The Edge Podcast

Clouted, Napenjoyoor, and EconDegen are all Founding Contributors at ETH Strategy.

In this episode, we break down Michael Saylor’s legendary BTC strategy, how MicroStrategy has leveraged convertible debt to accumulate Bitcoin, and why it’s been so effective. Then, we explore how The STRAT Protocol is bringing this playbook onchain for ETH, using an autonomous ETH treasury and long-dated convertible debt to create a DeFi-native version of the trade--plus what it means for ETH holders and how to get involved!

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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

🔮 PYTH NETWORK | SMARTER DATA FOR SMARTER CONTRACTS

⏳ HOURGLASS | LEVERAGED AIRDROP FARMING AND BOOSTED POINTS

🪄 TANSSI | LAUNCH YOUR SYMBIOTIC RESTAKED NETWORK IN MINUTES

📊 iYIELD | YOUR FINANCIAL PICTURE, SIMPLIFIED

🐐 GOAT NETWORK | A BITCOIN L2 TO EARN WITH BTC & DOGE

🧪 MANTLE | START YOUR RESTAKING JOURNEY TODAY WITH CMETH

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

🌔 MOONWELL | THE LEADING LENDING AND BORROWING APP ON BASE

⚙️ GEARBOX PROTOCOL | ONCHAIN LENDING REIMAGINED

📈 DEFINITIVE | THE MOST ADVANCED PLATFORM FOR ONCHAIN TRADE EXECUTION

------
Timestamps

0:00 - Intro
5:15 - Team background
10:14 - What is ETH Strategy?
12:54 - How Saylors MSTR-BTC trade works
18:44 - Who is buying Saylor’s convertible notes?
24:43 - Why does anyone provide Saylor cheap debt?
31:45 - How are MSTR shareholders affected and what if BTC goes down?
38:09 - Is Saylor’s MSTR trade pumping the price of BTC?
41:13 - Sponsor mid-roll
41:51 - Will ETH Strategy improve the MSTR trade with DeFi?
43:42 - How ETH Strategy differs from Microstrategy
50:10 - DeFi native influence on ETH Strategy
53:38 - What’s the worst that could happen for STRAT holders?
57:18 - Sponsor mid-roll
58:57 - Who’s the target user for ETH Strategy?
1:00:54 - STRAT tokenomics and how raised ETH gets used
1:05:29 - Goals for presale
1:08:06 - Would ETH Strategy ever build this for BTC onchain?
1:12:24 - Closing

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🔗 Guest Links 🔗

► ETH Strategy website: https://www.ethstrat.xyz/
► ETH Strategy on X: https://x.com/eth_strategy
► Clouted on X: https://x.com/cloutedmind
► Nap on X: https://x.com/iamnapenjoyoor
► Econ on X: https://x.com/econdegen

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If you're a DeFi/Web3 builder, contact our team at: https://fourthrevolution.capital/

All opinions expressed by hosts and podcast guests are solely their own opinions and not necessarily those of Fourth Revolution Capital. Podcast guests and 4RC 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.

Pranav Kanade is Portfolio Manager for Digital Assets at VanEck.

In this episode, we break down why altcoins have struggled this cycle, what sets the few winners apart, and where real opportunities lie—both in crypto and public markets. We also explore how stablecoin legislation could unlock new value and what’s next for ETFs in the digital asset space.

