Sun Raghupathi is CoFounder and CEO of Veda.

DeFi is living through interesting times: record adoption, proven infrastructure, institutional interest—but low sentiment and struggling token prices. Sun calls this "the enterprise era for DeFi," where protocols that don't have a B2B strategy for the largest financial institutions may not survive. But here's the opportunity: for the first time, DeFi is actually ready for mainstream users. In fact, Kraken just launched new DeFi Earn vaults powered by Veda, giving millions of users instant access to onchain yields without leaving the Kraken app.

In this episode, we cover:
+ DeFi's enormous future in enterprise partnerships and distribution
+ How Veda vaults work: custody, risk management, and yield strategies
+ Breaking down Kraken's new DeFi Earn vaults
+ Veda's business model and path to profitability

------
💎 THIS EPISODE'S PARTNERS

♉︎ TOROS | Exponential gains with leveraged tokens

🌅 NEUTRL | The next generation of crypto-native yield

🛡️ ACCOUNTABLE | Real-time financial verification

🕛 NOON | The highest and safest stablecoin yield, built for the long term

⚔️ KATANA | Deep liquidity & real yield

🔊 DECIBEL | The new sound of trading

🥞 SYRUPUSDC BY MAPLE | DeFi's premium yield asset

🏦 MANTLE | Innovating the future of onchain finance

🐡 PUFFER INSTITUTIONAL | ETH staking solutions for scale

⚙️ GEARBOX PROTOCOL | Onchain lending reimagined

------
⏱️ TIMESTAMPS

0:00 - Intro
1:52 - DeFi’s identity crisis, record adoption vs sentiment
5:35 - The value capture question, DeFi protocols or institutions?
6:47 - Will businesses build or partner?
12:15 - Enterprise DeFi predictions for 2026
15:05 - What are vaults and why does DeFi need them?
17:35 - Not all vaults are created equally
21:36 - Veda's evolution from ether.fi to enterprise vaults
27:16 - Breaking down Kraken DeFi Earn, powered by Veda
29:33 - Kraken DeFi Earn vault details
38:21 - Human vs. AI curation for DeFi vaults
40:36 - Integrating AI into Veda's vault system
42:22 - What institutions need from Veda
43:52 - Veda’s business model and path to profitability
47:24 - Veda’s partners: ether.fi, Plasma, Mantle, and more
49:29 - Will there be a VEDA token?
50:02 - Closing

------
🔗 GUEST LINKS

► Veda website: https://veda.tech/
► Veda on X: https://x.com/veda_labs
► Sun Raghupathi on X: https://x.com/sunandr_

------
🎙️ 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 the seed round for Veda.

TN Lee is CoFounder and CEO of Pendle.

Pendle generates revenue through two streams: YT fees (5% of all yield and points accrued) and swap fees from PT trading activity. The protocol settled $45 billion in value for PT holders in just 2025, nearly doubling revenue YoY as TVL grew from $6.9B to $13.4B. But the real story for 2026 is Boros, Pendle's new rates trading platform that's already hit $200M in open interest and is positioning itself as infrastructure for the explosive growth in onchain RWA and equity perps.

In this episode of Revenue Meta, we cover:
+ Pendle's dual revenue model
+ Why vePENDLE is being replaced with sPENDLE
+ How Boros enables traders to hedge funding rate risk on CEX/DEX perps
+ 2026 growth strategy: RWAs, institutional adoption, and rates trading at scale

------
💎 THIS EPISODE'S PARTNERS

♉︎ TOROS | Exponential gains with leveraged tokens

🌅 NEUTRL | The next generation of crypto-native yield

🛡️ ACCOUNTABLE | Real-time financial verification

🕛 NOON | The highest and safest stablecoin yield, built for the long term

⚔️ KATANA | Deep liquidity & real yield

🔊 DECIBEL | The new sound of trading

🥞 SYRUPUSDC BY MAPLE | DeFi's premium yield asset

🏦 MANTLE | Innovating the future of onchain finance

🐡 PUFFER INSTITUTIONAL | ETH staking solutions for scale

⚙️ GEARBOX PROTOCOL | Onchain lending reimagined

------
⏱️ TIMESTAMPS

0:00 - Intro
1:40 - What are Pendle V2 and Boros?
5:58 - YoY growth in 2025
8:40 - Pendle's dual revenue model, swap fees and YT fees
9:42 - TVL vs volume as drivers for revenue
11:18 - $45B in value settled for PT holders
12:42 - The October 10th flash crash and its impact
17:05 - Why the vePENDLE model needed to change
23:49 - Introducing sPENDLE
31:16 - The team behind Pendle
33:44 - Pendle's target customers in 2026
35:42 - Growth strategy and goals for 2026
41:51 - Key trends for 2026: RWAs, rates trading, and equity perps
45:20 - How traders use Boros to hedge funding rate risk
48:50 - Closing

