Matthias Seidl (Matze) is CoFounder and Lorenz Lehmann is Research Lead at growthepie.

In this episode, we review growthepie's recent report on Ethereum's 10-year anniversary, "Building The World Ledger." Ethereum’s first decade has been defined by landmark upgrades such as The Merge and Dencun, the rise of Layer 2 scaling, and bold experiments that shape how value flows back to ETH. This episode breaks down the key milestones, ecosystem, use cases, and roadmap that will further cement Ethereum as the world’s most trustless and reliable ledger.

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🔗 Essential Show Links 🔗

► Newsletter: https://the-edge.xyz
► Youtube: https://youtube.com/@DeFiDad
► Apple: https://tinyurl.com/edgepod
► Spotify: https://tinyurl.com/edgepodspotify
► Linktree: https://linktr.ee/edge_pod
► Follow DeFi Dad: https://x.com/DeFi_Dad
► Follow Nomatic: https://x.com/Nomaticcap
► Learn DeFi: http://defidad.com/

------
The Edge Podcast Sponsor Resources

♦️ REDSTONE | THE LEADING MODULAR BLOCKCHAIN ORACLE

♉︎ TOROS | EXPONENTIAL GAINS WITH LEVERAGED TOKENS

🥞 SYRUPUSDC BY MAPLE | DEFI'S PREMIUM YIELD ASSET

🦅 FALCON | OVERCOLLATERIZED SYNTHETIC DOLLAR - POINTS PROGRAM NOW LIVE

⚡ SPARK | THE ONCHAIN CAPITAL ALLOCATOR

🏦 MANTLE | INNOVATING THE FUTURE OF ONCHAIN FINANCE

🐡 PUFFER INSTITUTIONAL | STAKING SOLUTIONS FOR INSTITUTIONAL SCALE

📈 RUMPEL | TURN POINTS INTO PROFITS

⚙️ GEARBOX PROTOCOL | ONCHAIN LENDING REIMAGINED

------
Timestamps

0:00 - Intro
5:46 - growthepie, an Ethereum analytics tool
7:29 - The significance of Ethereum’s 10-year track record
8:27 - Two most important upgrades, The Merge and Dencun
11:20 - Impact of Dencun lowering transaction costs vs ETH burn bulls
13:45 - The role of L2s in the Ethereum ecosystem
16:49 - How does L2 success translate to ETH value accrual?
24:33 - Sponsor break
25:44 - Celo cut 99.8% of security costs becoming an L2
30:06 - Why might teams like Circle still launch an L1?
34:30 - Most compelling use cases on Ethereum today
38:27 - Sponsor break
39:52 - Ethereum’s roadmap and future network upgrades
43:17 - Scaling Ethereum L1 to 10k tps and what it means for L2s
47:57 - Is Ethereum now headed in the right direction?
50:33 - Closing

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🔗 Guest Links 🔗

► growthepie website: https://www.growthepie.com/
► growthepie Ethereum report: https://www.growthepie.com/quick-bites/anniversary-report
► growthepie on X: https://x.com/growthepie_eth
► Matze on X: https://x.com/web3_data
► Lorenz on X: https://x.com/LehmannLorenz

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All opinions expressed by hosts and podcast guests are solely their own opinions. Podcast guests and hosts may have positions in the assets or other matters discussed in this podcast. DeFi Dad and Nomatic hold ETH. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. Do your own research. This is not a recommendation or endorsement to buy any token(s) related to any platform(s) discussed.

Mike Silagadze is the CoFounder at ether.fi.

In this episode, we dive into how Mike's team is building a full-service DeFi neobank. From native liquid staking to automated investing vault strategies, to real-world debit card spending, fiat on/off-ramps, tokenized stocks, and access to Hyperliquid perps, Mike explains how ether.fi is bridging onchain finance to the real world.

