Fully Vested Podcast by DefiLlama

Pemby joins DeFi Dave and Patrick to sat down with the founder of Meridian to discuss his ambition to become a liquidity hub on Robinhood Chain. They unpack the genesis farming, token conversions, vesting, and buyback mechanics, then explore how covered calls and governance incentives could give projects a new way to build liquidity. The conversation also covers Uniswap v4 fee hooks, standout Robinhood Chain projects, and the challenges facing onchain options, before taking a few detours.

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The Fully Vested Podcast is created by DefiLlama. Use DefiLlama's LLM built for crypto: https://defillama.com/subscription?ref=defi

Meridian Capital: https://x.com/MeridianCapDAO

Pemby: https://x.com/lordpemby

00:00 Intro

1:22 Meet Lord Pemby

2:08 From Berachain to Robinhood

4:21 Why Meridian?

6:20 Genesis farming

8:54 Token conversions & buybacks

10:40 Vesting & deposit options

15:34 Liquidity, revenue & fee hooks

17:28 Covered calls & governance incentives

22:10 Meridian vs. Shroom

23:25 The onchain options challenge

25:38 Favorite Robinhood Chain projects

29:08 Rialto & prop AMMs

32:27 Uranium, nuclear & tokenization

37:11 Wrap-up & launch details

Originally published on September 18, 2026.

Marcus, better known as That1618Guy, joins DeFi Dave and Patrick to break down Robinhood Chain’s rise and how he spots early opportunities through revenue, valuation, and tokenholder incentives.

Drawing on his “Crowded Book” research, he explains borrowed vs. funded conviction and what happens when speculative momentum fades. The episode explores tokenized stocks, Uniswap v4 hooks, AI agents, expectations for Arc, and Olympus forks, before closing with Marcus’s bull case for Uniswap and the broader outlook for DeFi.

Subscribe to the Fully Vested Podcast on YouTube: https://www.youtube.com/@FullyVestedPodcast

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The Fully Vested Podcast is created by DefiLlama. Use DefiLlama's LLM built for crypto: https://defillama.com/subscription?ref=defi

That 1618 Guy: https://x.com/that1618guy

00:00 Intro

1:23 Meet That1618Guy

4:06 Borrowed vs. funded conviction

12:46 Spotting early winners

15:46 Why Robinhood Chain is winning

19:32 Robinhood vs. Base

21:26 Tokenized stocks

23:40 Uniswap v4 hooks

25:46 AI on Robinhood Chain

29:18 Liquidity, valuations & FOMO

32:51 Expectations for Arc

35:49 Olympus forks & The Standard Reserve

40:28 DeFi outlook & CLARITY

42:08 The Uniswap bull case

44:23 Wrap-up

Originally published September 7, 2026.

In this episode, we sat down with Relwyn and Dan from Olympus to talk about what they've been working on and what they have planned for Olympus and OHM in the future.

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The Fully Vested Podcast is created by DefiLlama. Use DefiLlama's LLM built for crypto: https://defillama.com/subscription?ref=defi

Olympus: https://olympusdao.finance/

0:00 Intro

1:06 What Olympus is Today vs 2021

4:35 The Ongoing Merger of TradFi and DeFi

7:11 Long Term Vision of Olympus

10:59 Most Misunderstood thing about Olympus

16:10 Crypto Bull Runs Compared to the Dotcom Bubble

18:03 Olympus Team's Thoughts on New Forks

31:23 New Products & Future Plans for OHM

40:20 OHM Holder Composition and Buybacks

43:53 Where They See OHM in a Few Years

Originally filmed August 6, 2026.

Seong is the Head of Product for Robinhood Crypto. He joined us on this episode to talk about what Robinhood is building and where he sees the future of onchain finance and tokenized stocks going. This episode was first filmed a month ago before Robinhood Chain took off.

Subscribe to the Fully Vested Podcast on YouTube: https://www.youtube.com/@FullyVestedPodcast

Follow the Fully Vested Podcast on X: https://x.com/FullyVested_Pod

The Fully Vested Podcast is created by DefiLlama. Use DefiLlama's LLM built for crypto: https://defillama.com/subscription?ref=defi

Robinhood Chain: https://robinhood.com/us/en/crypto/chain/

Robinhood Chain on DefiLlama: https://defillama.com/chain/robinhood-chain

0:00 Background on this Video

1:53 Intro

3:59 What's the vision behind Robinhood Chain?

