The Edge Podcast

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/

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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

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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

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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. 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

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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

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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 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.

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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

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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

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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 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!

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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
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/

------
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.

Kyle Reidhead is the Founder of Impact3 and Co-Owner of The Milk Road.

In this episode, we provide a comprehensive guide on ETH treasury companies, publicly traded firms focused on acquiring and staking ETH for their balance sheets, while tapping into DeFi to earn yield. We explore how these firms raise capital to buy more ETH, how staking/DeFi differentiates them from BTC treasury companies, why metrics like mNAV, share count, and ETH purchase-to-issuance ratio matter, and how this new Wall Street phenomenon is driving an outsized bid to buy a shrinking supply of ETH.

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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

🥞 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
6:49 - Kyle, Impact3, and The Milk Road
12:00 - Why Kyle’s team is so long ETH
18:17 - Is it a DAT or ETH treasury company?
19:23 - What is mNAV and how the premium trades
23:54 - How publicly traded companies pivot to ETH DATs
29:11 - Importance of share count
31:26 - Sponsor break
32:36 - How ETH DATs raise money to buy more ETH
39:02 - Staking and DeFi yield for public markets
43:50 - Picking winners among ETH DATs
49:20 - The shift with ETH price leading sentiment
56:21 - ETH purchase / issuance ratio
59:29 - Sponsor break
1:01:05 - Key takeaways from recent talks with Joe Lubin
1:05:17 - BTCS is a standout as an operator
1:11:28 - Ethereum DeFi 2.0 comes next
1:17:20 - Risks
1:27:06 - Recent OTC ETH buy from EF
1:29:52 - When will the market top out?
1:31:03 - Closing

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🔗 Guest Links 🔗

► Strategic ETH Reserve website: https://strategicethreserve.xyz/
► Crypto Treasuries website: https://cryptotreasuries.com/
► Milk Road website: https://milkroad.com/
► Milk Road on X: https://x.com/MilkRoadDaily
► Impact3 website: https://impact3.co/
► Impact3 on X: https://x.com/Impact3Growth
► Kyle on X: https://x.com/kyleReidhead

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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. Kyle, DeFi Dad, and Nomatic all hold ETH and SBET. Kyle also holds BTCS. 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.

Kony is the Founder and CEO at GAIB.

In this episode, we discover how GAIB is transforming access to AI infrastructure by turning GPU compute into tokenized, yield-generating assets on Ethereum, blending DeFi innovation with real-world demand for neocloud financing.

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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

🥞 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
8:04 - Demand to finance AI compute and neocloud providers
13:46 - How TradFi works with neoclouds providers
16:37 - Operators are excited to work with GAIB
19:17 - How tokenizing GPUs works
23:58 - Sponsor break
25:08 - Why compute is a valuable RWA
27:51 - What is the synthetic dollar AID?
29:42 - How does GAIB source and originate deals?
34:18 - What happens if GAIB borrowers default?
38:13 - Sponsor break
39:49 - A two-token design, plus estimated yield for sAID
42:27 - How do AID holders and GAIB make money?
46:38 - What’s next?
50:57 - Spice Points Program
53:09 - Closing

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🔗 Guest Links 🔗

► GAIB website: https://gaib.ai/
► GAIB on X: https://x.com/gaib_ai
► Kony on X: https://x.com/konyk001

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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 invested in GAIB'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.

Suhail Gangji is the Founder at Portals.fi.

In this episode, we unpack DeFi trends we’re recently bullish on, and the ones that have us concerned, as we explore where UX has improved, where blowups could still happen, and how Portals.fi is positioning to make advanced yield strategies accessible to everyone.