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🔗 Essential Show Links 🔗

► Newsletter: https://the-edge.xyz
► Youtube: https://youtube.com/@DeFiDad
► Apple: https://tinyurl.com/edgepod
► Spotify: https://tinyurl.com/edgepodspotify
► Linktree: https://linktr.ee/edge_pod
► Follow DeFi Dad: https://x.com/DeFi_Dad
► Follow Nomatic: https://x.com/Nomaticcap
► Learn DeFi: http://defidad.com/

------
The Edge Podcast Sponsor Resources

♦️ REDSTONE | THE LEADING MODULAR BLOCKCHAIN ORACLE

♉︎ TOROS | EXPONENTIAL GAINS WITH LEVERAGED TOKENS

🥞 SYRUPUSDC BY MAPLE | DEFI'S PREMIUM YIELD ASSET

🦅 FALCON | OVERCOLLATERIZED SYNTHETIC DOLLAR - POINTS PROGRAM NOW LIVE

⚡ SPARK | THE ONCHAIN CAPITAL ALLOCATOR

🏦 MANTLE | INNOVATING THE FUTURE OF ONCHAIN FINANCE

🐡 PUFFER INSTITUTIONAL | STAKING SOLUTIONS FOR INSTITUTIONAL SCALE

📈 RUMPEL | TURN POINTS INTO PROFITS

⚙️ GEARBOX PROTOCOL | ONCHAIN LENDING REIMAGINED

------
Timestamps

0:00 - Intro
5:57 - The impact of ETH’s rising price on ether.fi
9:35 - Broader vision for ether.fi
15:40 - ether.fi Liquid vaults
17:03 - ether.fi Cash, bridging onchain and real-world spending
24:17 - ether.fi offers a better DeFi neobank
27:32 - Security and recovery features for Cash users
29:59 - Fiat rails and virtual US bank accounts
32:00 - Sponsor break
33:11 - Integrating tokenized stocks into ether.fi
35:53 - ether.fi Trade and offering new access to Hyperliquid
40:50 - Sponsor break
42:15 - Integration with HYPE LST for Cash and Liquid users
43:16 - ether.fi looking to work with ETH treasury companies
48:13 - Could Microstrategy ever tap into DeFi with eBTC?
50:45 - Closing

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🔗 Guest Links 🔗

► ether.fi website: https://ether.fi/
► ether.fi Cash sign-up (ref link): https://www.ether.fi/refer/defidad
► ether.fi on X: https://x.com/ether_fi
► Mike Silagadze on X: https://x.com/MikeSilagadze

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All opinions expressed by hosts and podcast guests are solely their own opinions. Podcast guests and hosts may have positions in the assets or other matters discussed in this podcast. DeFi Dad invested in ether.fi's seed round. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. Do your own research. This is not a recommendation or endorsement to buy any token(s) related to any platform(s) discussed.

Samyak Jain is the CoFounder of Instadapp and Fluid. Kash Dhanda is a core contributor at Jupiter.

In this episode, we take you inside one of the most influential alliances recently formed in DeFi, one bridging two reputable DeFi builders from Solana and Ethereum. Jupiter Lend is expected to go from private beta to public launch any day now, offering isolated lending and borrowing vaults on Solana. We explore how Jupiter teamed up with the DeFi pioneers at Fluid/Instadapp on Ethereum to bring these innovative features for a hybrid lending/borrowing-meets-DEX protocol over to Jupiter's massive community of users on Solana. Plus, we dig into what's new with Fluid DEX Lite and Fluid DEX V2 on Ethereum!

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🔗 Essential Show Links 🔗

► Newsletter: https://the-edge.xyz
► Youtube: https://youtube.com/@DeFiDad
► Apple: https://tinyurl.com/edgepod
► Spotify: https://tinyurl.com/edgepodspotify
► Linktree: https://linktr.ee/edge_pod
► Follow DeFi Dad: https://x.com/DeFi_Dad
► Follow Nomatic: https://x.com/Nomaticcap
► Learn DeFi: http://defidad.com/

