The Edge Podcast

AJ is a Founding Contributor at Silo Finance. In this Quick Hit, we guide you through Silo Finance's risk-isolated money markets. Silo is a DeFi protocol on Ethereum and Arbitrum where isolated lending and borrowing pools can be created for individual tokens. This approach is different from the shared pool design of Aave and Compound, which means long tail assets can be listed while lenders can potentially earn higher yields lending to these markets. With over $300M in liquidity across its Ethereum, Llama (crvUSD markets on Ethereum), and Arbitrum markets, AJ shares how this design can provide us more control and opportunity as DeFi lenders and borrowers, as well as future plans for Silo V2 including the implementation of veSILO tokenomics. ------ 🔗 Essential Show Links 🔗 ► Subscribe on Youtube: https://youtube.com/@defidad ► Subscribe on Apple: https://tinyurl.com/edgepod ► Subscribe on Spotify: https://tinyurl.com/edgepodspotify ► Subscribe on 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 🥩 ETHER.FI | LIQUID STAKING AND RESTAKING ALL-IN-ONE 🥑 INSTADAPP | THE NEW AVOCADO WALLET AND MULTISIG 🦊 METAMASK PORTFOLIO | TRACK AND MANAGE YOUR WEB3 EVERYTHING 🙋‍♀️ Interested to sponsor The Edge Podcast? Fill this out! ------ Timestamps 00:00 - Intro 4:54 - What is Silo and how does it differ? 11:52 - More choice as lenders and borrowers 13:29 - Creating new Silo markets 17:44 - New possibilities with Arbitrum 21:43 - Silo Llama for crvUSD and why deprecate XAI 25:16 - SILO tokenomics now and in the future 32:47 - Closing ------ 🔗 Guest Links 🔗 ► Silo Website: https://silo.finance/ ► Silo on Twitter: https://twitter.com/SiloFinance ► AJ on Twitter: https://twitter.com/aiham_eth ------ 🙏 The Edge Podcast is produced by 4RC Labs. 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 Senior Crypto Analyst at Bitwise. In this episode, we discuss 10 crypto predictions for 2024, recently published by the team at Bitwise. Today’s show is a special end of year episode to gather alpha on what we can expect in the crypto markets next year, based on the insights of one of the largest crypto asset managers in the world, as well as a leading candidate to get a Bitcoin spot ETF approved in January! ------ 🔗 Essential Show Links 🔗 ► Subscribe on Youtube: https://youtube.com/@defidad ► Subscribe on Apple: https://tinyurl.com/edgepod ► Subscribe on Spotify: https://tinyurl.com/edgepodspotify ► Subscribe on 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 🥩 ETHER.FI | LIQUID STAKING AND RESTAKING ALL-IN-ONE 🥑 INSTADAPP | THE NEW AVOCADO WALLET AND MULTISIG 🦊 METAMASK PORTFOLIO | TRACK AND MANAGE YOUR WEB3 EVERYTHING 🙋‍♀️ Interested to sponsor The Edge Podcast? Fill this out! ------ Timestamps 0:00 - Intro 4:28 - The story of Bitwise 7:26 - Why is the Bitcoin spot ETF a big deal? 9:26 - Top concerns for Bitwise clients before buying crypto 12:01 - Prediction 1, BTC sets new all-time-high price 14:33 - Prediction 2, Spot BTC ETFs approved 17:02 - Timeline once spot BTC ETF is approved 18:41 - Prediction 3, Coinbase's revenue doubles 24:54 - Prediction 4, Stablecoins beat Visa 31:24 - Prediction 5, JP Morgan tokenizes a fund on-chain 35:00 - Prediction 6, Ethereum revenue doubles to $5B 36:20 - Prediction 7, Taylor Swift launches an NFT 40:32 - Prediction 8, AI assistants use crypto for payments 41:55 - Prediction 9, $100M staked in prediction markets 44:20 - Prediction 10, Ethereum upgrade leads to fees below $0.01 47:45 - Bonus, 1 in 4 financial advisors allocate to crypto in 2024 50:38 - Funny new Bitwise ad 51:45 - Closing ------ 🔗 Guest Links 🔗 ► Bitwise Website: https://bitwiseinvestments.com/ ► Bitwise Blog Post: https://bitwiseinvestments.com/crypto-market-insights/the-year-ahead-10-crypto-predictions-for-2024 ► Bitwise on Twitter: https://twitter.com/BitwiseInvest ► Ryan on Twitter: https://twitter.com/RasterlyRock ------ 🙏 The Edge Podcast is produced by 4RC Labs. 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.

