The Edge Podcast

Nick van Eck is the CoFounder and CEO at Agora. In this episode, Nick explains why he believes stablecoins are entering their "second inning," how enterprises are beginning to adopt stablecoins at scale, and what it actually takes to build payment infrastructure that operates at the speed of the internet. ------ 🔗 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 ------ Timestamps 0:00 - Intro 4:56 - History of Nick’s family in finance 13:15 - Pitching crypto and stablecoins to friends 17:39 - Seeing early opportunity in DeFi and stablecoins 23:22 - Has crypto lost its magic? 26:19 - Where are we in the adoption curve for stablecoins? 29:33 - How Agora fits into the payments landscape 34:25 - What does Agora actually do for clients 37:31 - How Agora clients earn revenue 40:05 - How Agora makes money 43:07 - Competitors 46:57 - Considerations for enterprises launching stablecoins 49:04 - Opportunities in the stablecoin boom 53:15 - Fundraising 54:15 - What’s next 55:26 - Closing ------ 🔗 Guest Links 🔗 ► Agora website: https://www.agora.finance/ ► Agora on X: https://x.com/agorafinance ► Nick on X: https://x.com/nick_van_eck ------ 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.

Johann Kerbrat is Crypto General Manager at Robinhood. In this episode, we unpack why Robinhood built its own Ethereum L2 and how it plans to power 24/7 markets for tokenized stocks, digital assets, pre-IPO company trading, and the next wave of onchain financial products such as stablecoins and prediction markets. ------ 🔗 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 ♦️ REDSTONE | THE LEADING MODULAR BLOCKCHAIN ORACLE ♉︎ TOROS | EXPONENTIAL GAINS WITH LEVERAGED TOKENS 🌅 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 ------ Timestamps 0:00 - Intro 7:13 - Johann’s background 10:18 - Robinhood leans into DeFi 13:50 - The evolution of Robinhood’s services 16:36 - Why Robinhood built an Ethereum L2 with Arbitrum 24:26 - Sponsor break 25:43 - Tokenization will unlock 24/7 markets 30:12 - 1000 tokenized stocks trading onchain 32:27 - Significance of access to trade pre-IPO companies 37:51 - Regulation remains a big challenge 42:47 - Sponsor break 44:35 - Advanced trading features 46:18 - Robinhood prediction markets 48:54 - Could Robinhood offer a token launchpad? 50:37 - Stablecoins and the USDG initiative 58:06 - Robinhood Ventures invests in Lighter 1:02:08 - Could Robinhood ever offer crypto-backed loans? 1:04:59 - Robinhood in 5 years 1:06:47 - Closing ------ 🔗 Guest Links 🔗 ► Robinhood website: https://robinhood.com/ ► Robinhood on X: https://x.com/RobinhoodApp ► Johann Kerbrat on X: https://x.com/JohannKerbrat ------ 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 and Nomatic 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.

David Schamis is the Founding Partner and CIO of Atlas Merchant Capital and now CEO of Hyperliquid Strategies. In this episode, David breaks down how serious seasoned investors think about valuing Hyperliquid, from the bull case for HYPE to the economics behind running the largest HYPE DAT in the world. We discuss what's unique about Hyperliquid, navigating mNAV dynamics as a DAT , and why Hyperliquid is well positioned to become financial infrastructure for bringing RWAs and Wall Street onchain. ------ 🔗 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 ♦️ REDSTONE | THE LEADING MODULAR BLOCKCHAIN ORACLE ♉︎ TOROS | EXPONENTIAL GAINS WITH LEVERAGED TOKENS 🌅 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 ------ Timestamps 0:00 - Intro 5:59 - David and Bob Diamond’s careers 8:16 - How did they learn about Hyperliquid? 14:02 - The bull thesis for valuing HYPE 19:57 - Are regulators ready to embrace DeFi? 25:04 - Sponsor break 26:20 - Growing trade volume in HIP-3 markets 30:23 - What is Hyperliquid Strategies? 33:11 - Navigating market dynamics with mNAV 44:52 - Sponsor break 46:39 - Staking considerations for Hyperliquid Strategies 49:47 - Operating expenses behind running a DAT 52:02 - Merger + new PURR ticker 53:26 - Insights into Jeff’s vision 58:16 - Closing ------ 🔗 Guest Links 🔗 ► Hyperliquid Strategies on X: https://x.com/hypestrat ► David Schamis on X: https://x.com/dschamis ------ 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. Nomatic holds HYPE. 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.

Omnia is the CoFounder of Kinetiq. In this new episode of Yield Talks on The Edge Podcast, we dive into an overview of HIP-3 markets, Kinetiq’s token launch tomorrow, and what a Hyperliquid builder might speculate on happening next, following the upcoming one year anniversary of the HYPE airdrop. ------ 🔗 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 ♦️ REDSTONE | THE LEADING MODULAR BLOCKCHAIN ORACLE ♉︎ TOROS | EXPONENTIAL GAINS WITH LEVERAGED TOKENS 🌅 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 ------ Timestamps 0:00 - Intro 4:32 - What is Kinetiq? 6:21 - Overview of HIP-3 9:19 - How will HIP-3 markets differentiate? 16:15 - Who is trading HIP-3 markets? 19:54 - Sponsor break 21:12 - What else is Kinetiq building? 25:47 - Importance of KNTQ launch 28:20 - Why expand beyond liquid staking? 33:42 - What should Hyperliquid bulls be paying attention to? 39:43 - Sponsor break 41:31 - Hyperliquid ecosystem maturing 43:56 - Thoughts on upcoming team unlocks for HYPE 53:22 - Will there be a new points program or token burn for HL? 59:30 - Closing ------ 🔗 Guest Links 🔗 ► Kinetiq website: https://kinetiq.xyz/ ► Kinetiq on X: https://x.com/kinetiq_xyz ► Omnia on X: https://x.com/0xOmnia ------ 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. Nomatic and DeFi Dad are angel investors in Kinetiq. 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.

