Ethereum's Fundamentals Are Surging, Now What About ETH?
Ryan Berckmans is an Ethereum community member and ETH investor.In this episode, we unpack the disconnect between Ethereum’s surging fundamentals and its lagging market price, exploring what’s driving real adoption, why ETH demand hasn’t followed through (yet), and what could finally flip the narrative.------🔗 Essential Show Links 🔗► Newsletter: https://the-edge.xyz► Youtube: https://youtube.com/@DeFiDad► 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/------The Edge Podcast Sponsor Resources🪄 NEWTON | FINANCIAL FREEDOM ON AUTOPILOT🔮 PYTH NETWORK | SMARTER DATA FOR SMARTER CONTRACTS🤙 SKALE NETWORK | THE GAS-FREE INVISIBLE L1 BLOCKCHAIN✨ TANSSI | LAUNCH YOUR SYMBIOTIC RESTAKED NETWORK IN MINUTES📊 iYIELD | YOUR FINANCIAL PICTURE, SIMPLIFIED⏳ HOURGLASS | LEVERAGED AIRDROP FARMING AND BOOSTED POINTS🏦 MANTLE | INNOVATING THE FUTURE OF ONCHAIN FINANCE🐡 PUFFER UNIFI | A BASED ROLLUP TO ETHEREUM WITH NATIVE YIELDS🌔 MOONWELL | THE LEADING LENDING AND BORROWING APP ON BASE⚙️ GEARBOX PROTOCOL | ONCHAIN LENDING REIMAGINED------Timestamps0:00 - Intro5:32 - Ryan’s roots in Ethereum6:41 - The Ethereum scaling roadmap is working11:52 - The value of decentralization16:55 - Metrics that signal Ethereum is winning like “app capital”23:49 - If everyone wants a faster/cheaper L1, why's so much value on Ethereum?30:05 - Sponsor break30:46 - The impact of US regulators on Ethereum and crypto35:14 - Understanding Ethereum’s dominance in RWAs and stablecoins41:12 - The TLDR on Ethereum L1 upgrades coming49:12 - Sponsor break50:51 - What needs to happen for ETH price to go up55:47 - Distractions this cycle vs getting back to our roots with crypto 1:03:32 - Boosting confidence for the next class of ETH buyers1:06:15 - Should Ethereum find its own Saylor?1:10:40 - Closing------🔗 Guest Links 🔗► Ryan on X: https://x.com/ryanberckmans► Ryan's Total App Capital Chart: https://x.com/ryanberckmans/status/1912388250200650207► Kevin Owocki and Ryan's post on Ethereum Must Prioritize Real-World Growth: https://x.com/owocki/status/1907416214743261603------All opinions expressed by hosts and podcast guests are solely their own opinions. Podcast guests and hosts may have positions in the assets or other matters discussed in this podcast. DeFi Dad, Nomatic, and Ryan all hold ETH. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. Do your own research. This is not a recommendation or endorsement to buy any token(s) related to any platform(s) discussed.
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1:12:29
YIELD TALKS: Institutional-Grade Yield, DeFi-Native Access, Inside Maple Finance
Joe Flanagan is CoFounder of Maple Finance and Martin de Rijke is Head of Growth.In this episode, we explore how Maple Finance is creating real yield for stablecoin holders by connecting DeFi lenders with institutional borrowers, plus how Syrup.fi unlocks a yield-bearing composable token for any DeFi lender to access.------🔗 Essential Show Links 🔗► Newsletter: https://the-edge.xyz► Youtube: https://youtube.com/@DeFiDad► 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/------The Edge Podcast Sponsor Resources🪄 NEWTON | FINANCIAL FREEDOM ON AUTOPILOT🔮 PYTH NETWORK | SMARTER DATA FOR SMARTER CONTRACTS🤙 SKALE NETWORK | THE GAS-FREE INVISIBLE L1 BLOCKCHAIN✨ TANSSI | LAUNCH YOUR SYMBIOTIC RESTAKED NETWORK IN MINUTES📊 iYIELD | YOUR FINANCIAL PICTURE, SIMPLIFIED⏳ HOURGLASS | LEVERAGED AIRDROP FARMING AND BOOSTED POINTS🏦 MANTLE | INNOVATING THE FUTURE OF ONCHAIN FINANCE🐡 PUFFER UNIFI | A BASED ROLLUP TO ETHEREUM WITH NATIVE YIELDS🌔 MOONWELL | THE LEADING LENDING AND BORROWING APP ON BASE⚙️ GEARBOX PROTOCOL | ONCHAIN LENDING REIMAGINED------Timestamps0:00 - Intro 2:04 - Maple Finance from last cycle to now7:03 - Why has Maple grown so much the last year?12:23 - Sponsor break15:20 - How does Maple serve lenders and borrowers?21:13 - Overview of Maple institutional offerings25:33 - What to know about loan terms, collateral, liquidations, reserves, and withdrawals28:50 - What is Syrup.fi and syrupUSDC?32:52 - The differentiation for syrupUSDC yield + integration with Pendle38:11 - Sponsor break40:28 - The syrupUSDC real yield vs how to earn bonus yield with Drips46:17 - What’s the appetite among institutional clients for DeFi yield exposure?53:01 - Closing------🔗 Guest Links 🔗 ► Maple Finance website: https://maple.finance/► Syrup.fi website: https://syrup.fi/► Maple Finance on X: https://x.com/maplefinance► Joe on X: https://x.com/joe_defi► Martin on X: https://x.com/MartindRijke------All opinions expressed by hosts and podcast guests are solely their own opinions. Podcast guests and hosts may have positions in the assets or other matters discussed in this podcast. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. Do your own research. This is not a recommendation or endorsement to buy any token(s) related to any platform(s) discussed.
