Fully Vested Podcast by DefiLlama

DefiLlama
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A DefiLlama podcast on the people and protocols behind DeFi. Telling the story behind the data. Hosted by Patrick Scott and DeFi Dave.

Episodes

  1. Oct 28

    How This DeFi Project Earned $100M+ by Helping Collectors Exchange Trading Cards

    Collector Crypt is a platform for buying and selling tokenized trading cards. They've been attracting some serious usage. In this episode, we sat down with Dakota, the Head of Marketing for Collector Crypt, to learn about TCGs, why DeFi is a great fit for this market, and what Collector Crypt is doing next. Follow the Fully Vested Podcast on X: https://x.com/FullyVested_Pod Spotify: https://open.spotify.com/show/0346vv0AwO9T6PxQ4wKx6O?si=078cf4cf6e5143ef Apple Music: https://podcasts.apple.com/us/podcast/fully-vested-podcast-by-defillama/id6801186063 Use the LLM built for Crypto with LlamaAI by DefiLlama: https://defillama.com/subscription?ref=defi Collector Crypt: https://x.com/Collector_Crypt 0:00 Cold open 0:54 Intro 1:42 Behind Circle, Tether & Pump fun in revenue 2:20 The collection behind Dakota + Comic-Con 3:22 Ripmart: live shopping, tokenized 3:59 What is Collector Crypt? 5:09 Fixing the pain points of live rips 6:38 From Magic Eden mints to a card every half second 8:58 $20M to $60M+ of tokenized cards 9:36 Built by collectors 12:04 What tokenization fixes: 15% card shows, 13% eBay, import tax 15:11 The vaults: PSA, PWCC & Omni Vault 16:14 Collectors vs crypto natives 17:37 Believers vs speculators + instant buyback 19:10 50 API partners & white label 19:54 What people build on the API 22:24 Rebrand and going consumer retail 23:20 Shining Steelix: $17K vs $31K on eBay 24:40 Biggest challenge: name recognition 26:10 On DefiLlama: $18.5M in fees in 30 days 26:55 $CARDS tokenomics 27:53 Burns, points and the flywheel 29:30 The goal: $1B tokenized, coming after eBay 30:53 "Is it too late?" Pokémon vs crypto drawdowns 32:45 Why humans collect 33:25 Smash Bros & Pokémon Go nostalgia 34:56 Where to find Collector Crypt + the app

    How This DeFi Project Earned $100M+ by Helping Collectors Exchange Trading Cards

  2. Sep 28

    DeFi is Back on Robinhood Chain: Meridian Capital DAO Founder Shares What He's Building

    Pemby joins DeFi Dave and Patrick to sat down with the founder of Meridian to discuss his ambition to become a liquidity hub on Robinhood Chain. They unpack the genesis farming, token conversions, vesting, and buyback mechanics, then explore how covered calls and governance incentives could give projects a new way to build liquidity. The conversation also covers Uniswap v4 fee hooks, standout Robinhood Chain projects, and the challenges facing onchain options, before taking a few detours. Subscribe to the Fully Vested Podcast on YouTube: https://www.youtube.com/@FullyVestedPodcast Follow the Fully Vested Podcast on X: https://x.com/FullyVested_Pod The Fully Vested Podcast is created by DefiLlama. Use DefiLlama's LLM built for crypto: https://defillama.com/subscription?ref=defi Meridian Capital: https://x.com/MeridianCapDAO Pemby: https://x.com/lordpemby 00:00 Intro 1:22 Meet Lord Pemby 2:08 From Berachain to Robinhood 4:21 Why Meridian? 6:20 Genesis farming 8:54 Token conversions & buybacks 10:40 Vesting & deposit options 15:34 Liquidity, revenue & fee hooks 17:28 Covered calls & governance incentives 22:10 Meridian vs. Shroom 23:25 The onchain options challenge 25:38 Favorite Robinhood Chain projects 29:08 Rialto & prop AMMs 32:27 Uranium, nuclear & tokenization 37:11 Wrap-up & launch details

    DeFi is Back on Robinhood Chain: Meridian Capital DAO Founder Shares What He's Building

  3. Sep 28

    This is Just the Beginning" - Crypto Analyst That1618Guy Weighs on on What's Next for DeFi

