The Edge Podcast

By DeFi DadBusiness Investing

The Edge Podcast episodes

January 29, 2025 Symbiotic & Tanssi: Blockchain Deployment Made Easy with Shared Security
Misha Putiatin is CoFounder of Symbiotic and Francisco Agosti is CoFounder of Tanssi.
In this episode, we interview Misha and Francisco break about the launch of Symbiotic Mainnet and how it finally brings to fruition a long anticipated vision for shared security for decentralized networks. We also dive into how Tanssi is making blockchain deployment seamless, enabling developers to spin up sovereign chains with ease.
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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
📊 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
5:01 - What is Symbiotic?
9:42 - What is Tanssi?
12:23 - Designing Symbiotic to be both immutable and flexible
16:34 - The importance of decentralization
19:58 - How Tanssi productizes Symbiotic shared security for developers?
24:43 - Mantle mid-roll
25:22 - How are builders leveraging Tanssi?
29:45 - How does Symbiotic differ from EigenLayer?
32:49 - Moonwell & Puffer Finance mid-roll
34:04 - Why did Tanssi build on Symbiotic?
35:49 - Symbiotic Mainnet and what happens next?
40:26 - Tanssi Let’s Forkin’ Dance program
41:58 - Closing
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🔗 Guest Links 🔗
► Symbiotic website: https://symbiotic.fi/
► Symbiotic on X/Twitter: https://x.com/symbioticfi
► Misha on X/Twitter: https://x.com/psalom
► Tanssi website: https://www.tanssi.network/
► Tanssi Let's Forkin' Dance program: https://lfd.tanssi.network/
► Tanssi on X/Twitter: https://x.com/tanssinetwork
► Francisco on X/Twitter: https://x.com/fjagosti
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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.
44 min
January 28, 2025 YIELD TALKS: Earning Fixed Rates and Trading Yields on Spectra Finance
Gaspard Peduzzi is CoFounder of Spectra Finance, joined by Tim Shekikhachev, CoFounder of Resolv and Amadeo Brands, Founder of YieldNest.
In this episode, we host a panel to discuss how to use the decentralized, permissionless interest rate protocol that is Spectra, how it grew to over $220M TVL in less than 8 months, and how it enables users to earn fixed rates and trade yields while protocols can grow liquidity.
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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
🧪 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
🐐 GOAT NETWORK | A BITCOIN L2 TO EARN WITH BTC & DOGE
📈 DEFINITIVE | THE MOST ADVANCED PLATFORM FOR ONCHAIN TRADE EXECUTION
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Timestamps
0:00 - Intro
1:26 - Founding of Spectra
4:38 - Sponsor pre-roll
6:57 - How is Spectra different from Pendle?
8:12 - What’s made Spectra such a breakout app?
10:17 - What is Resolv building?
13:58 - How Spectra and partner protocols benefit each other
16:58 - How Spectra helps protocols build community
19:12 - What is YieldNest and why do they work with Spectra?
22:07 - Sponsor mid-roll
23:49 - How ve(3,3) bribes work on Spectra?
25:42 - Thoughts on Spectra’s permissionless pool creation
33:47 - How will Spectra keep growing after points hype?
40:08 - Closing
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🔗 Guest Links 🔗
► Spectra website: https://www.spectra.finance/
► Spectra on X/Twitter: https://x.com/spectra_finance
► Gaspard Peduzzi on X/Twitter: https://x.com/GaspardPeduzzi
► Resolv website: https://resolv.xyz/
► Tim Shekikhachev on X/Twitter: https://x.com/timsheki
► YieldNest website: https://www.yieldnest.finance/
► Amadeo Brands on X/Twitter: https://x.com/amadeobrands
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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.
49 min
January 24, 2025 Why 2025 Will Be Ethereum’s Comeback Year
Juan Leon is a Senior Investment Strategist at Bitwise.
In this episode, we sit down to discuss Bitwise's recent CIO memo, 'Ethereum: The Comeback Kid of 2025.' We explore why Juan’s team sees a turning point ahead for Ethereum and ETH, the significance of surging ETH ETF inflows, the $100T opportunity in tokenized real-world assets (RWAs), and how these trends could drive value accrual for ETH the asset.
