Sign up to save your podcasts
Or
Share Who Were DeFi’s Biggest Winners of 2024 and What’s Next in 2025?
Share to email
Share to Facebook
Share to X
Share to email
Share to Facebook
Share to X
Or
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.
------
🔗 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
⏳ 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
------
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
------
🔗 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
------
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.
View all episodes
By DeFi Dad
5
1010 ratings
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.
------
🔗 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
⏳ 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
------
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
------
🔗 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
------
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.
More shows like The Edge Podcast
View all
Unchained
1,211 Listeners
Real Vision: Finance & Investing
906 Listeners
CoinDesk Podcast Network
644 Listeners
The Breakdown
743 Listeners
The Pomp Podcast
1,852 Listeners
On The Brink with Castle Island
289 Listeners
Bankless
1,045 Listeners
The Wolf Of All Streets
242 Listeners
Empire
167 Listeners
Supply Shock
110 Listeners
Raoul Pal: The Journey Man
133 Listeners
Forward Guidance
270 Listeners
The Milk Road Show
48 Listeners
1000x
6 Listeners
Limitless Podcast
64 Listeners