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55:40
Can InfiniFi Unlock Higher Yields with Duration Assets in DeFi?
Rob Montgomery is the CoFounder and CEO at InfiniFi Labs and Ken Deeter is General Partner at Electric Capital, who led InfiniFi's most recent round.In this episode, we explore how InfiniFi is introducing duration matching to DeFi to unlock more sustainable, higher-yield opportunities for stablecoin holders, alongside insights from Electric Capital on the future of yield innovation.------🔗 Essential Show Links 🔗► Newsletter: https://the-edge.xyz► Youtube: https://youtube.com/@DeFiDad► 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/------The Edge Podcast Sponsor Resources🪄 NEWTON | FINANCIAL FREEDOM ON AUTOPILOT🔮 PYTH NETWORK | SMARTER DATA FOR SMARTER CONTRACTS🤙 SKALE NETWORK | THE GAS-FREE INVISIBLE L1 BLOCKCHAIN✨ TANSSI | LAUNCH YOUR SYMBIOTIC RESTAKED NETWORK IN MINUTES📊 iYIELD | YOUR FINANCIAL PICTURE, SIMPLIFIED⏳ HOURGLASS | LEVERAGED AIRDROP FARMING AND BOOSTED POINTS🏦 MANTLE | INNOVATING THE FUTURE OF ONCHAIN FINANCE🐡 PUFFER UNIFI | A BASED ROLLUP TO ETHEREUM WITH NATIVE YIELDS🌔 MOONWELL | THE LEADING LENDING AND BORROWING APP ON BASE⚙️ GEARBOX PROTOCOL | ONCHAIN LENDING REIMAGINED------Timestamps0:00 - Intro5:22 - Rob’s background7:10 - Ken’s background and Electric Capital9:59 - How does DeFi mature beyond degen games?13:53 - What is fractional reserve banking?16:01 - Automating fractional reserve banking with InfiniFi18:50 - The need for more duration assets in DeFi24:44 - Sponsor break25:25 - Where InfiniFi yield comes from30:30 - InfiniFi vs traditional banks37:10 - DeFi needs to take bigger swings at bigger ideas40:53 - Why Electric invested in InfiniFi and teams like it43:55 - Sponsor break45:34 - Who is InfiniFi built for?49:49 - The opportunity for InfiniFi to work with RWAs52:44 - The growing need to simplify exposure to yields56:06 - Closing------🔗 Guest Links 🔗 ► InfiniFi website: https://infinifi.xyz/► InfiniFi on X: https://x.com/infinifilabs► Rob on X: https://x.com/RobAnon94► Ken on X: https://x.com/Puntium------All opinions expressed by hosts and podcast guests are solely their own opinions. Podcast guests and hosts may have positions in the assets or other matters discussed in this podcast. DeFi Dad, Nomatic, and Electric Capital are all invested in InfiniFi. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. Do your own research. This is not a recommendation or endorsement to buy any token(s) related to any platform(s) discussed.