Sid Ramesh is the Product Lead for Crypto-Backed Loans at Coinbase. In this episode, we explore Coinbase's newly launched product for ETH-backed loans, built entirely on Ethereum DeFi using Morpho on Base. We unpack exactly how these loans work, why they matter, and what this means for the future of onchain loans. Sid Ramesh brings an insider view into Coinbase’s broader vision for permissionless financial products built on decentralized infrastructure like Ethereum. ------ 🔗 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 ♦️ REDSTONE | THE LEADING MODULAR BLOCKCHAIN ORACLE ♉︎ TOROS | EXPONENTIAL GAINS WITH LEVERAGED TOKENS 🌅 NEUTRL | THE NEXT GENERATION OF CRYPTO-NATIVE YIELD 🌞 SOLSTICE | PERMISSIONLESS INSTITUTIONAL YIELD ⚔️ KATANA | DEEP LIQUIDITY & REAL YIELD 🥞 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 ------ Timestamps 0:00 - Intro 7:15 - Understanding the DeFi mullet concept 9:10 - Benefits of Coinbase’s BTC-backed loans 11:25 - The utility of cbBTC 14:36 - Comparing DeFi-powered loans to TradFi loans 17:46 - Coinbase loans vs failed platforms of prior cycles 20:03 - Sponsor break 21:18 - Coinbase launches new ETH-backed loans 22:55 - Starting with ETH, but cbETH-backed loans soon 23:58 - 3 major benefits of ease, cost, and support 28:41 - Expanding to more collateral types in future 30:58 - Security and risks with Coinbase loans 33:44 - Why Coinbase builds on the Ethereum L2, Base 35:40 - Sponsor break 36:59 - Success of BTC-backed loans at Coinbase 39:28 - Use cases for Coinbase loans 42:12 - No repayment schedule 44:22 - Future of onchain lending and financial products 47:53 - Coinbase’s vision for “the everything exchange” 50:20 - Closing ------ 🔗 Guest Links 🔗 ► Coinbase ETH-backed loans: https://www.coinbase.com/borrow ► Coinbase on X: https://x.com/coinbase ► Sid Ramesh on X: https://x.com/sidrmsh ------ 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. Nomatic holds COIN while DeFi Dad and Nomatic both 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.

Sonya Kim and Romeo Ravagnan are CoFounders of 3F Labs. In this episode, we explore how 3F is pioneering the next generation of leveraged tokenized fund yield by bringing institutional-grade arbitrage strategies fully onchain. Sonya and Romeo break down how transparency, adjustable leverage thanks to bridge loans, and new legal frameworks will open the door for a new wave of professional capital entering DeFi while still offering the same tools to onchain retail investors. Note: This podcast was recorded before Stream Finance blew up, otherwise we would have likely commented on it and asked related questions. ------ 🔗 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 ♦️ REDSTONE | THE LEADING MODULAR BLOCKCHAIN ORACLE ♉︎ TOROS | EXPONENTIAL GAINS WITH LEVERAGED TOKENS 🌅 NEUTRL | THE NEXT GENERATION OF CRYPTO-NATIVE YIELD 🌞 SOLSTICE | PERMISSIONLESS INSTITUTIONAL YIELD ⚔️ KATANA | DEEP LIQUIDITY & REAL YIELD 🥞 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 ------ Timestamps 0:00 - Intro 6:07 - Sonya’s background at Steakhouse Financial 10:26 - Romeo’s background at Abraxas 17:33 - Appetite for institutional capital to come onchain 20:02 - Challenges and opportunities for looping in DeFi 24:21 - Sponsor break 25:37 - The mission behind 3F 33:31 - The rise of tokenized arbitrage funds 38:44 - Example of how 3F works 44:07 - Sponsor break 45:26 - Adjustable leverage for higher yield seekers 51:45 - Future asset classes to use 3F leverage 53:25 - Closing ------ 🔗 Guest Links 🔗 ► 3F website: https://3f.xyz/ ► Sonya Kim on X: https://x.com/sonyasunkim ► Romeo Ravagnan on X: https://x.com/3f_romeo ------ 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 and Nomatic are angel investors in 3F. 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.

James Smith is Head of Ecosystem at the Ethereum Foundation. In this episode, we unpack everything Ethereum is building right now, some of it driven by initiatives at the Ethereum Foundation. From breakthroughs in zk technology and privacy to a growing wave of real-world asset tokenization poised to bring trillions onchain, this conversation highlights why we remain laser-focused on Ethereum. Our guest, James, is among the best at bridging the gap between builders and listeners, breaking down what’s being built across the Ethereum ecosystem in simple, relatable terms. ------ 🔗 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 ♦️ REDSTONE | THE LEADING MODULAR BLOCKCHAIN ORACLE ♉︎ TOROS | EXPONENTIAL GAINS WITH LEVERAGED TOKENS 🌅 NEUTRL | THE NEXT GENERATION OF CRYPTO-NATIVE YIELD 🌞 SOLSTICE | PERMISSIONLESS INSTITUTIONAL YIELD ⚔️ KATANA | DEEP LIQUIDITY & REAL YIELD 🥞 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 ------ Timestamps 0:00 - Intro 6:37 - James's background 10:06 - Philosophical differences that make Ethereum different 18:37 - Ethereum Foundation’s new focus vs legacy EF 24:31 - The incentives just make sense on Ethereum 27:55 - Sponsor break 29:11 - “The internet has no CEO," understanding decentralization 37:14 - All the ways Ethereum is cooking 39:30 - Building products for Wall St’s backend 40:24 - Why zk is an enormous breakthrough 44:20 - Sponsor break 45:40 - Privacy will be a feature for many on Ethereum 50:33 - Tokenization of RWAs on Ethereum is up only 52:22 - What the Fusaka upgrade means for all of us 54:12 - Future surprises coming from EF 57:40 - The most misunderstood thing about the EF 58:58 - Closing ------ 🔗 Guest Links 🔗 ► EF website: https://ethereum.foundation/ ► EF on X: https://x.com/ethereumfndn ► James Smith on X: https://x.com/james_gaps ------ 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 and Nomatic both are long term ETH holders. 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.

Ruca is Head of Growth and Giel (aka deepcryptodive) is Head of Risk Curation at kpk. In this episode, we discuss the role of DeFi's risk curators, the individuals and teams responsible for assessing, pricing, and managing risk across DeFi lending markets and tokenized yield vaults. We talk about how risk curation has become both an essential service and a risky business of its own, as witnessed firsthand in Stream Finance's recent xUSD blowup. ------ 🔗 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 ♦️ REDSTONE | THE LEADING MODULAR BLOCKCHAIN ORACLE ♉︎ TOROS | EXPONENTIAL GAINS WITH LEVERAGED TOKENS 🌅 NEUTRL | THE NEXT GENERATION OF CRYPTO-NATIVE YIELD 🌞 SOLSTICE | PERMISSIONLESS INSTITUTIONAL YIELD ⚔️ KATANA | DEEP LIQUIDITY & REAL YIELD 🥞 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 ------ Timestamps 0:00 - Intro 5:34 - History of kpk 9:38 - What is the job of a risk curator in DeFi? 13:53 - Distinguishing between permissionless lending markets and vaults 24:23 - What happened with Stream Finance and xUSD? 32:52 - Sponsor break 34:07 - How do risk curators make money? 38:07 - The role of risk ratings in DeFi 41:34 - Could risk curators run liquid strategies in their own markets/vaults? 46:24 - Sponsor break 47:43 - Risk of hard-coded fundamental oracles vs market price oracles 57:06 - DeFi must prioritize safety over higher yields 1:01:26 - kpk’s approach to risk curation 1:05:30 - kpk’s retail-facing DeFi product suite 1:07:11 - Closing ------ 🔗 Guest Links 🔗 ► kpk website: https://kpk.io/ ► kpk on X: https://x.com/kpk_io ► Giel on X: https://x.com/deepcryptodive ------ 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.

