The Edge Podcast
de DeFi Dad
Episódio mais recente
Could A "Hated Rally" Fuel Crypto’s Next Leg? What The Midterms and…
Could A "Hated Rally" Fuel Crypto’s Next Leg? What The Midterms and…
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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 your own edge as an investor from comprehensive interviews with leading founders, investors, and developers you won’t hear elsewhere. For exclusive content, market updates, and DeFi yield opportunities, sign up for our free newsletter at the-edge.xyz.
Episódios
Os 50 episódios mais recentes de 293
- Could A "Hated Rally" Fuel Crypto’s Next Leg? What The Midterms and The Binance Hack Mean for Crypto · 58 min · Episódio 260Andy Cavanaugh and Robbie Klages are CoFounders and Hosts at The Rollup. Could a “hated rally” fuel crypto’s next leg? Andy and Robbie say crypto prices can climb while public…
- Octav Founder Shares His DeFi Playbook: Options, Uniswap LPs, and Tokenized Stocks · 1 h 13 min · Episódio 259Mathieu Baril is the CoFounder and CEO of Octav Labs. How does someone who tests new protocols daily as part of his job actually invest onchain? In this episode, Mathieu shares…
- The Zcash Comeback: Why Insiders Say ZEC’s Price Run Isn’t A Fluke — And Just The Beginning · 1 h 19 min · Episódio 258Sudo is the Project Lead and Zaki Manian is Head of Engineering at Sovright, which builds critical infrastructure for Zcash. Just a few years ago, Zcash was almost dead. The…
- You Know Zcash, But Railgun Lets You Use Any Asset Privately Across All Ethereum DeFi · 57 min · Episódio 257Alan is a privacy researcher and long-time contributor to Railgun. Every DeFi transaction you make is fully public. But Railgun is building the incognito mode for Ethereum. How…
- Why Fundamentals Are Finally Winning and Where This DeFi Investor's Putting His Money | The Thesis · 1 h 12 min · Episódio 256Kyle is an investor and now Senior Research Analyst at DefiLlama. Fundamentals are finally winning in crypto. But which sectors, which tokens, and why now? In this episode of The…
- Is It Time to Buy ENA? Ethena Pay, The Equity Basis Trade, and The Token Cleanup · 52 min · Episódio 255Lito is the Head of Growth at Ethena Pay. Is it time to buy ENA? What is Ethena Pay and how does it compete as a DeFi neobank? What is the equity basis trade and why does it…
- Building Citadel Securities For The Tokenized Era | DeFi Frontier · 36 min · Episódio 254Chris Kim is the CoFounder and CEO of Axis. Most of the volume happening in crypto still isn't visible onchain. It's a growing volume from fintechs, neobanks, CEXs, and…
- Kool Krypto: The Story Behind The Anon DeFi Investor and What He's Betting On This Cycle · 1 h 41 min · Episódio 253Kool Krypto is an anonymous DeFi investor and fund manager who's been in crypto since 2010. In this episode, he shares his remarkable journey at just 13 mining Bitcoin, to…
- Private DeFi Is Coming: Why Privacy Is Ethereum's Next Frontier | Lean Ethereum · 54 min · Episódio 252Thomas Thierry is a Researcher at the Ethereum Foundation. Every transaction you make onchain is trackable. And most of us have just accepted that as normal, but we shouldn't…
- Could Derive V3 Be "The Lighter" of Onchain Options On Ethereum? | DeFi Frontier · 49 min · Episódio 251Nick Forster is the CoFounder and CEO of Derive. Could Derive V3 do for options, what Lighter did for perps on Ethereum?! In this episode of DeFi Frontier, Nick returns to to…
- Is It Time To Buy Back Into Crypto? · 54 min · Episódio 250Ram Ahluwalia is an investor and the Founder of Lumida. Weeks ago, crypto was doom and gloom. Now everything is pumping and nobody owns enough! In this episode, Ram explains…