------🔗 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

⏳ HOURGLASS | LEVERAGED AIRDROP FARMING AND BOOSTED POINTS

🪄 TANSSI | LAUNCH YOUR SYMBIOTIC RESTAKED NETWORK IN MINUTES

📊 iYIELD | YOUR FINANCIAL PICTURE, SIMPLIFIED

🐐 GOAT NETWORK | A BITCOIN L2 TO EARN WITH BTC & DOGE

🧪 MANTLE | START YOUR RESTAKING JOURNEY TODAY WITH CMETH

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

🌔 MOONWELL | THE LEADING LENDING AND BORROWING APP ON BASE

⚙️ GEARBOX PROTOCOL | ONCHAIN LENDING REIMAGINED

📈 DEFINITIVE | THE MOST ADVANCED PLATFORM FOR ONCHAIN TRADE EXECUTION

------Timestamps

0:00 - Intro
5:44 - Pranav’s background and VanEck
11:43 - A day in the life as an investor
13:50 - Thoughts on Kaito and InfoFi
17:03 - What’s been different this cycle with altcoins?
19:06 - Mantle mid-roll
19:44 - Oversupply of tokens, plus lessened demand for quality projects
23:29 - Fundamentals investing and the memecoin casino can coexist
26:59 - What can we learn from alts that have done well?
29:16 - Will we have a true alt season ever again?
33:05 - Sponsor mid-roll
34:44 - What’s the lesson from the LIBRA blowup?
39:51 - Stablecoin legislation and how it’s bullish for tokens + equities
46:49 - Identifying publicly traded companies to benefit from stablecoins
48:59 - How will stablecoin growth in Web2 affect what’s built onchain?
51:20 - Do AI agents have staying power?
56:47 - How new ETFs could impact us this year
59:06 - Thoughts on ETH ETFs
1:01:28 - Closing

------🔗 Guest Links 🔗

► VanEck website: https://www.vaneck.com/
► VanEck on X: https://x.com/vaneck_us
► Pranav on X: https://x.com/vaneckpk

------If you're a DeFi/Web3 builder, contact our team at: https://fourthrevolution.capital/

All opinions expressed by hosts and podcast guests are solely their own opinions and not necessarily those of Fourth Revolution Capital. Podcast guests and 4RC 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 Goh is the CoFounder and CEO of Treehouse.

In this episode of Yield Talks, we dive into how Treehouse is building the decentralized fixed income layer for DeFi. Brandon breaks down Treehouse Assets (tAssets) and Decentralized Offered Rates (DOR), how they bring stability to onchain yields, and why fixed income products could be the next major evolution in crypto.

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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

⏳ HOURGLASS | LEVERAGED AIRDROP FARMING AND BOOSTED POINTS

🪄 TANSSI | LAUNCH YOUR SYMBIOTIC RESTAKED NETWORK IN MINUTES

📊 iYIELD | YOUR FINANCIAL PICTURE, SIMPLIFIED

🐐 GOAT NETWORK | A BITCOIN L2 TO EARN WITH BTC & DOGE

🧪 MANTLE | START YOUR RESTAKING JOURNEY TODAY WITH CMETH

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

🌔 MOONWELL | THE LEADING LENDING AND BORROWING APP ON BASE

⚙️ GEARBOX PROTOCOL | ONCHAIN LENDING REIMAGINED

📈 DEFINITIVE | THE MOST ADVANCED PLATFORM FOR ONCHAIN TRADE EXECUTION

------
Timestamps
0:00 - Intro
1:04 - Founder background
2:43 - Why build Treehouse?
4:35 - Building the decentralized fixed income layer
5:24 - Sponsor pre-roll
8:46 - What are tAssets vs DOR by Treehouse?
11:14 - Better yield with tAssets, plus the risks involved
14:17 - Why tAssets like tETH appeal to users
19:16 - Overview of DOR (Decentralized Offered Rates)
23:52 - What can the average DeFi user expect from DOR?
25:37 - Will tAssets work for tokens other than ETH?
29:14 - Sponsor mid-roll
30:51 - How will Treehouse generate revenue
35:29 - Closing

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🔗 Guest Links 🔗

► Treehouse website: https://www.treehouse.finance/

► Treehouse on X: https://x.com/TreehouseFi

► Brandon on X: https://x.com/mytwogweis

------
If you're a DeFi/Web3 builder, contact our team at: https://fourthrevolution.capital/

All opinions expressed by hosts and podcast guests are solely their own opinions and not necessarily those of Fourth Revolution Capital. Podcast guests and 4RC 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.

Thomas Heremans is the CEO at the Obol Association.

