The Edge Podcast

Kedian Sun is the CoFounder at Level.

In this episode, we dive into Level, a new stablecoin protocol offering yield lending USDC and USDT to blue-chip protocols, including how Level’s design enables higher yields, what risks and tradeoffs come with that, and how stablecoin farmers can put lvlUSD to work across DeFi protocols like Pendle and Morpho.

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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 | FINANCIAL FREEDOM ON AUTOPILOT

🔮 PYTH NETWORK | SMARTER DATA FOR SMARTER CONTRACTS

🤙 SKALE NETWORK | THE GAS-FREE INVISIBLE L1 BLOCKCHAIN

📊 iYIELD | YOUR FINANCIAL PICTURE, SIMPLIFIED

🏦 MANTLE | INNOVATING THE FUTURE OF ONCHAIN FINANCE

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

🌔 MOONWELL | THE LEADING LENDING AND BORROWING APP ON BASE

⚙️ GEARBOX PROTOCOL | ONCHAIN LENDING REIMAGINED

🥞 SYRUP.FI | INSTITUTIONAL-GRADE YIELD

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Timestamps

0:00 - Intro
1:21 - What is Level?
6:06 - Sponsor break
8:42 - Competition among yield-bearing stablecoins
15:11 - Level’s plan to attract net new users onchain
17:43 - Level’s two-token design: lvlUSD vs slvlUSD
19:42 - Sponsor break
20:22 - Why hold lvlUSD over slvlUSD?
22:08 - Level XP Farms
23:51 - Newly launched Morpho vaults for Level
27:27 - Designing for low-risk yield
33:31 - Sponsor break
34:51 - Level markets on Pendle Finance
36:47 - Earning with lvlUSD deposits on Morpho
37:27 - What happens to lvlUSD after XP incentives expire?
42:08 - Closing

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🔗 Guest Links 🔗

► Level website: https://www.level.money/
► Level on X: https://x.com/levelusd
► Kedian Sun on X: https://x.com/KedianSun

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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.

Brandon Kumar is the CoFounder of Layer3 and former Vice President of Accolade Partners, one of the world's top crypto-specific fund of funds.

In this episode, we unpack the mindset that separates crypto’s best investors. Brandon shares why being “long-term greedy” pays off, how to spot the DNA of top founders and top investors, and what it takes to win in evolving token-based capital markets.

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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

🪄 NEWTON | FINANCIAL FREEDOM ON AUTOPILOT

🔮 PYTH NETWORK | SMARTER DATA FOR SMARTER CONTRACTS

🤙 SKALE NETWORK | THE GAS-FREE INVISIBLE L1 BLOCKCHAIN

📊 iYIELD | YOUR FINANCIAL PICTURE, SIMPLIFIED

🏦 MANTLE | INNOVATING THE FUTURE OF ONCHAIN FINANCE

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

🌔 MOONWELL | THE LEADING LENDING AND BORROWING APP ON BASE

⚙️ GEARBOX PROTOCOL | ONCHAIN LENDING REIMAGINED

🥞 SYRUP.FI | INSTITUTIONAL-GRADE YIELD

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Timestamps

0:00 - Intro
7:01 - Brandon’s background
12:16 - The archetype of the best investors in crypto
14:33 - How the crypto investor landscape has changed
18:35 - The evolution of capital markets for token-based businesses
22:05 - Can TradFi valuation methods be applied to crypto?
25:19 - Sponsor break
26:00 - What needs to happen to attract more institutional buyers?
30:26 - Making sense of memecoins
36:07 - Focus on what happens if everything goes right
41:14 - The double-edged sword of tokens for early stage teams
46:01 - Sponsor break
47:40 - What is Layer3?
48:29 - Who uses Layer3?
51:46 - L3 token utility and design
55:56 - Why Layer3 launched new prediction markets
57:31 - Closing

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🔗 Guest Links 🔗

► Layer3 website: https://layer3.xyz/
► Layer3 on X: https://x.com/layer3xyz
► Brandon Kumar on X: https://x.com/brandon_m_kumar
► Brandon's viral post on X: https://x.com/Brandon_M_Kumar/status/1915403560977633348

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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.

Sean Li is is the CEO and CoFounder at Magic Labs.

