Onchain, Honestly!

Kaisa & Alenka
  • 0,0 (0)
  • Entrepreneuriat

Onchain, Honestly is a conversation with the operators actually building crypto companies. Kaisa and Alenka sit down with founders and leaders to talk about what the pitch decks leave out: go-to-market, hiring, revenue, real traction, and the unglamorous mechanics of turning a protocol or product into a business. No hype, no theater. Just honest conversations about what works, what doesn't, and what it actually takes to build onchain.

Épisodes

  1. -4 j

    Onchain, Honestly! Ep. 9 - Inside Symbiotic’s Pivot: From Restaking to an RWA Liquidity Layer

    In this episode, Henrique Sousa Dias, Product Lead for Liquid Lane at Symbiotic, discusses why liquidity has become one of the biggest bottlenecks for tokenized assets and what it will take for RWAs, credit, and on-chain finance to scale. We cover how Symbiotic is expanding beyond restaking into a broader capital efficiency layer, how Liquid Lane aims to make tokenized assets more liquid and composable across DeFi, and what changes with V2. We also discuss capital efficiency, fees, and value capture, the due diligence and whitelisting process for RWAs, the risks institutions need to consider, and why better liquidity infrastructure could unlock the next wave of adoption for tokenized credit, insurance, and real-world assets. — Henrique Sousa Dias LinkedIn: https://www.linkedin.com/in/henrique-dias-pt50/  Henrique Sousa Dias X: https://x.com/0xhenrique_d  Symbiotic: https://symbiotic.fi/  Alea Research:  https://alearesearch.io/  Alea Research X: https://x.com/AleaResearch  Spotify:  Apple: Alenka X: https://x.com/alenka_on_x  Alenka LinkedIn: https://www.linkedin.com/in/alena-shmalko/  Kaisa X: https://x.com/kaisakaisa_  Kaisa LinkedIn: https://www.linkedin.com/in/kaisa-k-4aa212194/  — DISCLAIMER: This Content is Provided Solely for Informational and Educational Purposes. It does Not Constitute Financial, Investment, or Legal Advice.

    37 min

  2. 23 juin

    Onchain, Honestly! Ep. 8 ft. Zerion - Does the Fat Wallet Thesis Still Stand? Zerion’s Next Bets

    In this episode, Abi Dharshan, Head of Product at Zerion discusses how they evolved from a DeFi portfolio tracker into a wallet infrastructure company powering both consumer and B2B crypto experiences. We cover why wallets remain one of the most important interfaces in crypto, how Zerion thinks about the wallet as distribution and data as the business, and why high-quality interpreted wallet data is still difficult to build in-house. We also discuss Zerion’s revenue model, including swap fees, premium subscriptions, API contracts, and future opportunities around cards and agentic workflows. Abi also shares lessons from launching and sunsetting ZERO Network, the limits of the fat wallet thesis, and Zerion’s broader vision for the future. — Abi Dharshan LinkedIn: https://www.linkedin.com/in/abishekdharshan/  Abi Dharshan X: https://x.com/abishek  Zerion: https://www.zerion.io/  Alea Research:  https://alearesearch.io/  Alea Research X: https://x.com/AleaResearch  Spotify:  Apple: Alenka X: https://x.com/alenka_on_x  Alenka LinkedIn: https://www.linkedin.com/in/alena-shmalko/  Kaisa X: https://x.com/kaisakaisa_  Kaisa LinkedIn: https://www.linkedin.com/in/kaisa-k-4aa212194/  — DISCLAIMER: This Content is Provided Solely for Informational and Educational Purposes. It does Not Constitute Financial, Investment, or Legal Advice.

    52 min

  3. 18 juin

    Onchain, Honestly! Ep. 7 ft. Figure - Can Real-World Credit Scale Through DeFi?

