The Edge Podcast

RightSide is a Core Contributor at Pendle and Vivaldi is a CoFounder at Symphony.

In this live session of Yield Talks, we explore whether AI can improve upon the work of human curators in evaluating, managing, transacting, and securing DeFi 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/

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The Edge Podcast Sponsor Resources

♦️ REDSTONE | THE LEADING MODULAR BLOCKCHAIN ORACLE

♉︎ TOROS | EXPONENTIAL GAINS WITH LEVERAGED TOKENS

🌅 NEUTRL | THE NEXT GENERATION OF CRYPTO-NATIVE YIELD

🌞 SOLSTICE | PERMISSIONLESS INSTITUTIONAL YIELD

⚔️ KATANA | DEEP LIQUIDITY + REAL YIELD

🥞 SYRUPUSDC BY MAPLE | DEFI'S PREMIUM YIELD ASSET

🏦 MANTLE | INNOVATING THE FUTURE OF ONCHAIN FINANCE

🐡 PUFFER INSTITUTIONAL | STAKING SOLUTIONS FOR INSTITUTIONAL SCALE

🌊 RIVER | A CHAIN-ABSTRACTION STABLECOIN SYSTEM

⚙️ GEARBOX PROTOCOL | ONCHAIN LENDING REIMAGINED

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Timestamps

0:00 - Intro
4:13 - Guest backgrounds
6:44 - Pendle’s view on the role of AI in DeFi
10:28 - Pendle x Symphony integration and how AI plays a role
14:09 - What Symphony’s working on
17:46 - Sponsor break
19:02 - How will the average Pendle user benefit from AI?
24:55 - How can AI make DeFi safer for users?
30:31 - What is the Virtuals Agent Commerce Protocol (ACP)?
32:57 - Sponsor break
34:18 - Explaining x402, the internet-native payment protocol
37:56 - Discerning which AI agents are more skilled
40:47 - Closing

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🔗 Guest Links 🔗

► Symphony website: https://www.symphony.io/
► Vivaldi on X: https://x.com/vivaldi0x
► Pendle website: https://www.pendle.finance/
► Rightside on X: https://x.com/rightsideonly

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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 Symphony. 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.

Michael Egorov is the Founder of Curve and yieldbasis.

In this episode, the legendary DeFi founder walks us through his newly launched protocol called yieldbasis on Ethereum, designed to deliver the best Bitcoin yield yet. We explore how it works, its synergy with Curve, and how it aims to deliver a competitive yield-bearing version of BTC onchain in nearly any market conditions.

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🔗 Essential Show Links 🔗

► Newsletter: https://the-edge.xyz
► Youtube: https://youtube.com/@DeFiDad
► Apple: https://tinyurl.com/edgepod
► Spotify: https://tinyurl.com/edgepodspotify
► Linktree: https://linktr.ee/edge_pod
► Follow DeFi Dad: https://x.com/DeFi_Dad
► Follow Nomatic: https://x.com/Nomaticcap
► Learn DeFi: http://defidad.com/

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The Edge Podcast Sponsor Resources

