The Edge Podcast

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  Kool Krypto: The Story Behind The Anon DeFi Investor and What He's Betting On This Cycle 18.09.2026 1ч 41мин

  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------⏱️ TIMESTAMPS0:00 - Intro2:25 - From mining BTC at 13, to trading, to fund manager5:25 - The light bulb moment with DeFi and Ethereum7:38 - The poker game that led to his fund10:26 - How much is TradFi “in the arena” with DeFi?14:17 - How Kool got into onchain perps: GMX, Gains, Hyperliquid20:13 - Running a liquid fund, yield generation, and a little VC23:28 - Why Kool doesn’t trade memecoins28:01 - The DRV bull thesis41:14 - Breaking down Kool’s $3.5M BTC call spread in Sept45:58 - The benefit of Derive’s RFQ-powered trading50:14 - AI agents are a massive tailwind for onchain options adoption52:50 - Options trading tools: Derivatives Monkey, DeFiLlama, Claude56:29 - Pros and cons of options vs perps1:02:37 - Managing risk and closing options trades 1:05:35 - Forecasting a bullish October, and uncertain end of year1:11:12 - His viral ETH call spread for March 2027 on Derive1:17:38 - Kool’s bull thesis for KNTQ and its Hyperliquid L21:25:07 - 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 LIT1:38:24 - 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.
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  Private DeFi Is Coming: Why Privacy Is Ethereum's Next Frontier | Lean Ethereum 15.09.2026 53мин

  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------⏱️ TIMESTAMPS0:00 - Intro2:31 - 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 Ethereum15:05 - How Ethereum gets native private transactions by next year20:53 - The importance of FOCIL for Ethereum26:51 - When will private DeFi be ready on Ethereum?30:58 -Network-based privacy vs protocol-based vs wallet-based privacy35:04 - 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 privacy45:44 - Lack of privacy today vs future private UX on Ethereum51:22 - 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.
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  Could Derive V3 Be "The Lighter" of Onchain Options On Ethereum? | DeFi Frontier 09.09.2026 48мин

  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------⏱️ TIMESTAMPS0:00 - Intro2:29 - Derive's building blocks for onchain options7:56 - How big is the TAM for onchain options?11:28 - What is Derive V3? A new ZK application16:48 - Where will V3 launch and why Ethereum seems most likely22:12 - 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 markets35:50 - Onchain options still in the early innings42:16 - V2 settled billions, V3 is about trillions46:06 - 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.
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  Is It Time To Buy Back Into Crypto? 28.08.2026 54мин

  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------⏱️ TIMESTAMPS0:00 - Intro2:15 - Ram’s background on Wall Street3:15 - 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 bulls15:15 - Why Ram’s bullish on HYPE and DeFi16:57 - Uncertainty about what follows if CLARITY passes19:24 - Pros and cons of BTC as a momentum trade24:52 - Bessent’s bond market intervention and its impact28:26 - Expectations for Warsh’s Jackson Hole speech30:58 - How could markets respond to Warsh33:10 - Why the AI CapEx bears are wrong42:30 - Nvidia is the lender of last resort45:29 - Would Ram rather invest in AI or crypto right now?47:58 - The pitch for Lumida51:25 - Opportunity to tokenize private investments52:53 - 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.
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  Will Ethereum Be Quantum Safe? This EF Lead Researcher Says Yes | Lean Ethereum 25.08.2026 55мин

  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------⏱️ TIMESTAMPS0:00 - Intro2:40 - Background and why focus on Ethereum6:51 - 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 resistance41:56 - The quantum research team at EF46:28 - 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.
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  Don't Touch A Stablecoin Without Checking Pharos First | DeFi Frontier 20.08.2026 1ч 8мин

  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------⏱️ TIMESTAMPS0:00 Intro2:22 - Origin of Pharos7:08 - Why DeFi needed Pharos11:35 - Screenshare demo of Pharos platform16:48 - What factors into scoring a stablecoin?24:21 - How Pharos called out pmUSD ahead of its depeg30:44 - Tensions with stablecoin protocol teams35:01 - Taking research public, before a depeg40:46 - Case studies of depegs41:34 - Explaining the USDC depeg in March 202346:14 - 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.
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  How Re Brings Reinsurance, One of Finance's Most Exclusive Yield Sources, To DeFi | DeFi Frontier 14.08.2026 1ч

