The Edge Podcast

Anurag Arjun is the Founder of Avail. In this episode, we discuss the next evolution of modular blockchains called Avail. With Avail Mainnet set to launch, we help you get caught up on all you need to know about how Avail works to scale blockchains, as well as its suite of products which make up a unification layer of Web3, including Avail DA, Avail Nexus, and Avail Fusion. ------ 🔗 Essential Show Links 🔗 ► 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://twitter.com/DeFi_Dad ► Follow Nomatic: https://twitter.com/Nomaticcap ► Learn about DeFi and Web3: http://defidad.com/ ------ The Edge Podcast Sponsor Resources 🚀 FLAT MONEY | THE LOW VOLATILITY YIELD-BEARING FLATCOIN DESIGNED TO OUTPACE INFLATION ☀️ SUMMER.FI | THE BEST PLACE TO BORROW AND EARN IN DEFI 🧑‍🌾 MANTLE | THE ETHEREUM L2 FOR TOP NATIVE YIELDS 🍵 MATCHA | THE BEST PRICE ON OVER 5 MILLION TOKENS 🐡 PUFFER FINANCE | LIQUID RESTAKING FOR THE LITTLE FISH 💰 TELLER | DEFI'S CASH ADVANCE 🌕 MOONBEAM | INTEGRATED WEB3 FOR BUILDERS AND USERS ------ Timestamps 0:00 - Intro 4:09 - Anurag's background and starting Avail 9:31 - What is the unification layer for Web3? 16:10 - What is data availability (DA)? 23:06 - How does Avail DA work with blockchains? 28:34 - Avail Partnerships 30:36 - Mantle mid-roll 31:30 - Relationship with Ethereum and what's Avail Nexus? 40:39 - ETA for Avail Nexus 41:32 - What is Avail Fusion? 44:34 - ETA for Avail Fusion 45:36 - Teller & Moonbeam mid-roll 46:49 - AVAIL token utility 49:17 - Anurag's ideas for a better token launch 58:00 - Closing ------ 🔗 Guest Links 🔗 ► Avail Website: https://www.availproject.org/ ► Avail on Twitter: https://x.com/AvailProject ► Anurag on Twitter: https://x.com/anuragarjun ------ If you're a DeFi/Web3 builder, contact our team at: https://fourthrevolution.capital/ All opinions expressed by hosts and podcast guests are solely their own opinions and not necessarily those of Fourth Revolution Capital. Podcast guests and 4RC may have positions in the assets or other matters discussed in this podcast. DeFi Dad and Nomatic are investors in Avail. 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.

Will Warren is the CoFounder of 0x. In this episode, we review Matcha's new price engine for DEX whale trading, powered by 0x V2. Legendary DeFi builder Will Warren gives us a first look at 0x V2’s brand new routing engine which enables them to win 90% of trades for any trade size, from small degen swaps up to multimillion dollar whale trades. ------ 🔗 Essential Show Links 🔗 ► 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://twitter.com/DeFi_Dad ► Follow Nomatic: https://twitter.com/Nomaticcap ► Learn about DeFi and Web3: http://defidad.com/ ------ The Edge Podcast Sponsor Resources 🚀 FLAT MONEY | THE LOW VOLATILITY YIELD-BEARING FLATCOIN DESIGNED TO OUTPACE INFLATION ☀️ SUMMER.FI | THE BEST PLACE TO BORROW AND EARN IN DEFI 🧑‍🌾 MANTLE | THE ETHEREUM L2 FOR TOP NATIVE YIELDS 🐡 PUFFER FINANCE | LIQUID RESTAKING FOR THE LITTLE FISH 💰 TELLER | DEFI'S CASH ADVANCE 🌕 MOONBEAM | INTEGRATED WEB3 FOR BUILDERS AND USERS ------ Timestamps 0:00 - Intro 4:25 - Will's background and start of 0x 8:54 - Challenge being a legacy DeFi builder 16:19 - What is matcha.xyz? 18:35 - Order types on Matcha 20:53 - How Matcha differs as a DEX aggregator? 23:50 - MEV-protected trading 28:12 - Mantle mid-roll 29:18 - Overview of 0x V2 30:44 - Demo trading on Matcha with 0x V2 engine 33:37 - How market makers work with Matcha 35:00 - Whale trades on Matcha 36:36 - Zero-fee trading 39:38 - Teller and Moonbeam mid-roll 41:02 - Builders integrating 0x V2 API 45:13 - Limit allowances on a per-txn basis 47:40 - Closing ------ 🔗 Guest Links 🔗 ► Matcha on 0x V2: https://matcha.xyz/ ► Matcha on Twitter: https://x.com/matchaxyz ► Will on Twitter: https://x.com/willwarren ------ If you're a DeFi/Web3 builder, contact our team at: https://fourthrevolution.capital/ All opinions expressed by hosts and podcast guests are solely their own opinions and not necessarily those of Fourth Revolution Capital. Podcast guests and 4RC 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.