In this episode, we explore the self-driving car of crypto wallets. Newton aims to fix and automate the crypto user experience by establishing a secure rollup for AI-driven strategies, automated trading and a marketplace for AI developers.

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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

🔮 PYTH NETWORK | SMARTER DATA FOR SMARTER CONTRACTS

🤙 SKALE NETWORK | THE GAS-FREE INVISIBLE L1 BLOCKCHAIN

📊 iYIELD | YOUR FINANCIAL PICTURE, SIMPLIFIED

🏦 MANTLE | INNOVATING THE FUTURE OF ONCHAIN FINANCE

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

🌔 MOONWELL | THE LEADING LENDING AND BORROWING APP ON BASE

⚙️ GEARBOX PROTOCOL | ONCHAIN LENDING REIMAGINED

🥞 SYRUP.FI | INSTITUTIONAL-GRADE YIELD

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Timestamps

0:00 - Intro
7:57 - Sponsor break
10:10 - Sean’s background
13:09 - Why build on Ethereum?
15:19 - Building with purpose
17:47 - Mission at Magic Labs
19:37 - The need for a social login in Web3
22:42 - What is Newton?
27:10 - Sponsor break
27:51 - The self-driving car of crypto wallets
34:35 - Agent Marketplace
36:56 - Unlocking use cases with Newton
40:31 - Agents = automation for end-users
47:01 - Sponsor break
48:39 - Newton in 5 years
52:09 - Is Newton just for retail investors?
54:27 - Fat Wallet Thesis
59:22 - Closing

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🔗 Guest Links 🔗

► Newton website: https://www.magicnewton.com/
► Newton Discord: https://discord.com/invite/magicnewton
► Newton on X: https://x.com/magicnewton
► Sean Li on X: https://x.com/_seanli

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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.

Miles Jennings is the Head of Policy & General Counsel at a16z crypto.

In this episode, we discuss why U.S. crypto regulation is finally starting to turn a corner. From promising bipartisan momentum for stablecoin regulation to renewed institutional interest in tokenization and DAOs, Miles breaks down how policy is catching up with innovation, and why it’s bullish for crypto’s next chapter.

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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

🪄 NEWTON | FINANCIAL FREEDOM ON AUTOPILOT

🔮 PYTH NETWORK | SMARTER DATA FOR SMARTER CONTRACTS

🤙 SKALE NETWORK | THE GAS-FREE INVISIBLE L1 BLOCKCHAIN

📊 iYIELD | YOUR FINANCIAL PICTURE, SIMPLIFIED

🏦 MANTLE | INNOVATING THE FUTURE OF ONCHAIN FINANCE

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

🌔 MOONWELL | THE LEADING LENDING AND BORROWING APP ON BASE

⚙️ GEARBOX PROTOCOL | ONCHAIN LENDING REIMAGINED

🥞 SYRUP.FI | INSTITUTIONAL-GRADE YIELD

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Timestamps

0:00 - Intro
4:17 - Miles background
9:06 - The history of US regulators changing views on crypto
14:27 - Are the institutions finally here for crypto?
19:50 - The problems with DeFi designed by lawyers and regulation
32:49 - Sponsor break
33:30 - Driving value to tokenholders with regulatory changes coming
36:31 - Broader implications for passing The GENIUS Act
44:27 - What big banks and institutions need to see to tokenize more value
48:16 - Sponsor break
49:55 - Regulation around yield-bearing stablecoins
54:44 - Why is a16z crypto excited about RWAs?
58:01 - After stablecoins, which RWA sector will lead next?
1:01:26 - The significance of DUNA for DAOs
1:05:53 - Pro-crypto regulation is bipartisan
1:09:07 - Closing

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🔗 Guest Links 🔗

► a16z crypto website: https://a16zcrypto.com/
► a16z crypto on X: https://x.com/a16zcrypto
► Miles Jennings on X: https://x.com/MilesJennings

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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.

TN Lee is the CoFounder of Pendle Finance and Stephen is the Founder at DeFi Dojo.

In this episode, we host a deep dive on ideas and strategies for farming with stablecoins on Pendle along with updates for future permissionless market listings, plus their unreleased leveraged yield trading platform Boros.

