Onchain, Honestly!

Kaisa & Alenka

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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.

4 uur geleden

Onchain, Honestly! Ep. 7 - ft. Aaron Kong from Figure

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 u 10 m
9 jun

Onchain, Honestly! Ep.6 - ft Iggy Ioppe from Theo

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 We cover why tokenization alone is not enough, how much of today’s financial infrastructure still runs on outdated rails, and why many early RWA products have struggled to move beyond tokenization theater into liquidity and DeFi integration.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 u 11 m
2 jun

Onchain, Honestly! Ep.5 - ft. Nicholas Cannon from Gauntlet

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.
21 mei

Onchain, Honestly! Ep.4 - ft. Patryk Krasnicki from Serotonin

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.
19 mei

Onchain, Honestly! Ep.3 - ft. Azeem Khan from Miden

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.
12 mei

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.
5 mei

Onchain, Honestly! Ep.1 - ft. Aishwary Gupta

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.
24 apr

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.

8 afleveringen

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.

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Kaisa & Alenka
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2K
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8
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Veilig
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© 2026 Alea Research Group
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