Defi Podcast

thedefipodcast
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All Things DeFi | In-Depth Discussions with Industry Leaders | Focus on Avalanche https://x.com/defipodcast

  1. 09/05/2025

    Fed Rate Cuts, Hyperliquid $100M in liquidations & Trump on Crypto | DeFi Podcast #74

    In this episode of the DeFi Podcast, hosts Bill, JF, Rhett, and Jared return from their summer break to tackle the Federal Reserve's dovish Jackson Hole speech and its implications for cryptocurrency markets. The team examines Jerome Powell's clear signal for upcoming rate cuts and debates fundamental questions about central banking's role in modern economics. The conversation shifts to analysing World Liberty Financial's controversial token launch and the Hyperliquid market manipulation incident that saw $100M in liquidations. The hosts also discuss ZachXBT's exposé revealing over 200 crypto influencers took undisclosed payments, highlighting ongoing ethical issues in crypto promotion and the importance of investor protection in an evolving market landscape. Key Topics Discussed: - Federal Reserve's Jackson Hole speech and upcoming rate cut expectations - Philosophical debate on whether central banking should exist - World Liberty Financial's token pricing controversy and market implications - Hyperliquid's XPL manipulation incident and $100M in liquidations - ZachXBT's revelation of 200+ crypto influencers taking undisclosed payments - MEV opportunities declining on Avalanche and other networks - Regulatory signalling from Trump family crypto ventures - Market structure evolution and investor protection strategies Chapters: 00:00 Introduction and Age Verification 00:05 Reassurance and Advice 00:11 Fear and Caution 00:15 Hyper Liquid Concerns 00:18 Casino Rules 00:21 Curiosity and Questions 00:23 Economists vs. Alchemists 00:25 Unfinished Thoughts Follow the Hosts: @Bill_Tanyeri @JFSaine @RhettShipp @M0xrrissey Disclaimer: Nothing discussed on this podcast constitutes financial advice. The hosts may hold positions in some of the assets or projects mentioned during the episode. Please consult a professional investment advisor and do your own research before making any financial decisions.

    50 min

  2. 08/15/2025

    DeFi’s Greatest Comeback. Hack, Recovery, Rebuild with Michael Bentley, Eulerlabs | DeFi Podcast #73

    In this powerful episode of the DeFi Podcast, hosts Bill, JF, and Rhett sit down with Michael Bentley, CEO and Co-founder of Euler Labs, for one of the most remarkable comeback stories in crypto history. Michael shares the deeply personal account of managing Euler's $200 million hack in March 2023 - just days after his son's birth. From negotiating with the hacker whilst in A&E to the psychological warfare that followed, this is an unprecedented look inside one of DeFi's most challenging recoveries. But this isn't just a story of crisis management. Michael reveals how Euler V2 has revolutionised DeFi with its modular lending architecture and groundbreaking EulerSwap protocol, which achieves unprecedented capital efficiency by merging lending and DEX functionality. Key Topics: - Euler's $200 million hack - Psychological warfare with the hacker - Keeping the team together through crisis - Modular lending protocol architecture - EulerSwap's revolutionary capital efficiency - $2B volume with under $5M TVL - Autonomous buyback mechanisms - Fixed-rate lending comeback Chapters: 00:00 The Oiler Finance Hack: A $200 Million Heist 01:03 Michael Bentley's Leadership and Recovery 02:15 The Birth and Challenges of Oiler Version One 08:37 The Hack: A Personal and Professional Crisis 30:50 Exploring Oiler's Unique Collateral System 35:27 Challenges and Early Growth of Oiler 39:36 Oiler Swap: Revolutionizing Capital Efficiency 01:00:42 Future Innovations and Institutional Focus Follow the Pod: @DefiPodcast Follow the Guest: @euler_labs Follow the Hosts: @Bill_Tanyeri @JFSaine @RhettShipp Disclaimer: Nothing discussed constitutes financial advice. Please consult a professional investment advisor and do your own research.