RightSide is a Core Contributor at Pendle and Vivaldi is a CoFounder at Symphony. In this live session of Yield Talks , we explore whether AI can improve upon the work of human curators in evaluating, managing, transacting, and securing DeFi markets. ------ 🔗 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 ♦️ REDSTONE | THE LEADING MODULAR BLOCKCHAIN ORACLE ♉︎ TOROS | EXPONENTIAL GAINS WITH LEVERAGED TOKENS 🌅 NEUTRL | THE NEXT GENERATION OF CRYPTO-NATIVE YIELD 🌞 SOLSTICE | PERMISSIONLESS INSTITUTIONAL YIELD ⚔️ KATANA | DEEP LIQUIDITY + REAL YIELD 🥞 SYRUPUSDC BY MAPLE | DEFI'S PREMIUM YIELD ASSET 🏦 MANTLE | INNOVATING THE FUTURE OF ONCHAIN FINANCE 🐡 PUFFER INSTITUTIONAL | STAKING SOLUTIONS FOR INSTITUTIONAL SCALE 🌊 RIVER | A CHAIN-ABSTRACTION STABLECOIN SYSTEM ⚙️ GEARBOX PROTOCOL | ONCHAIN LENDING REIMAGINED ------ Timestamps 0:00 - Intro 4:13 - Guest backgrounds 6:44 - Pendle’s view on the role of AI in DeFi 10:28 - Pendle x Symphony integration and how AI plays a role 14:09 - What Symphony’s working on 17:46 - Sponsor break 19:02 - How will the average Pendle user benefit from AI? 24:55 - How can AI make DeFi safer for users? 30:31 - What is the Virtuals Agent Commerce Protocol (ACP)? 32:57 - Sponsor break 34:18 - Explaining x402, the internet-native payment protocol 37:56 - Discerning which AI agents are more skilled 40:47 - Closing ------ 🔗 Guest Links 🔗 ► Symphony website: https://www.symphony.io/ ► Vivaldi on X: https://x.com/vivaldi0x ► Pendle website: https://www.pendle.finance/ ► Rightside on X: https://x.com/rightsideonly ------ 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 and Nomatic are investors in Symphony. 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.

Michael Egorov is the Founder of Curve and yieldbasis. In this episode, the legendary DeFi founder walks us through his newly launched protocol called yieldbasis on Ethereum, designed to deliver the best Bitcoin yield yet. We explore how it works, its synergy with Curve, and how it aims to deliver a competitive yield-bearing version of BTC onchain in nearly any market conditions. ------ 🔗 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 ♦️ REDSTONE | THE LEADING MODULAR BLOCKCHAIN ORACLE ♉︎ TOROS | EXPONENTIAL GAINS WITH LEVERAGED TOKENS 🌅 NEUTRL | THE NEXT GENERATION OF CRYPTO-NATIVE YIELD 🌞 SOLSTICE | PERMISSIONLESS INSTITUTIONAL YIELD 🥞 SYRUPUSDC BY MAPLE | DEFI'S PREMIUM YIELD ASSET 🏦 MANTLE | INNOVATING THE FUTURE OF ONCHAIN FINANCE 🐡 PUFFER INSTITUTIONAL | STAKING SOLUTIONS FOR INSTITUTIONAL SCALE 🌊 RIVER | A CHAIN-ABSTRACTION STABLECOIN SYSTEM ⚙️ GEARBOX PROTOCOL | ONCHAIN LENDING REIMAGINED ------ Timestamps 0:00 - Intro 5:43 - Building Curve Finance since 2020 8:36 - Why build yieldbasis? 11:53 - The challenge to productize BTC yield 19:13 - How does yieldbasis work? 25:27 - Sponsor break 26:29 - Current BTC yields and performance 28:20 - Synergy between Curve and yieldbasis 32:10 - Earning BTC yield vs YB emissions 34:19 - Why another protocol, why another token? 36:19 - What’s new with YB tokenomics? 38:50 - Why will users lock veYB? 42:41 - Sponsor break 44:00 - Potential for yieldbasis to work with BTC DATs 44:49 - Understanding risks in yieldbasis 48:55 - Performance during the recent Oct 10 crash 51:25 - How big can yieldbasis scale to? 53:22 - Exploring future assets for yieldbasis 55:47 - Current TVL campaign, plus future caps raise 1:02:47 - Closing ------ 🔗 Guest Links 🔗 ► yieldbasis website: https://yieldbasis.com/ ► yieldbasis on X: https://x.com/yieldbasis ► Michael Egorov on X: https://x.com/newmichwill ------ 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 and Nomatic both hold BTC. 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.

Bartek Kiepuszewski is the Founder of L2BEAT. In this episode, Bartek breaks down the current landscape of Ethereum’s L2 ecosystem, from how L2s are categorized by stage, to what defines true decentralization, and why transparency remains a part of the foundation of Ethereum's social layer. ------ 🔗 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 ♦️ REDSTONE | THE LEADING MODULAR BLOCKCHAIN ORACLE ♉︎ TOROS | EXPONENTIAL GAINS WITH LEVERAGED TOKENS 🌅 NEUTRL | THE NEXT GENERATION OF CRYPTO-NATIVE YIELD 🌞 SOLSTICE | PERMISSIONLESS INSTITUTIONAL YIELD 🥞 SYRUPUSDC BY MAPLE | DEFI'S PREMIUM YIELD ASSET 🏦 MANTLE | INNOVATING THE FUTURE OF ONCHAIN FINANCE 🐡 PUFFER INSTITUTIONAL | STAKING SOLUTIONS FOR INSTITUTIONAL SCALE 🌊 RIVER | A CHAIN-ABSTRACTION STABLECOIN SYSTEM ⚙️ GEARBOX PROTOCOL | ONCHAIN LENDING REIMAGINED ------ Timestamps 0:00 - Intro 6:44 - Bartek’s background 9:57 - Is Ethereum headed in the right direction? 12:27 - Why Ethereum and L2s need L2BEAT 19:51 - L2BEAT, the Rotten Tomatoes of L2s 24:39 - Sponsor break 25:41 - How L2BEAT is funded as a public good 30:58 - Defining an Ethereum L2 34:35 - How does an L2 derive security from Ethereum L1? 42:11 - The three distinct stages of an L2 47:14 - What do Arbitrum and Base need to progress to Stage 2? 53:44 - Sponsor break 55:04 - Thoughts on based rollups 57:03 - Why might Robinhood have chosen to build an Ethereum L2? 1:00:30 - Justified criticisms of L2s 1:04:53 - What is Data Availability (DA)? 1:11:37 - The fundamental role of zk scaling Ethereum 1:16:19 - A future of zk-powered DeFi 1:20:06 - Closing ------ 🔗 Guest Links 🔗 ► L2BEAT website: https://l2beat.com/ ► Support L2BEAT: https://l2beat.com/donate ► L2BEAT on X: https://x.com/l2beat ► Bartek on X: https://x.com/bkiepuszewski ------ 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.