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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

🪄 NEWTON | FINANCIAL FREEDOM ON AUTOPILOT

🔮 PYTH NETWORK | SMARTER DATA FOR SMARTER CONTRACTS

🤙 SKALE NETWORK | THE GAS-FREE INVISIBLE L1 BLOCKCHAIN

📊 iYIELD | YOUR FINANCIAL PICTURE, SIMPLIFIED

🏦 MANTLE | INNOVATING THE FUTURE OF ONCHAIN FINANCE

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

🌔 MOONWELL | THE LEADING LENDING AND BORROWING APP ON BASE

⚙️ GEARBOX PROTOCOL | ONCHAIN LENDING REIMAGINED

🥞 SYRUP.FI | INSTITUTIONAL-GRADE YIELD

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Timestamps

0:00 - Intro
5:40 - Why Pendle is so important to DeFi Dad
7:42 - How Pendle found product-market fit
11:06 - Pendle preparing for permissionless listings
18:41 - DeFi Dojo and Nomatic on flood of new stablecoin products
26:14 - Overview of PTs (Principal Tokens)
28:52 - Overview of Pendle LPs and how they work
37:23 - The benefits of vePENDLE
38:37 - How Nomatic uses Pendle YTs (Yield Tokens)
43:42 - Sponsor break
45:43 - DeFi Dojo’s favorite Pendle looping strategies
50:58 - How DeFi Dad identifies potential opportunities on Pendle
53:11 - DeFi Dojo’s on the importance of oracles when looping Pendle positions
54:54 - Nomatic’s favorite YT strategies
58:56 - TN on institutional adoption of Pendle
1:05:28 - Closing + update on Boros

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🔗 Guest Links 🔗

► Pendle Finance website: https://www.pendle.finance/
► Pendle on X: https://x.com/pendle_fi
► TN Lee on X: https://x.com/tn_pendle
► DeFi Dojo on X: https://x.com/phtevenstrong

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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.

Mads Mathiesen is a Research Partner at Maven 11.

In this episode, we’re joined by a crypto-native VC fund Maven 11 to explore what it really means to be early in crypto. We discuss how their team identifies high conviction investments, like opinionated applications, consumer apps, and stablecoin payment systems. Plus, more on why the next wave of winners may look different from the last!

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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

🪄 NEWTON | FINANCIAL FREEDOM ON AUTOPILOT

🔮 PYTH NETWORK | SMARTER DATA FOR SMARTER CONTRACTS

🤙 SKALE NETWORK | THE GAS-FREE INVISIBLE L1 BLOCKCHAIN

📊 iYIELD | YOUR FINANCIAL PICTURE, SIMPLIFIED

🏦 MANTLE | INNOVATING THE FUTURE OF ONCHAIN FINANCE

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

🌔 MOONWELL | THE LEADING LENDING AND BORROWING APP ON BASE

⚙️ GEARBOX PROTOCOL | ONCHAIN LENDING REIMAGINED

🥞 SYRUP.FI | INSTITUTIONAL-GRADE YIELD

------
Timestamps

0:00 - Intro
4:02 - Being early at Maven 11
6:34 - What got Mads into crypto
11:04 - Has crypto lost its way?
13:35 - Making early stage investing more accessible
15:58 - How private investments typically work at crypto VCs
19:37 - Criticisms over high FDV token launches
24:20 - Fat protocol vs fat app thesis
28:42 - Sponsor break
29:22 - How fat protocol winners might perform in the fat app era
33:14 - Can fat protocol winners evolve for better value accrual?
36:04 - Huge opportunity for app developers who understand infra
39:02 - Why invest in “opinionated applications”
41:41 - Sponsor break
43:19 - Investing in “extensions of existing ecosystems”
46:25 - The demand to invest in consumer apps
50:08 - Outsized opportunity remains in stablecoins
56:37 - Trends around yield-bearing stablecoins
1:00:27 - Private credit boom coming onchain
1:08:10 - What learning resource would Mads recommend?
1:10:50 - Closing

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🔗 Guest Links 🔗

► Maven 11 website: https://www.maven11.com/
► Maven 11 on X: https://x.com/Maven11Capital
► Mads on X: https://x.com/0xRainandCoffee
► Tim Roughgarden Lectures: https://www.youtube.com/channel/UCcH4Ga14Y4ELFKrEYM1vXCg

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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.

