The Edge Podcast

DeFi Dad
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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.

  1. Vitalik Recommits To Decentralization, Why No One Owns Their Stock, and Unlocking True RWA Ownership

    2D AGO

    Vitalik Recommits To Decentralization, Why No One Owns Their Stock, and Unlocking True RWA Ownership

    Gabriel 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 infrastructure. We dig into Vitalik's recent tweet about refocusing on Ethereum L1 scaling, why Ethereum's commitment to maximum decentralization matters, and the evolution of L2s. Then Gabriel dives into why you don't actually own your stock and how that figures into the emerging RWA sector. We explore why this system exists, why most RWA tokenization recreates the same broken intermediaries, and how MetaLeX is building true ownership onchain. In this episode, we cover:+ Why Ethereum is refocusing on L1 scaling and what it means for L2s+ The Cede & Co revelation: how stock ownership actually works+ Three tokenization philosophies (and why most recreate the problem)+ BORGs: Cybernetic organizations that merge legal entities with smart contracts+ Unbreachable legal agreements using private keys as legal authority+ How MetaLeX replaces Carta + AngelList + DocuSign atomically+ AI agents spinning up their own companies with legal personhood ------💎 THIS EPISODE'S PARTNERS 🔒 KPK | Best risk-adjusted yield through automated vaults 🏙 MAINSTREET | Bringing proven TradFi yield strategies to DeFi markets 🌅 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 🏦 MANTLE | MNT is now live on Solana 🐡 PUFFER INSTITUTIONAL | ETH staking solutions for scale ⚙️ GEARBOX PROTOCOL | Onchain lending reimagined ------⏱️ TIMESTAMPS 0:00 - Intro1:54 - Vitalik’s viral tweet to refocus on scaling Ethereum L15:26 - Why did Ethereum move to L2s in the first place?8:54 - The decentralization vs. scale trade-off: Why L2s took a different path13:01 - If the trilemma is solved, have L2s lost leverage?14:37 - What this changing dynamic could mean for L2s18:16 - What is Stage 2 and why some L2s avoid it20:10 - The problems with RWA tokenization today22:21 - Why you don't actually own your stock26:13 - Why the system exists and the three ways to tokenize securities28:40 - Where Canton sits in the tokenization landscape32:19 - Custodial tokenization risk: How DTCC could influence hard forks34:54 - What is MetaLeX? And how we get to real ownership of RWAs onchain42:08 - What is a BORG? Cybernetic organizations explained43:42 - MetaLeX V2: Unbreachable legal agreements48:11 - Replacing Carta + AngelList + DocuSign + law firms atomically53:54 - Can agents spin up their own companies?58:34 - What drives Gabriel: Cyberpunk dreams1:03:18 - Next 12 months, progress towards Ethereum's true corporate finance layer1:06:23 - Robinhood's tokenized stocks approach1:11:21 - Closing ------🔗 GUEST LINKS ► MetaLeX website: https://metalex.tech/► Gabriel's 2018 post on Tokenizing Corporate Capital Stock: https://metalex.substack.com/p/tokenizing-corporate-capital-stock► MetaLeX on X: https://x.com/MetaLeX_Labs► Gabriel Shapiro on X: https://x.com/lex_node ------🎙️ 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. Gabriel, DeFi Dad, and Nomatic all hold ETH.

    1h 12m
  2. Ether.fi's Path from $50M to $100M+ (Cash, Vaults, and Token Rights) | Revenue Meta

    FEB 20

    Ether.fi's Path from $50M to $100M+ (Cash, Vaults, and Token Rights) | Revenue Meta