In this episode, we dive into why decentralization isn’t just an ideology in crypto—it’s a critical security feature. We explore how Obol is strengthening Ethereum’s infrastructure, how much decentralization is enough, and why projects like Rocket Pool, Lido, and ether.fi are betting on Obol to secure the future of staking.

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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

⏳ HOURGLASS | LEVERAGED AIRDROP FARMING AND BOOSTED POINTS

🪄 TANSSI | LAUNCH YOUR SYMBIOTIC RESTAKED NETWORK IN MINUTES

📊 iYIELD | YOUR FINANCIAL PICTURE, SIMPLIFIED

🐐 GOAT NETWORK | A BITCOIN L2 TO EARN WITH BTC & DOGE

🧪 MANTLE | START YOUR RESTAKING JOURNEY TODAY WITH CMETH

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

🌔 MOONWELL | THE LEADING LENDING AND BORROWING APP ON BASE

⚙️ GEARBOX PROTOCOL | ONCHAIN LENDING REIMAGINED

📈 DEFINITIVE | THE MOST ADVANCED PLATFORM FOR ONCHAIN TRADE EXECUTION

------
Timestamps

0:00 - Intro
5:44 - The problem to solve with Obol
7:55 - Operator vs validator
9:07 - Obol Collective, Obol Association, Obol Labs
11:17 - How Obol enables the Ethereum blockchain to work
14:24 - Why does decentralization matter?
16:39 - How much decentralization is enough?
20:32 - Mantle mid-roll
21:10 - Is there a tradeoff to decentralization?
23:00 - Decentralization should be reframed as security
27:35 - Will Obol expand beyond Ethereum?
29:58 - Sponsor mid-roll
31:37 - The Obol product suite
36:52 - Why teams like Rocket Pool, Lido, and ether.fi love Obol
40:29 - OBOL token details
44:52 - Closing

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🔗 Guest Links 🔗

► Obol website: https://obol.org/
► Obol on X: https://x.com/obol_collective
► Thomas on X: https://x.com/_cryptoma

------
If you're a DeFi/Web3 builder, contact our team at: https://fourthrevolution.capital/

All opinions expressed by hosts and podcast guests are solely their own opinions and not necessarily those of Fourth Revolution Capital. Podcast guests and 4RC 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.

Kain Warwick is the Founder of Synthetix and Infinex.

In this episode, we discuss how speculation drives the world of crypto, why it fuels innovation, and how it unites us and divides us. Applying this thinking, we break down Ethereum’s narrative challenges this cycle, its misunderstood value prop, and why ETH should already be a trillion-dollar asset. We also dive into the disconnect between TradFi and The Ethereum Foundation, and why better communication and maybe a CMO could shift momentum for ETH, before covering the latest updates on the non-custodial crypto app, Infinex.

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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

⏳HOURGLASS | LEVERAGED AIRDROP FARMING AND BOOSTED POINTS

🪄 TANSSI | LAUNCH YOUR SYMBIOTIC RESTAKED NETWORK IN MINUTES

📊iYIELD | YOUR FINANCIAL PICTURE, SIMPLIFIED

🐐GOAT NETWORK | A BITCOIN L2 TO EARN WITH BTC & DOGE

🧪MANTLE | START YOUR RESTAKING JOURNEY TODAY WITH CMETH

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

🌔MOONWELL | THE LEADING LENDING AND BORROWING APP ON BASE

⚙️GEARBOX PROTOCOL | ONCHAIN LENDING REIMAGINED

📈DEFINITIVE | THE MOST ADVANCED PLATFORM FOR ONCHAIN TRADE EXECUTION

------
Timestamps

0:00 - Intro
5:23 - What’s wrong with Ethereum and ETH?
14:27 - How we should talk about the price of ETH
19:38 - We need better comms for ETH’s narrative
23:18 - Ethereum needs a CMO
26:19 - Disconnect between TradFi x The Ethereum Foundation
28:47 - Mantle mid-roll
29:26 - Ethereum being attacked from every angle
32:58 - Speculation drives the world
43:33 - Sponsor mid-roll
45:12 - Kain’s motivation for building Infinex
51:51 - Meeting users where they are
54:53 - AI will disrupt the DeFi UI/UX
1:02:01 - Rundown of key features for Infinex
1:10:02 - Swidge = Swap + Bridge
1:11:56 - Infinex Earn
1:14:28 - Making airdrops delightful with Infinex
1:18:40 - Infinex Bull Run fantasy trading game
1:19:35 - Differentiating Infinex
1:21:46 - Future Infinex token
1:25:21 - Closing