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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
🧪 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
🐐 GOAT NETWORK | A BITCOIN L2 TO EARN WITH BTC & DOGE
📈 DEFINITIVE | THE MOST ADVANCED PLATFORM FOR ONCHAIN TRADE EXECUTION
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Timestamps
0:00 - Intro
4:28 - What happened in 2024?
7:26 - ETH ETF inflows close strong EOY
9:59 - Will ETH ETFs incorporate staking in 2025?
11:52 - Why is tokenization such an outsized opportunity for Ethereum?
14:04 - RWA opportunity is $100T
16:20 - Stablecoin growth ahead
19:04 - Mantle mid-roll
19:43 - Ethereum’s dominance in tokenized assets
23:49 - Will more value onchain lead ETH to a higher price?
26:34 - Moonwell & GOAT Network mid-roll
27:42 - How will Ethereum onboard more retail investors?
30:37 - Can AI agents lead to sustainable utility on Ethereum?
33:07 - Why Juan remains a COIN bull?
35:43 - Dept of Labor to relax guidance against crypto in 401(k) plans
38:34 - New use case to catalyze more growth on Ethereum
41:37 - Price prediction for ETH in 2025
44:09 - Closing
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🔗 Guest Links 🔗
► Bitwise website: https://bitwiseinvestments.com/
► Juan's memo on ETH: https://experts.bitwiseinvestments.com/cio-memos/ethereum-the-comeback-kid-of-2025
► Bitwise financial advisor survey: https://bitwiseinvestments.com/crypto-market-insights/the-bitwise-vettafi-2025-benchmark-survey
► Bitwise on X/Twitter: https://x.com/bitwiseinvest
► Juan Leon on X/Twitter: https://x.com/singularity7x
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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 and Nomatic both 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.
47 min
January 18, 2025 csUSDL: A Next-Gen Yield-Bearing Stablecoin Built for Onchain Treasuries
Tarun Gupta is the Founder at Coinshift.
In this episode, we review a new yield-bearing stablecoin called csUSDL, designed to be the ultimate treasury reserve asset. With hundreds of billions sitting idle in stablecoins, Coinshift hopes to provide DAOs, onchain liquid funds, and even retail DeFi users with permissionless access to a more scalable yield-bearing stablecoin backed by RWAs. This is a great episode to also understand why builders work with Morpho, and why they see such a huge opportunity to meet the demand for yield-bearing stablecoins 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/
------
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
🧪 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
🐐 GOAT NETWORK | A BITCOIN L2 TO EARN WITH BTC & DOGE
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Timestamps
0:00 - Intro
4:31 - Coinshift Accounting & Payments
7:47 - The state of how DAOs operate
9:59 - What is csUSDL?
13:04 - What’s unique about csUSDL?
15:58 - Who should use csUSDL?
17:08 - Mantle mid-roll
17:46 - Partnering with Paxos, Morpho, Steakhouse Financial
23:13 - How Coinshift maps to TradFi banking roles
26:48 - Challenges to building csUSDL
31:17 - Moonwell & GOAT Network mid-roll
32:24 - Coinshift incentive alignment with Morpho curators
34:02 - Use cases for csUSDL
36:14 - Possible future for csUSDL collateral
38:09 - Plans for SHIFT utility
40:35 - Partnering with large players to build csUSDL liquidity
43:26 - Closing
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🔗 Guest Links 🔗
► Coinshift website: https://www.coinshift.xyz/
► Coinshift on X/Twitter: https://x.com/0xcoinshift
► Tarun on X/Twitter: https://x.com/tarungupta1475
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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 and Nomatic are advisors to Coinshift. 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.
45 min
January 16, 2025 Nillion: Unpacking The Potential for Humanity’s First Blind Computer
Miguel de Vega is the Chief Scientific Officer at Nillion.