♦️ REDSTONE | THE LEADING MODULAR BLOCKCHAIN ORACLE

♉︎ TOROS | EXPONENTIAL GAINS WITH LEVERAGED TOKENS

🌅 NEUTRL | THE NEXT GENERATION OF CRYPTO-NATIVE YIELD

🌞 SOLSTICE | PERMISSIONLESS INSTITUTIONAL YIELD

🥞 SYRUPUSDC BY MAPLE | DEFI'S PREMIUM YIELD ASSET

🏦 MANTLE | INNOVATING THE FUTURE OF ONCHAIN FINANCE

🐡 PUFFER INSTITUTIONAL | STAKING SOLUTIONS FOR INSTITUTIONAL SCALE

🌊 RIVER | A CHAIN-ABSTRACTION STABLECOIN SYSTEM

⚙️ GEARBOX PROTOCOL | ONCHAIN LENDING REIMAGINED

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Timestamps

0:00 - Intro
5:43 - Building Curve Finance since 2020
8:36 - Why build yieldbasis?
11:53 - The challenge to productize BTC yield
19:13 - How does yieldbasis work?
25:27 - Sponsor break
26:29 - Current BTC yields and performance
28:20 - Synergy between Curve and yieldbasis
32:10 - Earning BTC yield vs YB emissions
34:19 - Why another protocol, why another token?
36:19 - What’s new with YB tokenomics?
38:50 - Why will users lock veYB?
42:41 - Sponsor break
44:00 - Potential for yieldbasis to work with BTC DATs
44:49 - Understanding risks in yieldbasis
48:55 - Performance during the recent Oct 10 crash
51:25 - How big can yieldbasis scale to?
53:22 - Exploring future assets for yieldbasis
55:47 - Current TVL campaign, plus future caps raise
1:02:47 - Closing

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🔗 Guest Links 🔗

► yieldbasis website: https://yieldbasis.com/
► yieldbasis on X: https://x.com/yieldbasis
► Michael Egorov on X: https://x.com/newmichwill

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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 both hold BTC. 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.

Bartek Kiepuszewski is the Founder of L2BEAT.

In this episode, Bartek breaks down the current landscape of Ethereum’s L2 ecosystem, from how L2s are categorized by stage, to what defines true decentralization, and why transparency remains a part of the foundation of Ethereum's social layer.

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🔗 Essential Show Links 🔗

► Newsletter: https://the-edge.xyz
► Youtube: https://youtube.com/@DeFiDad
► Apple: https://tinyurl.com/edgepod
► Spotify: https://tinyurl.com/edgepodspotify
► Linktree: https://linktr.ee/edge_pod
► Follow DeFi Dad: https://x.com/DeFi_Dad
► Follow Nomatic: https://x.com/Nomaticcap
► Learn DeFi: http://defidad.com/

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The Edge Podcast Sponsor Resources

♦️ REDSTONE | THE LEADING MODULAR BLOCKCHAIN ORACLE

♉︎ TOROS | EXPONENTIAL GAINS WITH LEVERAGED TOKENS

🌅 NEUTRL | THE NEXT GENERATION OF CRYPTO-NATIVE YIELD

🌞 SOLSTICE | PERMISSIONLESS INSTITUTIONAL YIELD

🥞 SYRUPUSDC BY MAPLE | DEFI'S PREMIUM YIELD ASSET

🏦 MANTLE | INNOVATING THE FUTURE OF ONCHAIN FINANCE

🐡 PUFFER INSTITUTIONAL | STAKING SOLUTIONS FOR INSTITUTIONAL SCALE

🌊 RIVER | A CHAIN-ABSTRACTION STABLECOIN SYSTEM

⚙️ GEARBOX PROTOCOL | ONCHAIN LENDING REIMAGINED

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Timestamps

0:00 - Intro
6:44 - Bartek’s background
9:57 - Is Ethereum headed in the right direction?
12:27 - Why Ethereum and L2s need L2BEAT
19:51 - L2BEAT, the Rotten Tomatoes of L2s
24:39 - Sponsor break
25:41 - How L2BEAT is funded as a public good
30:58 - Defining an Ethereum L2
34:35 - How does an L2 derive security from Ethereum L1?
42:11 - The three distinct stages of an L2
47:14 - What do Arbitrum and Base need to progress to Stage 2?
53:44 - Sponsor break
55:04 - Thoughts on based rollups
57:03 - Why might Robinhood have chosen to build an Ethereum L2?
1:00:30 - Justified criticisms of L2s
1:04:53 - What is Data Availability (DA)?
1:11:37 - The fundamental role of zk scaling Ethereum
1:16:19 - A future of zk-powered DeFi
1:20:06 - Closing

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🔗 Guest Links 🔗

► L2BEAT website: https://l2beat.com/
► Support L2BEAT: https://l2beat.com/donate
► L2BEAT on X: https://x.com/l2beat
► Bartek on X: https://x.com/bkiepuszewski

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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.

Laurence Day is the CoFounder and CEO of Wildcat Labs.

