The Edge Podcast

Nate Benish and Yoni Ben-Shimon are CoFounders of NIM Network. In this episode, we cover NIM Network and how it enables crypto-powered AI ownership in games and apps. We discuss how AI opens up new possibilities for the future of gaming, how NIM marries the benefits of crypto and AI within games, and how NIM aims to drive new standards for AI agents, which can play, transact, and generate income. ------ 🔗 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 🌊 SWELL NETWORK | NATIVE LIQUID RESTAKING WITH RSWETH 💧 INSTADAPP | NEW LENDING AND BORROWING VAULTS WITH FLUID 🧑‍🌾 MANTLE | THE ETHEREUM L2 FOR TOP NATIVE YIELDS 🍵 MATCHA | THE BEST PRICE ON OVER 5 MILLION TOKENS 🟢 KELP DAO | THE FIRST LIQUID RESTAKING PLATFORM FOR LSTS ------ Timestamps 0:00 - Intro 6:07 - Why we need NIM 10:00 - Use cases for AI agents in games 15:22 - Where will adoption come from? 21:25 - Is the future of gaming spectating? 24:43 - What's possible to build on NIM? 29:19 - Possibilities with AI gents transacting 34:41 - Utility of NIM token 39:48 - Dymension partnership 44:04 - Complementary to Wayfinder 48:10 - Closing ------ 🔗 Guest Links 🔗 ► NIM Network Website: https://nim.network/ ► Mint AI players: https://ai.nim.network/ ► NIM Network on Twitter: https://twitter.com/nim_network ► Yoni on Twitter: https://twitter.com/YoniCombinator ► Nate on Twitter: https://twitter.com/Natan_benish ------ 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. Please be aware DeFi Dad and Nomatic are angels in NIM Network. 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.

William Murphy is the Head of Growth at Whales Market. In this episode, we cover how Whales Market is unlocking pre-token and airdrop trading for all! Whales Market is the top OTC DEX for trading airdrop allocations, points, and tokens. With Whales Pro live and their new Runes Market coming soon, William shares how Whales Market works and why users love permissionless access to trade early pre-tokens and airdrop allocations. ------ 🔗 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 🌊 SWELL NETWORK | NATIVE LIQUID RESTAKING WITH RSWETH 💧 INSTADAPP | NEW LENDING AND BORROWING VAULTS WITH FLUID 🧑‍🌾 MANTLE | THE ETHEREUM L2 FOR TOP NATIVE YIELDS 🟢 KELP DAO | THE FIRST LIQUID RESTAKING PLATFORM FOR LSTS ------ Timestamps 0:00 - Intro 5:14 - Origin of Whales Market 6:27 - Why Whales Market 7:56 - How Whales Market works? 12:49 - Most popular markets 14:32 - Whales Pro 15:31 - Runes Market and Whitelist coming soon 16:43 - Growth strategy 19:20 - WHALES token utility 20:13 - Closing ------ 🔗 Guest Links 🔗 ► Whales Market Website: https://whales.market/ ► Whales Market on Twitter: https://twitter.com/whalesmarket ► William on Twitter: https://twitter.com/wgm_v ------ 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.

TN Lee is the CoFounder of Pendle. In this episode, we spotlight the story behind the DeFi kingmaker, Pendle. Learn how they found product-market fit resulting in $4.5B TVL today, their strategic selection of protocols to list for yield trading, and what’s next with EigenLayer live and Pendle V3 coming soon! ------ 🔗 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 🌊 SWELL NETWORK | NATIVE LIQUID RESTAKING WITH RSWETH 💧 INSTADAPP | NEW LENDING AND BORROWING VAULTS WITH FLUID 🧑‍🌾 MANTLE | THE ETHEREUM L2 FOR TOP NATIVE YIELDS 🟢 KELP DAO | THE FIRST LIQUID RESTAKING PLATFORM FOR LSTS ------ Timestamps 0:00 - Intro 5:21 - Growing to over $4.5B TVL 12:22 - State of farming points 16:02 - DeFi Dad's elevator pitch for Pendle 19:41 - The 3 key use cases 21:43 - Selection criteria for listing on Pendle 28:55 - Which L1s/L2s will Pendle move to? 32:04 - What's the next big thing? 35:38 - Will there be a Season 2 for EigenLayer points? 39:41 - Pendle V3 and what's next 44:18 - Could Pendle enable permissionless listing? 46:43 - Context for 3 LPs requiring migration 49:58 - Closing ------ 🔗 Guest Links 🔗 ► Pendle Website: https://pendle.finance/ ► Pendle on Twitter: https://twitter.com/pendle_fi ► TN on Twitter: https://twitter.com/tn_pendle ► Pendle instructions to migrate select LPs: https://twitter.com/pendle_fi/status/1774790530192625752 ------ 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.

