The Edge Podcast

The Social Contract Is Broken: A Macro View On Crypto's Role


Listen Later

The social contract is broken. Boomers keep getting bailed out while Millennials and Gen Z are told to buy bonds that yield less than inflation. Tyler Neville from Muddy Waters Capital and co-host of Forward Guidance, breaks down why traditional markets feel rigged, where real growth is happening, and what needs to happen for Bitcoin to break through $100K.

In this episode:
+ Why traditional markets feel rigged and the 60/40 portfolio is dead
+ Frontiers to invest in: AI, space, energy, nuclear, and crypto
+ How interest rates and bond volatility affect crypto
+ What Bitcoin needs for new highs and the next mega bid for crypto

------
💎 THIS EPISODE'S PARTNERS

♉︎ TOROS | Exponential gains with leveraged tokens

🌅 NEUTRL | The next generation of crypto-native yield

🛡️ ACCOUNTABLE | Real-time financial verification

🕛 NOON | The highest and safest stablecoin yield, built for the long term

⚔️ KATANA | Deep liquidity & real yield

🔊 DECIBEL | The new sound of trading

🥞 SYRUPUSDC BY MAPLE | DeFi's premium yield asset

🏦 MANTLE | Innovating the future of onchain finance

🐡 PUFFER INSTITUTIONAL | ETH staking solutions for scale

⚙️ GEARBOX PROTOCOL | Onchain lending reimagined

------
⏱️ TIMESTAMPS

0:00 - Intro
1:49 - Tyler's background and macro perspective
4:07 - The 2026 macro landscape, how Boomers broke the system
10:21 - Why markets feel rigged and the illusion of free markets
18:10 - Where real growth is: space, AI, energy, and nuclear
23:01 - Why bonds are dead for Millennials and Gen Z
35:03 - Why we’re moving back to building real things
40:26 - How interest rates and bond volatility affect crypto
45:35 - Gold, silver strength, and what Bitcoin needs for new highs
49:28 - What DeFi should have been (and can still become)
52:17 - The next mega bid for crypto
57:16 - Closing

------
🔗 GUEST LINKS

► Tyler on X: https://x.com/Tyler_Neville_
► Forward Guidance on X: https://x.com/ForwardGuidance

------
🎙️ MORE FROM THE EDGE PODCAST AND EDGE NEWSLETTER

► Newsletter: https://the-edge.xyz
► 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/

------
DISCLAIMER: Nothing said on The Edge Podcast is a recommendation to buy or sell tokens or securities. This content is for educational and entertainment purposes only. Nothing shared here is financial advice. Any views expressed by hosts or guests on the show are solely their opinions. Always do your own research. DeFi Dad, Nomatic, and guests may have positions in the assets or other matters discussed in this podcast.

...more
View all episodesView all episodes
Download on the App Store

The Edge PodcastBy DeFi Dad

  • 5
  • 5
  • 5
  • 5
  • 5

5

10 ratings


More shows like The Edge Podcast

View all
Unchained by Laura Shin

Unchained

1,211 Listeners

CoinDesk Podcast Network by CoinDesk

CoinDesk Podcast Network

644 Listeners

The Breakdown by Blockworks

The Breakdown

740 Listeners

The Pomp Podcast by Anthony Pompliano

The Pomp Podcast

1,840 Listeners

On The Brink with Castle Island by Castle Island Ventures

On The Brink with Castle Island

294 Listeners

Bankless by Bankless

Bankless

1,046 Listeners

The Wolf Of All Streets by Scott Melker

The Wolf Of All Streets

244 Listeners

Empire by Blockworks

Empire

166 Listeners

Raoul Pal: The Journey Man by Real Vision Podcast Network

Raoul Pal: The Journey Man

125 Listeners

Forward Guidance by Blockworks

Forward Guidance

275 Listeners

The Milk Road Show by The Milk Road Show

The Milk Road Show

50 Listeners

a16z crypto show by a16z crypto, Robert Hackett, Sonal Chokshi

a16z crypto show

61 Listeners

Bell Curve by Blockworks

Bell Curve

33 Listeners

The Daily Gwei - An Ethereum Podcast by Anthony Sassano

The Daily Gwei - An Ethereum Podcast

35 Listeners

Limitless Podcast by Limitless

Limitless Podcast

78 Listeners