In this episode, we explore how Wildcat is reinventing private credit onchain, building what Laurence calls “the Craigslist of private credit.” We explore why DeFi is ready to scale undercollateralized lending, the money multiplier effect to follow it, and how Wildcat aims to be a foundational primitive to make borrowing and lending more open, flexible, and accessible for everyone.

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🔗 Essential Show Links 🔗

► Newsletter: https://the-edge.xyz
► Youtube: https://youtube.com/@DeFiDad
► Apple: https://tinyurl.com/edgepod
► Spotify: https://tinyurl.com/edgepodspotify
► Linktree: https://linktr.ee/edge_pod
► Follow DeFi Dad: https://x.com/DeFi_Dad
► Follow Nomatic: https://x.com/Nomaticcap
► Learn DeFi: http://defidad.com/

------
The Edge Podcast Sponsor Resources

♦️ REDSTONE | THE LEADING MODULAR BLOCKCHAIN ORACLE

♉︎ TOROS | EXPONENTIAL GAINS WITH LEVERAGED TOKENS

🌅 NEUTRL | THE NEXT GENERATION OF CRYPTO-NATIVE YIELD

🌞 SOLSTICE | PERMISSIONLESS INSTITUTIONAL YIELD

🥞 SYRUPUSDC BY MAPLE | DEFI'S PREMIUM YIELD ASSET

🏦 MANTLE | INNOVATING THE FUTURE OF ONCHAIN FINANCE

🐡 PUFFER INSTITUTIONAL | STAKING SOLUTIONS FOR INSTITUTIONAL SCALE

🌊 RIVER | A CHAIN-ABSTRACTION STABLECOIN SYSTEM

⚙️ GEARBOX PROTOCOL | ONCHAIN LENDING REIMAGINED

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Timestamps

0:00 - Intro
6:58 - Laurence’s background
10:57 - Why keep building after the Indexed exploit?
16:15 - The opportunity for undercollateralized loans in DeFi
22:28 - Sponsor break
23:31 - The money multiplier effect for DeFi
28:38 - The elevator pitch for Wildcat
30:19 - Who is Wildcat built for?
35:20 - Can Wildcat legally go after borrowers?
41:36 - Sponsor break
42:55 - Usual terms for Wildcat lenders and borrowers
45:45 - Considerations for Wildcat after Oct 10th market crash
56:32 - Innovations coming to Wildcat
1:07:28 - Closing

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🔗 Guest Links 🔗

► Wildcat website: https://wildcat.finance/
► Wildcat on X: https://x.com/wildcatfi
► Laurence on X: https://x.com/functi0nZer0

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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.

James Craig is the Director of the movie Code Is Law.

In this episode, we go behind the scenes of Code Is Law: Crypto’s Unstoppable Heists, a new documentary retracing the history of DeFi’s biggest smart contract exploits. James walks us through the fascinating stories he investigated behind these famous hacks, including The DAO, Indexed Finance, KyberSwap, and Mango Markets. Plus, how the human stories behind these events continue to shape Ethereum and DeFi's culture, law, and future.

Code Is Law is available to stream on Amazon Prime Video, Apple TV+ and YouTube Movies starting today, October 21st.

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🔗 Essential Show Links 🔗

► Newsletter: https://the-edge.xyz
► Youtube: https://youtube.com/@DeFiDad
► Apple: https://tinyurl.com/edgepod
► Spotify: https://tinyurl.com/edgepodspotify
► Linktree: https://linktr.ee/edge_pod
► Follow DeFi Dad: https://x.com/DeFi_Dad
► Follow Nomatic: https://x.com/Nomaticcap
► Learn DeFi: http://defidad.com/