Robbie and Andy are CoFounders of The Rollup. In this episode, we discuss modularity and the unbundling of the blockchain stack. Robbie and Andy cover what is the significance of modularity in the world of blockchains and how it will unlock the ability for anyone to create a blockchain network and ultimately focus on other matters such as the next generation of DeFi and Web3 applications. ------ 🔗 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 🌊 SWELL NETWORK | NATIVE LIQUID RESTAKING WITH RSWETH 💧 INSTADAPP | NEW LENDING AND BORROWING VAULTS WITH FLUID 🧑‍🌾 MANTLE | THE ETHEREUM L2 FOR TOP NATIVE YIELDS 🟢 KELP DAO | THE FIRST LIQUID RESTAKING PLATFORM FOR LSTS ------ Timestamps 0:00 - Intro 4:02 - The Rollup 9:07 - What is modularity? 14:16 - Ethereum scaling with modularity 17:34 - Will L2s ever use alternative DA providers? 20:02 - What is DA (data availability)? 24:14 - Can Celestia accrue value? 32:06 - Major modular projects 32:50 - Avail 33:47 - Hyperlane 35:59 - Initia 37:06 - Dymension 37:51 - Movement 39:28 - Effect of Dencun upgrade on modular thesis 42:01 - Will there be a DA winner-take-all? 43:41 - Airdrop strategies in modular ecosystem 45:09 - Near term modular token launches 46:23 - Closing ------ 🔗 Guest Links 🔗 ► Rollup Website: https://therollup.co/ ► Rollup on Twitter: https://twitter.com/therollupco ► Andy on Twitter: https://twitter.com/ayyyeandy ► Robbie on Twitter: https://twitter.com/robbie_rollup ► Modular March content: https://therollup.co/category/modular-march/ ------ 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.

Marc Weinstein is a Partner at Mechanism Capital. In this episode, we discuss why this time is and is not different, as it relates to the crypto bull run. Marc shares what keeps him up at night as an early stage venture investor but also as a retail trader. According to him, we are all retail traders! As one of the more relatable investors, he is able to break down a number of observations and hypotheses related to founders, memecoins, speculation, L2s, and inflated private market valuations this cycle. ------ 🔗 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 🌊 SWELL NETWORK | NATIVE LIQUID RESTAKING WITH RSWETH 💧 INSTADAPP | NEW LENDING AND BORROWING VAULTS WITH FLUID 🧑‍🌾 MANTLE | THE ETHEREUM L2 FOR TOP NATIVE YIELDS 🟢 KELP DAO | THE FIRST LIQUID RESTAKING PLATFORM FOR LSTS ------ Timestamps 0:00 - Intro 5:30 - Marc's background 13:12 - Where are we this cycle? 19:10 - Top signals 25:52 - L1 rotators last cycle vs this time 28:25 - Attention dispersion with new L2s / L1s 29:27 - Speculation, memecoins, and nihilism 34:09 - Principles for bull run investors 38:42 - Structuring deals and sizing 41:26 - Vesting schedules 46:36 - Tokens vs equity and why FDV matters 52:11 - Venture rounds are overpriced 56:11 - Ways to get liquidity as a VC 1:00:20 - Balancing long term investing vs short term bubbles 1:12:27 - Closing 1:13:14 - Thoughts on Bitcoin L2s and Web3 gaming ------ 🔗 Guest Links 🔗 ► Mechanism Website: https://www.mechanism.capital/ ► Mechanism on Twitter: https://twitter.com/MechanismCap ► Marc on Twitter: https://twitter.com/WarcMeinstein ------ 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.

Guy Young, Founder of Ethena Labs, discusses the success of Ethena's tokenized basis trade protocol, explosive growth to $1.96B market cap, the Ethena Effect on DeFi, and the recent ENA token launch. Topics include Maker raising the DSR, power of composability behind USDe, importance of Pendle, and plans to add BTC in Season 2.

Jakub Wojciechowski and Marcin Kaźmierczak are the Founders of RedStone Oracles. In this episode, we interview the founders behind RedStone Oracles, powering restaking, LRTfi, and beyond. We discuss the vision behind this younger oracle protocol, how RedStone became a leading oracle provider in the emerging LRT sector, and what plans they have to grow and serve even more DeFi protocols in 2024. ------ 🔗 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 🌊 SWELL NETWORK | NATIVE LIQUID RESTAKING WITH RSWETH 💧 INSTADAPP | NEW LENDING AND BORROWING VAULTS WITH FLUID 🧑‍🌾 MANTLE | THE ETHEREUM L2 FOR TOP NATIVE YIELDS 🟢 KELP DAO | THE FIRST LIQUID RESTAKING PLATFORM FOR LSTS 🟣 MAVERICK PROTOCOL | DEFI INFRA MADE TO CUSTOMIZE, AUTOMATE & INCENTIIZE LIQUIDITY ------ Timestamps 0:00 - Intro 5:18 - Founding of RedStone 7:49 - Importance of oracles in DeFi 9:07 - How RedStone differentiates 11:28 - Proliferation of RedStone oracles 14:13 - Push vs Pull Oracles 16:18 - Supporting any EVM network 19:06 - Capitalizing on lead among LRTfi builders 21:17 - Security 24:04 - Maverick mid-roll 25:13 - Oracle Extractable Value: OEV 28:16 - Competing with Chainlink 30:56 - How RedStone expands to new L2s 32:43 - What's the next trend 34:34 - Closing ------ 🔗 Guest Links 🔗 ► RedStone Website: https://redstone.finance/ ► Redstone Expedition tweet: https://x.com/redstone_defi/status/1770812815810412670?s=20 ► Marcin on Twitter: https://twitter.com/Marcin_Kaz13 ► Jakub on Twitter: https://twitter.com/kuba_eth ------ 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.