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🔗 Guest Links 🔗

► Infinex website: https://infinex.xyz/
► Infinex on X: https://x.com/infinex_app
► Kain on X: https://x.com/kaiynne

------
If you're a DeFi/Web3 builder, contact our team at: https://fourthrevolution.capital/

All opinions expressed by hosts and podcast guests are solely their own opinions and not necessarily those of Fourth Revolution Capital. Podcast guests and 4RC 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.

Ali Husain is the CoFounder/CEO and Milton Lopez is the CoFounder/CPO of Navigate. Vivaldi and Chopin are Founding Contributors to Symphony and Sympson AI.

In this episode, we host a Yield Talks panel on how the data layer and agent layer will power new DeFi opportunities, including earning yield with our own data and how agents might be able to leverage our DeFi data.

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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

⏳HOURGLASS | LEVERAGED AIRDROP FARMING AND BOOSTED POINTS

🪄 TANSSI | LAUNCH YOUR SYMBIOTIC RESTAKED NETWORK IN MINUTES

📊iYIELD | YOUR FINANCIAL PICTURE, SIMPLIFIED

🐐GOAT NETWORK | A BITCOIN L2 TO EARN WITH BTC & DOGE

🧪MANTLE | START YOUR RESTAKING JOURNEY TODAY WITH CMETH

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

🌔MOONWELL | THE LEADING LENDING AND BORROWING APP ON BASE

⚙️GEARBOX PROTOCOL | ONCHAIN LENDING REIMAGINED

📈DEFINITIVE | THE MOST ADVANCED PLATFORM FOR ONCHAIN TRADE EXECUTION

------
Timestamps
0:00 - Intro
1:55 - Overview of Navigate
4:00 - Overview of Symphony and Sympson AI
7:06 - How Navigate allows you to monetize your own data
13:29 - Sponsor pre-roll
16:52 - When will AI agents offer us real value?
19:14 - What is agentic AI?
24:42 - Is DeFi data a priority for Navigate?
29:04 - How are users earn with data on Navigate?
32:34 - Mantle mid-roll
33:12 - Building DeFi to be friendly to AI agents
37:33 - Understanding implicit vs explicit DeFi AI
41:24 - Moonwell and Puffer Finance mid-roll
42:38 - When does DeFi AI get become our go-to DeFi UI?
43:39 - How to get started earning with Navigate?
45:53 - How to get started with Symphony?
46:43 - Closing
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🔗 Guest Links 🔗
► Navigate website: https://nvg8.io/
► Navigate on X: https://x.com/navigate_ai
► Ali on X: https://x.com/thechaingamer
► Milton on X: https://x.com/mltnlopez
► Symphony website: https://www.symphony.io/
► Sympson AI: https://x.com/Symp_AI
► Vivaldi on X: https://x.com/vivaldi0x
► Chopin on X/Twitter: https://x.com/chopincadence

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If you're a DeFi/Web3 builder, contact our team at: https://fourthrevolution.capital/
All opinions expressed by hosts and podcast guests are solely their own opinions and not necessarily those of Fourth Revolution Capital. Podcast guests and 4RC 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.

Bing and Lei are CoFounders of MegaETH and Enzo is the CoFounder of GTE.

