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.

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💎 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

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⏱️ TIMESTAMPS

0:00 - Intro
2:29 - Derive's building blocks for onchain options
7:56 - How big is the TAM for onchain options?
11:28 - What is Derive V3? A new ZK application
16:48 - Where will V3 launch and why Ethereum seems most likely
22:12 - 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 markets
35:50 - Onchain options still in the early innings
42:16 - V2 settled billions, V3 is about trillions
46:06 - Closing

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🔗 GUEST LINKS

► Derive website: https://derive.xyz/
► Derive on X: https://x.com/DeriveXYZ
► Nick Forster on X: https://x.com/nickforster

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🎙️ MORE FROM THE EDGE PODCAST AND EDGE NEWSLETTER

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► 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.

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?

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💎 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

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⏱️ TIMESTAMPS

0:00 - Intro
2:15 - Ram’s background on Wall Street
3:15 - 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 bulls
15:15 - Why Ram’s bullish on HYPE and DeFi
16:57 - Uncertainty about what follows if CLARITY passes
19:24 - Pros and cons of BTC as a momentum trade
24:52 - Bessent’s bond market intervention and its impact
28:26 - Expectations for Warsh’s Jackson Hole speech
30:58 - How could markets respond to Warsh
33:10 - Why the AI CapEx bears are wrong
42:30 - Nvidia is the lender of last resort
45:29 - Would Ram rather invest in AI or crypto right now?
47:58 - The pitch for Lumida
51:25 - Opportunity to tokenize private investments
52:53 - Closing

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🔗 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.

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.

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💎 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

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⏱️ TIMESTAMPS

0:00 - Intro
2:40 - Background and why focus on Ethereum
6:51 - 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 resistance
41:56 - The quantum research team at EF
46:28 - 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.

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!

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💎 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

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⏱️ TIMESTAMPS

0:00 Intro
2:22 - Origin of Pharos
7:08 - Why DeFi needed Pharos
11:35 - Screenshare demo of Pharos platform
16:48 - What factors into scoring a stablecoin?
24:21 - How Pharos called out pmUSD ahead of its depeg
30:44 - Tensions with stablecoin protocol teams
35:01 - Taking research public, before a depeg
40:46 - Case studies of depegs
41:34 - Explaining the USDC depeg in March 2023
46:14 - What are red flags to avoid in any stablecoin?
53:30 - What’s next for the Pharos platform?
1:07:24 - Closing

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🔗 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.

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.

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💎 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

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⏱️ TIMESTAMPS

0:00 - Intro
1:38 - Building insurance tech before Re
6:36 - What is reinsurance and why it matters?
9:16 - How big is the reinsurance market?
10:05 - How Re brings reinsurance capital onchain
14:46 - The DeFi mullet and capital efficiency unlocked
18:46 - Growing revenue with just 12 employees
22:45 - Re’s strategy for winning new business
28:21 - The capital stack behind Re
30:57 - Duration mismatch and how Re navigates this risk
35:07 - Re junior tranche and what’s it earning
36:40 - How Re differs from competitors
43:17 - AI and its potential impact on Re’s future underwriting
46:47 - Re’s role in the growing market of RWAs
48:50 - Agentic operations within Re
52:28 - Tracking the most important growth metrics at Re
55:13 - What’s needed for hundreds of billions to come onchain?
56:45 - Overview of the RE token
58:44 - Closing

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🔗 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.

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.

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💎 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

------
⏱️ TIMESTAMPS

0:00 - Intro
1:46 - Why Ethereum and Polaris are mutually self-reinforcing
3:27 - 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 rewards
24:03 - More core assets coming like GOLDp and BTCp
28:44 - Why GOLDp could be hugely popular
31:03 - Polaris Testnet demo
35:49 - What is fpETH vs vpETH?
38:56 - Stewardship, not governance
41:03 - Why Polaris aligns with Ethereum's CROPS mandate
45:05 - Closing

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🔗 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.

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!

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💎 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

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⏱️ TIMESTAMPS

0:00 - Intro
3:03 - Sean’s role as Head of Digital Asset Strategy at Fundstrat
6:31 - When did DeFi become legit tech for Fundstrat?
12:47 - How Sean and Tom Lee marry differing market views
20:04 - Why market conditions for crypto have vastly improved
26:28 - Is this the market bottom?
28:47 - Price recovery will precede an expansion in crypto-native credit
31:35 - 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 business
46:16 - Is sentiment bullish for crypto on Wall Street?
52:47 - Chance for CLARITY to pass + possible political headwinds
57:34 - The macro case for ETH and BTC in every portfolio
1:03:00 - From niche alternative markets to trillions onchain
1:05:23 - Closing

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🔗 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.

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.

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💎 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

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⏱️ TIMESTAMPS

0:00 - Intro
2:33 - From fixed income to building Apyx
4:35 - 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 depeg
39:41 - Thoughts on future maturities for Strategy’s convertible debt
51:01 - Saylor is still Bitcoin’s CMO
53:16 - Why DeFi composability makes STRC more powerful
58:00 - Closing

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🔗 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.

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.

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💎 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

------
⏱️ TIMESTAMPS

0:00 - Intro
1:50 - From accounting to building The DeFi Report
5:20 - The elevator pitch for crypto in 2026
8:46 - What to expect for crypto in the second half of 2026?
13:52 - Is the market bottom in? Why Michael’s buying below $65k BTC
19:13 - 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 run
35:50 - What is fast DeFi and why Michael likes PUMP
45:00 - Why Michael bought ENA
49:30 - How Michael ended up with LIT vs HYPE
59:00 - Key themes in Michael’s portfolio
1:04:20 - How to get long the tokenization of all assets
1:09:09 - What are the best ways to lose money in crypto?
1:15:06 - $1M price target for BTC and why it’s a portfolio anchor
1:18:40 - Closing

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🔗 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.

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.

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💎 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

------
⏱️ TIMESTAMPS

0:00 - Intro
1:58 - How Morpho managed to beat the bear market trend
5:18 - Crypto’s greater success as finance infra
9:57 - Onchain integrations for fintechs like Coinbase & Robinhood
14:00 - Why TradFi partners like Apollo trust Morpho infra
16:53 - The importance of Morpho being credibly neutral
19:46 - The evolution of curators to underwrite billions of people
26:03 - Introducing Morpho Midnight and the problem it solves
29:48 - Screenshare demo of Morpho fixed rate markets
35:08 - Understanding how multi-market offers work
39:22 - Expectations for maturity dates
40:48 - What Midnight unlocks for leverage and loopers
42:40 - Closing

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🔗 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.