Omnia is the CoFounder of Kinetiq.

In this episode, we cover the native liquid staking protocol for Hyperliquid, with the upcoming launch of its LST for HYPE, called kHYPE. We dive into how kHYPE can unlock new utility and yield opportunities across Hyperliquid DeFi, the architecture behind its staking design, and the early institutional demand for exposure to HYPE through Kinetiq’s platform.

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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

🪄 NEWTON | FINANCIAL FREEDOM ON AUTOPILOT

🔮 PYTH NETWORK | SMARTER DATA FOR SMARTER CONTRACTS

🤙 SKALE NETWORK | THE GAS-FREE INVISIBLE L1 BLOCKCHAIN

📊 iYIELD | YOUR FINANCIAL PICTURE, SIMPLIFIED

🏦 MANTLE | INNOVATING THE FUTURE OF ONCHAIN FINANCE

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

🌔 MOONWELL | THE LEADING LENDING AND BORROWING APP ON BASE

⚙️ GEARBOX PROTOCOL | ONCHAIN LENDING REIMAGINED

🥞 SYRUP.FI | INSTITUTIONAL-GRADE YIELD

------
Timestamps

0:00 - Intro
3:49 - Founding Kinetiq
6:04 - Early conviction for Hyperliquid
13:24 - Expected yield for kHYPE
18:40 - How will kHYPE yield be distributed?
22:14 - Sponsor break
22:54 - The importance of precompiles for HL and Kinetiq
32:17 - Anticipation and audits for upcoming Kinetiq launch
37:40 - iHYPE, liquid staking for institutions
43:47 - Sponsor break
45:26 - Institutional demand for a HYPE LST
48:40 - What are builder codes?
56:34 - How Kinetiq differentiates as an LST
1:01:11 - Closing

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🔗 Guest Links 🔗

► Kinetiq website: https://kinetiq.xyz/
► Kinetiq on X: https://x.com/kinetiq_xyz
► Omnia on X: https://x.com/0xOmnia

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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 Kinetiq. 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.

Zeus is the Founder of Olympus.

In this episode, the anonymous DeFi founder Zeus does his first podcast appearance in 4 years to share how Olympus survived the bear market, restructured its vision, and is now scaling the programmatic money OHM with new products like Cooler Loans V2 and a $275M treasury.

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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

🪄 NEWTON | FINANCIAL FREEDOM ON AUTOPILOT

🔮 PYTH NETWORK | SMARTER DATA FOR SMARTER CONTRACTS

🤙 SKALE NETWORK | THE GAS-FREE INVISIBLE L1 BLOCKCHAIN

📊 iYIELD | YOUR FINANCIAL PICTURE, SIMPLIFIED

🏦 MANTLE | INNOVATING THE FUTURE OF ONCHAIN FINANCE

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

🌔 MOONWELL | THE LEADING LENDING AND BORROWING APP ON BASE

⚙️ GEARBOX PROTOCOL | ONCHAIN LENDING REIMAGINED

------
Timestamps

0:00 - Intro
5:27 - The founding of Olympus
12:29 - Success came so much faster than expected
21:27 - Why Olympus was able to scale when every fork failed
29:59 - Surviving the bear market
38:52 - Sponsor break
39:33 - Why Zeus took a break
44:22 - What is Range Bound Stability (RBS)?
55:01 - Why they disabled RBS?
59:42 - Cooler Loans and OHM treasury strategies
1:21:01 - Sponsor break
1:22:39 - How Olympus compares to the Saylor BTC trade
1:43:06 - Olympus’s investment in Berachain
1:51:27 - Closing

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🔗 Guest Links 🔗

► Olympus website: https://www.olympusdao.finance/
► Olympus on X: https://x.com/OlympusDAO
► Zeus on X: https://x.com/ohmzeus

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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.

Ryan Berckmans is an Ethereum community member and ETH investor.

In this episode, we unpack the disconnect between Ethereum’s surging fundamentals and its lagging market price, exploring what’s driving real adoption, why ETH demand hasn’t followed through (yet), and what could finally flip the narrative.