In this episode, we dive into one of the most hyped crypto infrastructure teams launching this year--MegaETH. MegaETH promises to bring Web2 real-time performance to crypto, including high transaction throughput up to 100,000 transactions per second, abundant compute capacity, and millisecond-level response times. We also dig into the insights of GTE's CoFounder on how MegaETH unlocks new possibilities for developers to build and compose the most demanding applications on a high performance network that still settles on Ethereum.

Can MegaETH make Ethereum great again? Tune in to find out!

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🔗 Essential Show Links 🔗

► Edge 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

⏳HOURGLASS | LEVERAGED AIRDROP FARMING AND BOOSTED POINTS

🪄 TANSSI | LAUNCH YOUR SYMBIOTIC RESTAKED NETWORK IN MINUTES

📊iYIELD | YOUR FINANCIAL PICTURE, SIMPLIFIED

🐐GOAT NETWORK | A BITCOIN L2 TO EARN WITH BTC & DOGE

🧪MANTLE | START YOUR RESTAKING JOURNEY TODAY WITH CMETH

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

🌔MOONWELL | THE LEADING LENDING AND BORROWING APP ON BASE

⚙️GEARBOX PROTOCOL | ONCHAIN LENDING REIMAGINED

📈DEFINITIVE | THE MOST ADVANCED PLATFORM FOR ONCHAIN TRADE EXECUTION

------
Timestamps

0:00 - Intro
5:26 - The MegaETH team
6:50 - What’s GTE building?
8:58 - Why build MegaETH?
16:04 - What’s the connection between MegaETH and Ethereum?
20:02 - What do we give up when we prioritize high performance?
23:48 - Thoughts on “ETH-aligned L2s” and other issues with L2s
29:22 - How will DeFi differ for users on MegaETH?
32:54 - Mantle mid-roll
33:32 - Jumpstarting the MegaETH community
40:02 - MegaETH’s $10M Echo round
42:15 - How is GTE influenced by Hyperliquid?
45:01 - Why would traders choose GTE on MegaETH over Binance?
47:46 - Moonwell & Puffer Finance mid-roll
49:01 - How will builders and users compare MegaETH vs Solana?
52:46 - Is MegaETH Ethereum-aligned? Is it all fugazi?
1:04:34 - Closing

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🔗 Guest Links 🔗

► MegaETH website: https://www.megaeth.com/
► MegaETH on X: https://x.com/megaeth_labs
► Bing on X: https://x.com/hotpot_dao
► Lei on X: https://x.com/yangl1996
► GTE website: https://gte.xyz/
► GTE on X: https://x.com/GTE_XYZ
► Enzo on X/Twitter: https://x.com/enzo_gte

------
If you're a DeFi/Web3 builder, contact our team at: https://fourthrevolution.capital/

All opinions expressed by hosts and podcast guests are solely their own opinions and not necessarily those of Fourth Revolution Capital. Podcast guests and 4RC 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.

This podcast panel features Liquity AG CEO Michael Svoboda, plus the CoFounder of DeFi Dojo (Stephen), CoFounder of Felix (Aaron) and CoFounder of Quill Finance (Roberto).

In this session of Yield Talks, our panel of builders and DeFi experts discuss the new design behind Liquity V2 including user-set interest rates and the upcoming launch of a yield-bearing asset for holding exposure across all stability pools called sBOLD. We also spend time on the economics of friendly forks like Felix and Quill Finance and why they were drawn to Liquity V2.

