing reinsurance yield to DeFi.

  • #246
    August 12 · 47 min

    Polaris: Earn Yield On Gold, ETH, and BTC With No Counterparty Risk | DeFi Frontier

    Robert Mullins is the CoFounder of Polaris. DeFi has a yield trap, where we're entirely reliant on staking rewards, T-bills, and basis trades for yield, all sources we don't fully control. In this new episode of DeFi Frontier, Robert explains how Polaris built native yield infrastructure for Ethereum. We review a new native yield-bearing ETH called pETH, that has both a market price and a mathematically guaranteed floor price. With pETH, users will be able to mint a stablecoin USDp, or Polaris digital gold GOLDp or other pAssets supported by the protocol. Robert walks us through Polaris's vision to issue stablecoins, commodities and synthetic assets against pETH, with the economic activity generated flowing back into the ecosystem. ------ 💎 THIS EPISODE'S SPONSORS 🔒 KPK | Best risk-adjusted yield through automated vaults 🏦 AXIS | The Origin Vault launched on Ethereum 🌐 RE | Earn real yield backed by regulated reinsurance programs 🟠 APYX | The first dividend-backed stablecoin (DBS) 🐡 PUFFER INSTITUTIONAL | ETH staking solutions for scale ------ ⏱️ TIMESTAMPS 0:00 - Intro 1:46 - Why Ethereum and Polaris are mutually self-reinforcing 3:27 - What’s “the yield trap” most decentralized stablecoins run into? 6:38 - How Polaris solves the yield trap? 12:25 - What is pETH? Why hold it instead of just ETH? 15:15 - The rising floor price of pETH, risks vs rewards 24:03 - More core assets coming like GOLDp and BTCp 28:44 - Why GOLDp could be hugely popular 31:03 - Polaris Testnet demo 35:49 - What is fpETH vs vpETH? 38:56 - Stewardship, not governance 41:03 - Why Polaris aligns with Ethereum's CROPS mandate 45:05 - Closing ------ 🔗 GUEST LINKS ► Polaris website: https://polarisfinance.io/ ► Polaris on X: https://x.com/polarisfinance_ ► Robert on X: https://x.com/0xluude ------ 🎙️ MORE FROM THE EDGE PODCAST AND EDGE NEWSLETTER ► Newsletter: https://the-edge.xyz ► 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/ ------ DISCLAIMER: Nothing said on The Edge Podcast is a recommendation to buy or sell tokens or securities. This content is for educational and entertainment purposes only. Nothing shared here is financial advice. Any views expressed by hosts or guests on the show are solely their opinions. Always do your own research. DeFi Dad, Nomatic, and guests may have positions in the assets or other matters discussed in this podcast.

  • #245
    August 7 · 1 hr 7 min

    Fundstrat's Sean Farrell On Bitcoin, ETH, and The Macro Case For Crypto In Every Portfolio

    Sean Farrell is Head of Digital Asset Strategy at Fundstrat. Equities are at all-time highs. Crypto has lagged all year. And a lot of crypto investors are frustrated. In this episode, Sean explains exactly why that divergence happened but also why he believes the worst headwinds are now behind us and we're much closer to a bull market than we were at the start of 2026. He covers what data he watches day to day and which DeFi sectors are best positioned to accrue value in the next uptrend, plus the macro case for why Bitcoin and ETH belong in every modern portfolio. Bear markets are when the most money is made. Start to lock in! ------ 💎 THIS EPISODE'S SPONSORS 🔒 KPK | Best risk-adjusted yield through automated vaults 🏦 AXIS | The Origin Vault launched on Ethereum 🌐 RE | Earn real yield backed by regulated reinsurance programs 🟠 APYX | The first dividend-backed stablecoin (DBS) 🐡 PUFFER INSTITUTIONAL | ETH staking solutions for scale ------ ⏱️ TIMESTAMPS 0:00 - Intro 3:03 - Sean’s role as Head of Digital Asset Strategy at Fundstrat 6:31 - When did DeFi become legit tech for Fundstrat? 12:47 - How Sean and Tom Lee marry differing market views 20:04 - Why market conditions for crypto have vastly improved 26:28 - Is this the market bottom? 28:47 - Price recovery will precede an expansion in crypto-native credit 31:35 - Can DeFi app-layer tokens be winners in the next uptrend? 36:35 - Which DeFi sectors are best positioned to accrue value? 43:48 - TradFi and fintechs are integrating DeFi into their business 46:16 - Is sentiment bullish for crypto on Wall Street? 52:47 - Chance for CLARITY to pass + possible political headwinds 57:34 - The macro case for ETH and BTC in every portfolio 1:03:00 - From niche alternative markets to trillions onchain 1:05:23 - Closing ------ 🔗 GUEST LINKS ► Fundstrat Direct: https://fundstratdirect.com/ ► Fundstrat Direct on X: https://x.com/fundstratdirect ► Sean Farrell on X: https://x.com/SeanMFarrell ------ 🎙️ MORE FROM THE EDGE PODCAST AND EDGE NEWSLETTER ► Newsletter: https://the-edge.xyz ► 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/ ------ DISCLAIMER: Nothing said on The Edge Podcast is a recommendation to buy or sell tokens or securities. This content is for educational and entertainment purposes only. Nothing shared here is financial advice. Any views expressed by hosts or guests on the show are solely their opinions. Always do your own research. DeFi Dad, Nomatic, and guests may have positions in the assets or other matters discussed in this podcast.