------
🔗 GUEST LINKS

► Pendle website: https://pendle.finance/
► Boros website: https://boros.pendle.finance/markets
► Pendle on X: https://x.com/pendle_fi
► Boros on X: https://x.com/boros_fi
► TN Lee on X: https://x.com/tn_pendle

------
🎙️ 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.

The social contract is broken. Boomers keep getting bailed out while Millennials and Gen Z are told to buy bonds that yield less than inflation. Tyler Neville from Muddy Waters Capital and co-host of Forward Guidance, breaks down why traditional markets feel rigged, where real growth is happening, and what needs to happen for Bitcoin to break through $100K.

In this episode:
+ Why traditional markets feel rigged and the 60/40 portfolio is dead
+ Frontiers to invest in: AI, space, energy, nuclear, and crypto
+ How interest rates and bond volatility affect crypto
+ What Bitcoin needs for new highs and the next mega bid for crypto

------
💎 THIS EPISODE'S PARTNERS

♉︎ TOROS | Exponential gains with leveraged tokens

🌅 NEUTRL | The next generation of crypto-native yield

🛡️ ACCOUNTABLE | Real-time financial verification

🕛 NOON | The highest and safest stablecoin yield, built for the long term

⚔️ KATANA | Deep liquidity & real yield

🔊 DECIBEL | The new sound of trading

🥞 SYRUPUSDC BY MAPLE | DeFi's premium yield asset

🏦 MANTLE | Innovating the future of onchain finance

🐡 PUFFER INSTITUTIONAL | ETH staking solutions for scale

⚙️ GEARBOX PROTOCOL | Onchain lending reimagined

------
⏱️ TIMESTAMPS

0:00 - Intro
1:49 - Tyler's background and macro perspective
4:07 - The 2026 macro landscape, how Boomers broke the system
10:21 - Why markets feel rigged and the illusion of free markets
18:10 - Where real growth is: space, AI, energy, and nuclear
23:01 - Why bonds are dead for Millennials and Gen Z
35:03 - Why we’re moving back to building real things
40:26 - How interest rates and bond volatility affect crypto
45:35 - Gold, silver strength, and what Bitcoin needs for new highs
49:28 - What DeFi should have been (and can still become)
52:17 - The next mega bid for crypto
57:16 - Closing

------
🔗 GUEST LINKS

► Tyler on X: https://x.com/Tyler_Neville_
► Forward Guidance on X: https://x.com/ForwardGuidance

------
🎙️ 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.

Chris Bradbury and Jordan Jackson from Summer.fi break down how vaults are becoming the consumable layer for DeFi yield and why institutions are finally paying attention.
DeFi yield hunting is exhausting. Constant research, endless transactions, protocol risk assessment: it's a full-time job. Summer.fi helps solve this by packaging the best yields into vaults with DAO-managed risk controls, allowing users to deposit once and earn passively.

In this episode, we cover:
+ How Summer curates and automates access to top-tier DeFi yields
+ DAO governance and risk management
+ Summer's institutional strategy and how fintechs can customize vault strategies
+ SUMR token launch on Aerodrome and what's coming in 2026

------
💎 THIS EPISODE'S PARTNERS

♉︎ TOROS | Exponential gains with leveraged tokens

🌅 NEUTRL | The next generation of crypto-native yield

🛡️ ACCOUNTABLE | Real-time financial verification

🕛 NOON | The highest and safest stablecoin yield, built for the long term

⚔️ KATANA | Deep liquidity & real yield

🔊 DECIBEL | The new sound of trading

🥞 SYRUPUSDC BY MAPLE | DeFi's premium yield asset

🏦 MANTLE | Innovating the future of onchain finance

🐡 PUFFER INSTITUTIONAL | ETH staking solutions for scale

⚙️ GEARBOX PROTOCOL | Onchain lending reimagined

------
⏱️ TIMESTAMPS

0:00 - Intro + What is Summer.fi?
2:58 - SUMR token design and structure
8:36 - Making SUMR transferrable and Aerodrome launch
15:07 - Curating the highest quality yields from top-tier protocols
20:52 - Risk management and protocol curation
33:29 - Institutional strategy and B2B integrations
39:56 - How institutions customize their vault strategies
45:13 - What’s coming in 2026, DAO-managed vaults and new yield sources
51:02 - Closing

------
🔗 GUEST LINKS

► Summer.fi website: https://summer.fi/
► Summer Finance on X: https://x.com/summerfinance_
► Chris Bradbury on X: https://x.com/chrisbducky
► Jordan Jackson on X: https://x.com/samehueasyou

------
🎙️ 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.