4:58 What are stock tokens?

7:40 Stocks tokens will enable new types of financial applications

10:00 Why should crypto users be excited about Robinhood Chain?

12:19 What's driving growth on Robinhood Chain?

15:45 Best path for builders to build on Robinhood Chain

17:46 Robinhood's approach to neutrality

19:19 Robinhood Earn

22:08 DefiLlama risk data

23:58 Long term success for RWA tokens

25:51 Outro

Originally published August 30, 2026.

This week, we're trying a new format on the Fully Vested Podcast. Patrick and Dave each brought the 3 most interesting things they saw in crypto and the market to share and discuss.

Subscribe to the Fully Vested Podcast on YouTube: https://www.youtube.com/@FullyVestedPodcast

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The Fully Vested Podcast is created by DefiLlama. Subscribe to DefiLlama Pro today for full access to LlamaAI, LlamaFeed, CSV downloads, custom dashboard creation, and more: https://defillama.com/subscription?ref=defi

0:00 Intro

1:52 Dave's 3 Things

3:08 Robinhood Chain vs Base

5:18 Former Crypto Founder Enriches Uranium

9:34 Patrick Goes on a Linguistics Rant

11:11 DefiLlama's New Universal Token Rating Dashboard

13:30 Netnet Makes DeFi Exciting Again

19:55 Jackson Hole Conference & Stablecoins

22:25 Dave Talks Mexico City

27:00 Outro

Michael Egorov is the founder of Curve and Yield Basis. Curve is the automated market maker built for low-slippage stablecoin trading that's become one of DeFi's core liquidity layers since launching in 2020, and Yield Basis is Egorov's newer protocol for eliminating impermanent loss on Bitcoin liquidity pairs. On this episode of Fully Vested, he joins hosts Patrick Scott and DeFi Dave to trace the path from StableSwap to veCRV to Yield Basis, and the frustrations with banks, with Boeing's buybacks, with his own square-root exposure to Bitcoin, that led to each one.

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Michael speaks to how Curve's lock-and-distribute system removes three times more tokens from circulation than ‘buyback and burn,’ how the "gauge" in Curve's gauge system got its name from lab equipment he used as a physicist, and how Yield Basis applies compounding leverage to cancel out impermanent loss on Bitcoin. He also talks through what he'd build next, from a JavaScript-free crypto wallet to a system for stablecoin FX, and looks back on the 2020 DeFi Summer that helped inspire DefiLlama itself.

0:00 Intro

3:50 Michael's path: physics, Bitcoin, and building NuCypher

8:56 Launching Curve's StableSwap algorithm in 2020

13:27 Why Curve's DAO rejected one coin, one vote

15:57 The Boeing buyback disaster that shaped veCRV

20:23 Buybacks vs. locking: which actually removes more tokens

26:25 From Curve's crypto pools to Yield Basis

31:08 Repurposing math to cancel out impermanent loss

40:09 Scaling Yield Basis without breaking Curve USD's peg

44:03 What Michael would build next

48:50 DeFi Summer memories, and how DeFiLlama began

#DeFi #Stablecoin #Bitcoin

Ozzy is the founder of Pons, the Robinhood Chain launchpad that hit $1.75 billion in trading volume and 250,000 token launches within weeks of going live. He's joined by Carl, an early Pons supporter and contributor.

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On this episode of Fully Vested, they join hosts Patrick Scott and DeFi Dave to talk through what happens when a project goes from zero to a top fee-generating protocol, and why Ozzy chose to pull Pons' V2 offline just days after launch. The conversation also covers RootsFi, the payments and neobank project Ozzy and Carl cofounded together, and why they think reputation is the real moat in a space where anyone can fork a product overnight.

0:00 Intro

5:26 Introducing Pons

10:36 The V2 shutdown: what went wrong and why they paused it

14:13 Lessons on patience and moving slower after going viral

17:46 What moats look like when anyone can fork your product

22:54 Why builders like Robinhood Chain's hands-off approach

30:34 Taking the neobank route with RootsFi

35:36 Who will win the neobank wars?

40:01 Advice for crypto founders in the spotlight

#crypto #robinhood #neobank