  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------⏱️ TIMESTAMPS0:00 - Intro1:38 - Building insurance tech before Re6:36 - What is reinsurance and why it matters?9:16 - How big is the reinsurance market?10:05 - How Re brings reinsurance capital onchain14:46 - The DeFi mullet and capital efficiency unlocked18:46 - Growing revenue with just 12 employees22:45 - Re’s strategy for winning new business28:21 - The capital stack behind Re30:57 - Duration mismatch and how Re navigates this risk35:07 - Re junior tranche and what’s it earning36:40 - How Re differs from competitors43:17 - AI and its potential impact on Re’s future underwriting46:47 - Re’s role in the growing market of RWAs48:50 - Agentic operations within Re52:28 - Tracking the most important growth metrics at Re55:13 - What’s needed for hundreds of billions to come onchain?56:45 - Overview of the RE token58:44 - 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.
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  Polaris: Earn Yield On Gold, ETH, and BTC With No Counterparty Risk | DeFi Frontier 12.08.2026 47мин

  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------⏱️ TIMESTAMPS0:00 - Intro1:46 - Why Ethereum and Polaris are mutually self-reinforcing3:27 - 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 rewards24:03 - More core assets coming like GOLDp and BTCp28:44 - Why GOLDp could be hugely popular31:03 - Polaris Testnet demo35:49 - What is fpETH vs vpETH?38:56 - Stewardship, not governance41:03 - Why Polaris aligns with Ethereum's CROPS mandate45:05 - 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.
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  Fundstrat's Sean Farrell On Bitcoin, ETH, and The Macro Case For Crypto In Every Portfolio 07.08.2026 1ч 7мин

  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------⏱️ TIMESTAMPS0:00 - Intro3:03 - Sean’s role as Head of Digital Asset Strategy at Fundstrat6:31 - When did DeFi become legit tech for Fundstrat?12:47 - How Sean and Tom Lee marry differing market views20:04 - Why market conditions for crypto have vastly improved26:28 - Is this the market bottom?28:47 - Price recovery will precede an expansion in crypto-native credit31:35 - 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 business46:16 - Is sentiment bullish for crypto on Wall Street?52:47 - Chance for CLARITY to pass + possible political headwinds57:34 - The macro case for ETH and BTC in every portfolio1:03:00 - From niche alternative markets to trillions onchain1:05:23 - 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.
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  Is STRC Back? Apyx's Parker White On What Comes Next and Tokenizing STRC For DeFi 05.08.2026 1ч 1мин

  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------⏱️ TIMESTAMPS0:00 - Intro2:33 - From fixed income to building Apyx4:35 - 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 depeg39:41 - Thoughts on future maturities for Strategy’s convertible debt51:01 - Saylor is still Bitcoin’s CMO53:16 - Why DeFi composability makes STRC more powerful58:00 - 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.
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  Is The Market Bottom In? The DeFi Report's Michael Nadeau on H2 2026 and Where He's Deploying 31.07.2026 1ч 19мин

  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------⏱️ TIMESTAMPS0:00 - Intro1:50 - From accounting to building The DeFi Report5:20 - The elevator pitch for crypto in 20268:46 - What to expect for crypto in the second half of 2026?13:52 - Is the market bottom in? Why Michael’s buying below $65k BTC19:13 - 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 run35:50 - What is fast DeFi and why Michael likes PUMP45:00 - Why Michael bought ENA49:30 - How Michael ended up with LIT vs HYPE59:00 - Key themes in Michael’s portfolio1:04:20 - How to get long the tokenization of all assets1:09:09 - What are the best ways to lose money in crypto?1:15:06 - $1M price target for BTC and why it’s a portfolio anchor1:18:40 - 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.
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  How Morpho Built Through This Bear Market, And Just Launched New Fixed Rate Markets for DeFi 24.07.2026 44мин