Introducing Revenue Meta—a new series by The Edge Podcast spotlighting DeFi protocols that actually generate cashflows and return value to tokenholders.

There aren't many protocols that can answer the simple question: How does your business make money? We're starting with Maple Finance, where CoFounder & CEO Sid Powell breaks down their revenue model, treasury management, and path from $30M to $100M ARR.

In this episode:

------
💎 THIS EPISODE'S PARTNERS

♉︎ TOROS | Exponential gains with leveraged tokens

🌅 NEUTRL | The next generation of crypto-native yield

🛡️ ACCOUNTABLE | Real-time financial verification

🕛 NOON | The highest and safest stablecoin yield, built for the long term

⚔️ KATANA | Deep liquidity & real yield

🔊 DECIBEL | The new sound of trading

🏦 MANTLE | Innovating the future of onchain finance

🐡 PUFFER INSTITUTIONAL | ETH staking solutions for scale

⚙️ GEARBOX PROTOCOL | Onchain lending reimagined

------
⏱️ TIMESTAMPS

0:00 - Intro
5:16 - How Maple generates revenue
7:20 - Maple revenue allocation and treasury management
9:59 - Building Maple’s strategic reserve
12:23 - How big must the book of loans grow to reach $100M ARR?
13:29 - Strengthening Maple's balance sheet
16:04 - Maple’s business is very scalable
18:01 - The napkin math on Maple’s ARR growth from syrupUSDT
21:40 - Operating under pro-crypto regulation
24:30 - New products and innovations coming to Maple
29:04 - SYRUP, one token for the Maple ecosystem
30:39 - Closing

------
🔗 GUEST LINKS

► Maple website: https://maple.finance/
► Maple on X: https://x.com/maplefinance
► Sid on X: https://x.com/syrupsid
► Maple Dune dashboard: https://dune.com/maple-finance/maple-finance

------
🎙️ 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 Nomadic break down the biggest lessons from 2025 and share their playbook for navigating crypto in 2026.

Every cycle feels familiar yet completely different, and 2025 proved that again. Bitcoin dominance stayed high, the altcoin rally never came, stablecoin supply rose to new highs, and institutional adoption accelerated faster than expected. Now we're looking ahead to what 2026 holds for crypto investors.

In this episode:
+ Why Bitcoin dominance stayed high and traditional cycle signals failed
+ The year institutional adoption and friendly regulation became undeniable
+ Our 7 predictions for 2026: ETH outperformance, stablecoins hitting $1T, RWA looping, agentic finance, and more
+ Why patience and doing nothing might be your best edge in crypto

------
💎 THIS EPISODE'S PARTNERS

♉︎ TOROS | Exponential gains with leveraged tokens

🌅 NEUTRL | The next generation of crypto-native yield

🛡️ ACCOUNTABLE | Real-time financial verification

🕛 NOON | The highest and safest stablecoin yield, built for the long term

⚔️ KATANA | Deep liquidity & real yield

🔊 DECIBEL | The new sound of trading

🥞 SYRUPUSDC BY MAPLE | DeFi's premium yield asset

🏦 MANTLE | Innovating the future of onchain finance

🐡 PUFFER INSTITUTIONAL | ETH staking solutions for scale

⚙️ GEARBOX PROTOCOL | Onchain lending reimagined

------
⏱️ TIMESTAMPS

0:00 - Intro
2:12 - Why Bitcoin dominance never broke
4:16 - 2025: The institutional adoption year
7:27 - How regulation became a catalyst
8:57 - Bull market top signals didn’t work this cycle
12:26 - Will 2026 repeat 2018 or 2022?
17:23 - What DeFi growing up taught us
28:33 - Prediction #1: BTC and ETH grow as collateral
32:53 - Prediction #2: Stablecoins hit $1T (ETH wins)
39:18 - Prediction #3: DeFi shifts to fundamentals
43:00 - Prediction #4: CLARITY Act passes
46:53 - Prediction #5: RWA looping explodes
55:00 - Prediction #6: ETH outperforms
1:03:30: Prediction #7: Agentic finance moment
1:06:47 - Closing

------
🔗 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.