Jordi Alexander is the Chief Alchemist at Mantle and Chief Investment Officer at Selini Capital. In this episode, we explore Mantle, the Ethereum L2 designed for top native yields. Mantle is self-described as a product-centric L2, less focused on scaling tech and more on building and hosting the best DeFi and Web3 apps. Jordi reveals all sorts of alpha including how to play the upcoming airdrop season on Mantle, how to master their native yield products such as mETH, and how Mantle is using it's massive multibillion-dollar ETH treasury to grow. ------ 🔗 Essential Show Links 🔗 ► Subscribe on Youtube: https://youtube.com/@defidad ► Subscribe on Apple: https://tinyurl.com/edgepod ► Subscribe on Spotify: https://tinyurl.com/edgepodspotify ► Subscribe on 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 🥩 ETHER.FI | LIQUID STAKING AND RESTAKING ALL-IN-ONE 🥑 INSTADAPP | THE NEW AVOCADO WALLET AND MULTISIG 🦊 METAMASK PORTFOLIO | TRACK AND MANAGE YOUR WEB3 EVERYTHING 🙋‍♀️ Interested to sponsor The Edge Podcast? Fill this out! ------ Timestamps 00:00 - Intro 4:17 - Jordi's background and conviction for crypto 9:38 - What is Chief Alchemist? 10:39 - Origin of Mantle as BitDAO 13:43 - Why do we need another L2 like Mantle? 18:32 - Advantages of Mantle as an L2 22:48 - Safety and security above all else 28:23 - Top Mantle dApps to learn about 31:38 - The mETH Lab for yields 36:30 - mETH and 2x average staking yield 40:47 - How Mantle will use its massive treasury 43:32 - Partnership with Ondo Finance (mUSD) 49:45 - Partnership with Ethena Labs 54:10 - New Curve pools (mETH-ETH) and (USDe-crvUSD-mUSD) 56:47 - Utility of MNT token and why to stake MNT 1:02:22 - Closing ------ 🔗 Guest Links 🔗 ► Mantle Website: https://mantle.xyz/ ► Mantle on Twitter: https://twitter.com/0xMantle ► Jordi on Twitter: https://twitter.com/gametheorizing ------ 🙏 The Edge Podcast is produced by 4RC Labs. 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 is the Founder and CEO of Ethena Labs. In this episode, we discuss Ethena launching one of the highest stablecoin real yields in DeFi and how it's built with staked ETH. Ethena aims to offer a permissionless dollar-denominated savings instrument in the form of a delta-neutral synthetic dollar, that's stable, value-accruing, and scalable--what they refer to as the “Internet Bond." We explore how users will soon be able to deposit decentralized collateral such as stETH to mint USDe, stake USDe, and earn an embedded yield that's netting beta users 25-30% APY. ------ 🔗 Essential Show Links 🔗 ► Subscribe on Youtube: https://youtube.com/@defidad ► Subscribe on Apple: https://tinyurl.com/edgepod ► Subscribe on Spotify: https://tinyurl.com/edgepodspotify ► Subscribe on 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 🥩 ETHER.FI | LIQUID STAKING AND RESTAKING ALL-IN-ONE 🥑 INSTADAPP | THE NEW AVOCADO WALLET AND MULTISIG 🦊 METAMASK PORTFOLIO | TRACK AND MANAGE YOUR WEB3 EVERYTHING 🙋‍♀️ Interested to sponsor The Edge Podcast? Fill this out! ------ Timestamps 00:00 - Intro 4:35 - Guy's background 7:35 - Stablecoin landscape 14:06 - What is Ethena? 16:25 - Off-exchange custody accounts and how it works with Ethena 27:17 - Why a user might mint or redeem USDe? 31:23 - Which ETH LSTs are supported? 34:15 - Forecasted yield rates for USDe 40:15 - What else can I do with USDe? 43:35 - Why partner with Synthetix perps? 46:45 - Future plans for an Ethena native token 49:08 - Closing ------ 🔗 Guest Links 🔗 ► Ethena Website: https://www.ethena.fi/ ► Ethena on Twitter: https://twitter.com/ethena_labs ► Guy on Twitter: https://twitter.com/leptokurtic_ ------ 🙏 The Edge Podcast is produced by 4RC Labs. 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.