A.J. Warner is the Chief Strategy Officer at Offchain Labs. In this episode, we discuss Arbitrum's dominance as an Ethereum L2 and the innovation driving its next act! This is a comprehensive overview of why Arbitrum has attracted so many DeFi and Web3 users. We cover the tech, such as Arbitrum Stylus and BOLD. We also touch on the ecosystem given the Gaming Catalyst Program will invest $215M in web3 games, as well as how the Arbitrum DAO is working towards economic stability with talks around ideas such as treasury diversification. ------ 🔗 Essential Show Links 🔗 ► 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://twitter.com/DeFi_Dad ► Follow Nomatic: https://twitter.com/Nomaticcap ► Learn about DeFi and Web3: http://defidad.com/ ------ The Edge Podcast Sponsor Resources 🚀 FLAT MONEY | THE LOW VOLATILITY YIELD-BEARING FLATCOIN DESIGNED TO OUTPACE INFLATION ☀️ SUMMER.FI | THE BEST PLACE TO BORROW AND EARN IN DEFI 🧑‍🌾 MANTLE | THE ETHEREUM L2 FOR TOP NATIVE YIELDS 🍵 MATCHA | THE BEST PRICE ON OVER 5 MILLION TOKENS 🐡 PUFFER FINANCE | LIQUID RESTAKING FOR THE LITTLE FISH 💰 TELLER | DEFI'S CASH ADVANCE 🌕 MOONBEAM | INTEGRATED WEB3 FOR BUILDERS AND USERS ------ Timestamps 0:00 - Intro 5:15 - AJ's background 9:05 - Why Arbitrum keeps growing? 16:53 - What is Arbitrum Stylus? 22:37 - What is BOLD for Arbitrum? 28:21 - Time boost update 31:06 - Mantle mid-roll 31:59 - What is an Arbitrum Orbit? 36:56 - Projects building Arbitrum Orbits 42:06 - The Gaming Catalyst Program 46:24 - Teller and Moonbeam mid-roll 47:37 - Why Web3 gaming will succeed 51:22 - Economic sustainability of Arbitrum DAO 55:15 - Explaining Arbitrum as a Stage 1 L2 58:15 - Closing ------ 🔗 Guest Links 🔗 ► Arbitrum Website: https://arbitrum.io/ ► Arbitrum Foundation on Twitter: https://x.com/arbitrum ► Offchain Labs on Twitter: https://x.com/offchainlabs ► A.J. on Twitter: https://x.com/ajwarner90 ------ If you're a DeFi/Web3 builder, contact our team at: https://fourthrevolution.capital/ All opinions expressed by hosts and podcast guests are solely their own opinions and not necessarily those of Fourth Revolution Capital. Podcast guests and 4RC 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.