    In this episode, Aaron Kong, Director of Decentralized Finance at Figure, discusses how they are building capital markets infrastructure to make real-world credit faster, cheaper, and more accessible onchain. We cover how Figure became one of the largest non-bank HELOC originators in the US and how much blockchain rails help reduce origination costs and improve loan execution. We also discuss Figure’s DeFi strategy across Democratized Prime, Hashra, $Prime, and $YLDS, as well as its expansion into new credit asset classes. Aaron explains the role of DeFi capital, the risk profile of real-world credit, and Figure’s broader vision of turning institutional-grade credit markets into globally accessible onchain yield. — Aaron Kong LinkedIn: Aaron Kong | LinkedIn  Aaron Kong X: (10) AARON (@aaronxkong) / X Figure: Figure - America's #1 Non-Bank HELOC Lender  Alea Research:  https://alearesearch.io/  Alea Research X: https://x.com/AleaResearch  Spotify:  Apple: Alenka X: https://x.com/alenka_on_x  Alenka LinkedIn: https://www.linkedin.com/in/alena-shmalko/  Kaisa X: https://x.com/kaisakaisa_  Kaisa LinkedIn: https://www.linkedin.com/in/kaisa-k-4aa212194/  — DISCLAIMER: This Content is Provided Solely for Informational and Educational Purposes. It does Not Constitute Financial, Investment, or Legal Advice.

    1 h 10 min

  4. 9 juin

    Onchain, Honestly! Ep.6 ft. Theo - How To Scale Tokenized Finance?

    In this episode, Iggy Ioppe, Chief Investment Officer at Theo, discusses how Theo is building a 3.0 generation of RWA products designed to make traditional financial markets usable onchain. We cover why tokenization alone is not enough, how much of today’s financial infrastructure still runs on outdated rails, and why many early RWA products have struggled to move beyond tokenization theater into liquidity and DeFi integration. We also discuss Theo’s current product set, including tokenized treasuries, tokenized gold, and a yield-bearing stablecoin powered by a gold carry strategy. Iggy explains Theo’s business model, retail accessibility, regulatory considerations, and the company’s broader vision of building an onchain wealth management platform available globally, 24/7, with no minimums. — Iggy Ioppe LinkedIn: https://www.linkedin.com/in/ioppe/   Iggy Ioppe X: https://x.com/iggyioppe  Theo: https://theo.xyz/  Alea Research:  https://alearesearch.io/  Alea Research X: https://x.com/AleaResearch  Spotify:  Apple: Alenka X: https://x.com/alenka_on_x  Alenka LinkedIn: https://www.linkedin.com/in/alena-shmalko/  Kaisa X: https://x.com/kaisakaisa_  Kaisa LinkedIn: https://www.linkedin.com/in/kaisa-k-4aa212194/  — DISCLAIMER: This Content is Provided Solely for Informational and Educational Purposes. It does Not Constitute Financial, Investment, or Legal Advice.

    1 h 11 min

  5. 2 juin

    Onchain, Honestly! Ep.5 ft. Gauntlet - Is This DeFi´s Last Summer?

    In this episode, Nicholas Cannon, Chief Business Officer at Gauntlet, discusses how data-driven risk curation is helping DeFi become safer, more resilient, and easier to access at scale. We cover how wallets, neo-banks, and enterprise integrations are becoming key distribution channels for onchain strategies, why Gauntlet currently sets performance fees at zero as part of a growth-first approach, and how that may evolve into sustainable monetization over time. We also discuss the growing role of institutional participants, from asset managers like Apollo to major banks, the future of crypto-native risk curators versus in-house strategies, and how recent industry hacks have shaped Gauntlet’s approach to security, resilience, and risk management. Chapters00:00 Introduction01:44 What is Gauntlet?08:30 Distribution and adoption curve across sectors.20:49 Business model and growth-first strategy.30:50 Institutional adoption and the role of risk curators.36:29 Security lessons and the future of safer DeFi. —Nicholas Cannon LinkedIn: https://www.linkedin.com/in/inkymaze/ Nicholas Cannon X: https://x.com/inkymaze Gauntelt: https://www.gauntlet.xyz/ Alea Reserach:  https://alearesearch.io/ Alea Research X: https://x.com/AleaResearch Alenka X: https://x.com/alenka_on_x Alenka LinkedIn: https://www.linkedin.com/in/alena-shmalko/ Kaisa X: https://x.com/kaisakaisa_ Kaisa LinkedIn: https://www.linkedin.com/in/kaisa-k-4aa212194/ — DISCLAIMER: This Content is Provided Solely for Informational and Educational Purposes. It does Not Constitute Financial, Investment, or Legal Advice.

