Odyssey - Digital Assets

Odyssey - Digital Assets

By Nemesis CapitalBusinessInvesting
Download on the App Store

Odyssey - Digital Assets episodes

  • #089 - Rysk: DeFi’s Volatility Layer w/Dan

    Summary

    In this episode, Dan from Rysk discusses the evolution of DeFi options, the innovative features of RYSK, and its role within the hyperliquid ecosystem. He shares insights on product design, pricing mechanisms, and future outlooks for options trading in DeFi.


    Follow Rysk: https://x.com/ryskfinance

    Follow Dan: https://x.com/DanDeFiEd


    Chapters
    (00:00) Introduction to RYSK and Options in DeFi
    (01:44) Dan's Journey into Crypto and RYSK
    (08:04) The Pivot to Hyperliquid Ecosystem
    (11:09) Understanding RYSK'S Mechanisms and Products
    (18:05) Options Pricing and Execution Risks
    (25:43) Counterparties and Risk Premium Explained
    (29:14) Yield Opportunities and Points Program
    (32:57) Growth Metrics and Future Strategies
    (39:57) Outlook for RYSK and Hyperliquid Ecosystem


    Follow us on X: https://x.com/OdysseyBIS

    Follow us on Spotify: https://open.spotify.com/show/4SKLuK9iE3wVITs50xAGPu?si=a8bedd891ec34d65

    Follow us on YouTube: https://www.youtube.com/@OdysseyBiS

    Check out our website: https://binary.builders/odyssey/

    Follow us on LinkedIn: https://www.linkedin.com/company/odysseybis

    Join our TG: https://t.me/OdysseyBiS


    DISCLAIMER: Nothing said on the Odyssey Podcast is a recommendation to buy or sell any security or token, nor does it constitute any tax or legal advice. The podcast is for informational and entertainment purposes only. Any views expressed by the hosts or the guests are solely opinions and not financial, legal, or tax advice. The hosts and guests may hold positions, equity, or advisory positions in the projects, companies, and funds discussed.

    48 min
  • #088 - x402 vs MPP and All About Agents w/David

    Summary

    This episode features David, an expert in crypto and AI, discussing the evolution of agentic commerce, standards like x402, MPP, and the future of autonomous agents on blockchain. We explore technical standards, use cases, and the impact on the internet infrastructure.


    Follow David: https://x.com/davewardonline

    Check out Bankless Mindshare: https://www.bankless.com/mindshare


    Chapters
    (00:00) Introduction to Crypto and AI Intersection
    (05:19) Evolution of Crypto and AI Technologies
    (11:54) Understanding Key Concepts: x402 and MPP
    (17:34) The Role of Crypto in Agentic Commerce
    (21:22) Use Cases and Future of x402
    (32:08) The Future of Blockchain and Agentic Activity
    (35:26) Challenges in Trading with Agents
    (40:09) Innovations in Yield Optimization and Risk Management
    (45:59) Verifiability and Integrity in Agentic Commerce
    (47:57) The Role of Cloudflare in Agentic Payments
    (56:36) Looking Ahead: The Future of Agentic Commerce


    Follow us on X: https://x.com/OdysseyBIS

    Follow us on Spotify: https://open.spotify.com/show/4SKLuK9iE3wVITs50xAGPu?si=a8bedd891ec34d65

    Follow us on YouTube: https://www.youtube.com/@OdysseyBiS

    Check out our website: https://binary.builders/odyssey/

    Follow us on LinkedIn: https://www.linkedin.com/company/odysseybis

    Join our TG: https://t.me/OdysseyBiS


    DISCLAIMER: Nothing said on the Odyssey Podcast is a recommendation to buy or sell any security or token, nor does it constitute any tax or legal advice. The podcast is for informational and entertainment purposes only. Any views expressed by the hosts or the guests are solely opinions and not financial, legal, or tax advice. The hosts and guests may hold positions, equity, or advisory positions in the projects, companies, and funds discussed.

    1 hr
  • #087 - APYX: The Next Evolution of DAT Yields w/Joseph Onorati

    Summary

    In this episode, Joseph Onorati discusses the evolution and current state of Decentralized Asset Tokens (DATs), the mechanics of STRC, and the innovative approach of building APYX on top of STRC. He explores the strategic use of preferred stocks, yield mechanisms, and the future outlook for crypto-backed financial instruments.