Laurence Day is the CoFounder and CEO of Wildcat Labs. In this episode, we explore how Wildcat is reinventing private credit onchain, building what Laurence calls “the Craigslist of private credit.” We explore why DeFi is ready to scale undercollateralized lending, the money multiplier effect to follow it, and how Wildcat aims to be a foundational primitive to make borrowing and lending more open, flexible, and accessible for everyone. ------ 🔗 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 ♦️ REDSTONE | THE LEADING MODULAR BLOCKCHAIN ORACLE ♉︎ TOROS | EXPONENTIAL GAINS WITH LEVERAGED TOKENS 🌅 NEUTRL | THE NEXT GENERATION OF CRYPTO-NATIVE YIELD 🌞 SOLSTICE | PERMISSIONLESS INSTITUTIONAL YIELD 🥞 SYRUPUSDC BY MAPLE | DEFI'S PREMIUM YIELD ASSET 🏦 MANTLE | INNOVATING THE FUTURE OF ONCHAIN FINANCE 🐡 PUFFER INSTITUTIONAL | STAKING SOLUTIONS FOR INSTITUTIONAL SCALE 🌊 RIVER | A CHAIN-ABSTRACTION STABLECOIN SYSTEM ⚙️ GEARBOX PROTOCOL | ONCHAIN LENDING REIMAGINED ------ Timestamps 0:00 - Intro 6:58 - Laurence’s background 10:57 - Why keep building after the Indexed exploit? 16:15 - The opportunity for undercollateralized loans in DeFi 22:28 - Sponsor break 23:31 - The money multiplier effect for DeFi 28:38 - The elevator pitch for Wildcat 30:19 - Who is Wildcat built for? 35:20 - Can Wildcat legally go after borrowers? 41:36 - Sponsor break 42:55 - Usual terms for Wildcat lenders and borrowers 45:45 - Considerations for Wildcat after Oct 10th market crash 56:32 - Innovations coming to Wildcat 1:07:28 - Closing ------ 🔗 Guest Links 🔗 ► Wildcat website: https://wildcat.finance/ ► Wildcat on X: https://x.com/wildcatfi ► Laurence on X: https://x.com/functi0nZer0 ------ 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.

James Craig is the Director of the movie Code Is Law. In this episode, we go behind the scenes of Code Is Law: Crypto’s Unstoppable Heists, a new documentary retracing the history of DeFi’s biggest smart contract exploits. James walks us through the fascinating stories he investigated behind these famous hacks, including The DAO, Indexed Finance, KyberSwap, and Mango Markets. Plus, how the human stories behind these events continue to shape Ethereum and DeFi's culture, law, and future. Code Is Law is available to stream on Amazon Prime Video, Apple TV+ and YouTube Movies starting today, October 21st. ------ 🔗 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 ♦️ REDSTONE | THE LEADING MODULAR BLOCKCHAIN ORACLE ♉︎ TOROS | EXPONENTIAL GAINS WITH LEVERAGED TOKENS 🌅 NEUTRL | THE NEXT GENERATION OF CRYPTO-NATIVE YIELD 🌞 SOLSTICE | PERMISSIONLESS INSTITUTIONAL YIELD 🥞 SYRUPUSDC BY MAPLE | DEFI'S PREMIUM YIELD ASSET 🦅 FALCON | OVERCOLLATERIZED SYNTHETIC DOLLAR - POINTS PROGRAM NOW LIVE 🏦 MANTLE | INNOVATING THE FUTURE OF ONCHAIN FINANCE 🐡 PUFFER INSTITUTIONAL | STAKING SOLUTIONS FOR INSTITUTIONAL SCALE 🌊 RIVER | A CHAIN-ABSTRACTION STABLECOIN SYSTEM ⚙️ GEARBOX PROTOCOL | ONCHAIN LENDING REIMAGINED ------ Timestamps 0:00 - Intro 10:02 - How James got interested in DeFi exploits 14:24 - The story behind The DAO hack 20:14 - Sponsor break 21:14 - The aftermath of The DAO 29:16 - The Indexed Finance hack 34:27 - The story behind the Indexed hacker 36:57 - Sponsor break 38:16 - The debate over exploits vs ‘code is law’ 46:21 - The KyberSwap attack 51:57 - The bravado and ego of a hacker 54:31 - The Eisenberg case with Mango Markets 59:41 - Closing ------ 🔗 Guest Links 🔗 ► Code Is Law website: journeyman.tv/film/8785 ► Code Is Law on X: https://x.com/CodeIsLawFilm ► James Craig on X: https://x.com/jamescraig1111 ------ 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.

Billy Luedtke is the Founder of Intuition. In this episode, we explore how Intuition is building a new decentralized network for reputation, trust, and decision-making on Ethereum. Plus, why this could be the foundation for a universal knowledge graph that reshapes how we share and verify information online. ------ 🔗 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 ♦️ REDSTONE | THE LEADING MODULAR BLOCKCHAIN ORACLE ♉︎ TOROS | EXPONENTIAL GAINS WITH LEVERAGED TOKENS 🌅 NEUTRL | THE NEXT GENERATION OF CRYPTO-NATIVE YIELD 🌞 SOLSTICE | PERMISSIONLESS INSTITUTIONAL YIELD 🥞 SYRUPUSDC BY MAPLE | DEFI'S PREMIUM YIELD ASSET 🦅 FALCON | OVERCOLLATERIZED SYNTHETIC DOLLAR - POINTS PROGRAM NOW LIVE 🏦 MANTLE | INNOVATING THE FUTURE OF ONCHAIN FINANCE 🐡 PUFFER INSTITUTIONAL | STAKING SOLUTIONS FOR INSTITUTIONAL SCALE 🌊 RIVER | A CHAIN-ABSTRACTION STABLECOIN SYSTEM ⚙️ GEARBOX PROTOCOL | ONCHAIN LENDING REIMAGINED ------ Timestamps 0:00 - Intro 7:52 - Billy’s early start with Bitcoin and Ethereum 18:11 - Why Ethereum is still objectively our best option 23:28 - Sponsor break 24:28- Importance of decentralized identity 32:21 - Why we need Intuition 37:09 - Why Intuition needs Ethereum 38:53 - Sponsor break 40:12 - Early use cases for Intuition 49:56 - TRUST token powers Intuition 55:26 - What’s next for Intuition? 56:59 - Closing ------ 🔗 Guest Links 🔗 ► Intuition website: https://www.intuition.systems/ ► Intuition on X: https://x.com/0xintuition ► Billy Luedtke on X: https://x.com/0xbilly ------ 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.

