The Edge Podcast

By DeFi DadBusiness Investing

The Edge Podcast episodes

January 12, 2024 One Token For All LSTS | Liquid Restaking with Kelp's rsETH | Quick Hit
Amit Gajjala and Dheeraj Borra are Core Contributors at Kelp DAO.
In this Quick Hit, we review one token for all ETH LSTs, Kelp's liquid restaking token rsETH! Learn how rsETH accepts stETH, ETHx, and soon other LSTs such as rETH to deposit into EigenLayer while providing users a transferrable liquid utility token. rsETH is the answer for many users who locked up their LSTs in EigenLayer but want to maintain liquidity.
------
🔗 Essential Show Links 🔗
► Subscribe on Youtube: https://youtube.com/@defidad
► Subscribe on Apple: https://tinyurl.com/edgepod
► Subscribe on Spotify: https://tinyurl.com/edgepodspotify
► Subscribe on Linktree: https://linktr.ee/edge_pod
► Follow DeFi Dad: https://twitter.com/DeFi_Dad
► Follow Nomatic: https://twitter.com/Nomaticcap
► Learn about DeFi and Web3: http://defidad.com/
------
The Edge Podcast Sponsor Resources
🥩 ETHER.FI | LIQUID STAKING AND RESTAKING ALL-IN-ONE
🥑 INSTADAPP | THE NEW AVOCADO WALLET AND MULTISIG
🦊 METAMASK PORTFOLIO | TRACK AND MANAGE YOUR WEB3 EVERYTHING
🧑‍🌾 MANTLE | THE ETHEREUM L2 FOR TOP NATIVE YIELDS
🙋‍♀️ Interested to sponsor The Edge Podcast? Fill this out:
https://hl6pu9d99u5.typeform.com/to/E3NY5Mqn
------
Timestamps
0:00 - Intro
5:03 - Background on EigenLayer caps
6:38 - What is liquid restaking and rsETH?
10:07 - What's an AVS in EigenLayer?
11:04 - Architecture of rsETH token
14:39 - Positive reception among users
18:08 - What happens when EigenLayer caps fill?
19:28 - Stacking rewards through Kelp's rsETH
22:07 - Future EigenLayer airdrops for liquid restakers?
23:23 - Coming DeFi integrations for rsETH
24:35 - New support for more LSTs with rsETH
25:32 - What's live and risks to know
26:38 - Closing
------
🔗 Guest Links 🔗
► Kelp Website: https://kelpdao.xyz/
► Kelp on Twitter: https://twitter.com/KelpDAO
► Amit on Twitter: https://twitter.com/GAmitej
► Dheeraj on Twitter: https://twitter.com/galacticminter
------
🙏 The Edge Podcast is produced by 4RC Labs. 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.
29 min
January 09, 2024 Synthetix V3 Explained with Kain Warwick
Kain Warwick is the Founder of Synthetix and Noah Litvin is a Core Contributor.
In this episode, we explain Synthetix V3, including what's new vs V2, why it's deployed on Base, and how USDC as collateral impacts legacy SNX stakers. A candid conversation with one of the most respected founders in DeFi, Kain offers us countless lessons as crypto builders and investors.
------
🔗 Essential Show Links 🔗
► Subscribe on Youtube: https://youtube.com/@defidad
► Subscribe on Apple: https://tinyurl.com/edgepod
► Subscribe on Spotify: https://tinyurl.com/edgepodspotify
► Subscribe on Linktree: https://linktr.ee/edge_pod
► Follow DeFi Dad: https://twitter.com/DeFi_Dad
► Follow Nomatic: https://twitter.com/Nomaticcap
► Learn about DeFi and Web3: http://defidad.com/
------
The Edge Podcast Sponsor Resources
🥩 ETHER.FI | LIQUID STAKING AND RESTAKING ALL-IN-ONE
🧑‍🌾 MANTLE | THE ETHEREUM L2 FOR TOP NATIVE YIELDS
🥑 INSTADAPP | THE NEW AVOCADO WALLET AND MULTISIG
🦊 METAMASK PORTFOLIO | TRACK AND MANAGE YOUR WEB3 EVERYTHING
🙋‍♀️ Interested to sponsor The Edge Podcast? Fill this out:
https://hl6pu9d99u5.typeform.com/to/E3NY5Mqn
------
Timestamps
0:00 - Intro
5:44 - Success of OP Trading Incentives Program
9:22 - Synthetix dApps
10:31 - Andromeda explained
15:33 - Why Synthetix V3 is on Base
19:54 - Thoughts on Solana
26:17 - SNX buyback-and-burn and killing SNX inflation
35:04 - Special perps on L1 for a wrapped basis trade
41:36 - Synthetix working with Infinex
45:57 - Are we at parity with CEX trading?