    Follow Joseph: https://x.com/0xinliberty

    Follow APYX: https://x.com/apyx_fi


    Chapters

    00:00 Introduction to APYX and Joseph's Background

    04:35 The Emergence of STRC and Its Significance

    08:20 Understanding the Mechanisms Behind STRC

    11:35 Investor Perspectives on Preferred Stocks

    17:05 Building APYX on STRC: Unique Value Proposition

    21:44 APYX as a Diversified Asset

    23:46 Money Flow and Yield Distribution in APYX

    29:50 Yield Opportunities and Points Program

    36:32 Future of APYX and Tokenomics

    39:35 Current State of DATs and Market Outlook

    49:40 Conclusion and Future Expectations


    Follow us on X: https://x.com/OdysseyBIS

    Follow us on Spotify: https://open.spotify.com/show/4SKLuK9iE3wVITs50xAGPu?si=a8bedd891ec34d65

    Follow us on YouTube: https://www.youtube.com/@OdysseyBiS

    Check out our website: https://binary.builders/odyssey/

    Follow us on LinkedIn: https://www.linkedin.com/company/odysseybis

    Join our TG: https://t.me/OdysseyBiS


    DISCLAIMER: Nothing said on the Odyssey Podcast is a recommendation to buy or sell any security or token, nor does it constitute any tax or legal advice. The podcast is for informational and entertainment purposes only. Any views expressed by the hosts or the guests are solely opinions and not financial, legal, or tax advice. The hosts and guests may hold positions, equity, or advisory positions in the projects, companies, and funds discussed.


    52 min
  • #086 - Liquity: The Cheapest Way to Borrow Against Your Eth! w/Sam

    Summary

    In this episode, Sam from Liquidity discusses the evolution of decentralized finance, focusing on Liquidity's innovative approach to stablecoins, interest rate customization, and the ecosystem of friendly forks. Learn how Liquidity is shaping the future of DeFi with unique features and strategic growth plans.


    Follow Sam: https://x.com/SamExotic3

    Follow Liquity: https://x.com/LiquityProtocol


    Chapters

    00:00 Introduction to Liquity and Its Origins

    05:46 The Evolution of Liquity V1 and Market Positioning

    10:10 Understanding Liquity V2: Features and Innovations

    15:18 Mechanics of Borrowing and Interest Rate Customization

    20:16 Stability Pools and Yield Generation Strategies

    24:47 Exploring Yield Opportunities with Bold

    27:04 Understanding the Friendly Fork Ecosystem

    30:30 The Role of LQTY Tokens

    36:07 User Behavior and Strategies with Bold and LUSD

    44:15 Growth Strategies for Bold and LUSD

    50:02 Future Outlook for Liquity and DeFi


    Follow us on X: https://x.com/OdysseyBIS

    Follow us on Spotify: https://open.spotify.com/show/4SKLuK9iE3wVITs50xAGPu?si=a8bedd891ec34d65

    Follow us on YouTube: https://www.youtube.com/@OdysseyBiS

    Check out our website: https://binary.builders/odyssey/

    Follow us on LinkedIn: https://www.linkedin.com/company/odysseybis

    Join our TG: https://t.me/OdysseyBiS


    DISCLAIMER: Nothing said on the Odyssey Podcast is a recommendation to buy or sell any security or token, nor does it constitute any tax or legal advice. The podcast is for informational and entertainment purposes only. Any views expressed by the hosts or the guests are solely opinions and not financial, legal, or tax advice. The hosts and guests may hold positions, equity, or advisory positions in the projects, companies, and funds discussed.

    54 min
  • #085 - Pear Protocol: Sophisticated Trading on Top of Hyperliquid w/Huf

    Summary

    In this episode, Huf from Pair Protocol shares insights into the evolution of decentralized perpetual trading, the strategic development of Pair Protocol, and the future of on-chain trading infrastructure. Discover how innovative features like agent AI, basket trading, and multi-asset margin are transforming crypto trading.