    Mike 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 higher rewards than traditional fintech. In Q4 2025, ether.fi Cash hit $126M in card spending, up 160% quarter over quarter, making it the largest non-custodial crypto card. Mike breaks down the business model (Stake, Liquid, Cash), how they survived October 10th with zero liquidations, and why 2026 is the year they go mainstream. In this episode, we cover: + How Cash revenue is diversifying the business beyond ETH exposure + Why they're not another DeFi casino + $50M revenue in 2025, forecasting $100M+ in 2026 + Token holder rights and why value accrual must be enshrined + Tokenized stocks and gold coming in March 2026 ------ 💎 THIS EPISODE'S PARTNERS 🔒 KPK | Best risk-adjusted yield through automated vaults 🏙 MAINSTREET | Bringing proven TradFi yield strategies to DeFi markets 🌅 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 🏦 MANTLE | MNT is now live on Solana 🐡 PUFFER INSTITUTIONAL | ETH staking solutions for scale ⚙️ GEARBOX PROTOCOL | Onchain lending reimagined ------ ⏱️ TIMESTAMPS 0:00 - Intro 1:25 - ether.fi's business model: Stake, Liquid, Cash 2:30 - TVL vs revenue, what ether.fi optimizes for 6:22 - How Cash is tripling revenue share and diversifying the business 8:51 - How ETH price affects ether.fi's revenue 10:25 - Digital asset treasury partnerships 11:47 - How ether.fi survived Oct 10th with zero liquidations 17:22 - ether.fi Cash hit $126M in spending Q4 (160% QoQ growth) 19:35 - Why ether.fi is the largest non-custodial crypto card 22:54 - Customer acquisition costs 25:33 - Is the card business profitable on its own? 26:29 - The $100B corporate card opportunity 30:39 - Team of 38 employees, staying lean 32:07 - 2025 revenue: $50M (up from $25M in 2024) 34:31 - Token holder rights: Why value accrual must be enshrined 41:03 - The buyback debate, why ether.fi does them anyway 44:28 - What if BlackRock ever acquired ether.fi? 48:47 - Going mainstream beyond DeFi (millions of users) 50:18 - Vaults as essential infrastructure for a DeFi bank 52:58 - Mr. Beast's neofinance app, competition or rising tide? 54:17 - Tokenized stocks and gold coming in March 2026 57:10 - Closing ------ 🔗 GUEST LINKS ► ether.fi website: https://ether.fi/ ► Token Terminal ether.fi Q4 2025 Report: https://x.com/tokenterminal/status/2019121507331604772?s=20 ► ether.fi on X: https://x.com/ether_fi ► Mike on X: https://x.com/mikesilagadze ------ 🎙️ 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. DeFi Dad invested in the seed round for ether.fi.

    59 min
  3. Why This Ethereum Bull Remains Steadfast While Markets Panic

    FEB 17

    Why This Ethereum Bull Remains Steadfast While Markets Panic

    Leo 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 multi-year lows. But Leo remains steadfast. He breaks down why Ethereum can't be replicated, why the four-year cycle is breaking, and how the CLARITY Act could be crypto's biggest catalyst ever. He explains why ETH is valued like gold or oil, not a tech stock, and walks through the math behind his $80,000 price target. In this episode, we cover:+ Why Ethereum is like Netflix replacing Blockbuster+ His $80,000 ETH thesis+ Why the CLARITY Act changes everything for institutional adoption+ L2s as Ethereum's weapon for distribution and growth+ What could break Leo's bull case ------💎 THIS EPISODE'S PARTNERS 🔒 KPK | Best risk-adjusted yield through automated vaults 🏙 MAINSTREET | Bringing proven TradFi yield strategies to DeFi markets 🌅 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 🏦 MANTLE | MNT is now live on Solana 🐡 PUFFER INSTITUTIONAL | ETH staking solutions for scale ⚙️ GEARBOX PROTOCOL | Onchain lending reimagined ------⏱️ TIMESTAMPS 0:00 - Intro3:04 - Leo’s background4:18 - Why focus on Ethereum?5:45 - Why Leo came out swinging when Ethereum was being attacked9:46 - ETH is not a tech stock: It's like gold or oil18:02 - The $80,000 ETH price target and how we get there20:39 - The four-year cycle is breaking: Liquidity vs. halving28:32 - Are we in a bear market or just a pullback?34:52 - The CLARITY Act: Crypto's biggest catalyst ever41:23 - Tokenization: The $100 trillion opportunity44:15 - Private blockchains are smoke and mirrors46:56 - DTCC is a dinosaur trying to survive52:22 - Vitalik's L2 tweet: What he actually meant1:00:06 - Rapid fire: ETH flips BTC, TVL matters most, scaling misconceptions1:03:05 - When clarity passes, what will the market get wrong?1:04:06 - What signal would tell us the BTC 4-year cycle is broken?1:05:46 - When will ETH reach new highs?1:06:26 - ETH hits $80K when TVL reaches $3 trillion1:07:13 - What could break Leo’s bull case?1:09:44 - Closing ------🔗 GUEST LINKS ► Leo's YouTube: https://www.youtube.com/@l3olanza► Leo Lanza on X: https://x.com/leolanza ------🎙️ 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. DeFi Dad, Nomatic, and Leo all hold ETH.

