The Edge Podcast

Introducing Revenue Meta—a new series by The Edge Podcast spotlighting DeFi protocols that actually generate cashflows and return value to tokenholders.There aren't many protocols that can answer the simple question: How does your business make money? We're starting with Maple Finance, where CoFounder & CEO Sid Powell breaks down their revenue model, treasury management, and path from $30M to $100M ARR.In this episode:+ How Maple generates revenue through over-collateralized lending+ Revenue allocation: treasury management, buybacks, and building strategic reserves+ The roadmap to $100M ARR and how they grow their loan book* Why Maple is a pure token play, no hidden equity, all value flows to SYRUP holders------💎 THIS EPISODE'S PARTNERS♉︎ TOROS | Exponential gains with leveraged tokens🌅 NEUTRL | The next generation of crypto-native yield🛡️ ACCOUNTABLE | Real-time financial verification🕛 NOON | The highest and safest stablecoin yield, built for the long term⚔️ KATANA | Deep liquidity & real yield🔊 DECIBEL | The new sound of trading🏦 MANTLE | Innovating the future of onchain finance🐡 PUFFER INSTITUTIONAL | ETH staking solutions for scale⚙️ GEARBOX PROTOCOL | Onchain lending reimagined------⏱️ TIMESTAMPS0:00 - Intro5:16 - How Maple generates revenue7:20 - Maple revenue allocation and treasury management9:59 - Building Maple’s strategic reserve12:23 - How big must the book of loans grow to reach $100M ARR?13:29 - Strengthening Maple's balance sheet16:04 - Maple’s business is very scalable18:01 - The napkin math on Maple’s ARR growth from syrupUSDT21:40 - Operating under pro-crypto regulation24:30 - New products and innovations coming to Maple29:04 - SYRUP, one token for the Maple ecosystem30:39 - Closing------🔗 GUEST LINKS► Maple website: https://maple.finance/► Maple on X: https://x.com/maplefinance► Sid on X: https://x.com/syrupsid► Maple Dune dashboard: https://dune.com/maple-finance/maple-finance------🎙️ 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 Nomadic break down the biggest lessons from 2025 and share their playbook for navigating crypto in 2026.Every cycle feels familiar yet completely different, and 2025 proved that again. Bitcoin dominance stayed high, the altcoin rally never came, stablecoin supply rose to new highs, and institutional adoption accelerated faster than expected. Now we're looking ahead to what 2026 holds for crypto investors.In this episode:+ Why Bitcoin dominance stayed high and traditional cycle signals failed+ The year institutional adoption and friendly regulation became undeniable+ Our 7 predictions for 2026: ETH outperformance, stablecoins hitting $1T, RWA looping, agentic finance, and more+ Why patience and doing nothing might be your best edge in crypto------💎 THIS EPISODE'S PARTNERS♉︎ TOROS | Exponential gains with leveraged tokens🌅 NEUTRL | The next generation of crypto-native yield🛡️ ACCOUNTABLE | Real-time financial verification🕛 NOON | The highest and safest stablecoin yield, built for the long term⚔️ KATANA | Deep liquidity & real yield🔊 DECIBEL | The new sound of trading🥞 SYRUPUSDC BY MAPLE | DeFi's premium yield asset🏦 MANTLE | Innovating the future of onchain finance🐡 PUFFER INSTITUTIONAL | ETH staking solutions for scale⚙️ GEARBOX PROTOCOL | Onchain lending reimagined------⏱️ TIMESTAMPS0:00 - Intro2:12 - Why Bitcoin dominance never broke4:16 - 2025: The institutional adoption year7:27 - How regulation became a catalyst8:57 - Bull market top signals didn’t work this cycle12:26 - Will 2026 repeat 2018 or 2022?17:23 - What DeFi growing up taught us28:33 - Prediction #1: BTC and ETH grow as collateral 32:53 - Prediction #2: Stablecoins hit $1T (ETH wins)39:18 - Prediction #3: DeFi shifts to fundamentals43:00 - Prediction #4: CLARITY Act passes46:53 - Prediction #5: RWA looping explodes55:00 - Prediction #6: ETH outperforms1:03:30: Prediction #7: Agentic finance moment1:06:47 - Closing------🔗 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.

