The Edge Podcast

Paul Frambot is the CoFounder and CEO at Morpho Labs. In this episode, we discuss the soon to be released Morpho Blue protocol, which promises to unlock a new foundation for DeFi lending. Morpho V1 is already the third largest lending platform on Ethereum with over $1B in deposited assets. However, the CoFounder of Morpho Labs explains why there are inherent limitations to the current DeFi lending landscape and how Morpho Blue (Morpho V2) will solve for this as a more trustless and efficient lending primitive with permissionless market creation. ------ 🔗 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 6:03 - Paul's background 7:55 - Morpho V1 (Morpho Optimizers) 13:38 - Limits of DeFi lending today 21:11 - How Morpho Blue solves these limits 27:03 - LTVs for borrowing 30:04 - Why only support CDPs 32:21 - Will Morpho Blue be on L2s? 33:08 - Ideal products to be built on Morpho Blue 34:08 - Fees structure 36:20 - Liquidations 38:44 - Risks to using Morpho Blue 40:34 - MetaMorpho: Risk Management Protocol 44:06 - MORPHO token design 50:47 - Closing ------ 🔗 Guest Links 🔗 ► Morpho Website: https://morpho.org/ ► Morpho on Twitter: https://twitter.com/MorphoLabs ► Paul on Twitter: https://twitter.com/PaulFrambot ► Morpho Blue Blog Post: https://morpho.mirror.xyz/hfVXz323zp9CmJ1PLDL4UhdLITGQ865VIJUyvZYyMA4 ► MetaMorpho Blog Post: https://morpho.mirror.xyz/vPkSBEZvIoVDfx-GBOsTOvjI14bqul-PA-LMe3sBlBw ------ 🙏 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.

Matthieu Gavaudan is the CoFounder and CEO at InfinityPools. In this episode, we review the up-and-coming DeFi perps protocol with 10X improvements and up to 10,000X leverage called InfinityPools. Before IF goes live in the coming months, Matthieu shares a sneak peak at the InfinityPools beta and how this zero-to-one innovation for decentralized perps trading will offer unlimited leverage on any asset, with no liquidations, no counterparty risk, and no oracles. ------ 🔗 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 🙋‍♀️ Interested to sponsor The Edge Podcast? Fill this out! ------ Timestamps 00:00 - Intro 3:21 - Matthieu's background 6:27 - Founding IF 11:19 - 10X improvements of IF 14:44 - Demo how to long/short 19:12 - Interest rate hourly vs other perps funding rates 24:39 - 1inch and future DEX agg integrations 25:17 - How IF works under the hood when we long 30:09 - Closing a trading position 39:08 - Less volatile funding 44:57 - Latency in IF 48:08 - Why no oracles 51:02 - Earning as an LP 1:01:51 - Future IF token 1:03:09 - Closing ------ 🔗 Guest Links 🔗 ► InfinityPools Website: https://infinitypools.finance/ ► InfinityPools on Twitter: https://twitter.com/infpools ► InfinityPools Discord: discord.gg/qKjpMxYBnY ► Matthieu on Twitter: https://twitter.com/MLGavaudan ► Revelo Intel Report on Infinity Pools: https://revelointel.com/insights/infinitypools/ ------ 🙏 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.

Joao Beraldo is the CoFounder and CEO of Jungle. In this episode, we uncover the art, science, and business of making Web3 games with Jungle, a new studio designed to accelerate the advent of web3 gaming. Jungle develops and publishes hybrid games that are mobile first and blockchain-enabled. Joao walks us of procuring, developing, and releasing gaming IP, including why Jungle believes Web3 elements can ultimately lead to a better gaming experience. ------ 🔗 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 🙋‍♀️ Interested to sponsor The Edge Podcast? Fill this out! ------ Timestamps 00:00 - Intro 3:44 - Joao's background 9:18 - Legacy challenges for game creators 13:59 - Jungle's approach to game creation 18:07 - How to assessed distressed gaming IP 21:53 - Challenge of repackaging gaming IP 25:36 - Integrating Web3 with games 31:48 - What will unlock the mainstream for Web3 games? 35:58 - Building FTW (For The Win) 37:58 - How Web3 will be used in FTW 41:41 - Thoughts on in-game tokens 49:51 - Possibilities with p2p marketplaces 52:09 - Why focus on LATAM and SEA 56:51 - Closing ------ 🔗 Guest Links 🔗 ► Jungle Website: https://itsjungle.xyz/ ► Jungle on Twitter: https://twitter.com/jungle_xyz ► Joao Twitter: https://twitter.com/0xJ010 ► Jungle Discord: https://discord.com/invite/enterthejungle ------ 🙏 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. 4RC invested in Jungle in 2022. 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.