------
The Edge Podcast Sponsor Resources

♦️ REDSTONE | THE LEADING MODULAR BLOCKCHAIN ORACLE

♉︎ TOROS | EXPONENTIAL GAINS WITH LEVERAGED TOKENS

🥞 SYRUPUSDC BY MAPLE | DEFI'S PREMIUM YIELD ASSET

🦅 FALCON | OVERCOLLATERIZED SYNTHETIC DOLLAR - POINTS PROGRAM NOW LIVE

⚡ SPARK | THE ONCHAIN CAPITAL ALLOCATOR

🏦 MANTLE | INNOVATING THE FUTURE OF ONCHAIN FINANCE

🐡 PUFFER INSTITUTIONAL | STAKING SOLUTIONS FOR INSTITUTIONAL SCALE

📈 RUMPEL | TURN POINTS INTO PROFITS

⚙️ GEARBOX PROTOCOL | ONCHAIN LENDING REIMAGINED

------
Timestamps

0:00 - Intro
6:08 - Jupiter, Solana’s DeFi super-app
7:57 - Fluid’s early success
10:49 - Collaboration between Jupiter and Fluid
14:07 - Navigating complexity of a DeFi partnership
17:54 - Innovations of Fluid, now in Jupiter Lend
21:48 - Jupiter Lend introducing feature to migrate loans
25:27 - Sponsor break
26:38 - Which vaults will go live in Jupiter Lend public beta?
29:29 - Protocol incentives anticipated for Jupiter Lend launch
31:58 - Revenue share between Jupiter x Fluid
34:15 - FLUID buybacks
37:26 - Thoughts on Fluid DEX flipping Uniswap on daily volume
44:21 - Sponsor break
45:46 - Fluid DEX Lite, the most gas-efficient DEX
49:55 - Fluid DEX V2 coming soon
51:50 - What’s next for Jupiter?
53:41 - Jupiter Portfolio
54:29 - What’s next for Fluid?
56:22 - Closing

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🔗 Guest Links 🔗

► Jupiter Lend website: https://jup.ag/lend
► Jupiter Portfolio website: https://jup.ag/portfolio
► Jupiter on X: https://x.com/jupiterexchange
► Fluid website: https://fluid.io/
► Fluid on X: https://x.com/0xfluid
► Samyak Jain on X: https://x.com/smykjain

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All opinions expressed by hosts and podcast guests are solely their own opinions. Podcast guests and hosts may have positions in the assets or other matters discussed in this podcast. DeFi Dad and Nomatic hold FLUID. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. Do your own research. This is not a recommendation or endorsement to buy any token(s) related to any platform(s) discussed.

Dan Greer is the CoFounder at Defi.App.

In this episode, we discuss Dan's vision to simplify the user experience in decentralized finance, offering a Robinhood-style onchain platform. He shares his insights on the importance of creating a centralized exchange-like UX while maintaining the benefits of self-sovereignty and decentralization, complete with KYC-less access and next-gen trading tools like Hyperliquid perps. Plus, more on their upcoming mobile app (currently in beta) and their AI integration designed to assist users in perps trading.

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🔗 Essential Show Links 🔗

► Newsletter: https://the-edge.xyz
► Youtube: https://youtube.com/@DeFiDad
► Apple: https://tinyurl.com/edgepod
► Spotify: https://tinyurl.com/edgepodspotify
► Linktree: https://linktr.ee/edge_pod
► Follow DeFi Dad: https://x.com/DeFi_Dad
► Follow Nomatic: https://x.com/Nomaticcap
► Learn DeFi: http://defidad.com/

------
The Edge Podcast Sponsor Resources

♦️ REDSTONE | THE LEADING MODULAR BLOCKCHAIN ORACLE

♉︎ TOROS | EXPONENTIAL GAINS WITH LEVERAGED TOKENS

🥞 SYRUPUSDC BY MAPLE | DEFI'S PREMIUM YIELD ASSET

🦅 FALCON | OVERCOLLATERIZED SYNTHETIC DOLLAR - POINTS PROGRAM NOW LIVE

⚡ SPARK | THE ONCHAIN CAPITAL ALLOCATOR

🏦 MANTLE | INNOVATING THE FUTURE OF ONCHAIN FINANCE

🐡 PUFFER INSTITUTIONAL | STAKING SOLUTIONS FOR INSTITUTIONAL SCALE

📈 RUMPEL | TURN POINTS INTO PROFITS

⚙️ GEARBOX PROTOCOL | ONCHAIN LENDING REIMAGINED

------
Timestamps

0:00 - Intro
6:05 - The vision behind Defi.App
10:11 - The benefits of accessing DeFi onchain vs a CEX
16:01 - Competing with wallet providers
20:25 - Target market for Defi.App
24:20 - Balancing curation vs access in the DeFi UX
28:28 - Sponsor break
29:39 - Future development for lending and borrowing
37:53 - Fiat on-ramping UX
40:26 - User journey through Defi.App
45:22 - Sponsor break
46:47 - Hyperliquid perps trading and mobile app for trading
52:29 - HOME buybacks, staking + Season 2 airdrop
54:42 - AI-supercharged trading coming soon
59:43 - Closing