47:52 - Meeting the demands of traders on Synthetix
54:40 - Closing
------
🔗 Guest Links 🔗
► Synthetix Website: https://synthetix.io/
► Synthetix Blog Post on Andromeda: https://blog.synthetix.io/what-is-the-andromeda-release/
► Synthetix on Twitter: https://twitter.com/synthetix_io
► Kain on Twitter: https://twitter.com/kaiynne
► Noah on Twitter: https://twitter.com/noahlitvin
------
🙏 The Edge Podcast is produced by 4RC Labs. 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.
57 min
January 04, 2024 Restaking Mania: Liquid Restaking Tokens (LRTs) | Quick Hit
Mike Silagadze is the Founder and CEO at ether.fi.
In this Quick Hit, we discuss the recent restaking mania on EigenLayer including how many of us are playing for the EigenLayer airdrop. Mike explains what is liquid restaking and the benefits of their new LRT (liquid restaking token) eETH which grew to over $100M in deposited ETH in less than 1 month since launching.
------
🔗 Essential Show Links 🔗
► Subscribe on Youtube: https://youtube.com/@defidad
► Subscribe on Apple: https://tinyurl.com/edgepod
► Subscribe on Spotify: https://tinyurl.com/edgepodspotify
► Subscribe on Linktree: https://linktr.ee/edge_pod
► Follow DeFi Dad: https://twitter.com/DeFi_Dad
► Follow Nomatic: https://twitter.com/Nomaticcap
► Learn about DeFi and Web3: http://defidad.com/
------
The Edge Podcast Sponsor Resources
🥑 INSTADAPP | THE NEW AVOCADO WALLET AND MULTISIG
🦊 METAMASK PORTFOLIO | TRACK AND MANAGE YOUR WEB3 EVERYTHING
🧑‍🌾 MANTLE | THE ETHEREUM L2 FOR TOP NATIVE YIELDS
🙋‍♀️ Interested to sponsor The Edge Podcast? Fill this out!
------
Timestamps
0:00 - Intro
3:31 - ether.fi and liquid restaking tokens (LRTs) explained
8:05 - Irony of locking up LSTs in EigenLayer
13:11 - How EigenLayer will work once live
16:01 - Why eETH is now the only way to deposit into EigenLayer
21:47 - What's next with EigenLayer
25:55 - Minting eETH and DeFi with eETH
28:24 - Closing
------
🔗 Guest Links 🔗
► ether.fi Website: https://ether.fi
► ether.fi app with referral bonus of 100 ether.fi loyalty points per 0.1 ETH staked: https://app.ether.fi/eeth?address=0x2f71129b240080C638ac8d993BFF52169E3551c3
► ether.fi on Twitter: https://twitter.com/ether_fi
► Mike on Twitter: https://twitter.com/MikeSilagadze
------
🙏 The Edge Podcast is produced by 4RC Labs. 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.
30 min
January 01, 2024 A Guide to Silo Finance’s Risk-Isolated Money Markets | Quick Hit
AJ is a Founding Contributor at Silo Finance.
In this Quick Hit, we guide you through Silo Finance's risk-isolated money markets. Silo is a DeFi protocol on Ethereum and Arbitrum where isolated lending and borrowing pools can be created for individual tokens. This approach is different from the shared pool design of Aave and Compound, which means long tail assets can be listed while lenders can potentially earn higher yields lending to these markets. With over $300M in liquidity across its Ethereum, Llama (crvUSD markets on Ethereum), and Arbitrum markets, AJ shares how this design can provide us more control and opportunity as DeFi lenders and borrowers, as well as future plans for Silo V2 including the implementation of veSILO tokenomics.