  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------⏱️ TIMESTAMPS0:00 - Intro1:58 - How Morpho managed to beat the bear market trend5:18 - Crypto’s greater success as finance infra9:57 - Onchain integrations for fintechs like Coinbase & Robinhood14:00 - Why TradFi partners like Apollo trust Morpho infra16:53 - The importance of Morpho being credibly neutral19:46 - The evolution of curators to underwrite billions of people26:03 - Introducing Morpho Midnight and the problem it solves29:48 - Screenshare demo of Morpho fixed rate markets35:08 - Understanding how multi-market offers work39:22 - Expectations for maturity dates40:48 - What Midnight unlocks for leverage and loopers42:40 - 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.
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  How To Keep Your Crypto Safe from North Korea's 2,500 Hackers 22.07.2026 1ч 20мин

  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------⏱️ TIMESTAMPS0:00 - Intro2:04 - How Pablo pulled Nomatic’s data from just an email4:29 - From hacking for fun to white hat security11:42 - 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 safe29:56 - How to safely buy a hardware wallet32:49 - Assessing Nomatic’s wallet management35:55 - Passkeys vs 2FA, mistakes to avoid43:28 - Why everyone should be using physical keys (Yubikey)46:17 - How DeFi builders can avoid compromising devices53:01 - What is Security Alliance (SEAL)?57:14 - How Opsek protects crypto for CEXs, HNWI, and DeFi1:02:31 - DPRK's 2,500 hackers working to steal your crypto1:10:22 - Close calls with real hackers1:18:47 - 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.
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  Crypto Is No Longer In The Dreaming Phase, We're Now In The Big Boy Era 15.07.2026 52мин

  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------⏱️ TIMESTAMPS0:00 - Intro2:18 - How DeFi transformed from lofty ideas to real use cases7:37 - Every institution wants to migrate its business logic onchain12:14 - What finally pushed TradFi to move onchain18:06 - Security means everything for adoption of DeFi24:58 - CCIP and lessons from LayerZero-rsETH exploit30:18 - Prediction markets and Chainlink's role34:31 - Are AI agents the next wave of new users?40:21 - What DeFi and TradFi misunderstand about each other43:05 - The most bullish factor for Chainlink45:30 - 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.
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  Wartime Ethereum: The Case For ETH Going Much Higher 10.07.2026 1ч 20мин

  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------⏱️ TIMESTAMPS0:00 - Intro3:01 - Why John got invested in Ethereum and ETH8:39 - Why Ethereum + ETH are the most important chain + asset14:29 - 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 systems24:48 - Is Wall Street understanding and buying ETH value accrual?32:04 - The largest institutional bull run vs bearish retail sentiment36:03 - When strong fundamentals translate to number-go-up for ETH45:57 - CLARITY Act will be a tailwind for Ethereum’s growth52:11 - There is no EF funding crisis, the ecosystem is reshaping59:05 - Why decentralized AI makes the case for Ethereum1:08:39 - DeFi attracts those who question the rules of society1:10:33 - How to value ETH: Triple point asset framework explained1:14:29 - John's outlook for ETH price1:18:23 - 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.
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  How Royco Risk Tranching Is Working Through Its First Real World Stress Test | DeFi Frontier 30.06.2026 55мин

  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------⏱️ TIMESTAMPS0:00 - Intro2:37 - What is Royco? A DeFi risk tranching protocol6:01 - Why RWAs are the future of onchain yield11:32 - 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 markets22:01 - Observation period: Royco's first stress test with apyUSD25:05 - How seniors stay protected while juniors absorb losses27:00 - 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 status31:25 - Estimating losses if 21-day period runs out for apyUSD33:40 - Design for juniors to not get wiped out37:40 - What is protected? Tranching vs insurance41:23 - Is security in DeFi cooked? How we move forward43:49 - Royco’s decision to introduced delayed settlement47:54 - Royco Dusk: Extend credit to RWAs with AMM-backed LP50:43 - How seniors will get instant liquidity on Dusk53:42 - 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.
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  The DeFi Circuit Breaker That Could Have Stopped The rsETH Exploit, And Why Linea Implemented It 26.06.2026 48мин