  • #244
    August 5 · 1 hr 1 min

    Is STRC Back? Apyx's Parker White On What Comes Next and Tokenizing STRC For DeFi

    Parker White is a Founding Contributor of Apyx. Is STRC back? Saylor's flagship BTC-backed dividend-paying instrument has had a rough summer, trading more than 10% below par since mid-June, until this week. It's been a full on panic of investors asking what comes next. In this episode, Parker walks us through why STRC exists in the first place, why it's often misunderstood, and how it can fully restore investor confidence to get back to par ($100). He covers what Apyx does to distribute STRC exposure onchain, what happened with Apyx's own apyUSD/apxUSD and what's been improved since then. He also explains why DeFi composability makes STRC exponentially more powerful onchain than it is in a brokerage account. ------ 💎 THIS EPISODE'S SPONSORS 🔒 KPK | Best risk-adjusted yield through automated vaults 🏦 AXIS | The Origin Vault launches on Ethereum on July 29th 🌐 RE | Earn real yield backed by regulated reinsurance programs 🐡 PUFFER INSTITUTIONAL | ETH staking solutions for scale ⚔️ KATANA | Deep liquidity & real yield ------ ⏱️ TIMESTAMPS 0:00 - Intro 2:33 - From fixed income to building Apyx 4:35 - What is STRC, why it exists, and what’s the end goal? 12:48 - Has the original vision for STRC changed? 17:35 - What is Apyx? How does it distribute STRC exposure in DeFi? 21:47 - What happened with apxUSD and what’s improved? 25:40 - What can Strategy do to get STRC back to par? 34:05 - What else could be used to back apxUSD and apyUSD? 35:48 - Earning back user confidence in Apyx post-STRC’s depeg 39:41 - Thoughts on future maturities for Strategy’s convertible debt 51:01 - Saylor is still Bitcoin’s CMO 53:16 - Why DeFi composability makes STRC more powerful 58:00 - Closing ------ 🔗 GUEST LINKS ► Apyx website: https://apyx.fi/ ► Apyx on X: https://x.com/apyx_fi ► Parker White on X: https://x.com/theotherparker_ ------ 🎙️ MORE FROM THE EDGE PODCAST AND EDGE NEWSLETTER ► Newsletter: https://the-edge.xyz ► 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/ ------ DISCLAIMER: Nothing said on The Edge Podcast is a recommendation to buy or sell tokens or securities. This content is for educational and entertainment purposes only. Nothing shared here is financial advice. Any views expressed by hosts or guests on the show are solely their opinions. Always do your own research. DeFi Dad, Nomatic, and guests may have positions in the assets or other matters discussed in this podcast. Apyx has been a sponsor of The Edge Podcast. They have never paid for a guest slot. We do not offer paid guest slots. We chose Parker for his subject matter expertise bridging DeFi and explaining how the STRC perpetual preferred stock works.