Jonathan Caras is a core contributor at Levana Protocol. In this episode, we spotlight Levana, the breakout perps trading app on Cosmos. Since launching this summer, Levana has become the fastest growing DeFi perps trading platform on Cosmos (Osmosis, Sei, and Injective), with a total trade volume of $300M. Today, Levana offers 9 crypto trading pairs with up to 30x leverage and 2 forex pairs with up to 100x leverage. Jonathan explains the improvements they've made on popular perps trading models such as GMX, and how they plan to keep growing Levana to achieve multibillion-dollar daily trading 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 🙋‍♀️ Interested to sponsor The Edge Podcast? Fill this out! ------ Timestamps 00:00 - Intro 4:16 - Jonathan's background 12:23 - What is Levana? 14:22 - Who is Levana built for? 21:19 - How Levana perps differ 27:28 - How big is the perps TAM? 33:10 - Levana fee structure 39:58 - Building vaults for Levana 41:08 - Strategies on Levana 43:29 - Process for listing trading pairs 49:08 - Future Levana token 53:28 - Closing 54:13 - Jonathan's alpha ------ 🔗 Guest Links 🔗 ► Levana Website: https://trade.levana.finance/osmosis/trade/BTC_USD?utm_source=defidad&utm_campaign=pod ► Levana Twitter: https://twitter.com/Levana_protocol ► Jonathan on Twitter: https://twitter.com/madcapslaugh ------ 🙏 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. 4RC invested in Levana in 2021. 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.

Jane Ma and Brian Fu are the CoFounders of zkLend. In this episode, we spotlight zkLend, StarkNet's native money market. zkLend is one of the new foundational DeFi applications on the Ethereum L2 StarkNet. zkLend is a money market where users can lend and borrow different assets like ETH, WBTC, stablecoins, and Lido stETH. ------ 🔗 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 🙋‍♀️ Interested to sponsor The Edge Podcast? Fill this out! ------ Timestamps 00:00 - Intro 4:15 - zkLend Mainnet Live! 5:19 - Jane and Brian's background 10:46 - Why StarkNet? 22:04 - What is zkLend? 24:12 - How zkLend differentiates 27:46 - Flashloans and future features 30:54 - zkLend Institutional 39:34 - Future zkLend token 42:19 - Closing 43:27 - Jane's alpha ------ 🔗 Guest Links 🔗 ► zkLend Website: https://zklend.com/ ► zkLend on Twitter: https://twitter.com/zkLend ► zkLend Mainnet Announcement: https://medium.com/zklend/zklendmainnet-now-live-120efde91b67 ► Jane on Twitter: https://twitter.com/jane0mac ► Brian on Twitter: https://twitter.com/bfu_fubrian ------ 🙏 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. 4RC invested in zkLend in 2022. 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.

Kamel Aouane is the CoFounder of Contango. In this Quick Hit, we spotlight a new approach to perps built on money markets, including the benefits and tradeoffs of this design in Contango V2. Kamel teaches us how cPerps are built though automating looping strategies using flash loans and how Contango can offer the most liquid futures markets, with the least volatile funding rate. ------ 🔗 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 ⚖️ KYBERSWAP | DEX AGGREGATOR, AMM, AND KYBER AI TRADING ANALYTICS 🥑 INSTADAPP | THE NEW AVOCADO SMART CONTRACT WALLET 🙋‍♀️ Interested to sponsor The Edge Podcast? Fill this out! ------ Timestamps 00:00 - Intro 4:20 - Kamel's background 5:42 - Expirable futures and Contango V1 7:38 - Reflections on fixed-rate DeFi and expirables 14:20 - Contango V2 and cPerps 20:30 - Tradeoffs of cPerps design 24:24 - Who is cPerps built for? 30:41 - Interesting use cases for cPerps 34:14 - Early traction and user reactions 35:41 - Future Contango token 37:17 - Closing ------ 🔗 Guest Links 🔗 ► Contango Website: https://contango.xyz/ ► cPerps Blog Post: https://medium.com/contango-xyz/an-introduction-to-cperps-4dbb4a58b602 ► Contango on Twitter: Contango_xyz ► Kamel on Twitter: https://twitter.com/KamelAouane ------ 🙏 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. DeFi Dad was an angel in the Contango seed round in 2022. 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.