In this episode, we discuss the potential for what's known as "humanity's first blind computer" and its role to play alongside AI and crypto. Miguel unpacks how Nillion addresses the challenges of handling high value data, by leveraging privacy enhancing technologies (PETs) to enable users to securely store data on a peer-to-peer network, and allow for computations to be executed on the masked data, without the traditional need to decrypt data ahead of computation. We review a variety of Web3 and Web2 use cases unlocked by Nillion for massive emerging markets such as decentralized AI, plus why Nillion will soon launch its own tokenized incentives.
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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
📈 iYIELD | YOUR FINANCIAL PICTURE, SIMPLIFIED
🧪 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
🐐 GOAT NETWORK | A BITCOIN L2 TO EARN WITH BTC & DOGE
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Timestamps
0:00 - Intro
4:11 - Background
6:31 - What is humanity’s first blind computer?
8:50 - Web3 use cases
11:03 - Web2 use cases
14:46 - How Nillion fixes issues like the Lastpass hack
17:33 - How will Nillion marry different privacy-enhancing tech?
21:52 - Mantle ad
22:30 - Target users for Nillion
24:19 - What tokenized incentives drive Nillion network?
26:48 - How do you bootstrap Nillion?
28:48 - Moonwell and GOAT Network ad
29:56 - How Nillion works with decentralized AI
33:33 - Nillion Mainnet coming + partners
36:54 - Web2 partners and competitors
40:34 - Closing
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🔗 Guest Links 🔗
► Nillion website: https://nillion.com/
► Nillion on X/Twitter: https://x.com/nillionnetwork
► Miguel on X/Twitter: https://x.com/miguel_de_vega
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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 was an angel in Nillion. 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.
43 min
January 12, 2025 YIELD TALKS: Catching Up On The State of Stacks DeFi
Tycho Onnasch is a contributor to Stacks, Stacking DAO, and Zest Protocol.
In this episode, we catch up on the state of DeFi on Bitcoin L2 Stacks. Speaking with the top DeFi protocol on Stacks, we learn how Stacking DAO is unlocking new yield opportunities, how stSTX will deliver liquid stacking rewards in sBTC, and why Stacks TVL is more than ready to grow.
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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
📈 iYIELD | YOUR FINANCIAL PICTURE, SIMPLIFIED
🧪 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
🐐 GOAT NETWORK | A BITCOIN L2 TO EARN WITH BTC & DOGE
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Timestamps
0:00 - Intro
0:51 - What is Stacks?
2:30 - Difference between a Bitcoin sidechain vs L2
4:42 - How performant is Stacks now?
6:51 - Sponsor pre-roll
9:16 - What is Stacking DAO?
10:49 - Stacking STX manually vs stSTX LST
12:16 - Stacking DAO points program
14:36 - Best stSTX yields
16:17 - stSTX value accrual + new sBTC yield
19:10 - Mantle and GOAT Network mid-roll
20:20 - Will Stacks Foundation begin bootstrapping new TVL?
21:50 - Satoshi AI agent on Stacks
23:30 - Tycho’s favorite DeFi yields on Stacks
24:49 - Are stablecoin yields elevated on Stacks due to Ethena?
26:06 - Closing + What will grow Stacks TVL to $1B?
29:15 - When will stSTX support yield in sBTC?
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🔗 Guest Links 🔗
► Stacks website: https://stacks.co/
► Stacking DAO website: https://www.stackingdao.com/
► Stacking DAO on X/Twitter: https://x.com/StackingDAO
► Tycho on X/Twitter: https://x.com/TychoOnnasch
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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 was an angel investor in Stacking DAO. 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.
31 min
January 10, 2025 DEFINITIVE: Institutional-Grade Trading Built for Onchain Degens, Whales, and Funds
Jai Prasad is the CoFounder of DEFINITIVE.
In this episode, we review our favorite app to trade onchain, an institutional-grade trading platform built for DeFi by the team who built products for Coinbase customers such as Michael Saylor, BlackRock, and Tesla. Thanks to a proprietary off-chain engine and non-custodial smart contracts, DEFINITIVE empowers users like us with unparalleled trade execution, advanced order types onchain, and gasless trading on a chain-abstracted app. We learn why DEFINITIVE is being used by the biggest crypto institutional traders, hedge funds, whales, and everyday DeFi power-users like ourselves.