  • #243
    July 31 · 1 hr 19 min

    Is The Market Bottom In? The DeFi Report's Michael Nadeau on H2 2026 and Where He's Deploying

    Michael Nadeau is the Founder of The DeFi Report. Is the market bottom in? Michael isn't sure, but he's deploying anyway. In this episode, Michael walks us through his H2 2026 outlook using onchain data and market structure analysis. We cover why classic BTC top indicators never triggered this cycle, and why he's been buying below $65K while still unsure the lows are fully in. We discuss why application layer tokens could be the big winners next bull run, why fast DeFi protocols hold a place in his portfolio, and how to think about getting long the tokenization of all assets. ------ 💎 THIS EPISODE'S SPONSORS 🔒 KPK | Best risk-adjusted yield through automated vaults 🏦 AXIS | The Origin Vault launches on Ethereum on July 29th 🌐 RE | Earn real yield backed by regulated reinsurance programs 🟠 APYX | The first dividend-backed stablecoin (DBS) 🌏 MANTLE | The world’s premier RWA distribution layer 🐡 PUFFER INSTITUTIONAL | ETH staking solutions for scale ⚔️ KATANA | Deep liquidity & real yield ------ ⏱️ TIMESTAMPS 0:00 - Intro 1:50 - From accounting to building The DeFi Report 5:20 - The elevator pitch for crypto in 2026 8:46 - What to expect for crypto in the second half of 2026? 13:52 - Is the market bottom in? Why Michael’s buying below $65k BTC 19:13 - What’s different this bear market? 23:43 - Why classic BTC top indicators never triggered? 28:10 - App layer tokens could be big winners next bull run 35:50 - What is fast DeFi and why Michael likes PUMP 45:00 - Why Michael bought ENA 49:30 - How Michael ended up with LIT vs HYPE 59:00 - Key themes in Michael’s portfolio 1:04:20 - How to get long the tokenization of all assets 1:09:09 - What are the best ways to lose money in crypto? 1:15:06 - $1M price target for BTC and why it’s a portfolio anchor 1:18:40 - Closing ------ 🔗 GUEST LINKS ► The DeFi Report (one month free): https://thedefireport.io/friends ► The DeFi Report on X: https://x.com/the_defi_report ► Michael Nadeau on X: https://x.com/JustDeauIt ------ 🎙️ MORE FROM THE EDGE PODCAST AND EDGE NEWSLETTER ► Newsletter: https://the-edge.xyz ► 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/ ------ DISCLAIMER: Nothing said on The Edge Podcast is a recommendation to buy or sell tokens or securities. This content is for educational and entertainment purposes only. Nothing shared here is financial advice. Any views expressed by hosts or guests on the show are solely their opinions. Always do your own research. DeFi Dad, Nomatic, and guests may have positions in the assets or other matters discussed in this podcast.

  • #234
    July 24 · 44 min

    How Morpho Built Through This Bear Market, And Just Launched New Fixed Rate Markets for DeFi

    Paul Frambot is the CoFounder and CEO of Morpho. In this episode, we discuss how Morpho has built through one of crypto's hardest bear markets, thriving off major integrations with CEXs and fintechs like Coinbase and Robinhood, plus partnerships with TradFi players like Apollo. We get a first look at Morpho Midnight, screensharing their biggest product launch yet, introducing a new primitive for DeFi fixed rate lending and borrowing. We cover what Midnight means for leveraged positions and loopers, and why fixed rates are a non-negotiable condition for serious institutional capital entering DeFi. ------ 💎 THIS EPISODE'S SPONSORS 🔒 KPK | Best risk-adjusted yield through automated vaults 🏦 AXIS | The Origin Vault launches on Ethereum on July 29th 🌐 RE | Earn real yield backed by regulated reinsurance programs 🕛 NOON | The highest and safest stablecoin yield, built for the long term 🟠 APYX | The first dividend-backed stablecoin (DBS) 🌏 MANTLE | The world’s premier RWA distribution layer 🐡 PUFFER INSTITUTIONAL | ETH staking solutions for scale ⚔️ KATANA | Deep liquidity & real yield ------ ⏱️ TIMESTAMPS 0:00 - Intro 1:58 - How Morpho managed to beat the bear market trend 5:18 - Crypto’s greater success as finance infra 9:57 - Onchain integrations for fintechs like Coinbase & Robinhood 14:00 - Why TradFi partners like Apollo trust Morpho infra 16:53 - The importance of Morpho being credibly neutral 19:46 - The evolution of curators to underwrite billions of people 26:03 - Introducing Morpho Midnight and the problem it solves 29:48 - Screenshare demo of Morpho fixed rate markets 35:08 - Understanding how multi-market offers work 39:22 - Expectations for maturity dates 40:48 - What Midnight unlocks for leverage and loopers 42:40 - Closing ------ 🔗 GUEST LINKS ► Morpho website: https://morpho.org/ ► New Morpho Markets app: https://markets.morpho.org/ ► Morpho on X: https://x.com/morpho ► Paul Frambot on X: https://x.com/PaulFrambot ------ 🎙️ MORE FROM THE EDGE PODCAST AND EDGE NEWSLETTER ► Newsletter: https://the-edge.xyz ► 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/ ------ DISCLAIMER: Nothing said on The Edge Podcast is a recommendation to buy or sell tokens or securities. This content is for educational and entertainment purposes only. Nothing shared here is financial advice. Any views expressed by hosts or guests on the show are solely their opinions. Always do your own research. DeFi Dad, Nomatic, and guests may have positions in the assets or other matters discussed in this podcast.