    1h 11m
  4. Lighter's Founder on Ethereum's Fastest DEX: LIT, Robinhood, and The TradFi-DeFi Bridge

    FEB 11

    Lighter's Founder on Ethereum's Fastest DEX: LIT, Robinhood, and The TradFi-DeFi Bridge

    Vlad 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 processing billions in daily volume, handling 500 million orders at a total cost of around $50K. Vlad's background spans STEM Olympiads, Harvard at 18, Citadel trading, and being an early advisor to Robinhood. Now he's building the infrastructure layer for when TradFi and DeFi merge. Vlad breaks down how Lighter achieves centralized exchange performance on Ethereum, what Robinhood's $68M investment means for tokenized equities, and the post-TGE reality for LIT: token down, volumes pulled back, but fundamentals unchanged. In this episode, we cover: + Scaling Ethereum's top perps DEX + Robinhood's $68M bet and tokenized equities + LIT token utility and value capture + Roadmap: options, prediction markets, fixed income ------ 💎 THIS EPISODE'S PARTNERS 🔒 KPK | Best risk-adjusted yield through automated vaults 🏙 MAINSTREET | Bringing proven TradFi yield strategies to DeFi markets 🌅 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 🏦 MANTLE | MNT is now live on Solana 🐡 PUFFER INSTITUTIONAL | ETH staking solutions for scale ⚙️ GEARBOX PROTOCOL | Onchain lending reimagined ------ ⏱️ TIMESTAMPS 0:00 - Intro 2:19 - Vlad’s background 6:47 - What is Lighter? Five goals, one platform 10:36 - How ZK proofs enable high-performance trading on Ethereum 14:41 - Processing 500 million orders a day 16:33 - Why Lighter was at Bitmine's annual shareholder meeting 18:32 - Robinhood's $68M investment and the tokenized equities opportunity 22:16 - The competitive landscape: Lighter vs. Hyperliquid and CEXs 26:33 - How the LLP works and how it differs from other DEX LPs 29:51 - The LIT token launch: What went well 31:45 - Post-TGE reality and the marathon ahead 33:48 - LIT token utility: Staking, fees, and LLP access 37:31 - Revenue and buybacks, what drives LIT value 39:43 - The new Lighter mobile app 41:03 - DeFi is not antithetical to regulators 43:00 - What’s next? Tokenized stocks, options, prediction markets 45:12 - Closing ------ 🔗 GUEST LINKS ► Lighter website: https://lighter.xyz/ ► Lighter on X: https://x.com/lighter_xyz ► Vlad Novakovski on X: https://x.com/vnovakovski ------ 🎙️ 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.