    Follow Huf: https://x.com/hufhaus9

    Follow Pear: https://x.com/pear_protocol


    Chapters
    (00:00) Introduction to Pair Protocol and Huf's Background
    (03:53) The Evolution of Pair Protocol
    (06:45) Hyperliquid and the Competitive Landscape of Perp DEXs
    (09:34) Understanding SIM and Simeo
    (12:31) Exploring the Pair Protocol Product
    (15:07) Risk Management in Pair Trading
    (18:23) Agent Pair: AI in Trading
    (20:54) Token Utility and Incentives
    (24:01) Future Developments in Pair Protocol
    (26:39) The Role of Institutional Traders in Crypto
    (29:31) Conclusion and Future Outlook


    Follow us on X: https://x.com/OdysseyBIS

    Follow us on Spotify: https://open.spotify.com/show/4SKLuK9iE3wVITs50xAGPu?si=a8bedd891ec34d65

    Follow us on YouTube: https://www.youtube.com/@OdysseyBiS

    Check out our website: https://binary.builders/odyssey/

    Follow us on LinkedIn: https://www.linkedin.com/company/odysseybis

    Join our TG: https://t.me/OdysseyBiS


    DISCLAIMER: Nothing said on the Odyssey Podcast is a recommendation to buy or sell any security or token, nor does it constitute any tax or legal advice. The podcast is for informational and entertainment purposes only. Any views expressed by the hosts or the guests are solely opinions and not financial, legal, or tax advice. The hosts and guests may hold positions, equity, or advisory positions in the projects, companies, and funds discussed.


    45 min
  • #084 - Spectra: MetaVaults and the Future of Yield Trading

    Summary

    This episode features Curtis from Spectra discussing yield trading, Spectra's evolution, MetaVaults, and the future of DeFi infrastructure. Gain insights into innovative protocols, market strategies, and the role of Spectra in the expanding DeFi landscape.


    Follow Spectra: https://x.com/spectra_finance

    Follow Curtis: https://x.com/AbsoluteUknit


    Chapters

    (00:00) Introduction to Yield Trading and Spectra

    (05:40) Curtis's Journey in DeFi and Spectra's Evolution

    (10:31) Understanding Yield Trading's Current Landscape

    (15:21) Spectra's Unique Offerings and Competitive Landscape

    (16:36) Exploring Spectra's Platform Mechanics

    (22:28) Base APY vs Implied APY: Trading Opportunities

    (23:33) Yield Trading Insights and Strategies

    (24:47) Understanding Liquidity Pools and Trading Fees

    (28:20) MetaVaults: A New Era in Yield Management

    (33:23) The Role of Spectra Token in Yield Generation

    (36:51) Growth Strategies and Future Projections for Spectra

    (42:45) Exciting Upcoming Features and Innovations


    Follow us on X: https://x.com/OdysseyBIS


    Follow us on Spotify: https://open.spotify.com/show/4SKLuK9iE3wVITs50xAGPu?si=a8bedd891ec34d65


    Follow us on YouTube: https://www.youtube.com/@OdysseyBiS


    Check out our website: https://binary.builders/odyssey/


    Follow us on LinkedIn: https://www.linkedin.com/company/odysseybis


    Join our TG: https://t.me/OdysseyBiS


    DISCLAIMER: Nothing said on the Odyssey Podcast is a recommendation to buy or sell any security or token, nor does it constitute any tax or legal advice. The podcast is for informational and entertainment purposes only. Any views expressed by the hosts or the guests are solely opinions and not financial, legal, or tax advice. The hosts and guests may hold positions, equity, or advisory positions in the projects, companies, and funds discussed.


    46 min
  • #083 - Cheezy: The Crypto Neobanking and Tradfi - DeFi Convergence Theses

    Summary

    In this episode, Max interviews Cheezy from Memento Research, exploring the latest trends in DeFi, crypto neo banking, and the convergence of traditional and decentralized finance. They discuss project theses, market dynamics, and future opportunities in the crypto space.