Brandon Tucker is a member of the Core Team at Marinade Finance. In this episode, we dive into Marinade Finance, Solana's most liquid staking protocol and most popular dApp ranked by liquidity. Founded in a Solana hackathon in 2021, Marinade's flagship mSOL can be found in countless DeFi integrations and strategies, which has led Marinade to become the top liquid staking protocol on Solana with over 10M SOL staked, equal to over $800M in value as of today, across 75k unique wallets. ------ 🔗 Essential Show Links 🔗 ► Subscribe on Youtube: https://youtube.com/@defidad ► Subscribe on Apple: https://tinyurl.com/edgepod ► Subscribe on Spotify: https://tinyurl.com/edgepodspotify ► Subscribe on 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 🥩 ETHER.FI | LIQUID STAKING AND RESTAKING ALL-IN-ONE 🥑 INSTADAPP | THE NEW AVOCADO WALLET AND MULTISIG 🦊 METAMASK PORTFOLIO | TRACK AND MANAGE YOUR WEB3 EVERYTHING ⚖️ KYBERSWAP | DEX AGGREGATOR, AMM, AND KYBER AI TRADING ANALYTICS 🙋‍♀️ Interested to sponsor The Edge Podcast? Fill this out! ------ Timestamps 00:00 - Intro 4:55 - Brandon's background and founding Marinade 8:06 - Why build on Solana 13:26 - What is Marinade Finance? 15:37 - Marinade Native Staking 21:34 - Impact of Jito airdrop 23:42 - Lido leaving Solana 26:54 - MEV markets on Solana 28:26 - Impact of Firedancer 30:17 - Growth plan with MNDE already live 33:58 - Will Marinade ever expand beyond Solana? 35:37 - Closing ------ 🔗 Guest Links 🔗 ► Marinade Website: https://marinade.finance/ ► Marinade on Twitter: https://twitter.com/MarinadeFinance ► Brandon on Twitter: https://twitter.com/BrandonTucker ------ 🙏 The Edge Podcast is produced by 4RC Labs. 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.

Ahmad Shadid is the Founder/CEO of io.net and Tory Green is the COO/CFO. In this episode, we review into the world's largest GPU DePIN (decentralized physical infrastructure network) called io.net! This state-of-the-art decentralized computing network built on Solana is a great example to get us introduced to the fast-growing DePIN sector of crypto. With the rise of AI and the growing demand for more GPUs in the public cloud, obtaining access to distributed computing resources presents several challenges including limited availability, rising costs, and a lack of choice. Ahmad and Tory teach us how io.net solves for these problems by aggregating GPUs from underutilized sources into an Airbnb-like marketplace to share and access massive amounts of computing power. ------ 🔗 Essential Show Links 🔗 ► Subscribe on Youtube: https://youtube.com/@defidad ► Subscribe on Apple: https://tinyurl.com/edgepod ► Subscribe on Spotify: https://tinyurl.com/edgepodspotify ► Subscribe on 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 🥩 ETHER.FI | LIQUID STAKING AND RESTAKING ALL-IN-ONE 🥑 INSTADAPP | THE NEW AVOCADO WALLET AND MULTISIG 🦊 METAMASK PORTFOLIO | TRACK AND MANAGE YOUR WEB3 EVERYTHING ⚖️ KYBERSWAP | DEX AGGREGATOR, AMM, AND KYBER AI TRADING ANALYTICS 🙋‍♀️ Interested to sponsor The Edge Podcast? Fill this out! ------ Timestamps 00:00 - Intro 5:39 - Ahmad and Tory's background 9:44 - What is DePIN? 12:08 - Why is DePIN growing on Solana? 14:09 - Is there a GPU shortage or inefficient utilization? 18:59 - Solving a coordination problem among GPUs 20:42 - Why io.net is cheaper than centralized compute providers 22:57 - io.net vs legacy competitors 27:34 - Are there tradeoffs to using io.net? 32:08 - Live walkthrough of io.net 41:36 - io.net clustering is a big deal 45:14 - Fees for io.net 46:58 - Closing ------ 🔗 Guest Links 🔗 ► io.net Website: https://io.net/ ► Ahmad on Twitter: https://x.com/shadid_io ► Tory on Twitter: https://x.com/MTorygreen ► io.net on Twitter: https://x.com/ionet_official ► Tory's talk at Breakpoint 2023: https://x.com/ionet_official/status/1720813946641220079?s=20 ------ 🙏 The Edge Podcast is produced by 4RC Labs. 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.

