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. 9小時前

    Could Derive V3 Be "The Lighter" of Ethereum's Onchain Options? | DeFi Frontier

    Nick 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 walk us through what to expect when Derive V3 ships this month of September: a ZK application that collapses the exchange, execution layer, and settlement into one stack, making institutional onboarding as simple as a few lines of code. He covers the decision for where they will deploy V3 and why Ethereum seems most likely to be V3's future home. We also discuss what the new arrival of tokenized stocks and RWAs means for onchain options and how big the TAM still is for onchain options. ------💎 THIS EPISODE'S SPONSORS 🔒 KPK | Best risk-adjusted yield through automated vaults 🏦 AXIS | The Origin Vault launched on Ethereum 🌐 RE | Earn real yield backed by regulated reinsurance programs 🟠 APYX | The first dividend-backed stablecoin (DBS) 🐡 PUFFER INSTITUTIONAL | ETH staking solutions for scale ------⏱️ TIMESTAMPS 0:00 - Intro2:29 - Derive's building blocks for onchain options7:56 - How big is the TAM for onchain options?11:28 - What is Derive V3? A new ZK application16:48 - Where will V3 launch and why Ethereum seems most likely22:12 - Could Derive V3 be a zkRollup like Lighter?26:37 - What is the advantage of onchain options over TradFi?31:47 - New era of tokenized stocks and RWA markets35:50 - Onchain options still in the early innings42:16 - V2 settled billions, V3 is about trillions46:06 - Closing ------🔗 GUEST LINKS ► Derive website: https://derive.xyz/► Derive on X: https://x.com/DeriveXYZ► Nick Forster on X: https://x.com/nickforster ------🎙️ 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 bought and now holds DRV since recording this podcast.

    Could Derive V3 Be "The Lighter" of Ethereum's Onchain Options? | DeFi Frontier

  2. 8月28日

    Is It Time To Buy Back Into Crypto?

    Ram 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 exactly why the rally happened, breaking down Bessant's bond market intervention and a massive short squeeze that caught everyone offsides. He shares his views on whether the bear market bottom came earlier than expected, and the most important question in markets right now: should you prioritize crypto or AI? ------ 💎 THIS EPISODE'S SPONSORS 🔒 KPK | Best risk-adjusted yield through automated vaults 🏦 AXIS | The Origin Vault launched on Ethereum 🌐 RE | Earn real yield backed by regulated reinsurance programs 🟠 APYX | The first dividend-backed stablecoin (DBS) 🐡 PUFFER INSTITUTIONAL | ETH staking solutions for scale ------ ⏱️ TIMESTAMPS 0:00 - Intro 2:15 - Ram’s background on Wall Street 3:15 - What is Lumida? 4:51 - Why Is crypto pumping right now? 8:59 - Did the bear market bottom earlier than expected? 11:10 - Can ETH outperform this cycle? 13:53 - Everyone’s offsides in this market, even the bulls 15:15 - Why Ram’s bullish on HYPE and DeFi 16:57 - Uncertainty about what follows if CLARITY passes 19:24 - Pros and cons of BTC as a momentum trade 24:52 - Bessent’s bond market intervention and its impact 28:26 - Expectations for Warsh’s Jackson Hole speech 30:58 - How could markets respond to Warsh 33:10 - Why the AI CapEx bears are wrong 42:30 - Nvidia is the lender of last resort 45:29 - Would Ram rather invest in AI or crypto right now? 47:58 - The pitch for Lumida 51:25 - Opportunity to tokenize private investments 52:53 - Closing ------ 🔗 GUEST LINKS ► Lumida website: https://www.lumidawealth.com/ ► Lumida Invest app: https://lumidainvest.com/ ► Lumida on X: https://x.com/lumidawealth ► Ram Ahluwalia on X: https://x.com/ramahluwalia ------ 🎙️ 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 hold BTC, ETH, and HYPE mentioned.

    Is It Time To Buy Back Into Crypto?