    Follow Cheezy: https://x.com/0xCheeezzyyyy

    Follow Memento Research: https://x.com/mementoresearch


    Chapters
    (00:00) Introduction and Background
    (02:05) Journey into Crypto and DeFi
    (04:53) Memento Research and Its Mission
    (08:09) Understanding DeFi and Its Mechanisms
    (11:38) The Role of Layer 2 Solutions
    (17:41) Value Accrual in Memento and DeFi
    (21:18) The Future of Decentralized Finance
    (25:41) Current Market Trends and Opportunities
    (32:49) The Importance of Fundamentals in Crypto
    (40:35) Looking Ahead: Predictions for the Crypto Space


    Follow us on X: https://x.com/OdysseyBIS

    Follow us on Spotify: https://open.spotify.com/show/4SKLuK9iE3wVITs50xAGPu?si=a8bedd891ec34d65

    Follow us on YouTube: https://www.youtube.com/@OdysseyBiS

    Check out our website: https://binary.builders/odyssey/

    Follow us on LinkedIn: https://www.linkedin.com/company/odysseybis

    Join our TG: https://t.me/OdysseyBiS


    DISCLAIMER: Nothing said on the Odyssey Podcast is a recommendation to buy or sell any security or token, nor does it constitute any tax or legal advice. The podcast is for informational and entertainment purposes only. Any views expressed by the hosts or the guests are solely opinions and not financial, legal, or tax advice. The hosts and guests may hold positions, equity, or advisory positions in the projects, companies, and funds discussed.

    52 min
  • #082 - Panoptic: The Breakout Moment for DeFi Options w/Guillaume Lambert

    Summary

    Guillaume Lambert, physicist turned DeFi polymath, discusses the evolution of liquidity provisioning, the math behind Uniswap v2 and v3, and the potential of Panoptic for decentralized options trading. Discover how advanced strategies like gamma scalping and delta-neutral positions are shaping the future of DeFi yield.


    Follow Guillaume: https://x.com/guil_lambert

    Follow Panoptic: https://x.com/Panoptic_xyz

    Guillaume's famous LP articles: https://lambert-guillaume.medium.com/


    Chapters
    (00:00) Introduction and Guest Background
    (01:00) Guillaume's Transition from Physics to Crypto
    (01:53) Early Involvement in Ethereum and DeFi
    (02:44) Learning and Experimenting with Uniswap v1, v2, and v3
    (03:41) Mathematical Insights into LP Positions
    (04:40) Why Guillaume Chose LPing and Options Trading
    (06:42) Understanding Uniswap v3's Liquidity Mechanics
    (08:27) Options Payoff Structures and Risk Management
    (10:38) Convexity, Gamma, and Risk-Reward Profiles
    (12:37) Range and Width of LP Positions as Options
    (14:38) Strategies: Yield Farming vs. Expressing Market Opinions
    (17:08) Comparison with Other Protocols: Yield and Gamma Swap
    (21:07) Panoptic Architecture and Features
    (23:05) Leveraging Loans and Leverage in Panoptic
    (24:42) Collateralization and Lending within Panoptic
    (28:36) Customizability of Panoptic and Asset Management
    (30:33) New Yield Sources and Market Opportunities
    (35:31) Why Options in DeFi Are Timely and Relevant
    (40:25) Challenges and Innovations in On-Chain Options Trading
    (44:22) Upcoming Launch and Future Roadmap of Panoptic
    (48:19) Simple Strategies for Beginners in Options Trading
    (51:06) Future Plans and Broader Expansion of Panoptic
    (52:46) Closing Remarks and Contact Information


    Follow us on X: https://x.com/OdysseyBIS

    Follow us on Spotify: https://open.spotify.com/show/4SKLuK9iE3wVITs50xAGPu?si=a8bedd891ec34d65

    Follow us on YouTube: https://www.youtube.com/@OdysseyBiS

    Check out our website: https://binary.builders/odyssey/

    Follow us on LinkedIn: https://www.linkedin.com/company/odysseybis

    Join our TG: https://t.me/OdysseyBiS


    DISCLAIMER: Nothing said on the Odyssey Podcast is a recommendation to buy or sell any security or token, nor does it constitute any tax or legal advice. The podcast is for informational and entertainment purposes only. Any views expressed by the hosts or the guests are solely opinions and not financial, legal, or tax advice. The hosts and guests may hold positions, equity, or advisory positions in the projects, companies, and funds discussed.