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🔗 Guest Links 🔗

► Defi.App website: https://defi.app/
► Defi.App on X: https://x.com/defidotapp
► Dan Greer on X: https://x.com/0xuxdesign

------
All opinions expressed by hosts and podcast guests are solely their own opinions. Podcast guests and hosts may have positions in the assets or other matters discussed in this podcast. DeFi Dad and Nomatic are investors in DeFi.App. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. Do your own research. This is not a recommendation or endorsement to buy any token(s) related to any platform(s) discussed.

Joseph Chalom is Co-CEO at SharpLink and Jason Linehan is Chief Strategy Officer at Consensys.

In this episode, we unpack what Joseph refers to as The ETH Opportunity and why SharpLink is all-in with their ETH treasury offering, SBET. From Joseph’s background at BlackRock to SharpLink’s mission to offer exposure to ETH and ETH yield in the public markets, this conversation explores why Ethereum sits at the center of digital asset adoption and why the moment to accumulate ETH is now. We also discuss The Trustware Report outlining the investment case for ETH, how SharpLink’s approach differs from an ETH ETF, and why institutional investors are increasingly drawn to ETH over BTC.

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🔗 Essential Show Links 🔗

► Newsletter: https://the-edge.xyz
► Youtube: https://youtube.com/@DeFiDad
► Apple: https://tinyurl.com/edgepod
► Spotify: https://tinyurl.com/edgepodspotify
► Linktree: https://linktr.ee/edge_pod
► Follow DeFi Dad: https://x.com/DeFi_Dad
► Follow Nomatic: https://x.com/Nomaticcap
► Learn DeFi: http://defidad.com/

------
The Edge Podcast Sponsor Resources

♦️ REDSTONE | THE LEADING MODULAR BLOCKCHAIN ORACLE

♉︎ TOROS | EXPONENTIAL GAINS WITH LEVERAGED TOKENS

🥞 SYRUPUSDC BY MAPLE | DEFI'S PREMIUM YIELD ASSET

🦅 FALCON | OVERCOLLATERIZED SYNTHETIC DOLLAR - POINTS PROGRAM NOW LIVE

⚡ SPARK | THE ONCHAIN CAPITAL ALLOCATOR

🏦 MANTLE | INNOVATING THE FUTURE OF ONCHAIN FINANCE

🐡 PUFFER INSTITUTIONAL | STAKING SOLUTIONS FOR INSTITUTIONAL SCALE

📈 RUMPEL | TURN POINTS INTO PROFITS

⚙️ GEARBOX PROTOCOL | ONCHAIN LENDING REIMAGINED

------
Timestamps

0:00 - Intro
7:22 - Joseph’s journey from BlackRock to SharpLink
11:09 - Jason’s role and experience at ConsenSys
13:15 - The importance of Ethereum and ETH for investors
19:07 - Why Joe joined SharpLink
21:35 - The Trustware Report
29:02 - The ETH Opportunity
34:07 - Sponsor break
35:17 - SharpLink’s edge over an ETH ETF
37:58 - The urgency to accumulate ETH
39:49 - Why focus on ETH over BTC as a treasury asset?
45:28 - Understanding DeFi and its institutional adoption
49:23 - Sponsor break
50:48 - Ways SharpLink raises capital to buy more ETH
55:37 - Leveraging institutional relationships to grow SharpLink
56:57 - Strategic partnership between SharpLink and Consensys
59:38 - Why SharpLink is working with Linea L2
1:02:58 - Closing

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🔗 Guest Links 🔗

► SharpLink website: https://www.sharplink.com/
► SharpLink on X: https://x.com/sharplinkgaming
► Joseph Chalom on X: https://x.com/joechalom
► Jason Linehan on X: https://x.com/0x81B
► Trustware Report: https://consensys.io/ethereum/trust

------
All opinions expressed by hosts and podcast guests are solely their own opinions. Podcast guests and hosts may have positions in the assets or other matters discussed in this podcast. DeFi Dad and Nomatic both hold ETH and SBET. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. Do your own research. This is not a recommendation or endorsement to buy any token(s) related to any platform(s) discussed.