Altan Tutar is the CoFounder / CEO and Firat Sertgoz is the CoFounder / CTO of Nuffle Labs. In this episode, we learn how Nuffle Labs is tapping into NEAR protocol for DA (data availability) and fast finality. The team has developed two game-changing products nearly ready to ship, one being a new modular DA layer for rollups with extremely high throughput and low costs and the other is The Nuffle Fast Finality Layer (NFFL), providing a fast settlement layer leveraging EigenLayer that allows participating networks to quickly access information from other networks. ------ 🔗 Essential Show Links 🔗 ► 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://twitter.com/DeFi_Dad ► Follow Nomatic: https://twitter.com/Nomaticcap ► Learn about DeFi and Web3: http://defidad.com/ ------ The Edge Podcast Sponsor Resources 🚀 FLAT MONEY | THE LOW VOLATILITY YIELD-BEARING FLATCOIN DESIGNED TO OUTPACE INFLATION ☀️ SUMMER.FI | THE BEST PLACE TO BORROW AND EARN IN DEFI 🧑‍🌾 MANTLE | THE ETHEREUM L2 FOR TOP NATIVE YIELDS 🍵 MATCHA | THE BEST PRICE ON OVER 5 MILLION TOKENS 🐡 PUFFER FINANCE | LIQUID RESTAKING FOR THE LITTLE FISH 💰 TELLER | DEFI'S CASH ADVANCE 🌕 MOONBEAM | INTEGRATED WEB3 FOR BUILDERS AND USERS ------ Timestamps 0:00 - Intro 4:09 - Founding Nuffle Labs 5:23 - Identifying a need for NEAR DA 9:06 - How NEAR DA differs from competitors 16:46 - DA Wars 19:57 - Mantle mid-roll 20:51 - How protocols will integrate NFFL 25:02 - How this drives value back to NEAR 28:02 - Important partnerships 30:47 - Teller and Moonbeam mid-roll 32:01 - What new dApps are possible? 34:09 - Closing ------ 🔗 Guest Links 🔗 ► Nuffle Website: https://nuff.tech/ ► Nuffle Labs on Twitter: https://x.com/nufflelabs ► Altan on Twitter: https://x.com/mraltantutar ► Firat on Twitter: https://x.com/sarifirfir123 ------ If you're a DeFi/Web3 builder, contact our team at: https://fourthrevolution.capital/ All opinions expressed by hosts and podcast guests are solely their own opinions and not necessarily those of Fourth Revolution Capital. Podcast guests and 4RC may have positions in the assets or other matters discussed in this podcast. DeFi Dad and Nomatic were investors in the seed round for Nuffle Labs. 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.

Jeff is the Founder of Merlin. In this episode, we discuss how Merlin Chain aims to make Bitcoin fun again. We interview Jeff about why we need a Bitcoin L2 (or sidechain) like Merlin, how they grew it to nearly $3B in liquidity deposited since launching in Feb 2024, and how to get started as a user. ------ 🔗 Essential Show Links 🔗 ► 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://twitter.com/DeFi_Dad ► Follow Nomatic: https://twitter.com/Nomaticcap ► Learn about DeFi and Web3: http://defidad.com/ ------ The Edge Podcast Sponsor Resources 🚀 FLAT MONEY | THE LOW VOLATILITY YIELD-BEARING FLATCOIN DESIGNED TO OUTPACE INFLATION ☀️ SUMMER.FI | THE BEST PLACE TO BORROW AND EARN IN DEFI 💧 INSTADAPP | THE MOST CAPITAL EFFICIENT LENDING AND BORROWING POWERED BY FLUID 🧑‍🌾 MANTLE | THE ETHEREUM L2 FOR TOP NATIVE YIELDS 🍵 MATCHA | THE BEST PRICE ON OVER 5 MILLION TOKENS 🐡 PUFFER FINANCE | LIQUID RESTAKING FOR THE LITTLE FISH 💰 TELLER | DEFI'S CASH ADVANCE 🌕 MOONBEAM | INTEGRATED WEB3 FOR BUILDERS AND USERS ------ Timestamps 0:00 - Intro 3:57 - Founding Merlin 6:20 - Why build a Bitcoin L2? 10:22 - Is Merlin an L2 or sidechain? 11:40 - What makes Merlin a better UX? 15:25 - Bootstrapping community growth 19:41 - Which dApps have driven growth? 22:45 - Mantle mid-roll 23:38 - What else should be built on Merlin? 25:27 - What is mBTC? 27:01 - How to pay gas? 27:16 - Recommended bridges 28:03 - Utility of MERLIN token 29:29 - How to keep growing Merlin? 32:54 - Puffer, Teller, Moonbeam mid-roll 34:32 - Favorite yields on-chain 35:53 - Roadmap for Merlin 38:25 - Closing ------ 🔗 Guest Links 🔗 ► Merlin Website: https://merlinchain.io/ ► Merlin on Twitter: https://x.com/MerlinLayer2 ► Jeff on Twitter: https://x.com/bitmaptech ------ If you're a DeFi/Web3 builder, contact our team at: https://fourthrevolution.capital/ All opinions expressed by hosts and podcast guests are solely their own opinions and not necessarily those of Fourth Revolution Capital. Podcast guests and 4RC 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.