Cryptovestor is an anonymous DeFi investor. In this episode, we speak with an anonymous DeFi investor, to uncover the latest DeFi alpha on a family of protocols related to Curve, including Convex Finance, Frax Finance, Prisma Finance, and f(x) Protocol. This episode is ideal for advanced users and investors looking for their own edge while using these growing veTokenomics protocols. ------ 🔗 Essential Show Links 🔗 ► Subscribe on Youtube: https://youtube.com/@defidad ► Subscribe on Apple: https://tinyurl.com/edgepod ► Subscribe on Spotify: https://tinyurl.com/edgepodspotify ► Subscribe on 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 🥑 INSTADAPP | THE NEW AVOCADO WALLET AND MULTISIG 🥩 ETHER.FI | LIQUID STAKING AND RESTAKING ALL-IN-ONE 🦊 METAMASK PORTFOLIO | TRACK AND MANAGE YOUR WEB3 EVERYTHING ⚖️ KYBERSWAP | DEX AGGREGATOR, AMM, AND KYBER AI TRADING ANALYTICS 🙋‍♀️ Interested to sponsor The Edge Podcast? Fill this out! ------ Timestamps 00:00 - Intro 4:58 - Cryptovestor's background 11:01 - Common thread between these protocols 13:05 - Incentivizing tokenholders (aka bribes) 20:55 - Convex overview 26:17 - Why is Convex unforkable? 33:57 - f(x) overview 47:36 - Future low volatility ftokens by f(x) 53:18 - Who's buying fETH vs xETH 58:59 - Prisma Finance overview and the "droplock" 1:04:42 - Accumulating voting power in veTokenomics models 1:12:47 - PRISMA value capture 1:16:36 - Redemptions in Prisma 1:19:05 - Frax BAMM and Fraxshain 1:23:39 - Convergence Finance 1:26:05 - Closing ------ 🔗 Guest Links 🔗 ► Cryptovestor on Twitter: https://twitter.com/Cryptovestor77 ► Convex Website: https://www.convexfinance.com/ ► f(x) Protocol Website: https://fx.aladdin.club/ ► Prisma Finance Website: https://prismafinance.com/ ► Frax Finance Website: https://frax.finance/ ► Convergence Finance Website: https://cvg.finance/ ------ 🙏 The Edge Podcast is produced by 4RC Labs. 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. Cryptovestor holds CRV, CVX, FXS, PRISMA, and FXN while DeFi Dad and Nomatic hold CVX, PRISMA, and FXN as of this recording. 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.

Trevor Bacon is the CoFounder and CEO of Parcl Labs. In this episode, we spotlight Parcl, a Solana DeFi app for trading real estate perps. Traders can speculate on rising and falling real estate markets using this decentralized perps exchange for real estate synthetics. With as little as $1, anyone can long or short city indexes that represent the aggregate value of city property prices in places like New York City, Miami Beach, Paris and more! Given its recent Parcl V3 launch, we'll cover all the basics to understand how Parcl works, including improvements and new features added to attract more liquidity and trade volume. ------ 🔗 Essential Show Links 🔗 ► Subscribe on Youtube: https://youtube.com/@defidad ► Subscribe on Apple: https://tinyurl.com/edgepod ► Subscribe on Spotify: https://tinyurl.com/edgepodspotify ► Subscribe on 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 🦊 METAMASK PORTFOLIO | TRACK AND MANAGE YOUR WEB3 EVERYTHING 🥑 INSTADAPP | THE NEW AVOCADO WALLET AND MULTISIG ⚖️ KYBERSWAP | DEX AGGREGATOR, AMM, AND KYBER AI TRADING ANALYTICS 🥩 ETHER.FI | LIQUID STAKING AND RESTAKING ALL-IN-ONE 🙋‍♀️ Interested to sponsor The Edge Podcast? Fill this out! ------ Timestamps 00:00 - Intro 4:57 - Trevor's background and the origin of Parcl 13:31 - Sentiment shift on Solana 14:54 - Parcl price feeds 19:13 - Basics of trading Parcl real estate markets 23:13 - Three main improvements in Parcl V3 25:10 - Who uses Parcl? 26:15 - Risk in Parcl 28:38 - Unique use cases possible with Parcl 33:02 - Thoughts on a Parcl token 35:20 - Roadmap for next year 36:14 - Closing ------ 🔗 Guest Links 🔗 ► Parcl Website: https://parcl.co ► Parcl Labs Website: https://parcllabs.com ► Parcl on Twitter: https://twitter.com/parcl ► Trevor on Twitter: https://twitter.com/trevorjbacon ------ 🙏 The Edge Podcast is produced by 4RC Labs. 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.