  • #241
    July 22 · 1 hr 20 min

    How To Keep Your Crypto Safe from North Korea's 2,500 Hackers

    Pablo Sabbatella is the Founder of Opsek and Louis is the Head of Operations & Audits. North Korea has an estimated 2,500 organized hackers targeting crypto right now, which is why stolen funds often don't come from smart contract bugs, they start with hacking people. In this episode, Pablo and Louis walk through the real threat landscape facing DeFi users and protocols today, including the most common attack vectors targeting crypto holders right now. We discuss what DeFi protocols must do to raise the security bar and what we as individual users can do today to meaningfully reduce the risk and protect ourselves. ------ 💎 THIS EPISODE'S SPONSORS 🔒 KPK | Best risk-adjusted yield through automated vaults 🏦 AXIS | The Origin Vault launches on Ethereum on July 29th 🌐 RE | Earn real yield backed by regulated reinsurance programs 🕛 NOON | The highest and safest stablecoin yield, built for the long term 🟠 APYX | The first dividend-backed stablecoin (DBS) 🌏 MANTLE | The world’s premier RWA distribution layer 🐡 PUFFER INSTITUTIONAL | ETH staking solutions for scale ⚔️ KATANA | Deep liquidity & real yield ------ ⏱️ TIMESTAMPS 0:00 - Intro 2:04 - How Pablo pulled Nomatic’s data from just an email 4:29 - From hacking for fun to white hat security 11:42 - How real is the threat of AI in DeFi? 17:12 - When will AI tools protect DeFi users? 22:58 - Common attack vectors in DeFi and how to stay safe 29:56 - How to safely buy a hardware wallet 32:49 - Assessing Nomatic’s wallet management 35:55 - Passkeys vs 2FA, mistakes to avoid 43:28 - Why everyone should be using physical keys (Yubikey) 46:17 - How DeFi builders can avoid compromising devices 53:01 - What is Security Alliance (SEAL)? 57:14 - How Opsek protects crypto for CEXs, HNWI, and DeFi 1:02:31 - DPRK's 2,500 hackers working to steal your crypto 1:10:22 - Close calls with real hackers 1:18:47 - Closing ------ 🔗 GUEST LINKS ► Opsek website: https://opsek.io/ ► Opsek on X: https://x.com/opsek_io ► Pablo Sabbatella on X: https://x.com/PabloSabbatella ► Louis on X: https://x.com/theSouilos ► Security Alliance on X: https://x.com/_SEAL_Org ------ 🎙️ MORE FROM THE EDGE PODCAST AND EDGE NEWSLETTER ► Newsletter: https://the-edge.xyz ► 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/ ------ DISCLAIMER: Nothing said on The Edge Podcast is a recommendation to buy or sell tokens or securities. This content is for educational and entertainment purposes only. Nothing shared here is financial advice. Any views expressed by hosts or guests on the show are solely their opinions. Always do your own research. DeFi Dad, Nomatic, and guests may have positions in the assets or other matters discussed in this podcast.