------
🔗 Essential Show Links 🔗
► Subscribe on Youtube: https://youtube.com/@defidad
► Subscribe on Apple: https://tinyurl.com/edgepod
► Subscribe on Spotify: https://tinyurl.com/edgepodspotify
► Subscribe on Linktree: https://linktr.ee/edge_pod
► Follow DeFi Dad: https://twitter.com/DeFi_Dad
► Follow Nomatic: https://twitter.com/Nomaticcap
► Learn about DeFi and Web3: http://defidad.com/
------
The Edge Podcast Sponsor Resources
🥩 ETHER.FI | LIQUID STAKING AND RESTAKING ALL-IN-ONE
🥑 INSTADAPP | THE NEW AVOCADO WALLET AND MULTISIG
🦊 METAMASK PORTFOLIO | TRACK AND MANAGE YOUR WEB3 EVERYTHING
🙋‍♀️ Interested to sponsor The Edge Podcast? Fill this out!
------
Timestamps
00:00 - Intro
4:54 - What is Silo and how does it differ?
11:52 - More choice as lenders and borrowers
13:29 - Creating new Silo markets
17:44 - New possibilities with Arbitrum
21:43 - Silo Llama for crvUSD and why deprecate XAI
25:16 - SILO tokenomics now and in the future
32:47 - Closing
------
🔗 Guest Links 🔗
► Silo Website: https://silo.finance/
► Silo on Twitter: https://twitter.com/SiloFinance
► AJ on Twitter: https://twitter.com/aiham_eth
------
🙏 The Edge Podcast is produced by 4RC Labs. 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.
35 min
December 29, 2023 Bitwise: 10 Predictions for Crypto in 2024
Ryan Rasmussen is the Senior Crypto Analyst at Bitwise.
In this episode, we discuss 10 crypto predictions for 2024, recently published by the team at Bitwise. Today’s show is a special end of year episode to gather alpha on what we can expect in the crypto markets next year, based on the insights of one of the largest crypto asset managers in the world, as well as a leading candidate to get a Bitcoin spot ETF approved in January!
------
🔗 Essential Show Links 🔗
► Subscribe on Youtube: https://youtube.com/@defidad
► Subscribe on Apple: https://tinyurl.com/edgepod
► Subscribe on Spotify: https://tinyurl.com/edgepodspotify
► Subscribe on Linktree: https://linktr.ee/edge_pod
► Follow DeFi Dad: https://twitter.com/DeFi_Dad
► Follow Nomatic: https://twitter.com/Nomaticcap
► Learn about DeFi and Web3: http://defidad.com/
------
The Edge Podcast Sponsor Resources
🥩 ETHER.FI | LIQUID STAKING AND RESTAKING ALL-IN-ONE
🥑 INSTADAPP | THE NEW AVOCADO WALLET AND MULTISIG
🦊 METAMASK PORTFOLIO | TRACK AND MANAGE YOUR WEB3 EVERYTHING
🙋‍♀️ Interested to sponsor The Edge Podcast? Fill this out!
------
Timestamps
0:00 - Intro
4:28 - The story of Bitwise
7:26 - Why is the Bitcoin spot ETF a big deal?
9:26 - Top concerns for Bitwise clients before buying crypto
12:01 - Prediction 1, BTC sets new all-time-high price
14:33 - Prediction 2, Spot BTC ETFs approved
17:02 - Timeline once spot BTC ETF is approved
18:41 - Prediction 3, Coinbase's revenue doubles
24:54 - Prediction 4, Stablecoins beat Visa
31:24 - Prediction 5, JP Morgan tokenizes a fund on-chain
35:00 - Prediction 6, Ethereum revenue doubles to $5B
36:20 - Prediction 7, Taylor Swift launches an NFT
40:32 - Prediction 8, AI assistants use crypto for payments
41:55 - Prediction 9, $100M staked in prediction markets
44:20 - Prediction 10, Ethereum upgrade leads to fees below $0.01
47:45 - Bonus, 1 in 4 financial advisors allocate to crypto in 2024
50:38 - Funny new Bitwise ad
51:45 - Closing
------
🔗 Guest Links 🔗
► Bitwise Website: https://bitwiseinvestments.com/
► Bitwise Blog Post: https://bitwiseinvestments.com/crypto-market-insights/the-year-ahead-10-crypto-predictions-for-2024
► Bitwise on Twitter: https://twitter.com/BitwiseInvest
► Ryan on Twitter: https://twitter.com/RasterlyRock
------
🙏 The Edge Podcast is produced by 4RC Labs. 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.
54 min
December 28, 2023 Mantle: The Ethereum L2 for Top Native Yields
Jordi Alexander is the Chief Alchemist at Mantle and Chief Investment Officer at Selini Capital.