Ryan Rasmussen is the Head of Research at Bitwise. In this episode, we uncover what Wall Street really thinks of the ETH and BTC ETF! Speaking to one of the few people in the world who talks daily to the world's largest investors about getting exposure to crypto through these ETFs, Ryan shares what they think about BTC and ETH, what moves they've been making since the ETF approvals, and how it should impact the growth of this global asset class. ------ 🔗 Essential Show Links 🔗 ► 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://twitter.com/DeFi_Dad ► Follow Nomatic: https://twitter.com/Nomaticcap ► Learn about DeFi and Web3: http://defidad.com/ ------ The Edge Podcast Sponsor Resources 🚀 FLAT MONEY | NEW FLATCOIN AND DELTA-NEUTRAL MARKETPLACE BACKED BY RETH ☀️ SUMMER.FI | THE BEST PLACE TO BORROW AND EARN IN DEFI 💧 INSTADAPP | THE MOST CAPITAL EFFICIENT LENDING AND BORROWING POWERED BY FLUID 🧑‍🌾 MANTLE | THE ETHEREUM L2 FOR TOP NATIVE YIELDS 🍵 MATCHA | THE BEST PRICE ON OVER 5 MILLION TOKENS 🐡 PUFFER FINANCE | LIQUID RESTAKING FOR THE LITTLE FISH 💰 TELLER | DEFI'S CASH ADVANCE 🔵 BLUEBERRY | THE DEFI PRIME BROKERAGE ------ Timestamps 0:00 - Intro 5:19 - Has BTC ETF exceeded expectations? 8:28 - Data proving success of BTC ETF 10:40 - Who's buying the BTC ETF and who's next? 16:47 - Why the ETF opens the floodgates to buyers? 22:26 - What is big money waiting for? 24:37 - Puffer Finance mid-roll 25:01 - Is BTC being suppressed by delta-neutral strategies? 26:41 - Exceeding projected AUM of spot BTC ETFs 29:14 - The shocking spot ETH ETF approval 31:53 - How will Wall St understand ETH the asset? 37:56 - When could staking yield be incorporated into an ETF? 40:09 - What's the sentiment on Wall St about ETH? 42:47 - Expectations for ETH ETF inflows 44:57 - The impact of shifting sentiments for crypto in D.C. 50:22 - Closing and expectations for ETH ETF S-1 approval ------ 🔗 Guest Links 🔗 ► Bitwise Website: https://bitwiseinvestments.com/ ► Bitwise on Twitter: https://x.com/BitwiseInvest ► Ryan on Twitter: https://x.com/rasterlyrock ► Link to Ryan's post on Ethereum generating more revenue in Q1: https://x.com/RasterlyRock/status/1800208544391975132 ------ If you're a DeFi/Web3 builder, contact our team at: https://fourthrevolution.capital/ All opinions expressed by hosts and podcast guests are solely their own opinions and not necessarily those of Fourth Revolution Capital. Podcast guests and 4RC 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.

Regan Bozman is the CoFounder of Lattice. In this episode, we cover what's changed this crypto cycle, according to long time crypto investor, Regan Bozman. We discuss what's so confusing this bull run, how do we learn from it, and what needs to happen for us to advance to the next phase of the bull run. Special note: This interview was recorded on June 5th. ------ 🔗 Essential Show Links 🔗 ► 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://twitter.com/DeFi_Dad ► Follow Nomatic: https://twitter.com/Nomaticcap ► Learn about DeFi and Web3: http://defidad.com/ ------ The Edge Podcast Sponsor Resources 🚀 FLAT MONEY | NEW FLATCOIN AND DELTA-NEUTRAL MARKETPLACE BACKED BY RETH ☀️ SUMMER.FI | THE BEST PLACE TO BORROW AND EARN IN DEFI 💧 INSTADAPP | THE MOST CAPITAL EFFICIENT LENDING AND BORROWING POWERED BY FLUID 🧑‍🌾 MANTLE | THE ETHEREUM L2 FOR TOP NATIVE YIELDS 🍵 MATCHA | THE BEST PRICE ON OVER 5 MILLION TOKENS 🐡 PUFFER FINANCE | LIQUID RESTAKING FOR THE LITTLE FISH 💰 TELLER | DEFI'S CASH ADVANCE 🔵 BLUEBERRY | THE DEFI PRIME BROKERAGE ------ Timestamps 0:00 - Intro 5:05 - Background at AngelList, CoinList 7:20 - Crypto vibes in SF 9:59 - What's been predictable this cycle? 12:51 - Infra vs consumer crypto? 17:06 - Puffer mid-roll 17:30 - Why nihilism makes sense this cycle 22:38 - Losing sight of how far crypto's come 25:39 - Celebrity memecoin meta 27:03 - Why DePIN still makes sense to Regan? 29:03 - Teller and Blueberry mid-roll 30:00 - What's needed for next phase of the bull run 33:36 - Impact of the ETH ETF still coming? 39:27 - Closing ------ 🔗 Guest Links 🔗 ► Lattice Website: https://www.lattice.fund/ ► Lattice on Twitter: https://x.com/lattice_fund ► Regan on Twitter: https://x.com/reganbozman ------ If you're a DeFi/Web3 builder, contact our team at: https://fourthrevolution.capital/ All opinions expressed by hosts and podcast guests are solely their own opinions and not necessarily those of Fourth Revolution Capital. Podcast guests and 4RC may have positions in the assets or other matters discussed in this podcast. As of this recording, DeFi Dad holds ETH, BTC, and SOL. Nomatic holds ETH and 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.