------
The Edge Podcast Sponsor Resources

♦️ REDSTONE | THE LEADING MODULAR BLOCKCHAIN ORACLE

♉︎ TOROS | EXPONENTIAL GAINS WITH LEVERAGED TOKENS

🌅 NEUTRL | THE NEXT GENERATION OF CRYPTO-NATIVE YIELD

🌞 SOLSTICE | PERMISSIONLESS INSTITUTIONAL YIELD

🥞 SYRUPUSDC BY MAPLE | DEFI'S PREMIUM YIELD ASSET

🦅 FALCON | OVERCOLLATERIZED SYNTHETIC DOLLAR - POINTS PROGRAM NOW LIVE

🏦 MANTLE | INNOVATING THE FUTURE OF ONCHAIN FINANCE

🐡 PUFFER INSTITUTIONAL | STAKING SOLUTIONS FOR INSTITUTIONAL SCALE

🌊 RIVER | A CHAIN-ABSTRACTION STABLECOIN SYSTEM

⚙️ GEARBOX PROTOCOL | ONCHAIN LENDING REIMAGINED

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Timestamps

0:00 - Intro
10:02 - How James got interested in DeFi exploits
14:24 - The story behind The DAO hack
20:14 - Sponsor break
21:14 - The aftermath of The DAO
29:16 - The Indexed Finance hack
34:27 - The story behind the Indexed hacker
36:57 - Sponsor break
38:16 - The debate over exploits vs ‘code is law’
46:21 - The KyberSwap attack
51:57 - The bravado and ego of a hacker
54:31 - The Eisenberg case with Mango Markets
59:41 - Closing

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🔗 Guest Links 🔗

► Code Is Law website: journeyman.tv/film/8785
► Code Is Law on X: https://x.com/CodeIsLawFilm
► James Craig on X: https://x.com/jamescraig1111

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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.

Billy Luedtke is the Founder of Intuition.

In this episode, we explore how Intuition is building a new decentralized network for reputation, trust, and decision-making on Ethereum. Plus, why this could be the foundation for a universal knowledge graph that reshapes how we share and verify information online.

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🔗 Essential Show Links 🔗

► Newsletter: https://the-edge.xyz
► Youtube: https://youtube.com/@DeFiDad
► Apple: https://tinyurl.com/edgepod
► Spotify: https://tinyurl.com/edgepodspotify
► Linktree: https://linktr.ee/edge_pod
► Follow DeFi Dad: https://x.com/DeFi_Dad
► Follow Nomatic: https://x.com/Nomaticcap
► Learn DeFi: http://defidad.com/

------
The Edge Podcast Sponsor Resources

♦️ REDSTONE | THE LEADING MODULAR BLOCKCHAIN ORACLE

♉︎ TOROS | EXPONENTIAL GAINS WITH LEVERAGED TOKENS

🌅 NEUTRL | THE NEXT GENERATION OF CRYPTO-NATIVE YIELD

🌞 SOLSTICE | PERMISSIONLESS INSTITUTIONAL YIELD

🥞 SYRUPUSDC BY MAPLE | DEFI'S PREMIUM YIELD ASSET

🦅 FALCON | OVERCOLLATERIZED SYNTHETIC DOLLAR - POINTS PROGRAM NOW LIVE

🏦 MANTLE | INNOVATING THE FUTURE OF ONCHAIN FINANCE

🐡 PUFFER INSTITUTIONAL | STAKING SOLUTIONS FOR INSTITUTIONAL SCALE

🌊 RIVER | A CHAIN-ABSTRACTION STABLECOIN SYSTEM

⚙️ GEARBOX PROTOCOL | ONCHAIN LENDING REIMAGINED

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Timestamps

0:00 - Intro
7:52 - Billy’s early start with Bitcoin and Ethereum
18:11 - Why Ethereum is still objectively our best option
23:28 - Sponsor break
24:28- Importance of decentralized identity
32:21 - Why we need Intuition
37:09 - Why Intuition needs Ethereum
38:53 - Sponsor break
40:12 - Early use cases for Intuition
49:56 - TRUST token powers Intuition
55:26 - What’s next for Intuition?
56:59 - Closing

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🔗 Guest Links 🔗

► Intuition website: https://www.intuition.systems/
► Intuition on X: https://x.com/0xintuition
► Billy Luedtke on X: https://x.com/0xbilly

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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.

Behrin is the Founder of Neutrl Labs.

In this episode, Behrin reveals how Neutrl is bringing a new yield to DeFi with asymmetric stablecoin returns powered by OTC arb strategies. We explore how their synthetic dollar NUSD and the yield-bearing form sNUSD work, why it reminds us of Ethena, and what makes their approach stand out in today’s market.