    Originally published on September 18, 2026. Marcus, better known as That1618Guy, joins DeFi Dave and Patrick to break down Robinhood Chain’s rise and how he spots early opportunities through revenue, valuation, and tokenholder incentives. Drawing on his “Crowded Book” research, he explains borrowed vs. funded conviction and what happens when speculative momentum fades. The episode explores tokenized stocks, Uniswap v4 hooks, AI agents, expectations for Arc, and Olympus forks, before closing with Marcus’s bull case for Uniswap and the broader outlook for DeFi. Subscribe to the Fully Vested Podcast on YouTube: https://www.youtube.com/@FullyVestedPodcast Follow the Fully Vested Podcast on X: https://x.com/FullyVested_Pod The Fully Vested Podcast is created by DefiLlama. Use DefiLlama's LLM built for crypto: https://defillama.com/subscription?ref=defi That 1618 Guy: https://x.com/that1618guy 00:00 Intro 1:23 Meet That1618Guy 4:06 Borrowed vs. funded conviction 12:46 Spotting early winners 15:46 Why Robinhood Chain is winning 19:32 Robinhood vs. Base 21:26 Tokenized stocks 23:40 Uniswap v4 hooks 25:46 AI on Robinhood Chain 29:18 Liquidity, valuations & FOMO 32:51 Expectations for Arc 35:49 Olympus forks & The Standard Reserve 40:28 DeFi outlook & CLARITY 42:08 The Uniswap bull case 44:23 Wrap-up

    This is Just the Beginning" - Crypto Analyst That1618Guy Weighs on on What's Next for DeFi

  4. Sep 28

    What Olympus has Planned for 2027

    Originally published September 7, 2026. In this episode, we sat down with Relwyn and Dan from Olympus to talk about what they've been working on and what they have planned for Olympus and OHM in the future. Subscribe to the Fully Vested Podcast on YouTube: https://www.youtube.com/@FullyVestedPodcast Follow the Fully Vested Podcast on X: https://x.com/FullyVested_Pod The Fully Vested Podcast is created by DefiLlama. Use DefiLlama's LLM built for crypto: https://defillama.com/subscription?ref=defi Olympus: https://olympusdao.finance/ 0:00 Intro 1:06 What Olympus is Today vs 2021 4:35 The Ongoing Merger of TradFi and DeFi 7:11 Long Term Vision of Olympus 10:59 Most Misunderstood thing about Olympus 16:10 Crypto Bull Runs Compared to the Dotcom Bubble 18:03 Olympus Team's Thoughts on New Forks 31:23 New Products & Future Plans for OHM 40:20 OHM Holder Composition and Buybacks 43:53 Where They See OHM in a Few Years

    What Olympus has Planned for 2027

  5. Sep 28

    Inside Robinhood Chain: The Bet that Could Change How the World Trades Stocks

    Originally filmed August 6, 2026. Seong is the Head of Product for Robinhood Crypto. He joined us on this episode to talk about what Robinhood is building and where he sees the future of onchain finance and tokenized stocks going. This episode was first filmed a month ago before Robinhood Chain took off. Subscribe to the Fully Vested Podcast on YouTube: https://www.youtube.com/@FullyVestedPodcast Follow the Fully Vested Podcast on X: https://x.com/FullyVested_Pod The Fully Vested Podcast is created by DefiLlama. Use DefiLlama's LLM built for crypto: https://defillama.com/subscription?ref=defi Robinhood Chain: https://robinhood.com/us/en/crypto/chain/ Robinhood Chain on DefiLlama: https://defillama.com/chain/robinhood-chain 0:00 Background on this Video 1:53 Intro 3:59 What's the vision behind Robinhood Chain? 4:58 What are stock tokens? 7:40 Stocks tokens will enable new types of financial applications 10:00 Why should crypto users be excited about Robinhood Chain? 12:19 What's driving growth on Robinhood Chain? 15:45 Best path for builders to build on Robinhood Chain 17:46 Robinhood's approach to neutrality 19:19 Robinhood Earn 22:08 DefiLlama risk data 23:58 Long term success for RWA tokens 25:51 Outro

    Inside Robinhood Chain: The Bet that Could Change How the World Trades Stocks

  6. Sep 28

    Robinhood vs Coinbase, Crypto Founder Enriches Uranium and More Interesting Things from Last Week