Samyak Jain is the CoFounder of Instadapp. In this episode, we get a first look at Fluid, Instadapp's innovative, new lending, borrowing, and DEX protocol. Fluid looks to be one of the most promising zero-to-one innovations in DeFi in years! This is yet another episode where we offer listeners some real edge with access to details we would normally solicit as power-users of Instadapp. ------ 🔗 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 ⚖️ KYBERSWAP | DEX AGGREGATOR, AMM, AND KYBER AI TRADING ANALYTICS 🙋‍♀️ Interested to sponsor The Edge Podcast? Fill this out! ------ Timestamps 00:00 - Intro 3:35 - Why Fluid, why now 6:02 - What is Fluid 8:29 - The Liquidity Layer 11:18 - Automated Limits 15:08 - Can other protocols build on the Liquidity Layer? 16:18 - Fluid's lending protocol 18:17 - Fluid's vault protocol 20:38 - Traders are liquidators 27:28 - Major benefits to Fluid users 28:39 - Fluid's positive impact on selling pressure 30:35 - Fluid's DEX protocol 32:07 - Example using Smart Debt 36:18 - Example using Smart Collateral 37:50 - Where DEX liquidity comes from 39:21 - Example of how liquidation works 42:27 - INST to govern Fluid 44:00 - Growth plans for Fluid launch 46:54 - Closing 48:04 - Timeline to go live! ------ 🔗 Guest Links 🔗 ► Fluid Blog Post: https://blog.instadapp.io/fluid/ ► Fluid on Twitter: https://twitter.com/0xfluid ► Fluid Guides: https://fluid.guides.instadapp.io/ ► Instadapp Fluid Announcement on Twitter: https://x.com/Instadapp/status/1711747041590964659?s=20 ► Instadapp: https://instadapp.io/ ► Instadapp's Avocado Wallet: https://instadapp.io/product/avocado ------ 🙏 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 currently holds INST. 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.

Aaron McDonald is the Founder and CEO of Futureverse. In this episode, we review Futureverse, where storytelling, AI, and the Metaverse collide! Futureverse is a leader in revolutionary metaverse and AI technologies that will enable open, scalable and interoperable apps, games, and experiences. If you’re familiar with the most popular NFT collections since 2021, Futureverse is the umbrella entity that develops Web3 native IP, such as Flufs, AI League, Altered State Machine, Party Bears, Seekers, The Next Legends, Gods and Goblins, and more. As one of the world's leading experts at the intersection of Web3, AI, and Metaverse tech, Aaron guides us through the massive mission at Futureverse to empower us to create the digitally native worlds we can imagine. ------ 🔗 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 ⚖️ KYBERSWAP | DEX AGGREGATOR, AMM, AND KYBER AI TRADING ANALYTICS 🥑 INSTADAPP | THE NEW AVOCADO SMART CONTRACT WALLET 🙋‍♀️ Interested to sponsor The Edge Podcast? Fill this out! ------ Timestamps 00:00 - Intro 3:59 - Aaron's background 7:51 - What is "the Metaverse" 11:35 - Games vs gamified experiences 14:37 - History of Futureverse IP (Flufs) 17:55 - The science/art of creating new stories and characters 19:42 - How AI and Metaverse intersect 25:59 - Will the adult industry be early adopters of the Metaverse? 28:04 - Why focus on scalability 32:12 - Why interoperability over "1-chain maximalism" 35:19 - How to measure success at Futureverse 37:31 - Onboarding builders to Futureverse 42:37 - How Futureverse will onboard new users to Web3 44:31 - What does Web3 gaming need to go mainstream 50:35 - FutureScore and Quests 56:01 - Release of JEN1, text-to-music AI generator 1:00:39 - How Aaron manages his time 1:02:39 - What's Aaron most excited to invest in 1:04:49 - Closing ------ 🔗 Guest Links 🔗 ► Futureverse: https://www.futureverse.com/ ► FuturePass: https://www.futureverse.com/futurepass ► Futureverse Linktree: https://linktr.ee/futureverse ► Futureverse Ecosystem: https://www.futureverse.com/ecosystem ► Futureverse on Twitter: https://twitter.com/futureverse ► Aaron on Twitter: https://twitter.com/aaronmcdnz ------ 🙏 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. 4RC is an investor in the Futureverse Ecosystem and holds a number of their NFTs. 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.