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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
📈 iYIELD | YOUR FINANCIAL PICTURE, SIMPLIFIED
🧪 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
🐐 GOAT NETWORK | A BITCOIN L2 TO EARN WITH BTC & DOGE
------
Timestamps
0:00 - Intro
4:21 - Jai’s background
9:19 - What problems DEFINITIVE addresses?
11:01 - What value does DEFINITIVE offer us as traders onchain?
15:15 - What makes DEFINITIVE so special?
22:04 - Nomatic and DeFi Dad’s feedback trading on DEFINITIVE
26:28 - Why use a TWAP order?
27:16 - Mantle mid-roll
27:55 - How will DEFINITIVE support Hyperliquid?
30:17 - Who uses DEFINITIVE?
35:28 - Moonwell & GOAT Network mid-roll
36:35 - Best execution for trades onchain
38:20 - 9-figure monthly trade volume
39:11 - Support for AI agents trading coming
40:53 - Who does DEFINITIVE compete with?
43:15 - EDGE points program and future DEFINITIVE token
45:10 - Closing
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🔗 Guest Links 🔗
► DEFINITIVE website (referral): https://app.definitive.fi/r/DEFIDAD
► DEFINITIVE on X/Twitter: https://x.com/definitivefi
► Jai on X/Twitter: https://x.com/jai_prasad17
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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 and Nomatic are angels in DEFINITIVE. 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.
48 min
January 05, 2025 YIELD TALKS: How to Get 10X Long Without Liquidations or Funding Fees on f(x) V2
kmets is a Core Contributor to f(x) Protocol.
In this episode, we dive into f(x) Protocol’s V2 launch offering 10X non-liquidatable leverage with no funding fees, high USD-based yields, and a seamless trading experience on blue-chip assets. Discover how V2 improves leverage consistency, supports key collateral types, and what’s next for the protocol, including BTC leverage and L2 expansion.
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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
📈 iYIELD | YOUR FINANCIAL PICTURE, SIMPLIFIED
🧪 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
🐐 GOAT NETWORK | A BITCOIN L2 TO EARN WITH BTC & DOGE
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Timestamps
0:00 - Intro
1:28 - What is f(x) protocol?
8:28 - How to open a position and how it works in V2?
12:55 - Sponsor break
15:20 - Is our leverage in V2 more consistent than in V1?
17:04 - Collateral types accepted for opening V2 positions
19:47 - How does f(x) offer no funding fees or liquidations for traders?
22:58 - f(x) Stability Pool yield
26:10 - Migrating phase + when will V2 be open to new positions?
28:32 - Can a choppy market degrade your leveraged exposure in V2?
30:20 - Sponsor break
31:30 - When will f(x) move to an L2?
32:55 - Thoughts on future forks of f(x) V2
38:17 - When will f(x) V2 leverage support BTC?
39:52 - V2 value accrual for FXN
42:50 - Closing
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🔗 Guest Links 🔗
► f(x) Protocol website: https://fx.aladdin.club/
► f(x) Protocol on X/Twitter: https://x.com/protocol_fx
► kmets on X/Twitter: https://x.com/kmets_
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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.
46 min
January 02, 2025 Who Were DeFi’s Biggest Winners of 2024 and What’s Next in 2025?
Patrick is the Creator of Dynamo DeFi and Stephen is the Founder of DeFi Dojo.
In this year-end episode, we review who are the biggest winners of DeFi in 2024 and what we can expect next in 2025! From Solana DeFi's breakout year to Base’s remarkable growth onchain, we dive into all the protocols, trends, and narratives that defined this part of the cycle. We discuss Ethena’s tokenized basis trade, Hyperliquid’s explosive volume, the rise of RWAs, ether.fi's lead in liquid restaking, and the killer apps driving adoption, including memecoins and tokenized AI agents. Plus, we explore emerging opportunities in liquid tokens, innovative primitives like Instadapp Fluid, and the regulatory shifts that could shape DeFi’s future.