------
🔗 Essential Show Links 🔗

► Edge 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

⏳HOURGLASS | LEVERAGED AIRDROP FARMING AND BOOSTED POINTS

🪄 TANSSI | LAUNCH YOUR SYMBIOTIC RESTAKED NETWORK IN MINUTES

📊iYIELD | YOUR FINANCIAL PICTURE, SIMPLIFIED

🐐GOAT NETWORK | A BITCOIN L2 TO EARN WITH BTC & DOGE

🧪MANTLE | START YOUR RESTAKING JOURNEY TODAY WITH CMETH

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

🌔MOONWELL | THE LEADING LENDING AND BORROWING APP ON BASE

⚙️GEARBOX PROTOCOL | ONCHAIN LENDING REIMAGINED

📈DEFINITIVE | THE MOST ADVANCED PLATFORM FOR ONCHAIN TRADE EXECUTION

------
Timestamps

0:00 - Intro
2:15 - The design for Liquity V2
5:28 - Liquity V2 launch progress
8:15 - Sponsor pre-roll
11:04 - DeFi Dojo’s first impressions of Liquity V2
13:30 - How Liquity V2 bribing works
15:49 - User-set interest rates and redemptions vs liquidations explained
21:36 - cmETH-mid-roll
22:14 - Building a Liquity V2 friendly fork (Quill Finance)
26:46 - Why Felix built a Liquity V2 fork on Hyperliquid EVM
30:43 - Liquity V2 forkinomics and the unlock for teams like Felix
38:32 - Moonwell & Puffer Finance mid-roll
39:45 - How forkinomics ties value accrual back to LQTY
43:39 - sBOLD, new tokenized index as a yield-bearing asset for stability pool exposure
52:16 - Closing

------

🔗 Guest Links 🔗

► Liquity website: https://www.liquity.org/
► sBOLD by K3 Capital: https://x.com/LiquityProtocol/status/1879543331333788149
► Liquity V2 bribe markets post: https://www.liquity.org/blog/bribe-markets-in-liquity-v2-strategic-value-for-lqty-stakers
► Liquity on X/Twitter: https://x.com/liquityprotocol
► Felix website: https://usefelix.xyz/
► Quill Finance website: https://quill.finance/

------
If you're a DeFi/Web3 builder, contact our team at: https://fourthrevolution.capital/

All opinions expressed by hosts and podcast guests are solely their own opinions and not necessarily those of Fourth Revolution Capital. Podcast guests and 4RC 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.

Mike Cahill is the Founder and CEO of Douro Labs, building oracle tooling, products, and Web3 infra for Pyth Network’s suite of decentralized data services.

In this episode, we discuss the vision for Pyth Network to make the price of everything, available everywhere onchain. Pyth is a household name among DeFi oracle providers for a reason, with 600 data feeds, 470 apps, and over 90 blockchains supported. But it didn't happen overnight! As a former high frequency trader at Jump, Mike shares the origin story for recognizing where DeFi would evolve and why he leaped at the chance to build Pyth. We also dive in their latest release of Pyth Lazer 1 ms price feeds, their partnership with Revolut, and where they are focused building next in 2025 to support a world rapidly migrating onchain.

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🔗 Essential Show Links 🔗

► Edge 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

⏳HOURGLASS | LEVERAGED AIRDROP FARMING AND BOOSTED POINTS

🪄 TANSSI | LAUNCH YOUR SYMBIOTIC RESTAKED NETWORK IN MINUTES

📊iYIELD | YOUR FINANCIAL PICTURE, SIMPLIFIED

🐐GOAT NETWORK | A BITCOIN L2 TO EARN WITH BTC & DOGE

🧪MANTLE | START YOUR RESTAKING JOURNEY TODAY WITH CMETH

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

🌔MOONWELL | THE LEADING LENDING AND BORROWING APP ON BASE

⚙️GEARBOX PROTOCOL | ONCHAIN LENDING REIMAGINED

📈DEFINITIVE | THE MOST ADVANCED PLATFORM FOR ONCHAIN TRADE EXECUTION

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Timestamps

0:00 - Intro
4:57 - The origin of Pyth Network
15:40 - Betting early on Solana
21:30 - Mantle mid-roll
22:09 - Where is DeFi in its Gartner Hype Cycle?
26:08 - How builders choose the right oracle partner?
31:39 - The opportunity vs cost of supporting new blockchains
36:10 - Moonwell & Puffer Finance mid-roll
37:26 - Pyth Lazer 1 ms price feeds
40:51 - Revolut becomes a Pyth Network data publisher
44:46 - Pyth’s opportunity with AI agents
47:40 - Closing

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🔗 Guest Links 🔗

► Pyth website: https://www.pyth.network/
► Pyth x Revolut partnership: https://x.com/PythNetwork/status/1877007388777271410
► Pyth x Coinbase AgentKit: https://x.com/PythNetwork/status/1881367454599041421
► Pyth on X/Twitter: https://x.com/pythnetwork
► Mike on X/Twitter: https://x.com/mdomcahill

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If you're a DeFi/Web3 builder, contact our team at: https://fourthrevolution.capital/

All opinions expressed by hosts and podcast guests are solely their own opinions and not necessarily those of Fourth Revolution Capital. Podcast guests and 4RC 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.