    1h 7m

  3. 08/01/2025

    Treasury Season, Energy Crisis & Linea Launch with TSLA Analysis | DeFi Podcast #72

    This episode features the core DeFi Podcast team (Bill, JF, Rhett, and Jared) discussing crypto treasury companies, Linea's upcoming launch, HyperLiquid's recent outage, and concluding with an extended discussion on Tesla's robotaxis and AI/energy infrastructure. Key Topics: 🔹 Crypto treasury companies and premium sustainability 🔹 MicroStrategy's convertible bond strategy 🔹 Linea's ETH burning mechanism 🔹 Decentralisation vs performance in DeFi 🔹 Tesla robotaxis rapid scaling 🔹 US energy crisis and nuclear power needs Chapters: 00:00 Introduction and Market Overview 04:28 Crypto Treasury Companies Explained 06:51 MicroStrategy and Convertible Bonds 20:12 Linea and Ethereum Scaling Solutions 31:47 Centralization vs Decentralization in Blockchain 35:36 Hyper Liquid's Outage and Its Implications 44:07 The Future of Robotaxis and AI 48:31 Energy Crisis and Solutions for AI and Crypto Treasury season is exploding, America faces an energy emergency, and Tesla just conquered an entire city in one week. Here's what it all means for crypto and AI. Mentioned Tweets: https://x.com/SawyerMerritt/status/1950772449202884849 https://x.com/niccruzpatane/status/1950816306283860058 Follow the hosts: @Bill_Tanyeri @JFSaine @RhettShipp @M0xrrissey Disclaimer: Nothing discussed on this podcast constitutes financial advice. The hosts may hold positions in some of the assets or projects mentioned during the episode. Please consult a professional investment advisor and do your own research before making any financial decisions.

    58 min

  4. 07/11/2025

    ETH Treasury Wars & Polymarket Drama with Bill, JF & Rhett | DeFi Podcast #71

    In this episode of the DeFi Podcast, hosts Bill, JF, and Rhett dive deep into the week's biggest crypto developments, including the rise of ETH treasury companies, major Polymarket controversies, and a mysterious $10 billion Bitcoin movement. The trio explores why ETH treasury companies like SBET are outperforming Bitcoin ETFs, the fundamental flaws exposed in Polymarket's $242 million Zelensky suit prediction market, and the implications of someone potentially cracking early Bitcoin wallet private keys. Key Topics: 🔹 Why ETH treasury companies are beating Bitcoin ETFs at their own game 🔹 How Polymarket's UMA oracle system creates manipulation opportunities 🔹 The mysterious July 4th movement of 80,000 Bitcoin with legal claims 🔹 What trillion-dollar stablecoin adoption means for ETH price 🔹 Why L1 revenue models don't determine token value Chapters: 00:00 Introduction and Market Overview 02:01 Ethereum and Treasury Companies 04:36 The Role of Influential Figures in Crypto 08:44 Stablecoins and Ethereum's Future 34:16 Poly Market and the Zelensky Suit Bet 36:25 Ambiguities in Prediction Markets 51:14 Massive Bitcoin Movement: Legal or Hack? Whether you're interested in institutional crypto adoption, prediction market mechanics, or the latest Bitcoin mysteries, this episode delivers sharp insights on what's happening in DeFi. Follow the Pod: https://x.com/defipodcast Follow the Hosts: https://x.com/Bill_Tanyeri https://x.com/JFSaine https://x.com/RhettShipp Disclaimer: Nothing discussed on this podcast constitutes financial advice. The hosts may hold positions in some of the assets or projects mentioned during the episode. Please consult a professional investment advisor and do your own research before making any financial decisions.