  Odysseus is the Founder and CEO of Phylax Systems, and Declan Fox is the VP and Head of Linea at Consensys.The rsETH exploit drained $292M from Aave, but a simple rule or circuit breaker could have prevented bigger losses!In this episode, Odysseus and Declan walk us through how Phylax's DeFi circuit breaker works: code currently running on the Linea sequencer that checks every transaction against a set of protocol-defined policies before it's added to a block. Already live on Linea, Phylax has stopped over 4,000 drain attempts and protected $1.5M in cumulative volume, including a real attack on 0x where users were being drained through an immutable contract. They also cover what institutions are still waiting for before coming onchain, and how banks can build secure, private composable environments powered by Ethereum.------💎 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------⏱️ TIMESTAMPS0:00 - Intro2:02 - Declan’s work as Head of Linea3:15 - What Is Phylax? Preventative security for blockchains and apps4:45 - Ethereum’s security, with privacy and more protective controls for users12:14 - How Phylax can protect L2s and apps without sacrificing decentralization14:33 - What are institutions still waiting for, in order to come onchain?18:54 - How Linea is helping institutions come onchain23:06 - Freezing assets vs programmatic rules: what's the right threshold for action?26:09 - Why institutional demand for DeFi should help crypto transcend politics32:54 - How a Phylax circuit breaker could have stopped the Aave rsETH exploit38:09 - What actually triggers the Phylax circuit breaker to detect and stop an attack?42:38 - TradFi can build private, composable walled gardens on Ethereum45:56 - How dApp and networks can get started implementing Phylax47:32 - Closing------🔗 GUEST LINKS► Phylax website: https://phylax.systems/► Phylax Systems on X: https://x.com/phylaxsystems► Odysseus on X: https://x.com/odysseas_eth► Linea website: https://linea.build/► Linea on X: https://x.com/lineabuild► Declan Fox on X: https://x.com/DeclanFox14------🎙️ 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.
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  Ethereum Is A Vault, ETH Is The Lock: A Framework for ETH's Fair Value, Today and By 2030 19.06.2026 54мин

  Tom Dunleavy is Head of Venture at Varys Capital.In this episode, Tom walks us through his valuation framework for ETH. He offers a mental model where Ethereum is the vault filled with stablecoins, RWAs, and DeFi activity secured by it. But ETH is the lock--and the bigger the vault gets, the more valuable the lock has to be to protect it. Based on Ethereum's current onchain activity, Tom gets us to a fair value for ETH that's much higher than the price today. Furthermore, we discuss what happens to the price of ETH when Ethereum grows to $750B-$1T onchain by 2030.Tom insists the vault won't stop growing thanks to demand for stablecoins and RWAs—and that ETH, the lock, is simply due for a repricing.------💎 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 | Aave V3 is live on Mantle🐡 PUFFER INSTITUTIONAL | ETH staking solutions for scale⚔️ KATANA | Deep liquidity & real yield------⏱️ TIMESTAMPS0:00 - Intro2:51 - Tom’s role investing at Varys Capital3:32 - How Tom became convinced DCF was the wrong way to value ETH6:16 - Is Ethereum winning?11:20 - Fees are friction, and hence not how we should value ETH15:51 - Can Ethereum have its cake and eat it too, when it comes to capturing fees?19:24 - If Ethereum is the vault, ETH is the lock23:37 - Why stablecoin numbers are bullish against all odds this bear market26:43 - Ethereum must succeed, or crypto as an asset class fails28:39 - Linux and DTCC: Why the comparison to Ethereum is both useful and wrong32:34 - The importance of Ethereum as trustware, producing blocks for over 10 years35:19 - Underestimating the impact of Ethereum scaling L139:20 - If an issuer freezes stablecoins, it doesn’t break reliance on Ethereum security41:50 - Tom’s valuation framework is for ETH, not for DeFi tokens44:54 - $20,000 to $50,000 per ETH if onchain liquidity hits $750B–$1T47:12 - How Tom gets to a fair market value today of $6,900 per ETH50:03 - Was ETH overvalued in 2021 based on this same model?52:38 - The 2030 base case ($55k) vs bull case ($138K) 53:36 - Closing------🔗 GUEST LINKS► Tom Dunleavy on X: https://x.com/dunleavy89► Tom's Ethereum article on X: https://x.com/dunleavy89/status/2059717202392359118?s=20------🎙️ 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.
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  How Superstate Is Building The Bridge Between $700 Trillion In TradFi and DeFi 11.06.2026 50мин