    48 min
  6. Onchain, Honestly! Ep.4 ft. Serotonin - Onchain Credit: What´s Real And What´s Next?

    21 mai

    Onchain, Honestly! Ep.4 ft. Serotonin - Onchain Credit: What´s Real And What´s Next?

    In this episode, Patryk Krasnicki, Director of Research at Serotonin, discusses the evolving onchain credit landscape and how crypto credit markets are moving beyond short-term, crypto-native lending. We cover the main categories shaping the space, including credit issuance, capital allocation, infrastructure, and risk management, as well as why overcollateralized lending, tokenized institutional funds, and real-world credit are becoming important areas for DeFi. Resources: Report: https://se.ro/feed/article/state-of-onchain-creditArticle on the map: https://x.com/Solofunk/status/2048827810295218642Chapters00:00 — Introduction to onchain credit04:37 — Mapping the onchain credit landscape11:44 — Liquidity, yield, and institutional credit17:29 — Growth areas and risks involved 22.22 — On-chain origination, underwriting, and credit scoring 27:32 — What comes next? — Patryk Krasnicki LinkedIn: https://www.linkedin.com/in/patryk-krasnicki Patryk Krasnicki X: https://x.com/Solofunk Serotonin: https://serotonin.co/ Alea Reserach:  https://alearesearch.io/ Alea Research X: https://x.com/AleaResearch Alenka X: https://x.com/alenka_on_x Alenka LinkedIn: https://www.linkedin.com/in/alena-shmalko/ Kaisa X: https://x.com/kaisakaisa_ Kaisa LinkedIn: https://www.linkedin.com/in/kaisa-k-4aa212194/  — DISCLAIMER: This Content is Provided Solely for Informational and Educational Purposes. It does Not Constitute Financial, Investment, or Legal Advice.

    33 min
  7. Onchain, Honestly! Ep.3 ft. Miden - Launching a Privacy Blockchain In 2026

    19 mai

    Onchain, Honestly! Ep.3 ft. Miden - Launching a Privacy Blockchain In 2026

    In this episode, we sit down with Azeem, Co-founder of Miden, to talk about what it actually takes to build a privacy-focused blockchain from the ground up. We get into what Miden is building, how its Guardian feature works, the common misconceptions people still have about privacy in crypto, and how Miden stacks up against others in the space. Featuring:Azeem — Co-founder of Miden Chapters00:00 Intro01:56 Fundamentals of Miden05:30 Misunderstandings About Privacy09:03 What is Guardian?15:42 Miden's Core Clients & What's Being Built on Miden23:39 Miden's Long-term Business Model33:00 The Future of Tokens & Digital Assets37:29 Miden's Token Strategy45:55 Miden vs. Competitors — Azeem X: https://x.com/azeemkMiden: https://www.miden.co/Alea Research: https://alearesearch.io/Alea Research X: https://x.com/AleaResearchAlenka X: https://x.com/alenka_on_xKaisa X: https://x.com/kaisakaisa_ — DISCLAIMER: This Content is Provided Solely for Informational and Educational Purposes. It does Not Constitute Financial, Investment, or Legal Advice.