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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

🥞 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
7:30 - Suhail’s background and Portals.fi
11:45 - Has the DeFi UX really improved?
15:21 - Concerns for blowup risk in DeFi
20:46 - How Suhail assesses new DeFi for risk?
25:34 - Sponsor break
26:45 - Potential contagion from risk curators
33:22 - DeFi trends with staying power
39:53 - Fluid LPs offer new yield strategies
47:09 - Thoughts on Solana DeFi
48:41 - Sponsor break
50:18 - Will Portals.fi support HyperEVM yields?
52:54 - Are DAT stocks the biggest onramp for investors getting DeFi exposure?
58:33 - What is Portals.fi?
1:02:44 - Long term vision for Portals.fi
1:06:41 - Closing

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🔗 Guest Links 🔗

► Portals.fi website: https://portals.fi/
► Portals.fi on X: https://x.com/portals_fi
► Suhail on X: https://x.com/cryptonomik

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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 is an advisor to Portals.fi. 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.

DeFi Devin is the CoFounder and Chief Degen at GammaSwap.

In this episode, we break down how GammaSwap’s new gETH token aims to unlock sustainable 20–25% ETH yield by combining concentrated liquidity with delta-neutral strategies, all without relying on token incentives.

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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

🪄 NEWTON | SIMPLER CRYPTO UX WITH VERIFIABLE AI AGENTS

🦅 FALCON | OVERCOLLATERIZED SYNTHETIC DOLLAR - POINTS PROGRAM NOW LIVE

⚡ SPARK | THE ONCHAIN CAPITAL ALLOCATOR

🏦 MANTLE | INNOVATING THE FUTURE OF ONCHAIN FINANCE

🥞 SYRUPUSDC BY MAPLE | DEFI'S PREMIUM YIELD ASSET

🐡 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 + What is GammaSwap?
7:22 - How new Yield Tokens will manage concentrated LPs
10:39 - 20-25% yield for future gETH token
12:55 - Where the gETH yield comes from?
16:23 - Sponsor Break
17:30 - How will Yield Tokens operate in bull/bear/flat markets?
22:59 - ETA for GS Yield Tokens + points program
24:45 - Thoughts on lending protocols becoming DEXs
27:08 - Sponsor break
28:46 - Could GammaSwap be a source of yield for ETH DATs?
34:02 - How will users deposit into gETH?
36:43 - Closing

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🔗 Guest Links 🔗

► GammaSwap website: https://gammaswap.com/
► GammaSwap on X: https://x.com/GammaSwapLabs
► DeFi Devin on X: https://x.com/0xdefidevin

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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. 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.

Jakub Wojciechowski and Marcin Kaźmierczak are the CoFounders of RedStone.

In this episode, we explore how RedStone is powering the next generation of RWAs onchain, from stablecoins to Apollo's ACRED, a tokenized private credit fund issued by Securitize. Get the inside knowledge on why RWA liquidity is primed to grow 1000x the next 10 years!

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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

🪄 NEWTON | SIMPLER CRYPTO UX WITH VERIFIABLE AI AGENTS

⚡ SPARK | THE ONCHAIN CAPITAL ALLOCATOR

🏦 MANTLE | INNOVATING THE FUTURE OF ONCHAIN FINANCE

🥞 SYRUPUSDC BY MAPLE | DEFI'S PREMIUM YIELD ASSET

🐡 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
6:05 - Why oracles matter, deUSD depeg story
9:35 - RedStone support for RWAs, sACRED explained
19:27 - Why Securitize chose RedStone as their oracle provider
23:55 - How much bigger can RWAs grow?
25:23 - Sponsor break
26:04 - How RedStone supports modular money markets
32:26 - RedStone Atom and shielding users from OEV
35:32 - RED value accrual
40:54 - Sponsor break
42:30 - RedStone’s multichain strategy
44:28 - RedStone Roadmap for 2025 and beyond
51:18 - Closing

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🔗 Guest Links 🔗

► RedStone website: https://www.redstone.finance/
► RedStone RWA Report: https://blog.redstone.finance/2025/06/26/real-world-assets-in-onchain-finance-report/
► RedStone sACRED Blog Post:https://blog.redstone.finance/2025/06/05/sacred-goes-defi-the-first-private-credit-fund-earning-onchain-yield/► RedStone on X: https://x.com/redstone_defi
► Jakub on X: https://x.com/kuba_redstone
► Marcin on X: https://x.com/marcinredstone

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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. Both DeFi Dad and Nomatic were angel investors in RedStone. 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.