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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
♦️ REDSTONE ORACLES | THE FASTEST GROWING ORACLE FOR DEFI
📈 iYIELD | YOUR FINANCIAL PICTURE, SIMPLIFIED
🧪 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
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Timestamps
0:00 - Intro
5:22 - DeFi Winners in 2024
5:44 - Pendle and Ethena’s big year
9:31 - Base and Aerodrome’s remarkable growth
10:53 - Solana’s best year yet
11:48 - pump.fun finds product-market fit
12:56 - Hyperliquid’s trade volume goes parabolic
21:01 - ether.fi leads among LRTs and is top 5 by TVL
27:19 - Stephen’s leveraged stake loop strategy for eETH on Aave
30:15 - Kamino and Jupiter were Solana kings of DeFi
35:05 - Why JLP is such a powerful money lego?
38:30 - Mantle mid-roll
39:11 - Why Instadapp Fluid is a next-gen primitive
47:00 - Usual launches a community-owned competitor to USDT
50:54 - RWAs prove being a winner this cycle
52:56 - Degens love T-bill-backed yields and protocols
54:54 - Moonwell mid-roll
55:27 - Memecoins are one of DeFi’s killer apps
58:42 - Tokenized AI agents lead the bull run into 2025
1:10:03 - The impact of friendlier DeFi regulation in 2025
1:13:18 - Opportunity in liquid DeFi tokens
1:19:21 - BTCfi had a big year but still promises huge growth ahead
1:22:03 - Closing
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🔗 Guest Links 🔗
► Dynamo DeFi website: https://dynamodefi.com/
► Patrick on X/Twitter: https://x.com/dynamo_patrick
► DeFi Dojo website: https://whop.com/defi-dojo/
► Stephen on X/Twitter: https://x.com/phtevenstrong
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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.
1 hr 26 min
December 30, 2024 Truemarkets: The Decentralized Prediction Markets Platform Vitalik Just Backed
MilliΞ is the CoFounder of Truemarkets.
In this episode, we explore why decentralized prediction markets are still in the early innings of development and how they will redefine forecasting global events and uncovering truth. We also learn how Truemarkets is addressing key challenges in dispute resolution, integrating AI for permissionless market creation, and implementing a token to accelerate early community involvement in the success of their platform.
NOTE: We recorded this episode just before the US election results in November 2024, but the conversation is still just as relevant post-election. If you hear any comments related to the election, we were still uncertain who would win and whether Polymarket's results would prove to be a leading indicator for voter sentiment in the election.
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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
♦️ REDSTONE ORACLES | THE FASTEST GROWING ORACLE FOR DEFI
📈 iYIELD | YOUR FINANCIAL PICTURE, SIMPLIFIED
🧪 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
------
Timestamps
0:00 - Intro
4:37 - MilliΞ’s background
10:55 - MilliΞ’s conviction for holding ETH
22:40 - What is a prediction market?
29:16 - Mantle mid-roll
29:57 - What will draw new users to PMs in between US elections?
38:02 - What is Truemarkets?
45:19 - Moonwell mid-roll
45:51 - How Truemarkets will approach dispute resolution
53:21 - Permissionless creation of prediction markets
1:03:42 - Roadmap, Patron NFTs, and future TRUE token
1:14:54 - Editor’s note on Patron NFT mint details + secondary market
1:17:26 - Closing
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🔗 Guest Links 🔗
► Truemarkets Website: https://truemarkets.org/
► Truemarkets on X/Twitter: https://x.com/truemarketsorg
► MilliΞ on X/Twitter: https://x.com/llamaonthebrink
► Truemarkets Patron NFT page and links to secondary markets: https://truemarkets.org/patron-nft
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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 did not participate in the Patron NFT mint but did buy Patron NFTs on the secondary market between when we recorded this podcast and published it. 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.
1 hr 21 min

About The Edge Podcast

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Join two seasoned crypto investors and DeFi power-users as they dive into the biggest stories shaping the future of digital assets—covering all you need to know about Ethereum, Bitcoin, and DeFi. Gain…