Bosslmp is an anonymous advisor to Dopex. In this episode, we review the recently launched Dopex V2 for scaling onchain options in DeFi, including the CLAMM (concentrated liquidity AMM) and the soon to be released option AMM. Dopex is a decentralized options exchange built on Arbitrum to provide permissionless and non-custodial access to options trading. Bosslmp describes the culmination of their work since 2022 to create an anti-fragile product for the most liquid onchain options that are composable, easy to use, and exercisable anytime. ------ 🔗 Essential Show Links 🔗 ► Subscribe on Youtube: https://youtube.com/@defidad ► Subscribe on Apple: https://tinyurl.com/edgepod ► Subscribe on Spotify: https://tinyurl.com/edgepodspotify ► Subscribe on 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 🦊 METAMASK PORTFOLIO | TRACK AND MANAGE YOUR WEB3 EVERYTHING 🥑 INSTADAPP | THE NEW AVOCADO WALLET AND MULTISIG ⚖️ KYBERSWAP | DEX AGGREGATOR, AMM, AND KYBER AI TRADING ANALYTICS 🥩 ETHER.FI | LIQUID STAKING AND RESTAKING ALL-IN-ONE 🙋‍♀️ Interested to sponsor The Edge Podcast? Fill this out! ------ Timestamps 00:00 - Intro 6:08 - Bosslmp's background 11:58 - Why have onchain options not taken off yet? 15:36 - What worked in Dopex V1 19:23 - Dopex V2 CLAMM 32:06 - Target users for Dopex V2 34:11 - Incentivizing Dopex V2 users 36:49 - Drawbacks to CLAMM 39:19 - CLAMM assets, strike prices, and expiry dates 41:11 - Foundation for more DeFi options products 44:18 - Option AMM 50:31 - Trends among onchain options builders 53:27 - rDPX V2 explained 56:38 - rDPX fee capture 1:02:05 - Closing ------ 🔗 Guest Links 🔗 ► Dopex Website: https://www.dopex.io/ ► Dopex V2 Medium Post: https://medium.com/@tztokchad/dopex-v2-a-new-era-in-onchain-options-92af1aeefa36 ► Dopex Discord: https://discord.gg/dopex ► Dopex on Twitter: https://twitter.com/dopex_io ► Bosslmp on Twitter: https://twitter.com/Bosslmp75 ------ 🙏 The Edge Podcast is produced by 4RC Labs. 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. Nomatic holds DPX as of this podcast recording. 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.

Jake Brukhman is the Founder and Managing Partner at CoinFund. Evan Fisher is the Founder and Managing Partner at Portal Ventures. In this episode, we walk through a beginner's guide to Urbit, geared towards cryptonatives. If you're into crypto, you may find a home here in Urbit! Founded in 2002 long before Bitcoin and Ethereum, Urbit is a platform that enables the creation and execution of composable, permissionless, and trustless internet applications through a network of personal servers. We interview Urbit investors Evan Fisher and Jake Brukhman about the basics of how Urbit aims to rebuild the Internet from a clean slate, where there are intersections between crypto and Urbit, what use cases they’re excited to see built, how Urbit accrues value, and how we can get involved. ------ 🔗 Essential Show Links 🔗 ► Subscribe on Youtube: https://youtube.com/@defidad ► Subscribe on Apple: https://tinyurl.com/edgepod ► Subscribe on Spotify: https://tinyurl.com/edgepodspotify ► Subscribe on 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 🦊 METAMASK PORTFOLIO | TRACK AND MANAGE YOUR WEB3 EVERYTHING 🥑 INSTADAPP | THE NEW AVOCADO WALLET AND MULTISIG ⚖️ KYBERSWAP | DEX AGGREGATOR, AMM, AND KYBER AI TRADING ANALYTICS 🥩 ETHER.FI | LIQUID RESTAKING TOKEN COMING SOON! 🙋‍♀️ Interested to sponsor The Edge Podcast? Fill this out! ------ Timestamps 00:00 - Intro 6:28 - Urbit's founding and history 9:45 - How Evan discovered Urbit 11:54- Why do we need a new Internet? 18:44 - Why Urbit matters for new AI applications 22:48 - What is Urbit? 25:49 - FAQs getting started with Urbit 33:19 - Local consensus of Urbit 37:30 - Urbit as a city analogy 41:07 - Recommended Urbit communities 44:49 - Planets, Stars, Galaxies as NFTs 49:45 - Intersection of Urbit x crypto + possibility of a token 56:02 - How CoinFund and Portal are invested in Urbit 57:20 - Recommended Urbit apps 1:03:07 - Can Urbit be shut down? 1:04:16 - Urbit x AI 1:06:42 - Closing ------ 🔗 Guest Links 🔗 ► Urbit Website: https://urbit.org/ ► Urbit on Twitter: https://twitter.com/urbit ► Urbit Primer by Evan: https://portal.vc/urbit_primer ► Evan on Twitter: https://twitter.com/evanbfish ► Jake on Twitter: https://twitter.com/jbrukh ------ 🙏 The Edge Podcast is produced by 4RC Labs. 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.