In this episode, we explore Mantle, the Ethereum L2 designed for top native yields. Mantle is self-described as a product-centric L2, less focused on scaling tech and more on building and hosting the best DeFi and Web3 apps. Jordi reveals all sorts of alpha including how to play the upcoming airdrop season on Mantle, how to master their native yield products such as mETH, and how Mantle is using it's massive multibillion-dollar ETH treasury to grow.
------
🔗 Essential Show Links 🔗
► Subscribe on Youtube: https://youtube.com/@defidad
► Subscribe on Apple: https://tinyurl.com/edgepod
► Subscribe on Spotify: https://tinyurl.com/edgepodspotify
► Subscribe on Linktree: https://linktr.ee/edge_pod
► Follow DeFi Dad: https://twitter.com/DeFi_Dad
► Follow Nomatic: https://twitter.com/Nomaticcap
► Learn about DeFi and Web3: http://defidad.com/
------
The Edge Podcast Sponsor Resources
🥩 ETHER.FI | LIQUID STAKING AND RESTAKING ALL-IN-ONE
🥑 INSTADAPP | THE NEW AVOCADO WALLET AND MULTISIG
🦊 METAMASK PORTFOLIO | TRACK AND MANAGE YOUR WEB3 EVERYTHING
🙋‍♀️ Interested to sponsor The Edge Podcast? Fill this out!
------
Timestamps
00:00 - Intro
4:17 - Jordi's background and conviction for crypto
9:38 - What is Chief Alchemist?
10:39 - Origin of Mantle as BitDAO
13:43 - Why do we need another L2 like Mantle?
18:32 - Advantages of Mantle as an L2
22:48 - Safety and security above all else
28:23 - Top Mantle dApps to learn about
31:38 - The mETH Lab for yields
36:30 - mETH and 2x average staking yield
40:47 - How Mantle will use its massive treasury
43:32 - Partnership with Ondo Finance (mUSD)
49:45 - Partnership with Ethena Labs
54:10 - New Curve pools (mETH-ETH) and (USDe-crvUSD-mUSD)
56:47 - Utility of MNT token and why to stake MNT
1:02:22 - Closing
------
🔗 Guest Links 🔗
► Mantle Website: https://mantle.xyz/
► Mantle on Twitter: https://twitter.com/0xMantle
► Jordi on Twitter: https://twitter.com/gametheorizing
------
🙏 The Edge Podcast is produced by 4RC Labs. 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 5 min
December 21, 2023 Is Ethena About To Create The Highest Stablecoin Real Yield in DeFi?
Guy Young is the Founder and CEO of Ethena Labs.
In this episode, we discuss Ethena launching one of the highest stablecoin real yields in DeFi and how it's built with staked ETH. Ethena aims to offer a permissionless dollar-denominated savings instrument in the form of a delta-neutral synthetic dollar, that's stable, value-accruing, and scalable--what they refer to as the “Internet Bond." We explore how users will soon be able to deposit decentralized collateral such as stETH to mint USDe, stake USDe, and earn an embedded yield that's netting beta users 25-30% APY.
------
🔗 Essential Show Links 🔗
► Subscribe on Youtube: https://youtube.com/@defidad
► Subscribe on Apple: https://tinyurl.com/edgepod
► Subscribe on Spotify: https://tinyurl.com/edgepodspotify
► Subscribe on Linktree: https://linktr.ee/edge_pod
► Follow DeFi Dad: https://twitter.com/DeFi_Dad
► Follow Nomatic: https://twitter.com/Nomaticcap
► Learn about DeFi and Web3: http://defidad.com/
------
The Edge Podcast Sponsor Resources
🥩 ETHER.FI | LIQUID STAKING AND RESTAKING ALL-IN-ONE
🥑 INSTADAPP | THE NEW AVOCADO WALLET AND MULTISIG
🦊 METAMASK PORTFOLIO | TRACK AND MANAGE YOUR WEB3 EVERYTHING
🙋‍♀️ Interested to sponsor The Edge Podcast? Fill this out!
------
Timestamps
00:00 - Intro
4:35 - Guy's background
7:35 - Stablecoin landscape
14:06 - What is Ethena?
16:25 - Off-exchange custody accounts and how it works with Ethena
27:17 - Why a user might mint or redeem USDe?