Paul Frambot is the CoFounder and CEO of Morpho.

In this episode, we explore how Morpho's modular, permissionless infrastructure prices risk, allowing anyone to create lending and borrowing markets with any asset. Paul shares his insights on Morpho’s popular Coinbase integration for $600M in Bitcoin-backed loans, the growing role of RWAs, and why Morpho recently transitioned to a token-only model. We also dive into how Morpho V2 will introduce fixed-rate lending and multichain expansion, plus their grand ambition to collapse the cost of trust in finance.

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🔗 Essential Show Links 🔗

► Newsletter: https://the-edge.xyz
► Youtube: https://youtube.com/@DeFiDad
► Apple: https://tinyurl.com/edgepod
► Spotify: https://tinyurl.com/edgepodspotify
► Linktree: https://linktr.ee/edge_pod
► Follow DeFi Dad: https://x.com/DeFi_Dad
► Follow Nomatic: https://x.com/Nomaticcap
► Learn DeFi: http://defidad.com/

------
The Edge Podcast Sponsor Resources

♦️ REDSTONE | THE LEADING MODULAR BLOCKCHAIN ORACLE

♉︎ TOROS | EXPONENTIAL GAINS WITH LEVERAGED TOKENS

🥞 SYRUPUSDC BY MAPLE | DEFI'S PREMIUM YIELD ASSET

🦅 FALCON | OVERCOLLATERIZED SYNTHETIC DOLLAR - POINTS PROGRAM NOW LIVE

⚡ SPARK | THE ONCHAIN CAPITAL ALLOCATOR

🏦 MANTLE | INNOVATING THE FUTURE OF ONCHAIN FINANCE

🐡 PUFFER INSTITUTIONAL | STAKING SOLUTIONS FOR INSTITUTIONAL SCALE

📈 RUMPEL | TURN POINTS INTO PROFITS

⚙️ GEARBOX PROTOCOL | ONCHAIN LENDING REIMAGINED

------
Timestamps

0:00 - Intro
6:01 - The vision for Morpho
9:02 - Modular approach to lending and borrowing
10:35 - The role of risk curators in Morpho
13:11 - Integration with Coinbase and its impact
20:56 - The education aspect of DeFi and crypto loans
23:24 - Sponsor break
24:34 - Exploring Real World Assets (RWAs) on Morpho
28:01 - Decentralized BD for scaling Morpho
30:01 - How Morpho makes money + dissolving legacy equity
32:49 - Transitioning to a token-only model
36:14 - Sponsor break
37:40 - V2 introducing fixed rates and institutional focus
42:35 - V2 will be multichain
44:50 - The future of Morpho pricing trust
47:24 - Closing

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🔗 Guest Links 🔗

► Morpho website: https://morpho.org/
► Morpho on X: https://x.com/morpholabs
► Paul Frambot on X: https://x.com/paulframbot

------
All opinions expressed by hosts and podcast guests are solely their own opinions. Podcast guests and hosts may have positions in the assets or other matters discussed in this podcast. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. Do your own research. This is not a recommendation or endorsement to buy any token(s) related to any platform(s) discussed.

Declan Fox is Head of Linea and Trantor is Lead at Etherex.

In this episode, we explore Linea’s origins inside ConsenSys, and their new approach to designing the ideal L2 for Ethereum and ETH holders from the ground up. Plus, we dive into how SharpLink could play a significant role bootstrapping ETH liquidity on Linea, why bridged ETH is being staked, how teams like Etherex are growing the ecosystem, and what it all means for us as ETH holders, as we draw closer to the LINEA TGE.