    51 min
  8. Onchain, Honestly! Ep.2 - Where Crypto Is Now: Native Builders Meet Institutions

    12 mai

    Onchain, Honestly! Ep.2 - Where Crypto Is Now: Native Builders Meet Institutions

    In this episode, we use EthCC in Cannes as a starting point of where the crypto industry is right now.                                                                                                                                                                                                                                                                    We talk about the current market shift, the growing institutional presence, what builders and infra teams are prioritizing, and what operators are both worried and excited about.                                                                                                                                                                                                                                                            Featuring perspectives from: Anya — Director of EMEA at GalaxyFrancesco — Head of DevRel at MetaMask Simon — Product Marketing Lead at Gauntlet Azeem — Co-founder of Miden  Chapters00:00 Intro01:28 Episode setup & guest lineup03:19 Azeem (Miden) — Institutions care about tech, not price16:33 Anya (Galaxy Digital) — EthCC from an institutional lens22:03 Simon (Gauntlet) — EthCC recap32:53 Francesco (MetaMask) — Builders' Nights & EthCC vibe47:22 Takeaways — the bar is higher, and that's a good thing ---Simon X: https://x.com/0xSim0Azeem X: https://x.com/azeemk Anya X: https://x.com/Anya_Nova Franesco X: https://x.com/francescoswiss Alea Reserach:  https://alearesearch.io/ Alea Research X: https://x.com/AleaResearch Alenka X: https://x.com/alenka_on_x Kaisa X: https://x.com/kaisakaisa_ --- DISCLAIMER: This Content is Provided Solely for Informational and Educational Purposes. It does Not Constitute Financial, Investment, or Legal Advice.

    49 min
  9. Onchain, Honestly! Ep.1 ft. Polygon - How Blockchains Make Money Today: Polygon Labs´s FinTech Pivot

    5 mai

    Onchain, Honestly! Ep.1 ft. Polygon - How Blockchains Make Money Today: Polygon Labs´s FinTech Pivot

    In this episode, Aishwarya Gupta, the Global Head of Business at Polygon Labs, gives a deep dive into how Polygon Labs is building a sustainable enterprise business. We cover Polygon’s full-stack strategy across wallets, stablecoins, interoperability, compliance, enterprise APIs, and ZK infrastructure, and why the next generation of blockchain ecosystems will be judged by real customers, recurring revenue, and scalable infrastructure.We also look into why blockchain foundations can no longer rely only on grants, token-based income, or free infrastructure, and how enterprise demand may reshape the business model for crypto networks.       ---Aishwarya Gupta X: https://x.com/0xAishwary Polygon X: https://x.com/0xPolygon Polygon Website: https://polygon.technology/ Alea Research: https://alearesearch.io/ Spotify: https://open.spotify.com/show/1FYar3Z...Apple Podcasts: https://podcasts.apple.com/us/podcast...Youtube: https://www.youtube.com/watch?v=RzD2dDz6hXU&list=PLvDC69vWCE50cwMvHHgxpzOX32Cz9h8GXAlenka X: https://x.com/alenka_on_x Kaisa X: https://x.com/kaisakaisa_ ---- DISCLAIMER: This Content is Provided Solely for Informational and Educational Purposes. It does Not Constitute Financial, Investment, or Legal Advice.

    46 min
  10. Welcome to Onchain, Honestly!

    24 avr.

    Welcome to Onchain, Honestly!

    This podcast explores what actually works in the onchain economy as a business. We are long-term believers in the space, but we also believe it needs more honest conversations about how it works in practice. That means looking beyond narratives and focusing on business models, incentives, and outcomes — what drives value today, and what it really takes to operate behind the scenes. Have a listen 👇 Subscribe to our free daily newsletter: https://alearesearch.substack.com/

    12 min
  • 10 épisodes

À propos

Onchain, Honestly is a conversation with the operators actually building crypto companies. Kaisa and Alenka sit down with founders and leaders to talk about what the pitch decks leave out: go-to-market, hiring, revenue, real traction, and the unglamorous mechanics of turning a protocol or product into a business. No hype, no theater. Just honest conversations about what works, what doesn't, and what it actually takes to build onchain.

Informations

  • Création
    Kaisa & Alenka
  • Années d’activité
    2 k
  • Épisodes
    10
  • Classification
    Tous publics
  • Copyright
    © 2026 Alea Research Group
  • Site web de l’émission
    Onchain, Honestly!
  • Fournisseur