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🔗 Essential Show Links 🔗

► Newsletter: https://the-edge.xyz
► Youtube: https://youtube.com/@DeFiDad
► Apple: https://tinyurl.com/edgepod
► Spotify: https://tinyurl.com/edgepodspotify
► Linktree: https://linktr.ee/edge_pod
► Follow DeFi Dad: https://x.com/DeFi_Dad
► Follow Nomatic: https://x.com/Nomaticcap
► Learn DeFi: http://defidad.com/

------
The Edge Podcast Sponsor Resources

♦️ REDSTONE | THE LEADING MODULAR BLOCKCHAIN ORACLE

♉︎ TOROS | EXPONENTIAL GAINS WITH LEVERAGED TOKENS

🌞 SOLSTICE | PERMISSIONLESS INSTITUTIONAL YIELD

🥞 SYRUPUSDC BY MAPLE | DEFI'S PREMIUM YIELD ASSET

🦅 FALCON | OVERCOLLATERIZED SYNTHETIC DOLLAR - POINTS PROGRAM NOW LIVE

🏦 MANTLE | INNOVATING THE FUTURE OF ONCHAIN FINANCE

🐡 PUFFER INSTITUTIONAL | STAKING SOLUTIONS FOR INSTITUTIONAL SCALE

🌊 RIVER | A CHAIN-ABSTRACTION STABLECOIN SYSTEM

⚙️ GEARBOX PROTOCOL | ONCHAIN LENDING REIMAGINED

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Timestamps

0:00 - Intro
7:46 - Behrin’s background
8:54 - Overview of OTC arbitrage strategy
10:50 - The mission at Neutrl
12:44 - The market conditions for Neutrl’s trading strategies
14:23 - Who does Neutrl work with?
15:40 - Average duration and terms for OTC deals underpinning Neutrl
16:37 - Example of a Neutrl strategy
19:15 - Sponsor break
20:15 - Will Neutrl strategies work in a bull, bear, flat market?
21:49 - Can Neutrl’s trading system benefit foundations selling tokens?
23:55 - Composition of Neutrl’s yield strategies
25:42 - Could a token dumping benefit the Neutrl OTC strategy?
29:07 - Which tokens fit Neutrl’s criteria for the strategy?
30:57 - Dumbing down the Neutrl OTC arb
32:36 - Sponsor break
33:55 - Understanding NUSD vs sNUSD for users
35:22 - Do sNUSD holders have to lock for any duration?
41:45 - Thoughts on Neutrl’s future yield distribution
43:40 - Future yield strategies for Neutrl
44:41 - How scalable is the Neutrl system for sNUSD?
46:11 - Closing

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🔗 Guest Links 🔗

► Neutrl website: https://www.neutrl.fi/
► Neutrl on X: https://x.com/neutrl_labs
► Behrin on X: https://x.com/behrin_n

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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.

Luke Youngblood is the Founder of Moonwell and Mamo.

In this episode, Luke shares what opportunity he sees ahead for Base builders and users, as one of the earliest DeFi founders on Coinbase's Ethereum L2. We explore Coinbase’s vision for integrating Base into its retail products, including DeFi mullet style products like the new USDC lending on Morpho. He even drops insights on the future Base token, and how projects like Moonwell and Mamo are positioned to benefit from this economic stimulus to serve even more of Coinbase's customers coming onchain.

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🔗 Essential Show Links 🔗

► Newsletter: https://the-edge.xyz
► Youtube: https://youtube.com/@DeFiDad
► Apple: https://tinyurl.com/edgepod
► Spotify: https://tinyurl.com/edgepodspotify
► Linktree: https://linktr.ee/edge_pod
► Follow DeFi Dad: https://x.com/DeFi_Dad
► Follow Nomatic: https://x.com/Nomaticcap
► Learn DeFi: http://defidad.com/