Rob Hadick is a General Partner at Dragonfly.

As we enter the new year, we discuss why we all believe crypto is entering its next phase beyond the Bitcoin 4-year halving cycle, as institutional adoption, stablecoins, and real fundamentals reshape the market outlook for 2026.

------
🔗 Essential Show Links 🔗

► 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/

------
The Edge Podcast Sponsor Resources

♉︎ TOROS | EXPONENTIAL GAINS WITH LEVERAGED TOKENS

♦️ REDSTONE | THE LEADING MODULAR BLOCKCHAIN ORACLE

🌅 NEUTRL | THE NEXT GENERATION OF CRYPTO-NATIVE YIELD

🛡️ ACCOUNTABLE | THE NEW STANDARD FOR REAL-TIME FINANCIAL VERIFICATION

🕛 NOON | THE HIGHEST AND SAFEST STABLECOIN YIELD, BUILT FOR THE LONG TERM

⚔️ KATANA | DEEP LIQUIDITY & REAL YIELD

🔊 DECIBEL | THE NEW SOUND OF TRADING

🥞 SYRUPUSDC BY MAPLE | DEFI'S PREMIUM YIELD ASSET

🏦 MANTLE | INNOVATING THE FUTURE OF ONCHAIN FINANCE

🐡 PUFFER INSTITUTIONAL | STAKING SOLUTIONS FOR SCALE

⚙️ GEARBOX PROTOCOL | ONCHAIN LENDING REIMAGINED

------
Timestamps

0:00 - Intro
1:27 - Background at Dragonfly
5:57 - Crypto is moving into the institutional phase
13:57 - Crypto’s pivot to fundamentals
17:10 - Will the 4-year cycle repeat?
22:15 - Outlook for crypto prices in 2026
27:49 - Opportunity to improve transparency in DeFi yields
37:25 - Promise of privacy tech and zero-knowledge
41:10 - What Rob got wrong in 2025
46:48 - Betting on stablecoin growth
49:36 - Contrarian bullish ideas for 2026
53:22 - What’s next for Polymarket and prediction markets?
56:59 - Closing

------
🔗 Guest Links 🔗

► Dragonfly website: https://dragonfly.xyz/
► Dragonfly on X: https://x.com/dragonfly_xyz
► Rob on X: https://x.com/HadickM

------
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.

Kaledora Fontana Kiernan-Linn is the CoFounder and CEO of Ostium.

In this episode, we learn how Ostium is building a next-gen trading platform on Arbitrum, bringing deep liquidity to asset classes like commodities, equities, indices, and RWAs onchain, while pursuing a unique long-term vision to reinvent CFD-style market access through DeFi.

------
🔗 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

♉︎ TOROS | EXPONENTIAL GAINS WITH LEVERAGED TOKENS

♦️ REDSTONE | THE LEADING MODULAR BLOCKCHAIN ORACLE

🌅 NEUTRL | THE NEXT GENERATION OF CRYPTO-NATIVE YIELD

🌞 SOLSTICE | PERMISSIONLESS INSTITUTIONAL YIELD

⚔️ KATANA | DEEP LIQUIDITY & REAL YIELD

🔊 DECIBEL | THE NEW SOUND OF TRADING

🥞 SYRUPUSDC BY MAPLE | DEFI'S PREMIUM YIELD ASSET

🏦 MANTLE | INNOVATING THE FUTURE OF ONCHAIN FINANCE

🐡 PUFFER INSTITUTIONAL | STAKING SOLUTIONS FOR SCALE

🌊 RIVER | A CHAIN-ABSTRACTION STABLECOIN SYSTEM

⚙️ GEARBOX PROTOCOL | ONCHAIN LENDING REIMAGINED

------
Timestamps

0:00 - Intro and background
10:47 - Why work in markets
15:06 - Ostium genesis and vision
23:31 - Overview of the Ostium platform
26:10 - Leverage for different asset classes onchain
30:19 - Liquidity challenges
39:49 - The 100x opportunity and competitive advantages
45:05 - How will Ostium use their $20M Series A
50:05 - Closing

------
🔗 Guest Links 🔗

► Ostium website: https://www.ostium.com/
► Ostium on X: https://x.com/ostiumlabs
► Kaledora on X: https://x.com/kaledora

------
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.