- Will Ethereum Be Quantum Safe? This EF Lead Researcher Says Yes | Lean Ethereum · 56 min · Episódio 249Thomas Coratger is a Researcher at the Ethereum Foundation. Quantum computers don't exist yet at the scale needed to threaten Ethereum. But they will, and Ethereum will be ready…
- Don't Touch A Stablecoin Without Checking Pharos First | DeFi Frontier · 1 h 8 min · Episódio 248TokenBrice is the Founder and Ike is Growth & Comms Lead at Pharos. In this episode of DeFi Frontier, Bryce and Ike walk through how Pharos provides investors, a free tool for…
- How Re Brings Reinsurance, One of Finance's Most Exclusive Yield Sources, To DeFi | DeFi Frontier · 1 h 0 min · Episódio 247Karn Saroya is the CoFounder and CEO of Re. T-bills got tokenized. Private credit's getting tokenized. Now it's reinsurance's turn. In this new DeFi Frontier episode, Karn walks…
- Polaris: Earn Yield On Gold, ETH, and BTC With No Counterparty Risk | DeFi Frontier · 47 min · Episódio 246Robert Mullins is the CoFounder of Polaris. DeFi has a yield trap, where we're entirely reliant on staking rewards, T-bills, and basis trades for yield, all sources we don't…
- Fundstrat's Sean Farrell On Bitcoin, ETH, and The Macro Case For Crypto In Every Portfolio · 1 h 7 min · Episódio 245Sean Farrell is Head of Digital Asset Strategy at Fundstrat. Equities are at all-time highs. Crypto has lagged all year. And a lot of crypto investors are frustrated. In this…
- Is STRC Back? Apyx's Parker White On What Comes Next and Tokenizing STRC For DeFi · 1 h 1 min · Episódio 244Parker White is a Founding Contributor of Apyx. Is STRC back? Saylor's flagship BTC-backed dividend-paying instrument has had a rough summer, trading more than 10% below par…
- Is The Market Bottom In? The DeFi Report's Michael Nadeau on H2 2026 and Where He's Deploying · 1 h 19 min · Episódio 243Michael Nadeau is the Founder of The DeFi Report. Is the market bottom in? Michael isn't sure, but he's deploying anyway. In this episode, Michael walks us through his H2 2026…
- How Morpho Built Through This Bear Market, And Just Launched New Fixed Rate Markets for DeFi · 45 min · Episódio 234Paul Frambot is the CoFounder and CEO of Morpho. In this episode, we discuss how Morpho has built through one of crypto's hardest bear markets, thriving off major integrations…
- How To Keep Your Crypto Safe from North Korea's 2,500 Hackers · 1 h 20 min · Episódio 241Pablo Sabbatella is the Founder of Opsek and Louis is the Head of Operations & Audits. North Korea has an estimated 2,500 organized hackers targeting crypto right now, which is…
- Crypto Is No Longer In The Dreaming Phase, We're Now In The Big Boy Era · 53 min · Episódio 240Johann Eid is the Chief Business Officer at Chainlink Labs. In this episode, Johann walks us through how crypto has evolved from a dreaming phase of romanticized white papers…
- Wartime Ethereum: The Case For ETH Going Much Higher · 1 h 20 min · Episódio 239John Gillen is an ex-BlackRock VP, General Partner at TRU Capital, and host of The Milk Road Show. In this episode, John breaks down his Wartime Ethereum thesis on why this is a…
- How Royco Risk Tranching Is Working Through Its First Real World Stress Test | DeFi Frontier · 55 min · Episódio 238Jai Bhavnani is the Founder of Waymont Co, the developer of the Royco protocol. In this episode of DeFi Frontier, Jai walks through how Royco evolved from an incentive platform…
- The DeFi Circuit Breaker That Could Have Stopped The rsETH Exploit, And Why Linea Implemented It · 49 min · Episódio 237Odysseus is the Founder and CEO of Phylax Systems, and Declan Fox is the VP and Head of Linea at Consensys. The rsETH exploit drained $292M from Aave, but a simple rule or…
