In this special crossover episode, we take the hot seat as guests for the first time, to talk about why we remain so bullish on DeFi!
Guided by Wallfacer Podcast host Ryan Rodenbaugh, we cover a wide range of investor topics including how Bitcoinâs ideological roots still shape todayâs industry, why Ethereum and ETH remain fundamentally undervalued, the growing tension between narratives and reality in crypto, and how our perspective as DeFi users informs how we invest as angels. We even share some of the actual protocols and tokens weâve been allocating to, something we rarely do in such detail.
Special thanks to our friend Ryan for hosting! He is the CoFounder & CEO of Wallfacer Labs, the team behind vaults.fyi, connecting users directly to 500+ DeFi vaults across 50+ protocols and 10+ blockchain networks. Ryan was kind enough to originally invite us on The Wallfacer Podcast and then allow us to republish this episode for our own audience.
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đ Essential Show Links đ
âș Newsletter: https://the-edge.xyz
âș Youtube: https://youtube.com/@DeFiDad
âș Apple: https://tinyurl.com/edgepod
âș Spotify: https://tinyurl.com/edgepodspotify
âș Linktree: https://linktr.ee/edge_pod
âș Follow DeFi Dad: https://x.com/DeFi_Dad
âș Follow Nomatic: https://x.com/Nomaticcap
âș Learn DeFi: http://defidad.com/
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The Edge Podcast Sponsor Resources
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đ iYIELD | YOUR FINANCIAL PICTURE, SIMPLIFIED
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đĄ PUFFER UNIFI | A BASED ROLLUP TO ETHEREUM WITH NATIVE YIELDS
đ MOONWELL | THE LEADING LENDING AND BORROWING APP ON BASE
âïž GEARBOX PROTOCOL | ONCHAIN LENDING REIMAGINED
đ„ SYRUPUSDC BY MAPLE | DEFI'S PREMIUM YIELD ASSET
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Timestamps
0:00 - Intro
5:37 - Our start in crypto
16:46 - How our roots in Bitcoin grounds us
21:46 - Bitcoin vs Ethereum vs high-performance L1 ideologies
30:05 - Sponsor break
30:46 - Ethereum and ETHâs bright path ahead
41:24 - All investments start with our POV as users
47:58 - Pros and cons of narratives over reality
54:33 - Notable winners from DeFi 1.0 to now
1:08:18 - Sponsor break
1:09:57 - What needs to happen for DeFi tokens to reprice?
1:22:44 - DeFi ideas, protocols, tokens weâve bet on recently
1:40:46 - Closing
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đ Guest Links đ
âș vaults.fyi website: https://vaults.fyi/
âș vaults.fyi on X : https://x.com/vaultsfyi
âș Ryan on X: https://x.com/ryanrodenbaugh
âș Wallfacer Labs on X: https://x.com/wallfacerlabs
âș Subscribe to The Wallfacer Podcast: https://podcasts.apple.com/us/podcast/wallfacer-podcast/id1709530326
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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.