    1h 5m

  5. 07/04/2025

    Email BTC Like Venmo On Avalanche L1 with Excel Baller | DeFi Podcast #70

    In this episode of the DeFi Podcast, we sit down with Excel Baller (@ExcelBaller), creator of Satly - the revolutionary Bitcoin L1 built on Avalanche that makes sending Bitcoin as easy as sending an email. Excel reveals how Satly is solving Bitcoin's biggest UX problems by enabling users to email Bitcoin like Venmo, without wallets, seed phrases, or 30-minute confirmation waits. Just type an email address, send Bitcoin, and the recipient gets it instantly with a simple click to claim. We explore why Lightning Network hasn't achieved mass adoption, how Satly's native BTC gas token works on Avalanche, and Excel's vision for making Bitcoin accessible to everyone - including grandmothers who just want to send their grandsons birthday money. The conversation also dives into Bitcoin's 290% outperformance vs Ethereum's 35%, the $500M locked in Avalanche's Bitcoin bridge showing real demand, and why Bitcoin's disciplined "store of value" narrative is winning over institutional adoption. Key Topics: 🔸 Satly's email-based Bitcoin payment system on Avalanche L1 🔸 Why Lightning Network UX fails for mainstream adoption 🔸 Native BTC gas token and instant settlement technology 🔸 Bitcoin vs Ethereum performance analysis (290% vs 35%) 🔸 MicroStrategy's distressed company pivot to Bitcoin treasury 🔸 The future of Bitcoin DeFi and institutional yield strategies 🔸 Why Bitcoin's "money" narrative beats all other crypto pitches Chapters: 00:00 Introduction and Market Update 04:50 Deep Dive into Avalanche and Crypto Journey 10:01 Introducing Satly: Bitcoin L1 on Avalanche 27:23 Mastering Payments: The Key to Success 28:43 Focusing on Users and Product Development 30:17 Bitcoin vs. Ethereum: Market Dynamics 31:38 Exploring Bitcoin DeFi and Future Prospects Try Satly Beta: satly.com (earn bid points for future airdrop) Follow Excel Baller: @ExcelBaller Follow the Pod: @DefiPodcast Follow the Hosts: @Bill_Tanyeri, @JFSaine, @RhettShipp Disclaimer: Nothing discussed on this podcast constitutes financial advice. The hosts and guest may hold positions in some of the assets or projects mentioned during the episode. Please consult a professional investment advisor and do your own research before making any financial decisions.

    55 min

  6. 06/27/2025

    Will Tesla Dominate the market? Robot-taxis, AI and Economic Predictions | DeFi Podcast #69

    In this episode of the DeFi Podcast, hosts Bill, JF, Jared, and Rhett dive deep into Tesla's revolutionary potential beyond just being a car company. JF makes the compelling case for why Tesla is actually an AI company positioned to dominate two massive markets: robotaxis and humanoid robots. Key Topics: - Tesla's robotaxi business model and profit potential - End-to-end AI vs LIDAR approaches to self-driving - Economic transformation through automation - Job displacement and historical precedents - Battery longevity concerns for fleet vehicles - The future intersection of blockchain and AI - Market dynamics and competition in autonomous driving The conversation takes fascinating turns into job displacement concerns, drawing historical parallels to agricultural automation, and whether this time might truly be different. Chapters: 00:00 Introduction 01:20 Market Update and Crypto Insights 02:11 Trump's Influence on the Market 07:13 Tesla's Market Potential 10:35 Tesla vs. Waymo: The Future of Autonomous Vehicles 17:15 Economic Impact of Autonomous Vehicles 20:21 The Future of Urban Transportation 21:26 AI's Real Market Potential 23:21 Tesla's Battery Longevity Debate 27:06 Job Displacement and Automation 37:32 AI and Blockchain Synergy 38:36 Blockchain as the Economy of the Future 42:55 Upcoming Bitcoin Discussions Follow the Hosts: @Bill_Tanyeri @JFSaine @M0xrrissey @RhettShipp Disclaimer: Nothing discussed on this podcast constitutes financial advice. The hosts and guest may hold positions in some of the assets or projects mentioned during the episode. Please consult a professional investment advisor and do your own research before making any financial decisions.