  Robert Leshner is the Founder and CEO of Superstate, as well as the former CoFounder of Compound.Most people in DeFi are focused on the $2.5 trillion cryptonative market. Robert is focused on the $700 trillion that hasn't moved onchain yet. In this episode, he explains why tokenization is the long awaited evolution for crypto markets, how Superstate is building the bridge between institutional TradFi assets and DeFi, and why the benefits of tokenization will soon lead to a hockey stick moment in DeFi and RWAs.------💎 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 | Aave V3 is live on Mantle🐡 PUFFER INSTITUTIONAL | ETH staking solutions for scale⚔️ KATANA | Deep liquidity & real yield------⏱️ TIMESTAMPS0:00 - Intro1:58 - What does tokenization actually mean?3:41 - Tokenization is evolution, not revolution7:42 - Why Robert built Superstate12:49 - What are the primary benefits for tokenized asset issuers?18:34 - Superstate’s customers + how Superstate tokenized funds work23:13 - The magic of finance automation that is DeFi26:28 - How Superstate straddles DeFi ethos and compliance30:02 - Regulatory landscape, CLARITY Act, and any political headwinds39:36 - Different categories of tokenized securities41:26 - Big differentiators for Superstate tokenized securities44:57 - When does tokenization hit its hockey stick moment?48:12 - The endgame is primary issuance onchain49:16 - Closing------🔗 GUEST LINKS► Superstate website: https://superstate.com/► Superstate on X: https://x.com/superstateinc► Robert on X: https://x.com/rleshner------🎙️ 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.
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  5 Revenue Streams Powering Jupiter's DeFi Super App | Revenue Meta 05.06.2026 50мин

  Kash Dhanda is the COO at Jupiter.Most people know Jupiter for its flagship DEX aggregator and perps. But we've dug into the onchain business backing JUP token value accrual and why the fundamentals are worth understanding heading into the next bull run.In this episode of Revenue Meta, Kash walks us through how Jupiter generates revenue across five distinct products: DEX aggregator, perps, Jupiter Lend, JupUSD, and Jupiter Spend, plus more revenue streams growing in development. This is a fascinating deep dive into Solana's largest, most dominant DeFi super app, including why perps for just three trading pairs wins over so much trade volume, how JLP remains one of Jupiter's most popular products, and how JUP token value accrual is aligned with Jupiter's app success. We also get the inside details on what's coming with Jupiter Lens DEX, prediction markets for the World Cup, Jupiter Spend, and their new Offerbook for borrowing and lending with long tail tokens.------💎 THIS EPISODE'S SPONSORS🔒 KPK | Best risk-adjusted yield through automated vaults🟠 APYX | The first dividend-backed stablecoin (DBS)🕛 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------⏱️ TIMESTAMPS0:00 - Intro1:40 - Overview of Jupiter ecosystem products2:50 - Jupiter’s biggest growth wins in 20254:55 - DEX aggregator revenue is still the foundation 9:17 - Perps is Jupiter's biggest revenue driver11:32 - New revenue streams 13:57 - JLP is one of Jupiter’s most popular products18:27 - The importance of Jupiter’s wallet development19:53 - The potential for Jupiter Lend growth21:14 - How Jupiter Lend generates revenue for JUP holders24:06 - What went into launching Bitwise x Ethena market27:04 - The JupUSD stablecoin and how Jupiter will grow its usage31:06 - Jupiter is a platform for builders, not just an app33:43 - Overview of JUP token value accrual42:54 - Jupiter Lens DEX, prediction markets, Offerbook, and Jupiter Spend45:41 - Jupiter Spend monthly volume is growing fast48:09 - Closing------🔗 GUEST LINKS► Jupiter website: https://jup.ag/► Jupiter on X: https://x.com/JupiterExchange► Kash on X: https://x.com/kashdhanda------🎙️ 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. Kash holds JUP.