Behrin is the Founder of Neutrl Labs. In this episode, Behrin reveals how Neutrl is bringing a new yield to DeFi with asymmetric stablecoin returns powered by OTC arb strategies. We explore how their synthetic dollar NUSD and the yield-bearing form sNUSD work, why it reminds us of Ethena, and what makes their approach stand out in today’s market. ------ 🔗 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 ♦️ REDSTONE | THE LEADING MODULAR BLOCKCHAIN ORACLE ♉︎ TOROS | EXPONENTIAL GAINS WITH LEVERAGED TOKENS 🌞 SOLSTICE | PERMISSIONLESS INSTITUTIONAL YIELD 🥞 SYRUPUSDC BY MAPLE | DEFI'S PREMIUM YIELD ASSET 🦅 FALCON | OVERCOLLATERIZED SYNTHETIC DOLLAR - POINTS PROGRAM NOW LIVE 🏦 MANTLE | INNOVATING THE FUTURE OF ONCHAIN FINANCE 🐡 PUFFER INSTITUTIONAL | STAKING SOLUTIONS FOR INSTITUTIONAL SCALE 🌊 RIVER | A CHAIN-ABSTRACTION STABLECOIN SYSTEM ⚙️ GEARBOX PROTOCOL | ONCHAIN LENDING REIMAGINED ------ Timestamps 0:00 - Intro 7:46 - Behrin’s background 8:54 - Overview of OTC arbitrage strategy 10:50 - The mission at Neutrl 12:44 - The market conditions for Neutrl’s trading strategies 14:23 - Who does Neutrl work with? 15:40 - Average duration and terms for OTC deals underpinning Neutrl 16:37 - Example of a Neutrl strategy 19:15 - Sponsor break 20:15 - Will Neutrl strategies work in a bull, bear, flat market? 21:49 - Can Neutrl’s trading system benefit foundations selling tokens? 23:55 - Composition of Neutrl’s yield strategies 25:42 - Could a token dumping benefit the Neutrl OTC strategy? 29:07 - Which tokens fit Neutrl’s criteria for the strategy? 30:57 - Dumbing down the Neutrl OTC arb 32:36 - Sponsor break 33:55 - Understanding NUSD vs sNUSD for users 35:22 - Do sNUSD holders have to lock for any duration? 41:45 - Thoughts on Neutrl’s future yield distribution 43:40 - Future yield strategies for Neutrl 44:41 - How scalable is the Neutrl system for sNUSD? 46:11 - Closing ------ 🔗 Guest Links 🔗 ► Neutrl website: https://www.neutrl.fi/ ► Neutrl on X: https://x.com/neutrl_labs ► Behrin on X: https://x.com/behrin_n ------ 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.

Luke Youngblood is the Founder of Moonwell and Mamo. In this episode, Luke shares what opportunity he sees ahead for Base builders and users, as one of the earliest DeFi founders on Coinbase's Ethereum L2. We explore Coinbase’s vision for integrating Base into its retail products, including DeFi mullet style products like the new USDC lending on Morpho. He even drops insights on the future Base token, and how projects like Moonwell and Mamo are positioned to benefit from this economic stimulus to serve even more of Coinbase's customers coming onchain. ------ 🔗 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 ♦️ REDSTONE | THE LEADING MODULAR BLOCKCHAIN ORACLE ♉︎ TOROS | EXPONENTIAL GAINS WITH LEVERAGED TOKENS 🌅 NEUTRL | THE NEXT GENERATION OF CRYPTO-NATIVE YIELD 🌞 SOLSTICE | PERMISSIONLESS INSTITUTIONAL YIELD 🥞 SYRUPUSDC BY MAPLE | DEFI'S PREMIUM YIELD ASSET 🦅 FALCON | OVERCOLLATERIZED SYNTHETIC DOLLAR - POINTS PROGRAM NOW LIVE ⚡ SPARK | THE ONCHAIN CAPITAL ALLOCATOR 🏦 MANTLE | INNOVATING THE FUTURE OF ONCHAIN FINANCE 🐡 PUFFER INSTITUTIONAL | STAKING SOLUTIONS FOR INSTITUTIONAL SCALE 📈 RUMPEL | TURN POINTS INTO PROFITS ⚙️ GEARBOX PROTOCOL | ONCHAIN LENDING REIMAGINED ------ Timestamps 0:00 - Intro 6:46 - The state of Base L2 and Coinbase’s vision 13:43 - Implications of a Base token 16:11 - Future of content creation on Base 22:54 - Coinbase’s pursuit of a banking charter 27:03 - Coinbase’s DeFi mullet strategy 31:16 - Sponsor break 32:26 - Overview of Moonwell and its growth 39:14 - New Moonwell credit facility 50:31 - Sponsor break 51:56 - Mamo, the personal finance AI agent 57:43 - Navigating Mamo for beginners 1:02:10 - Mamo’s unique tokenomics and LP fees for stakers 1:08:49 - Collaborations and future prospects with Coinbase 1:19:39 - Closing ------ 🔗 Guest Links 🔗 ► Moonwell website: https://moonwell.fi/ ► Moonwell on X: https://x.com/moonwelldefi ► Mamo website: https://mamo.bot/ ► Mamo on X: https://x.com/mamo ► Luke on X: https://x.com/lukeyoungblood ------ 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 and Nomatic hold MAMO. 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.