    57 min
  • #081 - Roundtable: State of Yields, Geopolitics, and AI w/InfiniFi, IPOR, and TAU Labs

    Summary

    This roundtable features experts discussing the current geopolitical tensions, market outlooks, crypto strategies, and the impact of AI on DeFi. They analyze recent events, market opportunities, and the future of RWAs and chain development.


    Follow Vlad: https://x.com/0xpxls

    Follow TAU: https://x.com/628Labs


    Follow Rob: https://x.com/RobAnon

    Follow InfiniFi: https://x.com/infiniFi


    Follow Darren: https://x.com/DarrenCamas

    Follow IPOR: https://x.com/ipor_io


    Chapters
    (00:00) Market Outlook Amidst Geopolitical Tensions
    (05:51) Crypto's Resilience and Investment Strategies
    (10:19) The Role of DeFi in Current Market Dynamics
    (15:21) Emerging Trends in DeFi and Yield Opportunities
    (19:58) The Future of New Chains and Incentives
    (24:51) Long-term Viability of DeFi Tokens
    (31:41) Current Landscape of Competitive Lending
    (35:44) Strategies for Growth in DeFi
    (37:45) Exploring Real-World Assets (RWAs)
    (43:17) The Role of AI in Finance
    (56:15) Final Thoughts and Future Directions


    Follow us on X: https://x.com/OdysseyBIS

    Follow us on Spotify: https://open.spotify.com/show/4SKLuK9iE3wVITs50xAGPu?si=a8bedd891ec34d65

    Follow us on YouTube: https://www.youtube.com/@OdysseyBiS

    Check out our website: https://binary.builders/odyssey/

    Follow us on LinkedIn: https://www.linkedin.com/company/odysseybis

    Join our TG: https://t.me/OdysseyBiS


    DISCLAIMER: Nothing said on the Odyssey Podcast is a recommendation to buy or sell any security or token, nor does it constitute any tax or legal advice. The podcast is for informational and entertainment purposes only. Any views expressed by the hosts or the guests are solely opinions and not financial, legal, or tax advice. The hosts and guests may hold positions, equity, or advisory positions in the projects, companies, and funds discussed.


    57 min
  • #080 - Balancer w/Simon - Head of DeFi

    Summary

    In this episode, Simon, Head of DeFi at Balancer, one of THE og DeFi protocols, shares insights into Balancer's innovative products, strategic positioning, and future outlook in DeFi. Discover how Balancer's diverse pool offerings and security focus are shaping the industry.


    Follow Simon: https://x.com/simonthekid_

    Follow Balancer: https://x.com/Balancer


    Chapters
    (00:00) Introduction to Simon and Balancer
    (03:50) The Appeal of Balancer in DeFi
    (06:31) Understanding Balancer's Product Range
    (09:35) Exploring Weighted Pools and Rebalancing
    (12:36) Boosted Pools and Their Efficiency
    (15:31) Partnerships and Competitive Landscape
    (17:53) Innovations in Balancer V3
    (20:51) Metrics for Success in DeFi
    (23:46) The Future of Balancer and DeFi
    (27:10) Closing Thoughts and Future Opportunities


    Follow us on X: https://x.com/OdysseyBIS

    Follow us on Spotify: https://open.spotify.com/show/4SKLuK9iE3wVITs50xAGPu?si=a8bedd891ec34d65

    Follow us on YouTube: https://www.youtube.com/@OdysseyBiS

    Check out our website: https://binary.builders/odyssey/

    Follow us on LinkedIn: https://www.linkedin.com/company/odysseybis

    Join our TG: https://t.me/OdysseyBiS


    DISCLAIMER: Nothing said on the Odyssey Podcast is a recommendation to buy or sell any security or token, nor does it constitute any tax or legal advice. The podcast is for informational and entertainment purposes only. Any views expressed by the hosts or the guests are solely opinions and not financial, legal, or tax advice. The hosts and guests may hold positions, equity, or advisory positions in the projects, companies, and funds discussed.


    42 min

About Odyssey - Digital Assets

From the publisher's feed

Discover the forefront of DeFi, Digital Assets, and how the AI economy shapes the markets of tomorrow!