    Originally published August 30, 2026. This week, we're trying a new format on the Fully Vested Podcast. Patrick and Dave each brought the 3 most interesting things they saw in crypto and the market to share and discuss. Subscribe to the Fully Vested Podcast on YouTube: https://www.youtube.com/@FullyVestedPodcast Follow the Fully Vested Podcast on X: https://x.com/FullyVested_Pod The Fully Vested Podcast is created by DefiLlama. Subscribe to DefiLlama Pro today for full access to LlamaAI, LlamaFeed, CSV downloads, custom dashboard creation, and more: https://defillama.com/subscription?ref=defi 0:00 Intro 1:52 Dave's 3 Things 3:08 Robinhood Chain vs Base 5:18 Former Crypto Founder Enriches Uranium 9:34 Patrick Goes on a Linguistics Rant 11:11 DefiLlama's New Universal Token Rating Dashboard 13:30 Netnet Makes DeFi Exciting Again 19:55 Jackson Hole Conference & Stablecoins 22:25 Dave Talks Mexico City 27:00 Outro

    Robinhood vs Coinbase, Crypto Founder Enriches Uranium and More Interesting Things from Last Week

  7. Aug 13

    The Physicist Who Revolutionized DeFi Looks Back On His Journey Onchain

    Michael Egorov is the founder of Curve and Yield Basis. Curve is the automated market maker built for low-slippage stablecoin trading that's become one of DeFi's core liquidity layers since launching in 2020, and Yield Basis is Egorov's newer protocol for eliminating impermanent loss on Bitcoin liquidity pairs. On this episode of Fully Vested, he joins hosts Patrick Scott and DeFi Dave to trace the path from StableSwap to veCRV to Yield Basis, and the frustrations with banks, with Boeing's buybacks, with his own square-root exposure to Bitcoin, that led to each one. Subscribe to DefiLlama Pro today for full access to LlamaAI, LlamaFeed, CSV downloads, custom dashboard creation, and more: https://defillama.com/subscription?ref=defi Michael speaks to how Curve's lock-and-distribute system removes three times more tokens from circulation than ‘buyback and burn,’ how the "gauge" in Curve's gauge system got its name from lab equipment he used as a physicist, and how Yield Basis applies compounding leverage to cancel out impermanent loss on Bitcoin. He also talks through what he'd build next, from a JavaScript-free crypto wallet to a system for stablecoin FX, and looks back on the 2020 DeFi Summer that helped inspire DefiLlama itself. 0:00 Intro 3:50 Michael's path: physics, Bitcoin, and building NuCypher 8:56 Launching Curve's StableSwap algorithm in 2020 13:27 Why Curve's DAO rejected one coin, one vote 15:57 The Boeing buyback disaster that shaped veCRV 20:23 Buybacks vs. locking: which actually removes more tokens 26:25 From Curve's crypto pools to Yield Basis 31:08 Repurposing math to cancel out impermanent loss 40:09 Scaling Yield Basis without breaking Curve USD's peg 44:03 What Michael would build next 48:50 DeFi Summer memories, and how DeFiLlama began #DeFi #Stablecoin #Bitcoin

    The Physicist Who Revolutionized DeFi Looks Back On His Journey Onchain

  8. Aug 6

    The Story of Pons and How Success Rarely Happens Overnight

    Ozzy is the founder of Pons, the Robinhood Chain launchpad that hit $1.75 billion in trading volume and 250,000 token launches within weeks of going live. He's joined by Carl, an early Pons supporter and contributor. Subscribe to DefiLlama Pro today for full access to LlamaAI, LlamaFeed, CSV downloads, custom dashboard creation, and more: https://defillama.com/subscription?ref=defi On this episode of Fully Vested, they join hosts Patrick Scott and DeFi Dave to talk through what happens when a project goes from zero to a top fee-generating protocol, and why Ozzy chose to pull Pons' V2 offline just days after launch. The conversation also covers RootsFi, the payments and neobank project Ozzy and Carl cofounded together, and why they think reputation is the real moat in a space where anyone can fork a product overnight. 0:00 Intro 5:26 Introducing Pons 10:36 The V2 shutdown: what went wrong and why they paused it 14:13 Lessons on patience and moving slower after going viral 17:46 What moats look like when anyone can fork your product 22:54 Why builders like Robinhood Chain's hands-off approach 30:34 Taking the neobank route with RootsFi 35:36 Who will win the neobank wars? 40:01 Advice for crypto founders in the spotlight #crypto #robinhood #neobank

    The Story of Pons and How Success Rarely Happens Overnight
  • 8 Episodes

About

A DefiLlama podcast on the people and protocols behind DeFi. Telling the story behind the data. Hosted by Patrick Scott and DeFi Dave.

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