  3. 8月25日

    Will Ethereum Be Quantum Safe? This EF Lead Researcher Says Yes | Lean Ethereum

    Thomas 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 before they do! In this first episode of our Lean Ethereum series, Thomas walks through what the quantum threat actually is, how real it is, and when it could arrive. He explains which parts of Ethereum are most vulnerable, what a quantum attack would actually look like, and why average ETH holders don't need to panic. He also covers how AI is dramatically accelerating the EF's post-quantum research and why the full migration to quantum-safe Ethereum is on track for 2029. ------💎 THIS EPISODE'S SPONSORS 🔒 KPK | Best risk-adjusted yield through automated vaults 🏦 AXIS | The Origin Vault launched on Ethereum 🌐 RE | Earn real yield backed by regulated reinsurance programs 🟠 APYX | The first dividend-backed stablecoin (DBS) 🐡 PUFFER INSTITUTIONAL | ETH staking solutions for scale ------⏱️ TIMESTAMPS 0:00 - Intro2:40 - Background and why focus on Ethereum6:51 - What is Lean Ethereum?13:58 - What is the quantum risk to blockchains like Ethereum?17:18 - How real is the quantum threat? How soon?21:52 - What resources does a quantum attack actually require?27:01 - Will users need to migrate to quantum-safe Ethereum?32:51 - Will Glamsterdam or Hegota help post-quantum Ethereum?34:49 - Tradeoffs in upgrading to quantum resistance41:56 - The quantum research team at EF46:28 - Can AI accelerate this research and the EF strawmap?50:22 - Is Ethereum on track to be quantum-safe?53:29 - Closing------🔗 GUEST LINKS ► EF's Strawmap website: https://strawmap.org/► EF on X: https://x.com/ethereumfndn► Thomas Coratger on X: https://x.com/tcoratger ------🎙️ 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 hold ETH.

    Will Ethereum Be Quantum Safe? This EF Lead Researcher Says Yes | Lean Ethereum

  4. 8月20日

    Don't Touch A Stablecoin Without Checking Pharos First | DeFi Frontier

    TokenBrice 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 tracking stablecoin cap, peg stability, liquidity, and dependency risk, including what factors into a stablecoin safety score, and what red flags to avoid. They even offer case studies and live examples of how Pharos tracks stablecoins, including how Pharos flagged the pmUSD stablecoin before it ever depegged. Don't touch another stablecoin without checking Pharos first! ------💎 THIS EPISODE'S SPONSORS 🔒 KPK | Best risk-adjusted yield through automated vaults 🏦 AXIS | The Origin Vault launched on Ethereum 🌐 RE | Earn real yield backed by regulated reinsurance programs 🟠 APYX | The first dividend-backed stablecoin (DBS) 🐡 PUFFER INSTITUTIONAL | ETH staking solutions for scale ------⏱️ TIMESTAMPS 0:00 Intro2:22 - Origin of Pharos7:08 - Why DeFi needed Pharos11:35 - Screenshare demo of Pharos platform16:48 - What factors into scoring a stablecoin?24:21 - How Pharos called out pmUSD ahead of its depeg30:44 - Tensions with stablecoin protocol teams35:01 - Taking research public, before a depeg40:46 - Case studies of depegs41:34 - Explaining the USDC depeg in March 202346:14 - What are red flags to avoid in any stablecoin?53:30 - What’s next for the Pharos platform?1:07:24 - Closing ------🔗 GUEST LINKS ► Pharos website: https://pharos.watch/► Pharos on X: https://x.com/pharoswatch► TokenBrice on X: https://x.com/TokenBrice► Ike on X: https://x.com/Ikebillion_ ------🎙️ 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.

    Don't Touch A Stablecoin Without Checking Pharos First | DeFi Frontier

  5. 8月14日

    How Re Brings Reinsurance, One of Finance's Most Exclusive Yield Sources, To DeFi | DeFi Frontier