    47 min
  5. Financing The AI Boom: How DeFi Is Filling A Trillion-Dollar Gap

    FEB 8

    Financing The AI Boom: How DeFi Is Filling A Trillion-Dollar Gap

    David 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: traditional finance can't keep up. Banks move too slow. Private credit funds can't scale. The most important commodity in the world has no liquid debt market. USDai is filling this gap by financing AI infrastructure with GPU-backed loans, offering stablecoin depositors 10-15% APR. David and Conor break down how they're using DeFi rails and tokenization to create liquid debt markets for GPUs, enabling institutional borrowers to access capital and retail users to earn yield on productive AI infrastructure. In this episode, we cover: + Why trillions in AI CapEx can't get traditional financing + How USDAI structures loans against GPUs, not businesses + Why this could become "the interest rate of artificial intelligence" + Their two-token model: USDai vs. sUSDai ------ 💎 THIS EPISODE'S PARTNERS 🔒 KPK | Best risk-adjusted yield through automated vaults 🌅 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 🏦 MANTLE | MNT is now live on Solana 🐡 PUFFER INSTITUTIONAL | ETH staking solutions for scale ⚙️ GEARBOX PROTOCOL | Onchain lending reimagined ------ ⏱️ TIMESTAMPS 0:00 - Intro 1:45 - Founders background from NFT lending to AI infra 5:52 - “The more you know the price, the less money you make” 8:51 - The AI infrastructure financing gap, trillions in CapEx, no capital 15:22 - What is structured credit and why does it matter? 19:33 - How USDai GPU-backed loans work 24:54 - Addressing the Pine Analytics critique: Lagging utilization 34:13 - Why AI infra borrowers can use crypto rails 36:00 - Real-time GPU monitoring with Chainlink oracles 36:51 - “Mercenary capital” vs common sense capital 39:14 - Why launch the token before full PMF? 42:34 - Are USDai borrowers riskier to lend to? 45:26 - Warehouse receipts and UCC 12: How USDai tokenizes GPUs 50:58 - Managing GPU depreciation risk 53:28 - What keeps the founders up at night 54:05 - USDai vs. sUSDai, the two-token model explained 58:25 - The CHIP governance token 59:10 - What’s next: The road to $1B in loans 1:00:21 - Closing ------ 🔗 GUEST LINKS ► USDai website: https://usd.ai/ ► USDai on X: https://x.com/USDai_Official ► David Choi on X: https://x.com/0xZergs ► Conor Moore on X: https://x.com/_ConorMoore ------ 🎙️ 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.

    1h 1m
  6. Breaking The Token Playbook: Cap's $12M Stabledrop

    FEB 4

    Breaking The Token Playbook: Cap's $12M Stabledrop

    Benjamin 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 immediately, and wonder why everything goes to zero. Benjamin calls it "the conveyor belt to death." Cap is breaking the playbook: no CEX listing fees, no token airdrops, and no TVL deals paid in tokens. Instead, they're doing the first-ever Stabledrop—$12 million in stablecoins to early supporters, funded by their upcoming ICO on Uniswap. In this episode, we cover:+ Why the status quo token launch playbook leads to death+ The Stabledrop: How $12M in stablecoins rewards early users+ Cap's three rules: No airdrops, no CEX fees, no token TVL deals+ ICO mechanics on Uniswap and who's eligible ------💎 THIS EPISODE'S PARTNERS 🌅 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 🏦 MANTLE | MNT is now live on Solana 🐡 PUFFER INSTITUTIONAL | ETH staking solutions for scale ⚙️ GEARBOX PROTOCOL | Onchain lending reimagined ------⏱️ TIMESTAMPS 0:00 - Intro1:34 - Breaking the playbook: Cap's three fundamental rules15:54 - What is Cap and how it works?16:49 - The Stabledrop: Airdrops reimagined with stablecoins18:17 - How founders and the community responded19:24 - How is the Stabledrop calculated?25:06 - Homestead Program: Double points in first month27:21 - How the $12M Cap Stabledrop works29:44 - CAP ICO mechanics: How the Uniswap sale works Feb 9th35:50 - Closing ------🔗 GUEST LINKS ► Cap website: https://cap.app/► Official Cap Stabledrop details announced: https://x.com/capmoney_/status/2019079426823303371?s=20► Cap on X: https://x.com/capmoney_► Cap Labs Limited on X: https://x.com/caplabslimited► Benjamin on X: https://x.com/Benjamin918_► DeFi Dave on X: https://x.com/defidave22 ------🎙️ 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. DeFi Dad and Nomatic invested in the Cap seed round.