31:23 - Which ETH LSTs are supported?
34:15 - Forecasted yield rates for USDe
40:15 - What else can I do with USDe?
43:35 - Why partner with Synthetix perps?
46:45 - Future plans for an Ethena native token
49:08 - Closing
------
🔗 Guest Links 🔗
► Ethena Website: https://www.ethena.fi/
► Ethena on Twitter: https://twitter.com/ethena_labs
► Guy on Twitter: https://twitter.com/leptokurtic_
------
🙏 The Edge Podcast is produced by 4RC Labs. 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.
53 min
December 16, 2023 Marinade Finance: Solana's Most Liquid Staking Protocol
Brandon Tucker is a member of the Core Team at Marinade Finance.
In this episode, we dive into Marinade Finance, Solana's most liquid staking protocol and most popular dApp ranked by liquidity. Founded in a Solana hackathon in 2021, Marinade's flagship mSOL can be found in countless DeFi integrations and strategies, which has led Marinade to become the top liquid staking protocol on Solana with over 10M SOL staked, equal to over $800M in value as of today, across 75k unique wallets.
------
🔗 Essential Show Links 🔗
► Subscribe on Youtube: https://youtube.com/@defidad
► Subscribe on Apple: https://tinyurl.com/edgepod
► Subscribe on Spotify: https://tinyurl.com/edgepodspotify
► Subscribe on Linktree: https://linktr.ee/edge_pod
► Follow DeFi Dad: https://twitter.com/DeFi_Dad
► Follow Nomatic: https://twitter.com/Nomaticcap
► Learn about DeFi and Web3: http://defidad.com/
------
The Edge Podcast Sponsor Resources
🥩 ETHER.FI | LIQUID STAKING AND RESTAKING ALL-IN-ONE
🥑 INSTADAPP | THE NEW AVOCADO WALLET AND MULTISIG
🦊 METAMASK PORTFOLIO | TRACK AND MANAGE YOUR WEB3 EVERYTHING
⚖️ KYBERSWAP | DEX AGGREGATOR, AMM, AND KYBER AI TRADING ANALYTICS
🙋‍♀️ Interested to sponsor The Edge Podcast? Fill this out!
------
Timestamps
00:00 - Intro
4:55 - Brandon's background and founding Marinade
8:06 - Why build on Solana
13:26 - What is Marinade Finance?
15:37 - Marinade Native Staking
21:34 - Impact of Jito airdrop
23:42 - Lido leaving Solana
26:54 - MEV markets on Solana
28:26 - Impact of Firedancer
30:17 - Growth plan with MNDE already live
33:58 - Will Marinade ever expand beyond Solana?
35:37 - Closing
------
🔗 Guest Links 🔗
► Marinade Website: https://marinade.finance/
► Marinade on Twitter: https://twitter.com/MarinadeFinance
► Brandon on Twitter: https://twitter.com/BrandonTucker
------
🙏 The Edge Podcast is produced by 4RC Labs. 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.
41 min
December 07, 2023 io.net: The World's Largest GPU DePIN Built on Solana
Ahmad Shadid is the Founder/CEO of io.net and Tory Green is the COO/CFO.
In this episode, we review into the world's largest GPU DePIN (decentralized physical infrastructure network) called io.net! This state-of-the-art decentralized computing network built on Solana is a great example to get us introduced to the fast-growing DePIN sector of crypto.
With the rise of AI and the growing demand for more GPUs in the public cloud, obtaining access to distributed computing resources presents several challenges including limited availability, rising costs, and a lack of choice. Ahmad and Tory teach us how io.net solves for these problems by aggregating GPUs from underutilized sources into an Airbnb-like marketplace to share and access massive amounts of computing power.
------
🔗 Essential Show Links 🔗
► Subscribe on Youtube: https://youtube.com/@defidad
► Subscribe on Apple: https://tinyurl.com/edgepod
► Subscribe on Spotify: https://tinyurl.com/edgepodspotify
► Subscribe on Linktree: https://linktr.ee/edge_pod
► Follow DeFi Dad: https://twitter.com/DeFi_Dad
► Follow Nomatic: https://twitter.com/Nomaticcap
► Learn about DeFi and Web3: http://defidad.com/
------
The Edge Podcast Sponsor Resources
🥩 ETHER.FI | LIQUID STAKING AND RESTAKING ALL-IN-ONE
🥑 INSTADAPP | THE NEW AVOCADO WALLET AND MULTISIG
🦊 METAMASK PORTFOLIO | TRACK AND MANAGE YOUR WEB3 EVERYTHING
⚖️ KYBERSWAP | DEX AGGREGATOR, AMM, AND KYBER AI TRADING ANALYTICS
🙋‍♀️ Interested to sponsor The Edge Podcast? Fill this out!