Austin King is the CEO of Omni Labs. In this episode, we discuss how Omni Network can solve for Ethereum's fragmented L2 liquidity. Austin shares his vision for how this EVM blockchain, secured by Ethereum, aims to power one united user experience for all DeFi and Web3 apps built across rollups. ------ 🔗 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 🌊 SWELL NETWORK | NATIVE LIQUID RESTAKING WITH RSWETH 💧 INSTADAPP | NEW LENDING AND BORROWING VAULTS WITH FLUID 🧑‍🌾 MANTLE | THE ETHEREUM L2 FOR TOP NATIVE YIELDS 🟢 KELP DAO | THE FIRST LIQUID RESTAKING PLATFORM FOR LSTS 🟣 MAVERICK PROTOCOL | DEFI INFRA MADE TO CUSTOMIZE, AUTOMATE & INCENTIIZE LIQUIDITY ------ Timestamps 0:00 - Intro 5:12 - Austin's background 8:48 - What is Omni Network? 9:26 - What is Omni solving for? 11:39 - Blockchain design of Omni 12:46 - Getting to sub-second finality 15:34 - Omni vs major interoperability solutions 18:36 - Inspiration from prior builders 20:35 - Maverick mid-roll 21:44 - Secured by Ethereum thanks to EigenLayer 23:02 - ether.fi commits $600M of staked ETH 24:12 - Risks of restaking 28:28 - The Open Liquidity Network 32:06 - Could Omni deprecate bridging protocols? 33:34 - Ethereum security, with a Solana-like UX 36:03 - Expand beyond Ethereum? 37:25 - Closing ------ 🔗 Guest Links 🔗 ► Omni Website: https://omni.network/ ► Omni Whitepaper: https://docs.omni.network/whitepaper.pdf ► Omni on Twitter: https://twitter.com/omniFDN ► Austin on Twitter: https://twitter.com/0xASK ------ 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.

Founders of Lagrange Labs and ether.fi discuss the significance of $500M ETH restaking commitment, EigenLayer AVSs, pooled security models, Maverick Protocol, partnership benefits, LRT delegation strategies, network security collaboration, and Eigenlayer mainnet launch preparations.

Vivaldi is the anonymous CEO of Symphony Labs and Mozart is the anonymous CTO, having developed Cadence Protocol. In this episode, we cover a new cross-chain perpetuals aggregator, called Cadence. Cadence is the flagship perps trading platform of Canto and will soon provide a solution for the fragmented liquidity across L2s and L1s by allowing trades to draw upon deep liquidity cross-chain in 1-click. Discover how this new protocol could unlock more onchain trading volume, and what else the team has planned including a COIN perps trading pair with 50x leverage! ------ 🔗 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 🌊 SWELL NETWORK | NATIVE LIQUID RESTAKING WITH RSWETH 💧 INSTADAPP | NEW LENDING AND BORROWING VAULTS WITH FLUID 🧑‍🌾 MANTLE | THE ETHEREUM L2 FOR TOP NATIVE YIELDS 🦊 METAMASK PORTFOLIO | TRACK AND MANAGE YOUR WEB3 EVERYTHING 🟢 KELP DAO | THE FIRST LIQUID RESTAKING PLATFORM FOR LSTS 🟣 MAVERICK PROTOCOL | DEFI INFRA MADE TO CUSTOMIZE, AUTOMATE & INCENTIIZE LIQUIDITY ------ Timestamps 0:00 - Intro 6:20 - Founding Cadence 9:16 - What is Cadence? 11:32 - New COIN pair and more differentiators 13:25 - How they'll launch COIN trading 15:30 - Trading pairs and leverage for Cadence perps 16:40 - What is an intent-centric perps aggregator? 17:53 - Why build on Canto? 20:46 - Recent launch of Cadence perps 22:43 - What is Symphony? 25:36 - Maverick mid-roll 26:45 - Design behind the aggregator 28:40 - Example of what happens when a trade executes 31:19 - Cadence stablecoin coming 34:38 - Positive-sum approach 37:34 - CAD value accrual 39:34 - Closing and Symphony Launch ------ 🔗 Guest Links 🔗 ► Cadence website: https://www.cadenceprotocol.io/ ► Cadence on Twitter: https://twitter.com/CadenceProtocol ► Vivaldi on Twitter: https://twitter.com/vivaldi0x ► Mozart on Twitter: https://twitter.com/mozartcadence ------ 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 podcast, DeFi Dad and Nomatic hold and stake CAD. 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.