Simon Jones is the Founder of Reya Labs. In this episode, we cover Reya Network, the game-changing modular L2 optimized for traders. Learn how this promising new L2 design allows for deeper markets and better trading conditions with instant liquidity, lightning fast transactions, superior APYs and a margin account at the network level. ------ 🔗 Essential Show Links 🔗 ► 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://twitter.com/DeFi_Dad ► Follow Nomatic: https://twitter.com/Nomaticcap ► Learn about DeFi and Web3: http://defidad.com/ ------ The Edge Podcast Sponsor Resources 🚀 FLAT MONEY | NEW FLATCOIN AND DELTA-NEUTRAL MARKETPLACE BACKED BY RETH ☀️ SUMMER.FI | THE BEST PLACE TO BORROW AND EARN IN DEFI 💧 INSTADAPP | THE MOST CAPITAL EFFICIENT LENDING AND BORROWING POWERED BY FLUID 🧑‍🌾 MANTLE | THE ETHEREUM L2 FOR TOP NATIVE YIELDS 🐡 PUFFER FINANCE | LIQUID RESTAKING FOR THE LITTLE FISH 💰 TELLER | DEFI'S CASH ADVANCE 🔵 BLUEBERRY | THE DEFI PRIME BROKERAGE ------ Timestamps 0:00 - Intro 3:58 - Simon's background and why build Reya 5:21 - Reya Network vs Reya DEX 8:37 - Network embedded liquidity 11:00 - Which builders will Reya attract? 15:27 - Why Reya users don't pay gas 16:23 - Apps expected to land on Reya 17:50 - Is onchain trading inevitable? 20:03 - How permissionless is Reya Network? 21:04 - Puffer Finance mid-roll 21:28 - Targeted users and bootstrapping Reya 24:40 - Reya XP 26:02 - Challenges of regulatory compliance in DeFi 28:39 - Innovations coming to accelerate Reya growth 30:44 - Teller and Blueberry mid-roll 31:41 - Reya Perps DEX trading pairs 33:50 - How will Reya attract more traders 37:30 - Closing ------ 🔗 Guest Links 🔗 ► Reya Network Website: https://reya.network/ ► Reya DEX Website: https://reya.xyz/ ► Reya Labs on Twitter: https://x.com/reya_xyz ► Simon on Twitter: https://x.com/0xSimonJones ------ If you're a DeFi/Web3 builder, contact our team at: https://fourthrevolution.capital/ All opinions expressed by hosts and podcast guests are solely their own opinions and not necessarily those of Fourth Revolution Capital. Podcast guests and 4RC 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.