------
The Edge Podcast Sponsor Resources

♦️ REDSTONE | THE LEADING MODULAR BLOCKCHAIN ORACLE

♉︎ TOROS | EXPONENTIAL GAINS WITH LEVERAGED TOKENS

🌅 NEUTRL | THE NEXT GENERATION OF CRYPTO-NATIVE YIELD

🌞 SOLSTICE | PERMISSIONLESS INSTITUTIONAL YIELD

🥞 SYRUPUSDC BY MAPLE | DEFI'S PREMIUM YIELD ASSET

🦅 FALCON | OVERCOLLATERIZED SYNTHETIC DOLLAR - POINTS PROGRAM NOW LIVE

⚡ SPARK | THE ONCHAIN CAPITAL ALLOCATOR

🏦 MANTLE | INNOVATING THE FUTURE OF ONCHAIN FINANCE

🐡 PUFFER INSTITUTIONAL | STAKING SOLUTIONS FOR INSTITUTIONAL SCALE

📈 RUMPEL | TURN POINTS INTO PROFITS

⚙️ GEARBOX PROTOCOL | ONCHAIN LENDING REIMAGINED

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Timestamps

0:00 - Intro
6:46 - The state of Base L2 and Coinbase’s vision
13:43 - Implications of a Base token
16:11 - Future of content creation on Base
22:54 - Coinbase’s pursuit of a banking charter
27:03 - Coinbase’s DeFi mullet strategy
31:16 - Sponsor break
32:26 - Overview of Moonwell and its growth
39:14 - New Moonwell credit facility
50:31 - Sponsor break
51:56 - Mamo, the personal finance AI agent
57:43 - Navigating Mamo for beginners
1:02:10 - Mamo’s unique tokenomics and LP fees for stakers
1:08:49 - Collaborations and future prospects with Coinbase
1:19:39 - Closing

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🔗 Guest Links 🔗

► Moonwell website: https://moonwell.fi/
► Moonwell on X: https://x.com/moonwelldefi
► Mamo website: https://mamo.bot/
► Mamo on X: https://x.com/mamo
► Luke on X: https://x.com/lukeyoungblood

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All opinions expressed by hosts and podcast guests are solely their own opinions. Podcast guests and hosts may have positions in the assets or other matters discussed in this podcast. DeFi Dad and Nomatic hold MAMO. 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 investor in ETH.

In this episode, Ryan explains why Ethereum’s fundamentals are still outpacing ETH’s price, even after a 3x run since his last guest appearance in April. We dive into why he believes Ethereum can power 1000x growth in the onchain economy, what that means for ETH’s value, and the key catalysts ahead, from Vitalik’s vision for low-risk DeFi to the upcoming Fusaka upgrade.

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🔗 Essential Show Links 🔗

► Newsletter: https://the-edge.xyz
► Youtube: https://youtube.com/@DeFiDad
► Apple: https://tinyurl.com/edgepod
► Spotify: https://tinyurl.com/edgepodspotify
► Linktree: https://linktr.ee/edge_pod
► Follow DeFi Dad: https://x.com/DeFi_Dad
► Follow Nomatic: https://x.com/Nomaticcap
► Learn DeFi: http://defidad.com/