    39 min
  7. Crypto Is Winning, Tokens Aren't: Why Fundamentals Matter More Than Ever

    FEB 3

    Crypto Is Winning, Tokens Aren't: Why Fundamentals Matter More Than Ever

    Grant is the Founder & CEO of Blocmates, and 563 is Head of Research. Crypto is winning, but tokens aren't. Headlines that would have pumped markets 30-40% in 2021 barely move prices today. There's a massive disconnect between fundamentals and price action--record adoption, institutional integration, real-world use cases, yet token prices are bleeding. Grant and 563 break down why this paradox exists, where the industry goes from here, and what actually matters this year in their newly published Blocmates 2026 Thesis. In this episode:+ The paradox: Why fundamentals are up but token prices are down+ Token distribution and fixing tokenholder rights for real ownership+ Why we don't need more L1s and what wins: distribution or innovation+ ZK as the unlock for Ethereum scaling and new on-chain products+ Where Blocmates is deploying capital in 2026 ------💎 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 1:40 - Blocmates 2026 thesis overview4:37 - Crypto is winning, tokens aren’t, the paradox explained16:53 - The token distribution problem: founders vs. community expectations21:06 - Why we don't need more general-purpose chains23:41 - Distribution vs. innovation: What wins in 2026?29:45 - Will TradFi rebuild, acquire, or partner with DeFi?34:28 - Fixing tokenholder rights: Tokens as real ownership41:29 - x402 is the start of something big45:32 - How ZK unlocks Ethereum scaling and new onchain products53:06 - Why demand for onchain privacy is coming56:33 - Could RWAs become the most traded assets onchain?1:00:18 - Why regulation could be crypto's biggest catalyst1:03:20 - Where Blocmates is deploying capital in 20261:06:56 - Closing ------🔗 GUEST LINKS ► Blocmates website: https://blocmates.com/► Blocmates on X: https://x.com/blocmates► Grant on X: https://x.com/Grantblocmates► 563 on X: https://x.com/563defi► The Blocmates 2026 Thesis: https://www.blocmates.com/articles/the-blocmates-2026-thesis ------🎙️ 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.

    1h 8m
  8. How Vaults Are Bringing DeFi To Millions

    JAN 29

    How Vaults Are Bringing DeFi To Millions

    Sun Raghupathi is CoFounder and CEO of Veda. DeFi is living through interesting times: record adoption, proven infrastructure, institutional interest—but low sentiment and struggling token prices. Sun calls this "the enterprise era for DeFi," where protocols that don't have a B2B strategy for the largest financial institutions may not survive. But here's the opportunity: for the first time, DeFi is actually ready for mainstream users. In fact, Kraken just launched new DeFi Earn vaults powered by Veda, giving millions of users instant access to onchain yields without leaving the Kraken app. In this episode, we cover:+ DeFi's enormous future in enterprise partnerships and distribution+ How Veda vaults work: custody, risk management, and yield strategies+ Breaking down Kraken's new DeFi Earn vaults+ Veda's business model and path to profitability ------💎 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 - Intro1:52 - DeFi’s identity crisis, record adoption vs sentiment5:35 - The value capture question, DeFi protocols or institutions?6:47 - Will businesses build or partner?12:15 - Enterprise DeFi predictions for 202615:05 - What are vaults and why does DeFi need them?17:35 - Not all vaults are created equally21:36 - Veda's evolution from ether.fi to enterprise vaults27:16 - Breaking down Kraken DeFi Earn, powered by Veda29:33 - Kraken DeFi Earn vault details38:21 - Human vs. AI curation for DeFi vaults40:36 - Integrating AI into Veda's vault system42:22 - What institutions need from Veda43:52 - Veda’s business model and path to profitability47:24 - Veda’s partners: ether.fi, Plasma, Mantle, and more49:29 - Will there be a VEDA token?50:02 - Closing ------🔗 GUEST LINKS ► Veda website: https://veda.tech/► Veda on X: https://x.com/veda_labs► Sun Raghupathi on X: https://x.com/sunandr_ ------🎙️ 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. DeFi Dad invested in the seed round for Veda.

    51 min
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About

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.

Information

  • Creator
    DeFi Dad
  • Years Active
    2023 - 2026
  • Episodes
    251
  • Rating
    Clean
  • Copyright
    © DeFi Dad
  • Show Website
    The Edge Podcast

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