    Karn 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 through how Re brings reinsurance, the financial backstop behind every insurance company, onchain for the first time. He explains what reinsurance actually is, why the yield is real, how Re's programmable capital architecture gives them dramatically higher operating leverage, and what metrics actually matter for assessing whether the business is working. ------ 💎 THIS EPISODE'S SPONSORS 🔒 KPK | Best risk-adjusted yield through automated vaults 🏦 AXIS | The Origin Vault launched on Ethereum 🟠 APYX | The first dividend-backed stablecoin (DBS) 🐡 PUFFER INSTITUTIONAL | ETH staking solutions for scale ------ ⏱️ TIMESTAMPS 0:00 - Intro 1:38 - Building insurance tech before Re 6:36 - What is reinsurance and why it matters? 9:16 - How big is the reinsurance market? 10:05 - How Re brings reinsurance capital onchain 14:46 - The DeFi mullet and capital efficiency unlocked 18:46 - Growing revenue with just 12 employees 22:45 - Re’s strategy for winning new business 28:21 - The capital stack behind Re 30:57 - Duration mismatch and how Re navigates this risk 35:07 - Re junior tranche and what’s it earning 36:40 - How Re differs from competitors 43:17 - AI and its potential impact on Re’s future underwriting 46:47 - Re’s role in the growing market of RWAs 48:50 - Agentic operations within Re 52:28 - Tracking the most important growth metrics at Re 55:13 - What’s needed for hundreds of billions to come onchain? 56:45 - Overview of the RE token 58:44 - Closing ------ 🔗 GUEST LINKS ► Re website: https://re.xyz/ ► Re on X: https://x.com/re ► Karn Saroya on X: https://x.com/karnsaroya ------ 🎙️ 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. Re has been a sponsor of The Edge Podcast but it has no impact on our independent editorial process in choosing to cover them as a market leader in bringing reinsurance yield to DeFi.

    How Re Brings Reinsurance, One of Finance's Most Exclusive Yield Sources, To DeFi | DeFi Frontier

  6. 8月12日

    Polaris: Earn Yield On Gold, ETH, and BTC With No Counterparty Risk | DeFi Frontier

    Robert 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 fully control. In this new episode of DeFi Frontier, Robert explains how Polaris built native yield infrastructure for Ethereum. We review a new native yield-bearing ETH called pETH, that has both a market price and a mathematically guaranteed floor price. With pETH, users will be able to mint a stablecoin USDp, or Polaris digital gold GOLDp or other pAssets supported by the protocol. Robert walks us through Polaris's vision to issue stablecoins, commodities and synthetic assets against pETH, with the economic activity generated flowing back into the ecosystem. ------💎 THIS EPISODE'S SPONSORS 🔒 KPK | Best risk-adjusted yield through automated vaults 🏦 AXIS | The Origin Vault launched on Ethereum 🌐 RE | Earn real yield backed by regulated reinsurance programs 🟠 APYX | The first dividend-backed stablecoin (DBS) 🐡 PUFFER INSTITUTIONAL | ETH staking solutions for scale ------⏱️ TIMESTAMPS 0:00 - Intro1:46 - Why Ethereum and Polaris are mutually self-reinforcing3:27 - What’s “the yield trap” most decentralized stablecoins run into?6:38 - How Polaris solves the yield trap?12:25 - What is pETH? Why hold it instead of just ETH?15:15 - The rising floor price of pETH, risks vs rewards24:03 - More core assets coming like GOLDp and BTCp28:44 - Why GOLDp could be hugely popular31:03 - Polaris Testnet demo35:49 - What is fpETH vs vpETH?38:56 - Stewardship, not governance41:03 - Why Polaris aligns with Ethereum's CROPS mandate45:05 - Closing ------🔗 GUEST LINKS ► Polaris website: https://polarisfinance.io/► Polaris on X: https://x.com/polarisfinance_► Robert on X: https://x.com/0xluude ------🎙️ 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.

    Polaris: Earn Yield On Gold, ETH, and BTC With No Counterparty Risk | DeFi Frontier

  7. 8月7日

    Fundstrat's Sean Farrell On Bitcoin, ETH, and The Macro Case For Crypto In Every Portfolio