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58:39
YIELD TALKS: DeFi Experts Weigh In On Yield-Bearing Synthetic Dollars, RWAs, and Institutional Adoption
This episode comes from a recent panel discussion hosted by the DeFi team at GAIB. We were joined by DeFi experts such as Patrick, Founder of Dynamo DeFi, an anonymous DeFi investor who goes by DeFiMaximalist, and crypto YouTuber / investor Joe Takayama. We found the discussion to be very insightful and so we agreed to edit and republish the conversation as a podcast. We hope you enjoy it!------🔗 Essential Show Links 🔗► Newsletter: https://the-edge.xyz► Youtube: https://youtube.com/@DeFiDad► 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/------The Edge Podcast Sponsor Resources🪄 NEWTON | FINANCIAL FREEDOM ON AUTOPILOT🔮 PYTH NETWORK | SMARTER DATA FOR SMARTER CONTRACTS🤙 SKALE NETWORK | THE GAS-FREE INVISIBLE L1 BLOCKCHAIN✨ TANSSI | LAUNCH YOUR SYMBIOTIC RESTAKED NETWORK IN MINUTES📊 iYIELD | YOUR FINANCIAL PICTURE, SIMPLIFIED⏳ HOURGLASS | LEVERAGED AIRDROP FARMING AND BOOSTED POINTS🧪 MANTLE | START YOUR RESTAKING JOURNEY TODAY WITH CMETH🐡 PUFFER UNIFI | A BASED ROLLUP TO ETHEREUM WITH NATIVE YIELDS🌔 MOONWELL | THE LEADING LENDING AND BORROWING APP ON BASE⚙️ GEARBOX PROTOCOL | ONCHAIN LENDING REIMAGINED------Timestamps0:00 - Intro1:51 - Which DeFi teams are doing the best competing for liquidity and mindshare?6:11 - Sponsor break9:07 - Dynamo DeFi on choosing one stablecoin over another11:45 - Joe Takayma on winning strategies for growing stablecoins14:10 - DeFi Dad on the best real yields onchain18:55 - Nomatic on the importance of mechanism design for sustainable yields21:56 - Joe Takayama on lack of transparency holding back stablecoin growth24:54 - Dynamo DeFi’s biggest concerns for stablecoin farming26:43 - DeFi Dad on risk-minimized stablecoin lending to Aave, Fluid, and Pendle29:52 - Sponsor break32:07 - What factors will attract institutions to DeFi?45:56 - Closing on new DeFi opportunity to tokenize exposure to AI sector------🔗 Guest Links 🔗► GAIB website: https://www.gaib.ai/► GAIB on X: https://x.com/gaib_ai► Patrick on X: https://x.com/patfscott► Joe Takayama on YouTube: https://www.youtube.com/@Joe_bitcoin► DeFiMaximalist on X: https://x.com/lstmaximalist------All opinions expressed by hosts and podcast guests are solely their own opinions. Podcast guests and hosts may have positions in the assets or other matters discussed in this podcast. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. Do your own research. This is not a recommendation or endorsement to buy any token(s) related to any platform(s) discussed.
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49:05
How Cap Plans To Scale Stablecoin Yield With TradFi Giants Like Susquehanna and Franklin Templeton
Benjamin is the Founder of cap.In this episode, we dive into how Cap aims to unlock a new era of scalable stablecoin yield generation on Ethereum and MegaETH, by tapping into competitive markets and institutional players like Susquehanna, Franklin Templeton, and potentially DeFi powerhouses like Ethena and Maker.------🔗 Essential Show Links 🔗► Newsletter: https://the-edge.xyz► Youtube: https://youtube.com/@DeFiDad► 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/------The Edge Podcast Sponsor Resources🪄 NEWTON | FINANCIAL FREEDOM ON AUTOPILOT🔮 PYTH NETWORK | SMARTER DATA FOR SMARTER CONTRACTS🤙 SKALE NETWORK | THE GAS-FREE INVISIBLE L1 BLOCKCHAIN✨ TANSSI | LAUNCH YOUR SYMBIOTIC RESTAKED NETWORK IN MINUTES📊 iYIELD | YOUR FINANCIAL PICTURE, SIMPLIFIED⏳ HOURGLASS | LEVERAGED AIRDROP FARMING AND BOOSTED POINTS🧪 MANTLE | START YOUR RESTAKING JOURNEY TODAY WITH CMETH🐡 PUFFER UNIFI | A BASED ROLLUP TO ETHEREUM WITH NATIVE YIELDS🌔 MOONWELL | THE LEADING LENDING AND BORROWING APP ON BASE⚙️ GEARBOX PROTOCOL | ONCHAIN LENDING REIMAGINED------Timestamps0:00 - Intro4:07 - Origin of cap6:47 - Stablecoin functions, settlement for fiat vs SoV9:12 - What are Type I stablecoins?12:43 - Risk of regulation for Type I stablecoins13:45 - What are Type II stablecoins?19:38 - What makes cap the first ever Type III stablecoin?23:25 - Sponsor break24:03 - Walkthrough of minting cUSD to yield aggregation28:33 - Estimating range of yield for cUSD32:53 - Comparing risk of cap Type III stablecoins vs Type I or II33:57 - EigenLayer slashing will be live for cap’s launch35:39 - What happens if a cap operator yield strategy is exploited?38:52 - Why Susquehanna and Franklin Templeton onboarded with cap41:33 - How are cap operators selected?43:27 - The importance of restakers in cap and proving EigenLayer’s potential48:56 - How cUSD yield is distributed50:39 - Sponsor break52:18 - Why deploy on MegaETH and Ethereum54:22 - What does the name cap stand for?55:33 - cap is built to cooperate, not compete with Ethena/Maker57:49 - Idle stablecoins in cap will go to Aave58:52 - Impeccable timing and demand for cap design1:01:33 - Early details on cap tokenomics1:02:46 - Closing------🔗 Guest Links 🔗► cap website: https://cap.app/► cap on X: https://x.com/capmoney_► Benjamin on X: https://x.com/Benjamin918_► Type III Stablecoins in Stanford Blockchain Review: https://review.stanfordblockchain.xyz/p/69-type-iii-stablecoins------All opinions expressed by hosts and podcast guests are solely their own opinions. Podcast guests and hosts may have positions in the assets or other matters discussed in this podcast. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. Do your own research. This is not a recommendation or endorsement to buy any token(s) related to any platform(s) discussed.
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