------
Timestamps
00:00 - Intro
5:39 - Ahmad and Tory's background
9:44 - What is DePIN?
12:08 - Why is DePIN growing on Solana?
14:09 - Is there a GPU shortage or inefficient utilization?
18:59 - Solving a coordination problem among GPUs
20:42 - Why io.net is cheaper than centralized compute providers
22:57 - io.net vs legacy competitors
27:34 - Are there tradeoffs to using io.net?
32:08 - Live walkthrough of io.net
41:36 - io.net clustering is a big deal
45:14 - Fees for io.net
46:58 - Closing
------
🔗 Guest Links 🔗
► io.net Website: https://io.net/
► Ahmad on Twitter: https://x.com/shadid_io
► Tory on Twitter: https://x.com/MTorygreen
► io.net on Twitter: https://x.com/ionet_official
► Tory's talk at Breakpoint 2023: https://x.com/ionet_official/status/1720813946641220079?s=20
------
🙏 The Edge Podcast is produced by 4RC Labs. 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
November 30, 2023 Bull Run Alpha From A DeFi Degen | f(x) Protocol, Prisma Finance, Convex, and Frax
Cryptovestor is an anonymous DeFi investor.
In this episode, we speak with an anonymous DeFi investor, to uncover the latest DeFi alpha on a family of protocols related to Curve, including Convex Finance, Frax Finance, Prisma Finance, and f(x) Protocol. This episode is ideal for advanced users and investors looking for their own edge while using these growing veTokenomics protocols.
------
🔗 Essential Show Links 🔗
► Subscribe on Youtube: https://youtube.com/@defidad
► Subscribe on Apple: https://tinyurl.com/edgepod
► Subscribe on Spotify: https://tinyurl.com/edgepodspotify
► Subscribe on Linktree: https://linktr.ee/edge_pod
► Follow DeFi Dad: https://twitter.com/DeFi_Dad
► Follow Nomatic: https://twitter.com/Nomaticcap
► Learn about DeFi and Web3: http://defidad.com/
------
The Edge Podcast Sponsor Resources
🥑 INSTADAPP | THE NEW AVOCADO WALLET AND MULTISIG
🥩 ETHER.FI | LIQUID STAKING AND RESTAKING ALL-IN-ONE
🦊 METAMASK PORTFOLIO | TRACK AND MANAGE YOUR WEB3 EVERYTHING
⚖️ KYBERSWAP | DEX AGGREGATOR, AMM, AND KYBER AI TRADING ANALYTICS
🙋‍♀️ Interested to sponsor The Edge Podcast? Fill this out!
------
Timestamps
00:00 - Intro
4:58 - Cryptovestor's background
11:01 - Common thread between these protocols
13:05 - Incentivizing tokenholders (aka bribes)
20:55 - Convex overview
26:17 - Why is Convex unforkable?
33:57 - f(x) overview
47:36 - Future low volatility ftokens by f(x)
53:18 - Who's buying fETH vs xETH
58:59 - Prisma Finance overview and the "droplock"
1:04:42 - Accumulating voting power in veTokenomics models
1:12:47 - PRISMA value capture
1:16:36 - Redemptions in Prisma
1:19:05 - Frax BAMM and Fraxshain
1:23:39 - Convergence Finance
1:26:05 - Closing
------
🔗 Guest Links 🔗
► Cryptovestor on Twitter: https://twitter.com/Cryptovestor77
► Convex Website: https://www.convexfinance.com/
► f(x) Protocol Website: https://fx.aladdin.club/
► Prisma Finance Website: https://prismafinance.com/
► Frax Finance Website: https://frax.finance/
► Convergence Finance Website: https://cvg.finance/
------
🙏 The Edge Podcast is produced by 4RC Labs. 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. Cryptovestor holds CRV, CVX, FXS, PRISMA, and FXN while DeFi Dad and Nomatic hold CVX, PRISMA, and FXN as of this recording. 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 29 min

About The Edge Podcast

From the publisher's feed

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…