Ryan Berckmans is an Ethereum community member and investor in ETH. In this episode, Ryan explains why Ethereum’s fundamentals are still outpacing ETH’s price, even after a 3x run since his last guest appearance in April. We dive into why he believes Ethereum can power 1000x growth in the onchain economy, what that means for ETH’s value, and the key catalysts ahead, from Vitalik’s vision for low-risk DeFi to the upcoming Fusaka upgrade. ------ 🔗 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 ♦️ REDSTONE | THE LEADING MODULAR BLOCKCHAIN ORACLE ♉︎ TOROS | EXPONENTIAL GAINS WITH LEVERAGED TOKENS 🌅 NEUTRL | THE NEXT GENERATION OF CRYPTO-NATIVE YIELD 🌞 SOLSTICE | PERMISSIONLESS INSTITUTIONAL YIELD 🥞 SYRUPUSDC BY MAPLE | DEFI'S PREMIUM YIELD ASSET 🦅 FALCON | OVERCOLLATERIZED SYNTHETIC DOLLAR - POINTS PROGRAM NOW LIVE ⚡ SPARK | THE ONCHAIN CAPITAL ALLOCATOR 🏦 MANTLE | INNOVATING THE FUTURE OF ONCHAIN FINANCE 🐡 PUFFER INSTITUTIONAL | STAKING SOLUTIONS FOR INSTITUTIONAL SCALE 📈 RUMPEL | TURN POINTS INTO PROFITS ⚙️ GEARBOX PROTOCOL | ONCHAIN LENDING REIMAGINED ------ Timestamps 0:00 - Intro 8:12 - Key factors behind changing sentiment on Ethereum 13:04 - The impact of Etherealize 15:28 - A more united front at the Ethereum Foundation 20:30 - Vitalik’s vision for “low-risk DeFi” 32:04 - Sponsor break 33:14 - To believe in somETHing 36:21 - Why is ETH still undervalued? 44:03 - Sponsor break 45:28 - The defensibility of Ethereum vs new alt L1 competitors 52:44 - Ethereum's reliability is an outlier feature 55:19 - Upcoming Fusaka upgrade for Ethereum 1:00:19 - Is the 4-year cycle still in play? 1:04:21 - Thoughts on ETH price in 2026 vs 2030 1:18:25 - Closing ------ 🔗 Guest Links 🔗 ► Last episode with Ryan: https://youtu.be/2AX2GlJAmho ► Ryan Berckmans on X: https://x.com/ryanberckmans ------ 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 are all clearly invested in 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.

Shiv Shankar is the CEO at Boundless Network. In this episode, we dive into the rise of Zero-Knowledge (ZK) technology, exploring how ZK can transform blockchains like Ethereum and beyond. From quantum-proof security to a universal ZK protocol, learn why so many builders in DeFi and Web3 believe ZK is key to the next era of scalability, privacy, and interoperability. ------ 🔗 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 ♦️ REDSTONE | THE LEADING MODULAR BLOCKCHAIN ORACLE ♉︎ TOROS | EXPONENTIAL GAINS WITH LEVERAGED TOKENS 🌅 NEUTRL | THE NEXT GENERATION OF CRYPTO-NATIVE YIELD 🥞 SYRUPUSDC BY MAPLE | DEFI'S PREMIUM YIELD ASSET 🦅 FALCON | OVERCOLLATERIZED SYNTHETIC DOLLAR - POINTS PROGRAM NOW LIVE ⚡ SPARK | THE ONCHAIN CAPITAL ALLOCATOR 🏦 MANTLE | INNOVATING THE FUTURE OF ONCHAIN FINANCE 🐡 PUFFER INSTITUTIONAL | STAKING SOLUTIONS FOR INSTITUTIONAL SCALE 📈 RUMPEL | TURN POINTS INTO PROFITS ⚙️ GEARBOX PROTOCOL | ONCHAIN LENDING REIMAGINED ------ Timestamps 0:00 - Intro 7:41 - RISC Zero and Boundless origin story 14:47 - Why you should care about ZK 19:26 - Transformational potential of ZK in existing chains 25:06 - Sponsor break 26:16 - How ZK can address future risk of quantum computing 31:20 - ZK spreading to other industries 38:31 - Boundless Mainnet and its significance 42:25 - The world’s 1st full Ethereum consensus proofs 49:14 - Sponsor break 50:39 - How ZK can improve the DeFi UX 55:10 - Urgency for ZK adoption in Ethereum’s roadmap 1:05:08 - Competitive landscape in ZK 1:09:02 - Introducing Signal, starting with Ethereum 1:11:35 - What's the moat around this open source work? 1:19:35 - Boundless network powered by ZKC token 1:20:45 - Closing ------ 🔗 Guest Links 🔗 ► Boundless website: https://boundless.network/ ► RISC Zero website: https://risczero.com/ ► Boundless on X: https://x.com/boundless_xyz ► RISC Zero on X: https://x.com/risczero ► Shiv on X: https://x.com/ssh_nkar ------ 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 invested in RISC Zero in 2023. 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.

Sid Powell is the CoFounder and CEO at Maple. In this episode, interview Sid about how Maple achieved 10X growth in 2025, from $400M to $4B TVL, and what the next five years could look like for onchain lending, institutional adoption, and new products like syrupBTC. ------ 🔗 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 ♦️ REDSTONE | THE LEADING MODULAR BLOCKCHAIN ORACLE ♉︎ TOROS | EXPONENTIAL GAINS WITH LEVERAGED TOKENS 🌅 NEUTRL | THE NEXT GENERATION OF CRYPTO-NATIVE YIELD 🦅 FALCON | OVERCOLLATERIZED SYNTHETIC DOLLAR - POINTS PROGRAM NOW LIVE ⚡ SPARK | THE ONCHAIN CAPITAL ALLOCATOR 🏦 MANTLE | INNOVATING THE FUTURE OF ONCHAIN FINANCE 🐡 PUFFER INSTITUTIONAL | STAKING SOLUTIONS FOR INSTITUTIONAL SCALE 📈 RUMPEL | TURN POINTS INTO PROFITS ⚙️ GEARBOX PROTOCOL | ONCHAIN LENDING REIMAGINED ------ Timestamps 0:00 - Intro 6:52- The opportunity and mission behind Maple 9:50 - Institutional lending and borrowing onchain 12:28 - The BD engine behind Maple is a moat 15:45 - 10X growth in 2025 17:28 - How Maple’s revenue flows back to SYRUP holders 19:17 - Sponsor break 20:27 - Why TradFi finally sees DeFi as legit 26:01 - Future trends in onchain yields 30:51 - Maple’s expansion to Solana with syrupUSDC 34:37 - How syrupUSDC works 37:43 - Demand to loop syrupUSDC + expansion to Eth L2s 41:08 - Sponsor break 42:57 - Maple is a launch partner for Plasma 45:49 - The Aave Effect and implications for Maple looping 48:45 - New syrupBTC product coming soon 53:34 - 5-year outlook for Maple 56:15 - Closing ------ 🔗 Guest Links 🔗 ► Maple website: https://maple.finance/ ► Maple on X: https://x.com/maplefinance ► Sid Powell on X: https://x.com/syrupsid ------ 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.