  • #240
    July 15 · 52 min

    Crypto Is No Longer In The Dreaming Phase, We're Now In The Big Boy Era

    Johann Eid is the Chief Business Officer at Chainlink Labs. In this episode, Johann walks us through how crypto has evolved from a dreaming phase of romanticized white papers into its "big boy era," where hundreds of billions are now onchain, institutions from around the world are tokenizing RWAs like stocks, and stablecoins have changed the lives of everyday people from Lebanon to South America. He emphasizes why security is the foundation of everything built, what Chainlink's CCIP offers for an interoperable DeFi economy, and why AI agents transacting onchain represent the next wave of users nobody is pricing in yet. ------ 💎 THIS EPISODE'S SPONSORS 🔒 KPK | Best risk-adjusted yield through automated vaults 🏦 AXIS | The Origin Vault launches on Ethereum on July 29th 🌐 RE | Earn real yield backed by regulated reinsurance programs 🕛 NOON | The highest and safest stablecoin yield, built for the long term 🟠 APYX | The first dividend-backed stablecoin (DBS) 🌏 MANTLE | The world’s premier RWA distribution layer 🐡 PUFFER INSTITUTIONAL | ETH staking solutions for scale ⚔️ KATANA | Deep liquidity & real yield ------ ⏱️ TIMESTAMPS 0:00 - Intro 2:18 - How DeFi transformed from lofty ideas to real use cases 7:37 - Every institution wants to migrate its business logic onchain 12:14 - What finally pushed TradFi to move onchain 18:06 - Security means everything for adoption of DeFi 24:58 - CCIP and lessons from LayerZero-rsETH exploit 30:18 - Prediction markets and Chainlink's role 34:31 - Are AI agents the next wave of new users? 40:21 - What DeFi and TradFi misunderstand about each other 43:05 - The most bullish factor for Chainlink 45:30 - What needs to happen for DeFi to replace TradFi legacy markets? 50:48 - Closing ------ 🔗 GUEST LINKS ► Chainlink website: https://chain.link/ ► Chainlink on X: https://x.com/chainlink ► Johann Eid on X: https://x.com/EidJohann ------ 🎙️ MORE FROM THE EDGE PODCAST AND EDGE NEWSLETTER ► Newsletter: https://the-edge.xyz ► 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/ ------ DISCLAIMER: Nothing said on The Edge Podcast is a recommendation to buy or sell tokens or securities. This content is for educational and entertainment purposes only. Nothing shared here is financial advice. Any views expressed by hosts or guests on the show are solely their opinions. Always do your own research. DeFi Dad, Nomatic, and guests may have positions in the assets or other matters discussed in this podcast.

  • #239
    July 10 · 1 hr 20 min

    Wartime Ethereum: The Case For ETH Going Much Higher

    John Gillen is an ex-BlackRock VP, General Partner at TRU Capital, and host of The Milk Road Show. In this episode, John breaks down his Wartime Ethereum thesis on why this is a defining moment for Ethereum that demands engagement, conviction, and patience rather than capitulation. He walks through how ETH functions as a triple point asset, why stablecoins, tokenization, and the agentic economy are all in their first innings with Ethereum best positioned to capture each tailwind, and why decentralized AI makes the case for Ethereum's censorship resistance more urgent than ever. ------ 💎 THIS EPISODE'S SPONSORS 🔒 KPK | Best risk-adjusted yield through automated vaults 🕛 NOON | The highest and safest stablecoin yield, built for the long term 🟠 APYX | The first dividend-backed stablecoin (DBS) 🌏 MANTLE | The world’s premier RWA distribution layer 🐡 PUFFER INSTITUTIONAL | ETH staking solutions for scale ⚔️ KATANA | Deep liquidity & real yield ------ ⏱️ TIMESTAMPS 0:00 - Intro 3:01 - Why John got invested in Ethereum and ETH 8:39 - Why Ethereum + ETH are the most important chain + asset 14:29 - Why are we in Wartime Ethereum mode? 17:44 - Ethereum doubles down on “can’t be evil” 20:23 - Ethereum is trustware for building economic systems 24:48 - Is Wall Street understanding and buying ETH value accrual? 32:04 - The largest institutional bull run vs bearish retail sentiment 36:03 - When strong fundamentals translate to number-go-up for ETH 45:57 - CLARITY Act will be a tailwind for Ethereum’s growth 52:11 - There is no EF funding crisis, the ecosystem is reshaping 59:05 - Why decentralized AI makes the case for Ethereum 1:08:39 - DeFi attracts those who question the rules of society 1:10:33 - How to value ETH: Triple point asset framework explained 1:14:29 - John's outlook for ETH price 1:18:23 - Closing ------ 🔗 GUEST LINKS ► Milk Road website: https://milkroad.com/pro/ ► Milk Road on X: https://x.com/MilkRoadDaily ► John Gillen on X: https://x.com/BitcoinJesusETH ------ 🎙️ MORE FROM THE EDGE PODCAST AND EDGE NEWSLETTER ► Newsletter: https://the-edge.xyz ► 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/ ------ DISCLAIMER: Nothing said on The Edge Podcast is a recommendation to buy or sell tokens or securities. This content is for educational and entertainment purposes only. Nothing shared here is financial advice. Any views expressed by hosts or guests on the show are solely their opinions. Always do your own research. DeFi Dad, Nomatic, and guests may have positions in the assets or other matters discussed in this podcast. DeFi Dad, Nomatic, and John all hold ETH.

