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 Bitcoin’s ideological roots still shape today’s 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 we’ve 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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🔗 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/
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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 ETH’s 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 we’ve bet on recently
1:40:46 - Closing
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🔗 Guest Links 🔗
► vaults.fyi website: https://vaults.fyi/
► vaults.fyi on X : https://x.com/vaultsfyi
► Ryan on X: https://x.com/ryanrodenbaugh
► Wallfacer Labs on X: https://x.com/wallfacerlabs
► 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.