Rob Hadick is a General Partner at Dragonfly.As we enter the new year, we discuss why we all believe crypto is entering its next phase beyond the Bitcoin 4-year halving cycle, as institutional adoption, stablecoins, and real fundamentals reshape the market outlook for 2026.------🔗 Essential Show Links 🔗► 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/------The Edge Podcast Sponsor Resources♉︎ TOROS | EXPONENTIAL GAINS WITH LEVERAGED TOKENS♦️ REDSTONE | THE LEADING MODULAR BLOCKCHAIN ORACLE🌅 NEUTRL | THE NEXT GENERATION OF CRYPTO-NATIVE YIELD🛡️ ACCOUNTABLE | THE NEW STANDARD FOR REAL-TIME FINANCIAL VERIFICATION🕛 NOON | THE HIGHEST AND SAFEST STABLECOIN YIELD, BUILT FOR THE LONG TERM⚔️ KATANA | DEEP LIQUIDITY & REAL YIELD🔊 DECIBEL | THE NEW SOUND OF TRADING🥞 SYRUPUSDC BY MAPLE | DEFI'S PREMIUM YIELD ASSET🏦 MANTLE | INNOVATING THE FUTURE OF ONCHAIN FINANCE🐡 PUFFER INSTITUTIONAL | STAKING SOLUTIONS FOR SCALE⚙️ GEARBOX PROTOCOL | ONCHAIN LENDING REIMAGINED------Timestamps0:00 - Intro1:27 - Background at Dragonfly5:57 - Crypto is moving into the institutional phase13:57 - Crypto’s pivot to fundamentals17:10 - Will the 4-year cycle repeat?22:15 - Outlook for crypto prices in 202627:49 - Opportunity to improve transparency in DeFi yields37:25 - Promise of privacy tech and zero-knowledge41:10 - What Rob got wrong in 202546:48 - Betting on stablecoin growth49:36 - Contrarian bullish ideas for 202653:22 - What’s next for Polymarket and prediction markets?56:59 - Closing------🔗 Guest Links 🔗► Dragonfly website: https://dragonfly.xyz/► Dragonfly on X: https://x.com/dragonfly_xyz► Rob on X: https://x.com/HadickM------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.

Kaledora Fontana Kiernan-Linn is the CoFounder and CEO of Ostium.In this episode, we learn how Ostium is building a next-gen trading platform on Arbitrum, bringing deep liquidity to asset classes like commodities, equities, indices, and RWAs onchain, while pursuing a unique long-term vision to reinvent CFD-style market access through DeFi.------🔗 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♉︎ TOROS | EXPONENTIAL GAINS WITH LEVERAGED TOKENS♦️ REDSTONE | THE LEADING MODULAR BLOCKCHAIN ORACLE🌅 NEUTRL | THE NEXT GENERATION OF CRYPTO-NATIVE YIELD🌞 SOLSTICE | PERMISSIONLESS INSTITUTIONAL YIELD⚔️ KATANA | DEEP LIQUIDITY & REAL YIELD🔊 DECIBEL | THE NEW SOUND OF TRADING🥞 SYRUPUSDC BY MAPLE | DEFI'S PREMIUM YIELD ASSET🏦 MANTLE | INNOVATING THE FUTURE OF ONCHAIN FINANCE🐡 PUFFER INSTITUTIONAL | STAKING SOLUTIONS FOR SCALE🌊 RIVER | A CHAIN-ABSTRACTION STABLECOIN SYSTEM⚙️ GEARBOX PROTOCOL | ONCHAIN LENDING REIMAGINED------Timestamps0:00 - Intro and background10:47 - Why work in markets15:06 - Ostium genesis and vision23:31 - Overview of the Ostium platform26:10 - Leverage for different asset classes onchain30:19 - Liquidity challenges39:49 - The 100x opportunity and competitive advantages45:05 - How will Ostium use their $20M Series A50:05 - Closing------🔗 Guest Links 🔗► Ostium website: https://www.ostium.com/► Ostium on X: https://x.com/ostiumlabs► Kaledora on X: https://x.com/kaledora------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.

Kevin Lepsoe is the Founder of ETHGAS.What if Ethereum could feel instant? In this episode, we explore whether blockspace futures trading could pave the way toward a gasless, real-time Ethereum, and what that would mean for DeFi, MEV, validators, and the broader L2 scaling roadmap.------🔗 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♉︎ TOROS | EXPONENTIAL GAINS WITH LEVERAGED TOKENS♦️ REDSTONE | THE LEADING MODULAR BLOCKCHAIN ORACLE🌅 NEUTRL | THE NEXT GENERATION OF CRYPTO-NATIVE YIELD🌞 SOLSTICE | PERMISSIONLESS INSTITUTIONAL YIELD⚔️ KATANA | DEEP LIQUIDITY & REAL YIELD🔊 DECIBEL | THE NEW SOUND OF TRADING🥞 SYRUPUSDC BY MAPLE | DEFI'S PREMIUM YIELD ASSET🏦 MANTLE | INNOVATING THE FUTURE OF ONCHAIN FINANCE🐡 PUFFER INSTITUTIONAL | STAKING SOLUTIONS FOR SCALE🌊 RIVER | A CHAIN-ABSTRACTION STABLECOIN SYSTEM⚙️ GEARBOX PROTOCOL | ONCHAIN LENDING REIMAGINED------Timestamps0:00 - Intro2:03 - Kevin’s background7:18 - Why Ethereum9:45 - The vision for ETHGAS10:26 - Understanding real-time Ethereum12:40 - Impact on DeFi protocols like Uniswap21:14 - Supporting the L2 roadmap24:20 - Eliminating MEV and disrupting28:30 - Tradeoffs34:24 - Competition40:06 - Revenue potential and monetization 44:20 - Roadmap and rollout for ETHGAS45:56 - Early partners like ether.fi47:19 - Discussions with EF49:01 - Closing------🔗 Guest Links 🔗► ETHGAS website: https://ethgas.com/► ETHGAS on X: https://x.com/ethgasofficial► Kevin Lepsoe on X: https://x.com/lepsoe------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 Kevin all hold ETH. Since recording, DeFi Dad and Nomatic invested as angels in ETHGAS. 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.