Paul Faecks is the Founder of Plasma. In this episode, we prepare for Plasma's mainnet launch with all you need to know as a DeFi stablecoin user. Paul shares his vision for Plasma DeFi, why they chose to build an L1 specifically for stablecoins, how they'll attract liquidity, and what to look for at mainnet launch. ------ 🔗 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 ♦️ REDSTONE | THE LEADING MODULAR BLOCKCHAIN ORACLE ♉︎ TOROS | EXPONENTIAL GAINS WITH LEVERAGED TOKENS 🌅 NEUTRL | THE NEXT GENERATION OF CRYPTO-NATIVE YIELD 🥞 SYRUPUSDC BY MAPLE | DEFI'S PREMIUM YIELD ASSET 🦅 FALCON | OVERCOLLATERIZED SYNTHETIC DOLLAR - POINTS PROGRAM NOW LIVE ⚡ SPARK | THE ONCHAIN CAPITAL ALLOCATOR 🏦 MANTLE | INNOVATING THE FUTURE OF ONCHAIN FINANCE 🐡 PUFFER INSTITUTIONAL | STAKING SOLUTIONS FOR INSTITUTIONAL SCALE 📈 RUMPEL | TURN POINTS INTO PROFITS ⚙️ GEARBOX PROTOCOL | ONCHAIN LENDING REIMAGINED ------ Timestamps 0:00 - Intro 8:47 - Paul’s background 11:14 - Why stablecoins have product-market fit 15:15 - USDT dominance 16:26 - Overview of Plasma 20:47 - Designing for future uncensorable products 22:55 - How Plasma consensus works 23:37 - Why did Plasma build an L1 vs an Ethereum L2? 25:18 - Bridging native BTC over to Plasma 26:29 - Sponsor break 27:38 - DeFi strategy and cold start problem 32:04 - Building for DeFi more than just payments 35:10 - Will Plasma evolve into a general purpose L1? 37:15 - Sponsor break 38:40 - Synergy between payments and DeFi 40:27 - Competition for stablecoin-focused chains 42:36 - Impact of GENIUS Act on stablecoins 44:00 - Has Tether outgrown Tron? 46:13 - Plasma go-live in late Sept 2025 47:07 - Closing ------ 🔗 Guest Links 🔗 ► Plasma website: https://www.plasma.to/ ► Plasma on X: https://x.com/plasmaFDN ► Paul on X: https://x.com/pauliepunt ------ 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.

Tim is the Global Head of Strategy at Mantle and YZ is Product Lead. Mantle is placing some of the biggest bets on their Ethereum L2, a DeFi neobank (UR), a long-standing $500M ETH treasury, and a new major Bybit partnership. In this episode, we unpack the implications of all this in growing demand for their DeFi economy. ------ 🔗 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 ♦️ REDSTONE | THE LEADING MODULAR BLOCKCHAIN ORACLE ♉︎ TOROS | EXPONENTIAL GAINS WITH LEVERAGED TOKENS 🥞 SYRUPUSDC BY MAPLE | DEFI'S PREMIUM YIELD ASSET 🦅 FALCON | OVERCOLLATERIZED SYNTHETIC DOLLAR - POINTS PROGRAM NOW LIVE ⚡ SPARK | THE ONCHAIN CAPITAL ALLOCATOR 🐡 PUFFER INSTITUTIONAL | STAKING SOLUTIONS FOR INSTITUTIONAL SCALE 📈 RUMPEL | TURN POINTS INTO PROFITS ⚙️ GEARBOX PROTOCOL | ONCHAIN LENDING REIMAGINED ------ Timestamps 0:00 - Intro 6:48 - Tim and YZ’s roles at Mantle 11:30 - What is Mantle Index Four (MI4)? 14:07 - UR, a money app for crypto natives 17:40 - What will drive new users to DeFi neobanks? 20:25 - Bybit partnership and its implications for Mantle 23:12 - Sponsor break 24:17 - Expectations for Bybit-Mantle rollout 26:25 - Mantle’s ETH treasury and thoughts on DATs 31:26 - The road to $80k ETH 33:16 - Sponsor break 34:10 - Could Mantle ever deploy an MNT DAT? 35:06 - Why Mantle as an L2? 37:27 - Closing ------ 🔗 Guest Links 🔗 ► Mantle website: https://mantle.xyz/ ► UR website: https://ur.app/ ► Mantle on X: https://x.com/mantle_official ► Tim on X: https://x.com/tx0zz ► YZ on X: https://x.com/ngyingzhong ------ 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 and Nomatic 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.

Jacob Chudnovsky is the Founder of 3Jane. In this episode, we explore how 3Jane is pioneering the holy grail of DeFi, unsecured credit and loans. Jacob explains how 3Jane will unlock a multi-trillion-dollar credit-based market for DeFi, by combining onchain and offchain credit scoring using zkTLS, innovative repayment mechanics, and a dual-token yield model to offer competitive lending yield, plus new DeFi use cases. ------ 🔗 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 ♦️ REDSTONE | THE LEADING MODULAR BLOCKCHAIN ORACLE ♉︎ TOROS | EXPONENTIAL GAINS WITH LEVERAGED TOKENS 🥞 SYRUPUSDC BY MAPLE | DEFI'S PREMIUM YIELD ASSET 🦅 FALCON | OVERCOLLATERIZED SYNTHETIC DOLLAR - POINTS PROGRAM NOW LIVE ⚡ SPARK | THE ONCHAIN CAPITAL ALLOCATOR 🏦 MANTLE | INNOVATING THE FUTURE OF ONCHAIN FINANCE 🐡 PUFFER INSTITUTIONAL | STAKING SOLUTIONS FOR INSTITUTIONAL SCALE 📈 RUMPEL | TURN POINTS INTO PROFITS ⚙️ GEARBOX PROTOCOL | ONCHAIN LENDING REIMAGINED ------ Timestamps 0:00 - Intro 6:48 - Jacob’s background 9:00 - Opportunity for DeFi unsecured credit 14:35 - How 3Jane assesses credit offchain and onchain 21:53 - Sponsor break 23:04 - How would 3Jane collect debt from delinquent borrowers? 25:58 - Building the 3Jane credit score algorithm 29:57 - Role of USD3 vs sUSD3 32:29 - How repayment works in 3Jane vs DeFi secured loans 33:49 - Two-token yield setup with USD3 and sUSD3 35:10 - Sponsor break 36:35 - Novel use cases for DeFi built on 3Jane 40:10 - Q3 rollout expectations for 3Jane 42:26 - Future of agentic users on 3Jane 46:27 - Details on future 3Jane token 47:55 - Closing ------ 🔗 Guest Links 🔗 ► 3Jane website: https://www.3jane.xyz/ ► 3Jane on X: https://x.com/3janexyz ► Jacob on X: https://x.com/_yakovsky ------ 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 and Nomatic invested in 3Jane's seed round. 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.