  • #238
    June 30 · 55 min

    How Royco Risk Tranching Is Working Through Its First Real World Stress Test | DeFi Frontier

    Jai Bhavnani is the Founder of Waymont Co, the developer of the Royco protocol. In this episode of DeFi Frontier, Jai walks through how Royco evolved from an incentive platform into a risk tranching protocol connecting RWA issuers with both institutions and DeFi users. He explains what makes an asset worth tranching, and then navigates through a real stress test in progress for Royco, with the recent apyUSD drawdown triggering a 21-day observation period. Plus, we get a first take on what to expect from Royco Dusk, a new app for extending credit to Royco senior tranche holders, through an AMM-backed liquidity pool. ------ 💎 THIS EPISODE'S SPONSORS 🔒 KPK | Best risk-adjusted yield through automated vaults 🕛 NOON | The highest and safest stablecoin yield, built for the long term 👻 MANTLE | Aave V3 is live on Mantle 🐡 PUFFER INSTITUTIONAL | ETH staking solutions for scale ⚔️ KATANA | Deep liquidity & real yield ------ ⏱️ TIMESTAMPS 0:00 - Intro 2:37 - What is Royco? A DeFi risk tranching protocol 6:01 - Why RWAs are the future of onchain yield 11:32 - What is Royco Dawn and what does it solve? 13:30 - What is the perfect asset to tranche? 18:07 - Screenshare and explanation of Royco’s live markets 22:01 - Observation period: Royco's first stress test with apyUSD 25:05 - How seniors stay protected while juniors absorb losses 27:00 - What could end the 21-day observation period? 27:34 - Can you deposit or withdraw during observation period? 29:01 - Can seniors lose money in a Royco loss event? 30:04 - How Royco tries to restore markets to healthy status 31:25 - Estimating losses if 21-day period runs out for apyUSD 33:40 - Design for juniors to not get wiped out 37:40 - What is protected? Tranching vs insurance 41:23 - Is security in DeFi cooked? How we move forward 43:49 - Royco’s decision to introduced delayed settlement 47:54 - Royco Dusk: Extend credit to RWAs with AMM-backed LP 50:43 - How seniors will get instant liquidity on Dusk 53:42 - Closing ------ 🔗 GUEST LINKS ► Royco website: https://royco.org/ ► Royco on X: https://x.com/roycoprotocol ► Jai Bhavnani on X: https://x.com/jaibhavnani ------ 🎙️ MORE FROM THE EDGE PODCAST AND EDGE NEWSLETTER ► Newsletter: https://the-edge.xyz ► 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/ ------ DISCLAIMER: Nothing said on The Edge Podcast is a recommendation to buy or sell tokens or securities. This content is for educational and entertainment purposes only. Nothing shared here is financial advice. Any views expressed by hosts or guests on the show are solely their opinions. Always do your own research. DeFi Dad, Nomatic, and guests may have positions in the assets or other matters discussed in this podcast. DeFi Dad invested in Royco's seed round in 2024.

Showing 1–20 of 27 episodes