------
The Edge Podcast Sponsor Resources

♦️ REDSTONE | THE LEADING MODULAR BLOCKCHAIN ORACLE

♉︎ TOROS | EXPONENTIAL GAINS WITH LEVERAGED TOKENS

🌅 NEUTRL | THE NEXT GENERATION OF CRYPTO-NATIVE YIELD

🌞 SOLSTICE | PERMISSIONLESS INSTITUTIONAL YIELD

🥞 SYRUPUSDC BY MAPLE | DEFI'S PREMIUM YIELD ASSET

🦅 FALCON | OVERCOLLATERIZED SYNTHETIC DOLLAR - POINTS PROGRAM NOW LIVE

⚡ SPARK | THE ONCHAIN CAPITAL ALLOCATOR

🏦 MANTLE | INNOVATING THE FUTURE OF ONCHAIN FINANCE

🐡 PUFFER INSTITUTIONAL | STAKING SOLUTIONS FOR INSTITUTIONAL SCALE

📈 RUMPEL | TURN POINTS INTO PROFITS

⚙️ GEARBOX PROTOCOL | ONCHAIN LENDING REIMAGINED

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Timestamps

0:00 - Intro
8:12 - Key factors behind changing sentiment on Ethereum
13:04 - The impact of Etherealize
15:28 - A more united front at the Ethereum Foundation
20:30 - Vitalik’s vision for “low-risk DeFi”
32:04 - Sponsor break
33:14 - To believe in somETHing
36:21 - Why is ETH still undervalued?
44:03 - Sponsor break
45:28 - The defensibility of Ethereum vs new alt L1 competitors
52:44 - Ethereum's reliability is an outlier feature
55:19 - Upcoming Fusaka upgrade for Ethereum
1:00:19 - Is the 4-year cycle still in play?
1:04:21 - Thoughts on ETH price in 2026 vs 2030
1:18:25 - Closing

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🔗 Guest Links 🔗

► Last episode with Ryan: https://youtu.be/2AX2GlJAmho
► Ryan Berckmans on X: https://x.com/ryanberckmans

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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 are all clearly invested in 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.

Shiv Shankar is the CEO at Boundless Network.

In this episode, we dive into the rise of Zero-Knowledge (ZK) technology, exploring how ZK can transform blockchains like Ethereum and beyond. From quantum-proof security to a universal ZK protocol, learn why so many builders in DeFi and Web3 believe ZK is key to the next era of scalability, privacy, and interoperability.

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🔗 Essential Show Links 🔗

► Newsletter: https://the-edge.xyz
► Youtube: https://youtube.com/@DeFiDad
► Apple: https://tinyurl.com/edgepod
► Spotify: https://tinyurl.com/edgepodspotify
► Linktree: https://linktr.ee/edge_pod
► Follow DeFi Dad: https://x.com/DeFi_Dad
► Follow Nomatic: https://x.com/Nomaticcap
► Learn DeFi: http://defidad.com/

------
The Edge Podcast Sponsor Resources

♦️ REDSTONE | THE LEADING MODULAR BLOCKCHAIN ORACLE

♉︎ TOROS | EXPONENTIAL GAINS WITH LEVERAGED TOKENS

🌅 NEUTRL | THE NEXT GENERATION OF CRYPTO-NATIVE YIELD

🥞 SYRUPUSDC BY MAPLE | DEFI'S PREMIUM YIELD ASSET

🦅 FALCON | OVERCOLLATERIZED SYNTHETIC DOLLAR - POINTS PROGRAM NOW LIVE

⚡ SPARK | THE ONCHAIN CAPITAL ALLOCATOR

🏦 MANTLE | INNOVATING THE FUTURE OF ONCHAIN FINANCE

🐡 PUFFER INSTITUTIONAL | STAKING SOLUTIONS FOR INSTITUTIONAL SCALE

📈 RUMPEL | TURN POINTS INTO PROFITS

⚙️ GEARBOX PROTOCOL | ONCHAIN LENDING REIMAGINED

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Timestamps

0:00 - Intro
7:41 - RISC Zero and Boundless origin story
14:47 - Why you should care about ZK
19:26 - Transformational potential of ZK in existing chains
25:06 - Sponsor break
26:16 - How ZK can address future risk of quantum computing
31:20 - ZK spreading to other industries
38:31 - Boundless Mainnet and its significance
42:25 - The world’s 1st full Ethereum consensus proofs
49:14 - Sponsor break
50:39 - How ZK can improve the DeFi UX
55:10 - Urgency for ZK adoption in Ethereum’s roadmap
1:05:08 - Competitive landscape in ZK
1:09:02 - Introducing Signal, starting with Ethereum
1:11:35 - What's the moat around this open source work?
1:19:35 - Boundless network powered by ZKC token
1:20:45 - Closing

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🔗 Guest Links 🔗

► Boundless website: https://boundless.network/
► RISC Zero website: https://risczero.com/
► Boundless on X: https://x.com/boundless_xyz
► RISC Zero on X: https://x.com/risczero
► Shiv on X: https://x.com/ssh_nkar

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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 invested in RISC Zero in 2023. 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.