Zak is a long time Ethereum developer and a member of the Ethereum Community Foundation (ECF). In this brief Yield Talks session, we discuss a clever new idea for tracking tokenized burned ETH called BETH, designed to make it easily visible and auditable for anyone who's voluntarily burns ETH to improve ETH's monetary value. Zak shares how it might be useful for Ethereum ecosystem players such as L2s, who could prove how much ETH they've burned from transaction fees with BETH. ------ 🔗 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 ♦️ REDSTONE | THE LEADING MODULAR BLOCKCHAIN ORACLE ♉︎ TOROS | EXPONENTIAL GAINS WITH LEVERAGED TOKENS 🥞 SYRUPUSDC BY MAPLE | DEFI'S PREMIUM YIELD ASSET 🦅 FALCON | OVERCOLLATERIZED SYNTHETIC DOLLAR - POINTS PROGRAM NOW LIVE ⚡ SPARK | THE ONCHAIN CAPITAL ALLOCATOR 🏦 MANTLE | INNOVATING THE FUTURE OF ONCHAIN FINANCE 🐡 PUFFER INSTITUTIONAL | STAKING SOLUTIONS FOR INSTITUTIONAL SCALE 📈 RUMPEL | TURN POINTS INTO PROFITS ⚙️ GEARBOX PROTOCOL | ONCHAIN LENDING REIMAGINED ------ Timestamps 0:00 - Intro to Zak and the ECF 4:33 - What is Proof of Burn and BETH? 6:33 - Sponsor break 8:54 - Who is BETH designed for? 9:54 - Excitement over BETH but questions remain 13:45 - Will BETH ever trade above $0 or could it hold any value? 15:40 - Sponsor break 16:51 - Forcing better economic alignement between L2s and L1 18:26 - A better standard for easily tracking burned ETH 21:17 - BETH apps and tracker needs to be built 22:35 - Closing ------ 🔗 Guest Links 🔗 ► Ethereum Community Foundation website: https://ethcf.org/ ► Proof of Burn and BETH blog post: https://ethcf.org/introducing-beth-eths-proof-of-burn-token/ ► ECF on X: https://x.com/ethcforg ► Zak on X: https://x.com/0xzak ------ 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 and Nomatic 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.

Matthias Seidl (Matze) is CoFounder and Lorenz Lehmann is Research Lead at growthepie. In this episode, we review growthepie's recent report on Ethereum's 10-year anniversary, "Building The World Ledger." Ethereum’s first decade has been defined by landmark upgrades such as The Merge and Dencun, the rise of Layer 2 scaling, and bold experiments that shape how value flows back to ETH. This episode breaks down the key milestones, ecosystem, use cases, and roadmap that will further cement Ethereum as the world’s most trustless and reliable ledger. ------ 🔗 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 ♦️ REDSTONE | THE LEADING MODULAR BLOCKCHAIN ORACLE ♉︎ TOROS | EXPONENTIAL GAINS WITH LEVERAGED TOKENS 🥞 SYRUPUSDC BY MAPLE | DEFI'S PREMIUM YIELD ASSET 🦅 FALCON | OVERCOLLATERIZED SYNTHETIC DOLLAR - POINTS PROGRAM NOW LIVE ⚡ SPARK | THE ONCHAIN CAPITAL ALLOCATOR 🏦 MANTLE | INNOVATING THE FUTURE OF ONCHAIN FINANCE 🐡 PUFFER INSTITUTIONAL | STAKING SOLUTIONS FOR INSTITUTIONAL SCALE 📈 RUMPEL | TURN POINTS INTO PROFITS ⚙️ GEARBOX PROTOCOL | ONCHAIN LENDING REIMAGINED ------ Timestamps 0:00 - Intro 5:46 - growthepie, an Ethereum analytics tool 7:29 - The significance of Ethereum’s 10-year track record 8:27 - Two most important upgrades, The Merge and Dencun 11:20 - Impact of Dencun lowering transaction costs vs ETH burn bulls 13:45 - The role of L2s in the Ethereum ecosystem 16:49 - How does L2 success translate to ETH value accrual? 24:33 - Sponsor break 25:44 - Celo cut 99.8% of security costs becoming an L2 30:06 - Why might teams like Circle still launch an L1? 34:30 - Most compelling use cases on Ethereum today 38:27 - Sponsor break 39:52 - Ethereum’s roadmap and future network upgrades 43:17 - Scaling Ethereum L1 to 10k tps and what it means for L2s 47:57 - Is Ethereum now headed in the right direction? 50:33 - Closing ------ 🔗 Guest Links 🔗 ► growthepie website: https://www.growthepie.com/ ► growthepie Ethereum report: https://www.growthepie.com/quick-bites/anniversary-report ► growthepie on X: https://x.com/growthepie_eth ► Matze on X: https://x.com/web3_data ► Lorenz on X: https://x.com/LehmannLorenz ------ 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 and Nomatic 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.

Mike Silagadze is the CoFounder at ether.fi. In this episode, we dive into how Mike's team is building a full-service DeFi neobank. From native liquid staking to automated investing vault strategies, to real-world debit card spending, fiat on/off-ramps, tokenized stocks, and access to Hyperliquid perps, Mike explains how ether.fi is bridging onchain finance to the real world. ------ 🔗 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 ♦️ REDSTONE | THE LEADING MODULAR BLOCKCHAIN ORACLE ♉︎ TOROS | EXPONENTIAL GAINS WITH LEVERAGED TOKENS 🥞 SYRUPUSDC BY MAPLE | DEFI'S PREMIUM YIELD ASSET 🦅 FALCON | OVERCOLLATERIZED SYNTHETIC DOLLAR - POINTS PROGRAM NOW LIVE ⚡ SPARK | THE ONCHAIN CAPITAL ALLOCATOR 🏦 MANTLE | INNOVATING THE FUTURE OF ONCHAIN FINANCE 🐡 PUFFER INSTITUTIONAL | STAKING SOLUTIONS FOR INSTITUTIONAL SCALE 📈 RUMPEL | TURN POINTS INTO PROFITS ⚙️ GEARBOX PROTOCOL | ONCHAIN LENDING REIMAGINED ------ Timestamps 0:00 - Intro 5:57 - The impact of ETH’s rising price on ether.fi 9:35 - Broader vision for ether.fi 15:40 - ether.fi Liquid vaults 17:03 - ether.fi Cash, bridging onchain and real-world spending 24:17 - ether.fi offers a better DeFi neobank 27:32 - Security and recovery features for Cash users 29:59 - Fiat rails and virtual US bank accounts 32:00 - Sponsor break 33:11 - Integrating tokenized stocks into ether.fi 35:53 - ether.fi Trade and offering new access to Hyperliquid 40:50 - Sponsor break 42:15 - Integration with HYPE LST for Cash and Liquid users 43:16 - ether.fi looking to work with ETH treasury companies 48:13 - Could Microstrategy ever tap into DeFi with eBTC? 50:45 - Closing ------ 🔗 Guest Links 🔗 ► ether.fi website: https://ether.fi/ ► ether.fi Cash sign-up (ref link): https://www.ether.fi/refer/defidad ► ether.fi on X: https://x.com/ether_fi ► Mike Silagadze on X: https://x.com/MikeSilagadze ------ 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 invested in ether.fi's seed round. 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.