- Ethereum Is A Vault, ETH Is The Lock: A Framework for ETH's Fair Value, Today and By 2030 · 55 min · Episódio 236Tom Dunleavy is Head of Venture at Varys Capital. In this episode, Tom walks us through his valuation framework for ETH. He offers a mental model where Ethereum is the vault…
- How Superstate Is Building The Bridge Between $700 Trillion In TradFi and DeFi · 50 min · Episódio 235Robert Leshner is the Founder and CEO of Superstate, as well as the former CoFounder of Compound. Most people in DeFi are focused on the $2.5 trillion cryptonative market. Robert…
- 5 Revenue Streams Powering Jupiter's DeFi Super App | Revenue Meta · 50 min · Episódio 234Kash Dhanda is the COO at Jupiter. Most people know Jupiter for its flagship DEX aggregator and perps. But we've dug into the onchain business backing JUP token value accrual and…
- Why Private Credit Is Moving Onchain — And What DeFi Gets Right and Wrong About It · 1 h 7 min · Episódio 233David Vatchev is Head of Tokenization at Fasanara, Arpan Gautam is the Founder at Noon, and Rob Montgomery is the CoFounder at infiniFi. In this episode, David, Arpan, and Rob…
- Strata: Why DeFi Is Finally Ready for Risk Tranching | DeFi Frontier · 51 min · Episódio 232Vish is the CoFounder & CEO of Frontera Labs, the developer behind Strata. DeFi has an abundance of exotic yields. What's been missing is a way to transfer risk between users who…
- Tori: Tokenizing 15% Yield From Institutional FX Markets, Uncorrelated With Crypto | DeFi Frontier · 29 min · Episódio 231Samed Düzçay is the Founder of Tori. DeFi yields often collapse in bear markets because they recycle crypto-native capital. But Tori generates yield from somewhere else entirely…
- The Next Battle In DeFi Lending Is What's Inside Your Vault | DeFi Frontier · 59 min · Episódio 230David Reising is the Founder of Lotus. "Aave compresses risk. Morpho isolates it. Lotus clears it." In this episode, David walks through why avoiding bad debt has become DeFi…
- Rysk: How to Earn Stablecoin Yield with DeFi Options in 1-Click | DeFi Frontier · 43 min · Episódio 229Daniele Ugolini is the CoFounder at Rysk. DeFi options have failed repeatedly. Ribbon, Opyn, and a long list of protocols shut down or pivoted. Rysk almost joined them, over two…
- The Alchemix Comeback: Vaults, Fixed Yields, 10x Looping, and Why They've Been Building V3 For Years · 1 h 15 min · Episódio 228Scoopy Trooples is the Founder of Alchemix. Many DeFi protocols from 2021 are gone. But Alchemix never quit. In this episode, Scoopy walks through the full Alchemix V3 redesign…
- The $250k ETH Thesis: Why Wall Street Is Betting ETH Beats Gold and Bitcoin · 1 h 0 min · Episódio 227Vivek Raman is Etherealize CoFounder and CEO while Michael McGuiness is an Etherealize Researcher and author of their recent report "Ethereum and The Era of Productive Money."…
- The Business of Spark: How Sky's Largest Sub-DAO Is Earning $27.8M In A Bear Market | Revenue Meta · 50 min · Episódio 226Sam MacPherson is the CoFounder and CEO of Phoenix Labs, the core team behind Spark. Some DeFi protocols are burning through reserves, while others wait for the bull market to…
- How Saturn Is Tokenizing Michael Saylor's 11.5% STRC Bitcoin Yield for DeFi | DeFi Frontier · 47 min · Episódio 225Ellis Osborn and Kevin Li are CoFounders of Saturn. This is the first episode in a new series by The Edge Podcast covering emerging DeFi builders. Ellis and Kevin break down how…
- Michael Saylor's BTC-Backed STRC Is Coming For A $300T Market · 1 h 3 min · Episódio 224Chaitanya Jain (CJ) works on the Bitcoin team at Strategy. Most people know Strategy for its outspoken BTC bull Founder Michael Saylor and second, for buying billions in BTC, but…