    45 min

  7. 06/20/2025

    Decentralized Gaming Liquidity: CX-Chain’s Avalanche Solution | DeFi Podcast #68

    In this episode of the DeFi Podcast, we sit down with Anar and Nikolai, co-founders of CX Chain, to explore their purpose-built gaming L1 on Avalanche that's democratizing liquidity for on-chain gaming. The CX Chain team explains how traditional web2 casinos systematically disadvantage players through non-transparent random number generation and liquidity manipulation. They demonstrate how Avalanche's breakthrough VRF technology enables sub-millisecond random number generation, making truly fair gambling possible for the first time. We dive deep into their vision for a "Pump.fun for casino games" where developers can easily launch gambling applications using shared liquidity pools, and how their family background in traditional casinos gives them unique insights into player psychology and game mechanics. Key Topics: 🔺 Why traditional casino randomness can't be trusted 🔺 How Avalanche's VRF technology solves speed and cost problems 🔺 The CX Chain liquidity model and validator economics 🔺 Building a community-driven game development platform 🔺 Node sale details and tokenomics Chapters: 00:00 Introduction and Initial Thoughts 00:28 Welcome to the Defi Podcast 01:00 Market Update and Current Events 01:36 Tesla and AI Discussion 03:32 Federal Reserve Meeting Insights 04:16 TikTok Betting Trends 04:43 Introduction to CX Chain 06:03 Challenges and Innovations in Decentralized Gambling 16:41 Future Vision for CX Chain 27:17 Node Sale and Final Thoughts Follow CX Chain: @CxChainOfficial Follow the Hosts: @Bill_Tanyeri @JFSaine @M0xrrissey Disclaimer: Nothing discussed on this podcast constitutes financial advice. Please consult a professional investment advisor and do your own research before making any financial decisions.

    30 min

  8. 06/13/2025

    AVAX Dominates L1s, Meme Season & ACP-77 Impact with Kory Shipp | DeFi Podcast #66

    In this episode of the DeFi Podcast, hosts Bill, Rhett, and Jared sit down with Kory Shipp to break down why Avalanche is dominating the L1 space and how ACP-77 changed everything. Kory explains how Avalanche's genius strategy of slashing validator costs from 2000 AVAX to just 1 AVAX per month triggered a flood of Web2 companies building their own L1s. We dive deep into why this approach beats Ethereum's expensive L2 model and Polkadot's failed auction system. The conversation covers Avalanche's current meme coin season, native Warp messaging advantages, and why the C-chain is now the fastest and cheapest EVM in crypto. Key Topics: 🔺 ACP-77: How validator cost cuts changed everything 🔺 Why AVAX L1s are crushing Ethereum L2s 🔺 Avalanche meme coin season analysis (Cat coin, Arena app) 🔺 Native bridging vs expensive Ethereum bridges 🔺 Web2 companies flooding into Avalanche ecosystem 🔺 GoGoPool rebrand to Haifa and L1 infrastructure 🔺 Why low fees beat high revenue extraction models Chapters: 00:00 Introduction to Meme Coins 01:19 Market Update and Trends 03:42 Discussion on Fed Policy and Economic Indicators 11:19 Avalanche and Meme Coin Season 18:14 Debate on the Value of Meme Coins 22:25 Bitcoin: A Meme or More? 24:15 Regulatory Shield of Meme Coins 24:52 Avalanche and the Om Fork 26:54 Avalanche's Fee Reduction and L1 Model 28:43 Ethereum's Fee Market and L2s 29:37 Value Drivers for L1 and L2 Chains 35:36 Avalanche's Validator Fee Reduction Impact 38:40 Haifa's Role in the L1 Ecosystem 44:13 User Experience and Cost in Blockchain 48:29 Concluding Thoughts and Future Discussions Follow the Hosts: @Bill_Tanyeri @JFSaine @RhettShipp Disclaimer: Nothing discussed on this podcast constitutes financial advice. Please consult a professional investment advisor and do your own research before making any financial decisions.

    50 min
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About

All Things DeFi | In-Depth Discussions with Industry Leaders | Focus on Avalanche https://x.com/defipodcast

Information

  • Creator
    thedefipodcast
  • Years Active
    2022 - 2025
  • Episodes
    43
  • Rating
    Explicit
  • Copyright
    © Copyright 2024 All rights reserved.
  • Show Website
    Defi Podcast