Kevin Lepsoe is the Founder of ETHGAS.

What if Ethereum could feel instant? In this episode, we explore whether blockspace futures trading could pave the way toward a gasless, real-time Ethereum, and what that would mean for DeFi, MEV, validators, and the broader L2 scaling roadmap.

------
🔗 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

♉︎ TOROS | EXPONENTIAL GAINS WITH LEVERAGED TOKENS

♦️ REDSTONE | THE LEADING MODULAR BLOCKCHAIN ORACLE

🌅 NEUTRL | THE NEXT GENERATION OF CRYPTO-NATIVE YIELD

🌞 SOLSTICE | PERMISSIONLESS INSTITUTIONAL YIELD

⚔️ KATANA | DEEP LIQUIDITY & REAL YIELD

🔊 DECIBEL | THE NEW SOUND OF TRADING

🥞 SYRUPUSDC BY MAPLE | DEFI'S PREMIUM YIELD ASSET

🏦 MANTLE | INNOVATING THE FUTURE OF ONCHAIN FINANCE

🐡 PUFFER INSTITUTIONAL | STAKING SOLUTIONS FOR SCALE

🌊 RIVER | A CHAIN-ABSTRACTION STABLECOIN SYSTEM

⚙️ GEARBOX PROTOCOL | ONCHAIN LENDING REIMAGINED

------
Timestamps

0:00 - Intro
2:03 - Kevin’s background
7:18 - Why Ethereum
9:45 - The vision for ETHGAS
10:26 - Understanding real-time Ethereum
12:40 - Impact on DeFi protocols like Uniswap
21:14 - Supporting the L2 roadmap
24:20 - Eliminating MEV and disrupting
28:30 - Tradeoffs
34:24 - Competition
40:06 - Revenue potential and monetization
44:20 - Roadmap and rollout for ETHGAS
45:56 - Early partners like ether.fi
47:19 - Discussions with EF
49:01 - Closing

------
🔗 Guest Links 🔗

► ETHGAS website: https://ethgas.com/
► ETHGAS on X: https://x.com/ethgasofficial
► Kevin Lepsoe on X: https://x.com/lepsoe

------
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 Kevin all hold ETH. Since recording, DeFi Dad and Nomatic invested as angels in ETHGAS. 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.

William Mougayar is an author, entrepreneur, investor, and Ethereum advocate.

In this episode, we explore why Ethereum shouldn’t be valued like a stock, but instead understood as a public good infrastructure, more like the Internet valued through the lens of dependence, economic flow, and trust.

------
🔗 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

♉︎ TOROS | EXPONENTIAL GAINS WITH LEVERAGED TOKENS

♦️ REDSTONE | THE LEADING MODULAR BLOCKCHAIN ORACLE

🌅 NEUTRL | THE NEXT GENERATION OF CRYPTO-NATIVE YIELD

🌞 SOLSTICE | PERMISSIONLESS INSTITUTIONAL YIELD

⚔️ KATANA | DEEP LIQUIDITY & REAL YIELD

🔊 DECIBEL | THE NEW SOUND OF TRADING

🥞 SYRUPUSDC BY MAPLE | DEFI'S PREMIUM YIELD ASSET

🏦 MANTLE | INNOVATING THE FUTURE OF ONCHAIN FINANCE

🐡 PUFFER INSTITUTIONAL | STAKING SOLUTIONS FOR SCALE

🌊 RIVER | A CHAIN-ABSTRACTION STABLECOIN SYSTEM

⚙️ GEARBOX PROTOCOL | ONCHAIN LENDING REIMAGINED

------
Timestamps

0:00 - Intro
2:10 - William’s background and Ethereum’s genesis
6:13 - Sponsor break
8:45 - Crypto’s next era will be driven by fundamentals
15:31 - Why the Internet is the right valuation comparison
23:33 - Why Ethereum should be valued as a public good
31:28 - The layers of the Internet vs Ethereum
34:19 - How the Internet has been valued
39:27 - Valuing Ethereum based on Internet valuation frameworks
45:51 - What do we blame ETH’s mispricing on?
58:20 - Closing

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🔗 Guest Links 🔗

► William's Ethereum report: https://ethmrc.com/the-internets-blueprint-for-ethereum-a-trillion-dollar-public-goods-valuation-framework/
► William's blog: https://wamougayar.xyz/
► Ethereum Market Research Center on X: https://x.com/ethereum_mrc
► William Mougayar on X: https://x.com/wmougayar

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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 William 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.