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🔗 Essential Show Links 🔗

► Newsletter: https://the-edge.xyz
► Youtube: https://youtube.com/@DeFiDad
► Apple: https://tinyurl.com/edgepod
► Spotify: https://tinyurl.com/edgepodspotify
► Linktree: https://linktr.ee/edge_pod
► Follow DeFi Dad: https://x.com/DeFi_Dad
► Follow Nomatic: https://x.com/Nomaticcap
► Learn DeFi: http://defidad.com/

------
The Edge Podcast Sponsor Resources

♦️ REDSTONE | THE LEADING MODULAR BLOCKCHAIN ORACLE

♉︎ TOROS | EXPONENTIAL GAINS WITH LEVERAGED TOKENS

🥞 SYRUPUSDC BY MAPLE | DEFI'S PREMIUM YIELD ASSET

🦅 FALCON | OVERCOLLATERIZED SYNTHETIC DOLLAR - POINTS PROGRAM NOW LIVE

⚡ SPARK | THE ONCHAIN CAPITAL ALLOCATOR

🏦 MANTLE | INNOVATING THE FUTURE OF ONCHAIN FINANCE

🐡 PUFFER UNIFI | A BASED ROLLUP TO ETHEREUM WITH NATIVE YIELDS

📈 RUMPEL | TURN POINTS INTO PROFITS

⚙️ GEARBOX PROTOCOL | ONCHAIN LENDING REIMAGINED

------
Timestamps

0:00 - Intro
7:10 - How Linea got started
12:13 - What is Etherex?
15:46 - Building loyal liquidity
18:49 - SharpLink could deposit billions in ETH
27:04 - Sponsor break
28:14 - Building institutional grade security to deposit on Linea
31:50 - Native ETH yield
34:05 - Equal access for all DeFi users
34:48 - Designing the ideal L2 for Ethereum and ETH holders
39:21 - Will other L2s follow Linea’s lead?
40:39 - The benefit of bridged ETH being staked
42:20 - Sponsor break
43:56 - Linea tokenomics synergies for builders
46:45 - No VC unlocks, only ConsenSys 5-year lockup
49:05 - Linea governance and The Linea Consortium
50:39 - An L2 that is truly EVM equivalent
55:12 - Etherex and Linea partnership
1:04:23 - Linea’s next steps
1:06:34 - Closing

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🔗 Guest Links 🔗

► Linea website: https://linea.build/
► Linea on X: https://x.com/lineabuild
► Declan on X: https://x.com/declanfox14
► Etherex website: https://www.etherex.finance/
► Etherex on X: https://x.com/etherexfi
► Trantor on X: https://x.com/trantor2140

------
All opinions expressed by hosts and podcast guests are solely their own opinions. Podcast guests and hosts may have positions in the assets or other matters discussed in this podcast. DeFi Dad and Nomatic hold ETH and SBET. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. Do your own research. This is not a recommendation or endorsement to buy any token(s) related to any platform(s) discussed.

Maria Shen is a General Partner and Sanjay Shah is in Research at Electric Capital.

In this episode, we break down Electric Capital's latest report on how the growth of stablecoins drives demand for ETH. We unpack why Ethereum the network is best positioned to serve global demand for stablecoins, its current dominance in stablecoin liquidity, how ETH’s status as a reserve asset and store of value is accelerating with demand for stablecoins, and why holding ETH may be the easiest, simplest way to get exposure to stablecoin growth over the next decade.

------
🔗 Essential Show Links 🔗

► Newsletter: https://the-edge.xyz
► Youtube: https://youtube.com/@DeFiDad
► Apple: https://tinyurl.com/edgepod
► Spotify: https://tinyurl.com/edgepodspotify
► Linktree: https://linktr.ee/edge_pod
► Follow DeFi Dad: https://x.com/DeFi_Dad
► Follow Nomatic: https://x.com/Nomaticcap
► Learn DeFi: http://defidad.com/