Nick Drakon is the Founder of Revelo Intel and Revelo Ventures. He is also host of the DeFi Sparks podcast. In this episode, we cover how to find your own edge as a crypto investor. As a trader for over 20 years, Nick shares his own refined process as a profitable trader navigating the best opportunities crypto has to offer, as well as how to discover and leverage information asymmetries in the crypto bull run. ------ 🔗 Essential Show Links 🔗 ► 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://twitter.com/DeFi_Dad ► Follow Nomatic: https://twitter.com/Nomaticcap ► Learn about DeFi and Web3: http://defidad.com/ ------ The Edge Podcast Sponsor Resources ☀️ SUMMER.FI | THE BEST PLACE TO BORROW AND EARN IN DEFI 🚀 FLAT MONEY | NEW FLATCOIN AND DELTA-NEUTRAL MARKETPLACE BACKED BY RETH 💧 INSTADAPP | THE MOST CAPITAL EFFICIENT LENDING AND BORROWING POWERED BY FLUID 🧑‍🌾 MANTLE | THE ETHEREUM L2 FOR TOP NATIVE YIELDS 🐡 PUFFER FINANCE | LIQUID RESTAKING FOR THE LITTLE FISH 💰 TELLER | DEFI'S CASH ADVANCE 🔵 BLUEBERRY | THE DEFI PRIME BROKERAGE ------ Timestamps 0:00 - Intro 4:17 - Nick's background and Revelo Intel 6:52 - How poker taught Nick to be a profitable trader 13:14 - Why Nick disagrees with the "hodl" mindset 18:06 - The difference between investments vs trades 24:11 - Puffer mid-roll 24:39 - Impact of the ETH ETF approval 39:17 - Example assessing Wall St's appetite for ETH 45:19 - Teller and Blueberry mid-roll 46:16 - Information asymmetry in crypto markets 52:00 - Examples for finding your own edge 54:56 - Edge with Revelo Intel 1:04:36 - Closing ------ 🔗 Guest Links 🔗 ► Revelo Intel Website: https://revelointel.com/ ► Revelo Intel on Twitter: https://x.com/ReveloIntel ► Revelo Ventures on Twitter: https://x.com/ReveloVentures ► Nick on Twitter: https://x.com/NickDrakon ► DeFi Sparks Podcast: https://www.defisparks.com/ ------ If you're a DeFi/Web3 builder, contact our team at: https://fourthrevolution.capital/ All opinions expressed by hosts and podcast guests are solely their own opinions and not necessarily those of Fourth Revolution Capital. Podcast guests and 4RC 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.

Amir Forouzani and Jason Vranek are CoFounders of Puffer Labs. Justin Drake is a Researcher at The Ethereum Foundation. In this episode, we cover Puffer Finance's Mainnet launch in May, as well as their ongoing campaign to redeem $1.7 billion of stETH to be converted to pufETH. Joined by Justin Drake from The Ethereum Foundation, we discuss why decentralization still matters, and how Puffer's protocol hopes to further contribute to decentralizing the Ethereum network. ------ 🔗 Essential Show Links 🔗 ► 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://twitter.com/DeFi_Dad ► Follow Nomatic: https://twitter.com/Nomaticcap ► Learn about DeFi and Web3: http://defidad.com/ ------ The Edge Podcast Sponsor Resources ☀️ SUMMER.FI | THE BEST PLACE TO BORROW AND EARN IN DEFI 🚀 FLAT MONEY | NEW FLATCOIN AND DELTA-NEUTRAL MARKETPLACE BACKED BY RETH 💧 INSTADAPP | THE MOST CAPITAL EFFICIENT LENDING AND BORROWING POWERED BY FLUID 🧑‍🌾 MANTLE | THE ETHEREUM L2 FOR TOP NATIVE YIELDS 🍵 MATCHA | THE BEST PRICE ON OVER 5 MILLION TOKENS 💰 TELLER | DEFI'S CASH ADVANCE 🔵 BLUEBERRY | THE DEFI PRIME BROKERAGE ------ Timestamps 0:00 - Intro 5:14 - What differentiates Puffer as an LRT? 6:28 - Why does decentralization matter? 8:41 - Series A raise 10:39 - Principal agent problem 12:48 - Problems with rug-pooling 14:18 - How Puffer addresses trust issues 17:36 - How LRTs fit into Ethereum roadmap 19:55 - Risks of restaking 23:19 - Puffer Decentralization Campaign 27:35 - State of no slashing on EigenLayer 31:06 - Next steps for Puffer stETH redemptions 32:40 - Tellor mid-roll 33:09 - Blueberry mid-roll 33:38 - Delegating EIGEN tokens to Puffer 38:34 - When will pufETH withdrawals be enabled? 40:49 - What Justin's excited for on Eth roadmap 43:46 - Closing ------ 🔗 Guest Links 🔗 ► Puffer Website: https://puffer.fi/ ► Puffer Chapter 4 Guide: https://medium.com/@puffer.fi/a-guide-to-maximizing-points-and-airdrops-in-chapter-4-c36caf3bf17d ► Puffer on Twitter: https://x.com/puffer_finance ► Amir on Twitter: https://x.com/amironchain ► Jason on Twitter: https://x.com/jasnoodle ► Justin on Twitter: https://x.com/drakefjustin ------ If you're a DeFi/Web3 builder, contact our team at: https://fourthrevolution.capital/ All opinions expressed by hosts and podcast guests are solely their own opinions and not necessarily those of Fourth Revolution Capital. Podcast guests and 4RC may have positions in the assets or other matters discussed in this podcast. DeFi Dad has been an advisor to Puffer since February 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.