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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

🪄 NEWTON | FINANCIAL FREEDOM ON AUTOPILOT

🔮 PYTH NETWORK | SMARTER DATA FOR SMARTER CONTRACTS

🤙 SKALE NETWORK | THE GAS-FREE INVISIBLE L1 BLOCKCHAIN

✨ TANSSI | LAUNCH YOUR SYMBIOTIC RESTAKED NETWORK IN MINUTES

📊 iYIELD | YOUR FINANCIAL PICTURE, SIMPLIFIED

⏳ HOURGLASS | LEVERAGED AIRDROP FARMING AND BOOSTED POINTS

🏦 MANTLE | INNOVATING THE FUTURE OF ONCHAIN FINANCE

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

🌔 MOONWELL | THE LEADING LENDING AND BORROWING APP ON BASE

⚙️ GEARBOX PROTOCOL | ONCHAIN LENDING REIMAGINED

------
Timestamps

0:00 - Intro
5:32 - Ryan’s roots in Ethereum
6:41 - The Ethereum scaling roadmap is working
11:52 - The value of decentralization
16:55 - Metrics that signal Ethereum is winning like “app capital”
23:49 - If everyone wants a faster/cheaper L1, why's so much value on Ethereum?
30:05 - Sponsor break
30:46 - The impact of US regulators on Ethereum and crypto
35:14 - Understanding Ethereum’s dominance in RWAs and stablecoins
41:12 - The TLDR on Ethereum L1 upgrades coming
49:12 - Sponsor break
50:51 - What needs to happen for ETH price to go up
55:47 - Distractions this cycle vs getting back to our roots with crypto
1:03:32 - Boosting confidence for the next class of ETH buyers
1:06:15 - Should Ethereum find its own Saylor?
1:10:40 - Closing

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🔗 Guest Links 🔗

► Ryan on X: https://x.com/ryanberckmans
► Ryan's Total App Capital Chart: https://x.com/ryanberckmans/status/1912388250200650207
► Kevin Owocki and Ryan's post on Ethereum Must Prioritize Real-World Growth: https://x.com/owocki/status/1907416214743261603

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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 Ryan 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.

Joe Flanagan is CoFounder of Maple Finance and Martin de Rijke is Head of Growth.

In this episode, we explore how Maple Finance is creating real yield for stablecoin holders by connecting DeFi lenders with institutional borrowers, plus how Syrup.fi unlocks a yield-bearing composable token for any DeFi lender to access.

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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

🪄 NEWTON | FINANCIAL FREEDOM ON AUTOPILOT

🔮 PYTH NETWORK | SMARTER DATA FOR SMARTER CONTRACTS

🤙 SKALE NETWORK | THE GAS-FREE INVISIBLE L1 BLOCKCHAIN

✨ TANSSI | LAUNCH YOUR SYMBIOTIC RESTAKED NETWORK IN MINUTES

📊 iYIELD | YOUR FINANCIAL PICTURE, SIMPLIFIED

⏳ HOURGLASS | LEVERAGED AIRDROP FARMING AND BOOSTED POINTS

🏦 MANTLE | INNOVATING THE FUTURE OF ONCHAIN FINANCE

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

🌔 MOONWELL | THE LEADING LENDING AND BORROWING APP ON BASE

⚙️ GEARBOX PROTOCOL | ONCHAIN LENDING REIMAGINED

------
Timestamps

0:00 - Intro
2:04 - Maple Finance from last cycle to now
7:03 - Why has Maple grown so much the last year?
12:23 - Sponsor break
15:20 - How does Maple serve lenders and borrowers?
21:13 - Overview of Maple institutional offerings
25:33 - What to know about loan terms, collateral, liquidations, reserves, and withdrawals
28:50 - What is Syrup.fi and syrupUSDC?
32:52 - The differentiation for syrupUSDC yield + integration with Pendle
38:11 - Sponsor break
40:28 - The syrupUSDC real yield vs how to earn bonus yield with Drips
46:17 - What’s the appetite among institutional clients for DeFi yield exposure?
53:01 - Closing

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🔗 Guest Links 🔗

► Maple Finance website: https://maple.finance/
► Syrup.fi website: https://syrup.fi/
► Maple Finance on X: https://x.com/maplefinance
► Joe on X: https://x.com/joe_defi
► Martin on X: https://x.com/MartindRijke

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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.