------
The Edge Podcast Sponsor Resources

♦️ REDSTONE | THE LEADING MODULAR BLOCKCHAIN ORACLE

♉︎ TOROS | EXPONENTIAL GAINS WITH LEVERAGED TOKENS

🥞 SYRUPUSDC BY MAPLE | DEFI'S PREMIUM YIELD ASSET

🦅 FALCON | OVERCOLLATERIZED SYNTHETIC DOLLAR - POINTS PROGRAM NOW LIVE

⚡ SPARK | THE ONCHAIN CAPITAL ALLOCATOR

🏦 MANTLE | INNOVATING THE FUTURE OF ONCHAIN FINANCE

🐡 PUFFER UNIFI | A BASED ROLLUP TO ETHEREUM WITH NATIVE YIELDS

📈 RUMPEL | TURN POINTS INTO PROFITS

⚙️ GEARBOX PROTOCOL | ONCHAIN LENDING REIMAGINED

------
Timestamps

0:00 - Intro
5:36 - Background on Electric Capital
7:21 - Why write this Ethereum stablecoin report
9:29 - Outsized demand globally for dollar-pegged stablecoins
10:59 - Why Ethereum is the best network for stablecoin demand
15:48 - The value of decentralization on Ethereum
22:52 - Sponsor break
24:02 - How ETH becomes a reserve asset and SoV
27:29 - ETH DATs accelerating demand for ETH
30:27 - Beginning to connect ETH and stablecoin growth
36:02 - Sponsor break
37:39 - Challenges to replicate Ethereum’s stablecoin flywheel
44:10 - Risks to Electric Capital’s thesis for ETH
48:25 - The role of L2s in the Ethereum stablecoin flywheel
50:41 - Closing

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🔗 Guest Links 🔗

► Electric Capital website: https://www.electriccapital.com/
► Beyond Stablecoins, The Case for Ethereum Report: https://electriccapital.substack.com/p/beyond-stablecoins-the-case-for-ethereum
► Electric Capital on X: https://x.com/electriccapital
► Maria on X: https://x.com/mariashen
► Sanjay on X: https://x.com/sanjaypshah

------
All opinions expressed by hosts and podcast guests are solely their own opinions. Podcast guests and hosts may have positions in the assets or other matters discussed in this podcast. DeFi Dad, Nomatic, and Electric Capital all hold ETH. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. Do your own research. This is not a recommendation or endorsement to buy any token(s) related to any platform(s) discussed.

Ishan Bhaidani is CoFounder of SCRIB3.

In this episode, we speak to an insightful crypto investor, trader, and business operator with insights for what's to come in the second half of 2025. From the bull case for HyperEVM to Solana's escalating DeFi turf wars. We dive into the risk around crypto treasury companies, the latest hope for new ETH highs, memecoin fatigue, and who/what might lead to top-blasting a blowoff top this cycle!

------
🔗 Essential Show Links 🔗

► Newsletter: https://the-edge.xyz
► Youtube: https://youtube.com/@DeFiDad
► Apple: https://tinyurl.com/edgepod
► Spotify: https://tinyurl.com/edgepodspotify
► Linktree: https://linktr.ee/edge_pod
► Follow DeFi Dad: https://x.com/DeFi_Dad
► Follow Nomatic: https://x.com/Nomaticcap
► Learn DeFi: http://defidad.com/

------
The Edge Podcast Sponsor Resources

♦️ REDSTONE | THE LEADING MODULAR BLOCKCHAIN ORACLE

♉︎ TOROS | EXPONENTIAL GAINS WITH LEVERAGED TOKENS

🥞 SYRUPUSDC BY MAPLE | DEFI'S PREMIUM YIELD ASSET

🦅 FALCON | OVERCOLLATERIZED SYNTHETIC DOLLAR - POINTS PROGRAM NOW LIVE

⚡ SPARK | THE ONCHAIN CAPITAL ALLOCATOR

🏦 MANTLE | INNOVATING THE FUTURE OF ONCHAIN FINANCE

🐡 PUFFER UNIFI | A BASED ROLLUP TO ETHEREUM WITH NATIVE YIELDS

📈 RUMPEL | TURN POINTS INTO PROFITS

⚙️ GEARBOX PROTOCOL | ONCHAIN LENDING REIMAGINED

------
Timestamps

0:00 - Intro
6:02 - Ishan’s FTX short
10:41 - Concerns for crypto treasury companies
16:12 - HyperEVM bull thesis
27:15 - Solana DeFi verticalization wars
40:26 - Growing pains for Pump and memecoins
46:55 - Sponsor break
48:05 - Crypto M&A is growing
53:47 - The opportunity for better crypto businesses
1:02:12 - Sponsor break
1:03:48 - Who will top blast this cycle?
1:12:08 - The impact of new ETH DATs
1:18:23 - What is SCRIB3?
1:23:18 - Closing