This podcast panel features Bharat, Head of Growth at Royco, Beartic, CoFounder of Kodiak, Miri, CoFounder of Origami Finance, and Corey Caplan, CoFounder of Dolomite.

In this session of Yield Talks, we invite a panel of top Berachain protocol founders from Kodiak, Dolomite, and Origami Finance to discuss how they're navigating Boyco markets before a 90-day lockup kicks off as Berachain goes live. The deadline to deposit into Boyco markets is February 3rd, 2025 at 12 am UTC so this episode offers timely insights with just 48 hours to go before Boyco ends!

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🔗 Essential Show Links 🔗

► Edge 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

🔮 PYTH NETWORK | SMARTER DATA FOR SMARTER CONTRACTS

⏳ HOURGLASS | LEVERAGED AIRDROP FARMING AND BOOSTED POINTS

🪄 TANSSI | LAUNCH YOUR SYMBIOTIC RESTAKED NETWORK IN MINUTES

📊 iYIELD | YOUR FINANCIAL PICTURE, SIMPLIFIED

🐐 GOAT NETWORK | A BITCOIN L2 TO EARN WITH BTC & DOGE

🧪 MANTLE | START YOUR RESTAKING JOURNEY TODAY WITH CMETH

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

🌔 MOONWELL | THE LEADING LENDING AND BORROWING APP ON BASE

⚙️ GEARBOX PROTOCOL | ONCHAIN LENDING REIMAGINED

📈 DEFINITIVE | THE MOST ADVANCED PLATFORM FOR ONCHAIN TRADE EXECUTION

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Timestamps

0:00 - Intro
2:04 - What is Royco?
5:10 - Difference between Royco vs Boyco
6:37 - Sponsor pre-roll
9:01 - What is Origami Finance and how do they use Boyco?
11:08 - APY estimates for Boyco + Dynamic of pre-deposits
14:52 - Market vs Limit offers on Royco/Boyco
17:19 - Feb 3rd deadline and should farmers wait to ape?
19:53 - Mantle mid-roll
20:30 - What is Kodiak and their approach to Boyco?
24:24 - What is Dolomite and their approach to Boyco?
29:39 - Understanding deposit caps on Boyco
32:26 - Hard cap vs soft cap for Boyco markets
33:28 - Double-edged sword of many reward tokens
38:10 - Moonwell & Puffer Finance mid-roll
39:23 - How Boyco 90-day lockup period works
41:49 - Will Boyco users earn points for Royco?
43:05 - Founder picks for the best market opportunities
47:29 - Closing

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🔗 Guest Links 🔗

► Boyco app: https://boyco.berachain.com/
► Royco app: https://berachain.royco.org/
► Royco on X/Twitter: https://x.com/roycoprotocol
► Kodiak website: https://kodiak.finance/
► Beartic on X/Twitter: https://x.com/0xbeartic
► Origami website: https://origami.finance/
► Miri on X/Twitter: https://x.com/mirionics
► Dolomite website: https://dolomite.io/
► Corey on X/Twitter: https://x.com/CoreyCaplan3

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If you're a DeFi/Web3 builder, contact our team at: https://fourthrevolution.capital/

All opinions expressed by hosts and podcast guests are solely their own opinions and not necessarily those of Fourth Revolution Capital. Podcast guests and 4RC may have positions in the assets or other matters discussed in this podcast. DeFi Dad is an angel in Dolomite. 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.