- Why Katana Is Not An L2, It's A DeFi Super App · 1 h 3 min · Episódio 223Matthew Fisher is CEO of Katana. Many L2s have launched, hoping the apps show up. Katana is taking a different approach, building apps itself and designing the economic engine…
- Why Onchain Options Are Finally Working: Derive's 90% Market Share and What's Next? · 1 h 3 min · Episódio 222Nick Forster is CoFounder and CEO of Derive. Every year since 2021, we've said onchain options would be huge, but it's never played out, until now. Derive has captured 90-95% of…
- From Goldman to DeFi: Building Institutional Yields for Stablecoins and BTC · 52 min · Episódio 221Arpan Gautam is the Founder of Noon. After years at McKinsey and Goldman, Arpan was led to build institutional-grade yield products in DeFi. Noon now delivers one of the highest…
- Why The Token Bear Market Is Ending | Theia on Valuations, Token Rights, and Contrarian Investing · 1 h 27 min · Episódio 220Felipe Montealegre is the Founder and CIO of Theia. A liquid crypto investment fund explains why they believe the four-year token bear market is coming to an end and how they're…
- Across Token Buyout: The First Proposal to Convert Back to a Private Company · 50 min · Episódio 219Hart Lambur is the CoFounder of Across. We host a timely new discussion on the reasoning behind the first ever major token buyout in DeFi, a proposal to convert ACX tokenholders…
- Which Blockchain Will AI Choose? · 57 min · Episódio 218Davide Crapis is an AI Lead at the Ethereum Foundation. AI agents are already choosing which blockchains to use. Davide Crapis, AI Lead at the Ethereum Foundation, explains why…
- Why DeFi Needs Credit Ratings And How Credora Is Building Them · 60 min · Episódio 217Gil Santos is Lead Quant at Credora, and Marcin Kazmierczak is CoFounder of RedStone, which recently acquired Credora. We dig into why DeFi desperately needs credit ratings, how…
- Vitalik Recommits To Decentralization, Why No One Owns Their Stock, and Unlocking True RWA Ownership · 1 h 12 min · Episódio 216Gabriel Shapiro is a top legal expert in cryptoassets and tokenization, who is now Founder of MetaLeX, where he's building onchain legal entities and tokenized securities…
- Ether.fi's Path from $50M to $100M+ (Cash, Vaults, and Token Rights) | Revenue Meta · 59 min · Episódio 215Mike Silagadze is the CoFounder and CEO of ether.fi. Ether.fi is building crypto's own Revolut, a fully integrated banking experience that's self-custodial, with lower fees and…
- Why This Ethereum Bull Remains Steadfast While Markets Panic · 1 h 11 min · Episódio 214Leo Lanza is a well known Ethereum investor and content creator. Markets are panicking. ETH is down 50% from its all-time high. Sentiment across all crypto markets is at…
- Lighter's Founder on Ethereum's Fastest DEX: LIT, Robinhood, and The TradFi-DeFi Bridge · 47 min · Episódio 213Vlad Novakovski is the Founder and CEO of Lighter, a high-performance ZK-based perps and spot exchange, built on Ethereum. A year ago, Lighter hadn't even launched. Today it's…
- Financing The AI Boom: How DeFi Is Filling A Trillion-Dollar Gap · 1 h 1 min · Episódio 212David Choi and Conor Moore are CoFounders of Permian Labs, the builders behind USDai. AI infrastructure is projecting trillions of dollars in CapEx spend, but there's a problem…
- Breaking The Token Playbook: Cap's $12M Stabledrop · 39 min · Episódio 211Benjamin is the Founder of Cap and DeFi Dave is the Founding Head of Growth. Token launches are broken. Founders pay exchanges 5-10% of supply, airdrop to farmers who dump…