Gautham Santhosh is the CoFounder of Polynomial Protocol. In this episode, we review a rising contender in the DeFi perps trading sector--Polynomial Protocol. This spring, Polynomial launched its decentralized perps exchange on Optimism using Synthetix as its source of liquidity. Since then, Polynomial has seen enormous growth to become one of the top Synthetix perps trading frontends with a total trading volume of $3.9B as of today. In this Quick Hit, we’ll dig into what’s attracting so much trading activity to Polynomial and how they plan to sustain their parabolic growth. ------ 🔗 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 ⚖️ KYBERSWAP | DEX AGGREGATOR, AMM, AND KYBER AI TRADING ANALYTICS 🥑 INSTADAPP | THE NEW AVOCADO SMART CONTRACT WALLET ⛩️ UTOPIA | PAYROLL AND EXPENSE MANAGEMENT FOR DAOS 🙋‍♀️ Interested to sponsor The Edge Podcast? Fill this out! ------ Timestamps 00:00 - Intro 3:16 - Overview of Polynomial Protocol 4:12 - Origin story of Polynomial 9:07 - Polynomial Earn and Strategies 15:02 - How Polynomial differentiates its perps trading 21:47 - How to grow after the Synthetix Perps OP program 24:42 - Polynomial trading competitions 26:47 - Will Polynomial launch a token? 28:16 - Closing and what's next for Polynomial ------ 🔗 Guest Links 🔗 ► Polynomial website: https://www.polynomial.fi/ ► Polynomial on Twitter: https://twitter.com/polynomialfi ► Polynomial Analytics: https://dune.com/polynomialfi/polynomial-trade ► Polynomial Discord: https://discord.com/invite/polynomial ► Gautham on Twitter: https://twitter.com/gauthamzzz ------ 🙏 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. DeFi Dad was a seed investor in Polynomial in 2021. 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.

Robert Lauko is the Founder and Head of Research at Liquity. Michael Svoboda is CEO at Liquity. In this episode, we dive into what we anticipate to be one of the most radical decentralized stablecoin upgrades–Liquity V2. Two years after launching what most of us regard as the most decentralized stablecoin in DeFi, LUSD, and having issued over $4.5b worth of interest free loans, it was recently announced at EthCC that Liquity is developing “an alternative product that aims to crack the stablecoin trilemma.” Although Liquity V2 is not scheduled to release until Q2-2024, Robert and Michael gave us a rare first look at some of the mechanics and features behind the upcoming Liquity V2 protocol. ------ 🔗 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 ⚖️ KYBERSWAP | DEX AGGREGATOR, AMM, AND KYBER AI TRADING ANALYTICS 🥑 INSTADAPP | THE NEW AVOCADO SMART CONTRACT WALLET ⛩️ UTOPIA | PAYROLL AND EXPENSE MANAGEMENT FOR DAOS 🙋‍♀️ Interested to sponsor The Edge Podcast? Fill this out! ------ Timestamps 00:00 - Intro 4:04 - Liquity V2 announcement at EthCC 5:08 - Robert and Michael's background 8:10 - Overview of Liquity and LUSD 11:30 - Reflecting stablecoin struggles in DeFi 13:45 - Three Value Props of Liquity V1 14:55 - Reactions to Liquity forks 18:29 - What is immutability and why does it matter? 21:29 - What is the Stablecoin Trilemma? 24:08 - Why shift away from V1 when it already works? 27:45 - New V2 features, principal protection and secondary market 38:13 - ETH LSTs as collateral 42:04 - Predictions for how Liquity V2 behaves in a bull market 45:40 - Predictions for how Liquity V2 behaves in a bear market 52:31 - Are there worries about V2 copycats? 55:46 - Rapid fire / TLDR questions on V2 1:00:57 - Closing ------ 🔗 Guest Links 🔗 ► Liquity website: https://liquity.org/ ► Liquity on Twitter: https://twitter.com/LiquityProtocol ► Liquity Docs: https://docs.liquity.org/ ► Introducing Liquity V2 announcement: https://www.liquity.org/blog/introducing-liquity-v2 ► Robert on Twitter: https://twitter.com/robert_lauko ► Michael Svoboda on Twitter: https://twitter.com/svobodamichael ------ 🙏 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.