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🔗 Guest Links 🔗

► SCRIB3 website: https://scrib3.co/
► Ishan's Oct 2022 FTX short: https://x.com/Ishanb22/status/1577699083808083969
► SCRIB3 on X: https://x.com/scrib3_co
► Ishan on X: https://x.com/ishanb22

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All opinions expressed by hosts and podcast guests are solely their own opinions. Podcast guests and hosts may have positions in the assets or other matters discussed in this podcast. DeFi Dad, Nomatic, and Ishan collectively hold positions in BTC, ETH, HYPE, and SOL. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. Do your own research. This is not a recommendation or endorsement to buy any token(s) related to any platform(s) discussed.

Conor Ryder is the Head of Research at Ethena Labs and Rob Montgomery is the Founder of InfiniFi Labs.

In this episode, we catch up on the latest news surrounding Ethena’s explosive growth scaling USDe and sUSDe, including how teams like InfiniFi are scaling yield strategies powered by underlying USDe/sUSDe. Plus, new details on Ethena’s upcoming L2 Converge and their recently announced ENA treasury vehicle, StablecoinX.

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🔗 Essential Show Links 🔗

► Newsletter: https://the-edge.xyz
► Youtube: https://youtube.com/@DeFiDad
► Apple: https://tinyurl.com/edgepod
► Spotify: https://tinyurl.com/edgepodspotify
► Linktree: https://linktr.ee/edge_pod
► Follow DeFi Dad: https://x.com/DeFi_Dad
► Follow Nomatic: https://x.com/Nomaticcap
► Learn DeFi: http://defidad.com/

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The Edge Podcast Sponsor Resources

♦️ REDSTONE | THE LEADING MODULAR BLOCKCHAIN ORACLE

🥞 SYRUPUSDC BY MAPLE | DEFI'S PREMIUM YIELD ASSET

🦅 FALCON | OVERCOLLATERIZED SYNTHETIC DOLLAR - POINTS PROGRAM NOW LIVE

⚡ SPARK | THE ONCHAIN CAPITAL ALLOCATOR

🏦 MANTLE | INNOVATING THE FUTURE OF ONCHAIN FINANCE

🐡 PUFFER UNIFI | A BASED ROLLUP TO ETHEREUM WITH NATIVE YIELDS

📈 RUMPEL | TURN POINTS INTO PROFITS

⚙️ GEARBOX PROTOCOL | ONCHAIN LENDING REIMAGINED

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Timestamps

0:00 - Intro
1:29 - The state of Ethena
4:29 - Sponsor break
6:42 - Importance of funding rates fueling Ethena’s growth
8:42 - What is InfiniFi?
11:00 - What happens when Ethena PTs, backing siUSD, mature?
13:46 - How does InfiniFi offer a better yield for sUSDe holders?
20:30 - What is Ethena’s Converge L2?
25:09 - Ethena’s grand vision is coming together
27:34 - Securitize partnership with Converge
28:17 - Sponsor break
30:34 - StablecoinX, an ENA treasury company
36:37 - Closing

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🔗 Guest Links 🔗

► Ethena website: https://ethena.fi/
► InfiniFi website: https://infinifi.xyz/
► Ethena on X: https://x.com/ethena_labs
► InfiniFi on X: https://x.com/infiniFi_
► Conor Ryder on X: https://x.com/ConorRyder
► Rob on X: https://x.com/RobAnon94

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All opinions expressed by hosts and podcast guests are solely their own opinions. Podcast guests and hosts may have positions in the assets or other matters discussed in this podcast. DeFi Dad and Nomatic are investors in Ethena and InfiniFi. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. Do your own research. This is not a recommendation or endorsement to buy any token(s) related to any platform(s) discussed.