    Sean 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 episode, Sean explains exactly why that divergence happened but also why he believes the worst headwinds are now behind us and we're much closer to a bull market than we were at the start of 2026. He covers what data he watches day to day and which DeFi sectors are best positioned to accrue value in the next uptrend, plus the macro case for why Bitcoin and ETH belong in every modern portfolio. Bear markets are when the most money is made. Start to lock in! ------💎 THIS EPISODE'S SPONSORS 🔒 KPK | Best risk-adjusted yield through automated vaults 🏦 AXIS | The Origin Vault launched on Ethereum 🌐 RE | Earn real yield backed by regulated reinsurance programs 🟠 APYX | The first dividend-backed stablecoin (DBS) 🐡 PUFFER INSTITUTIONAL | ETH staking solutions for scale ------⏱️ TIMESTAMPS 0:00 - Intro3:03 - Sean’s role as Head of Digital Asset Strategy at Fundstrat6:31 - When did DeFi become legit tech for Fundstrat?12:47 - How Sean and Tom Lee marry differing market views20:04 - Why market conditions for crypto have vastly improved26:28 - Is this the market bottom?28:47 - Price recovery will precede an expansion in crypto-native credit31:35 - Can DeFi app-layer tokens be winners in the next uptrend?36:35 - Which DeFi sectors are best positioned to accrue value?43:48 - TradFi and fintechs are integrating DeFi into their business46:16 - Is sentiment bullish for crypto on Wall Street?52:47 - Chance for CLARITY to pass + possible political headwinds57:34 - The macro case for ETH and BTC in every portfolio1:03:00 - From niche alternative markets to trillions onchain1:05:23 - Closing ------🔗 GUEST LINKS ► Fundstrat Direct: https://fundstratdirect.com/► Fundstrat Direct on X: https://x.com/fundstratdirect► Sean Farrell on X: https://x.com/SeanMFarrell ------🎙️ 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.

    Fundstrat's Sean Farrell On Bitcoin, ETH, and The Macro Case For Crypto In Every Portfolio

  8. 8月5日

    Is STRC Back? Apyx's Parker White On What Comes Next and Tokenizing STRC For DeFi

    Parker 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 since mid-June, until this week. It's been a full on panic of investors asking what comes next. In this episode, Parker walks us through why STRC exists in the first place, why it's often misunderstood, and how it can fully restore investor confidence to get back to par ($100). He covers what Apyx does to distribute STRC exposure onchain, what happened with Apyx's own apyUSD/apxUSD and what's been improved since then. He also explains why DeFi composability makes STRC exponentially more powerful onchain than it is in a brokerage account. ------💎 THIS EPISODE'S SPONSORS 🔒 KPK | Best risk-adjusted yield through automated vaults 🏦 AXIS | The Origin Vault launches on Ethereum on July 29th 🌐 RE | Earn real yield backed by regulated reinsurance programs 🐡 PUFFER INSTITUTIONAL | ETH staking solutions for scale ⚔️ KATANA | Deep liquidity & real yield ------⏱️ TIMESTAMPS 0:00 - Intro2:33 - From fixed income to building Apyx4:35 - What is STRC, why it exists, and what’s the end goal?12:48 - Has the original vision for STRC changed?17:35 - What is Apyx? How does it distribute STRC exposure in DeFi?21:47 - What happened with apxUSD and what’s improved?25:40 - What can Strategy do to get STRC back to par?34:05 - What else could be used to back apxUSD and apyUSD?35:48 - Earning back user confidence in Apyx post-STRC’s depeg39:41 - Thoughts on future maturities for Strategy’s convertible debt51:01 - Saylor is still Bitcoin’s CMO53:16 - Why DeFi composability makes STRC more powerful58:00 - Closing ------🔗 GUEST LINKS ► Apyx website: https://apyx.fi/► Apyx on X: https://x.com/apyx_fi► Parker White on X: https://x.com/theotherparker_ ------🎙️ 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. Apyx has been a sponsor of The Edge Podcast. They have never paid for a guest slot. We do not offer paid guest slots. We chose Parker for his subject matter expertise bridging DeFi and explaining how the STRC perpetual preferred stock works.

    Is STRC Back? Apyx's Parker White On What Comes Next and Tokenizing STRC For DeFi
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關於

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.

資料

  • 創作者
    DeFi Dad
  • 活躍年份
    2023年 - 2026年
  • 單集
    284
  • 分級
    兒童不宜
  • 版權
    © DeFi Dad
  • 節目網站
    The Edge Podcast

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