The Edge Podcast

Mike Cahill, Founder and CEO of Douro Labs, discusses the transformative vision of Pyth Network, aiming to make the price of everything available on-chain. Formerly a high-frequency trader, he shares insights into Pyth's impressive growth, boasting over 600 data feeds across more than 90 blockchains. The conversation highlights the launch of Pyth Lazer's one millisecond price feeds and the strategic partnership with Revolut, while exploring the potential future of DeFi as it becomes increasingly accessible and efficient.

A panel of DeFi experts dives into the dynamic world of Royco and Boyco. They discuss innovative yield farming strategies and how to maximize returns before the 90-day lockup. The panel highlights Boyco's role in enhancing liquidity across multiple blockchains and compares it to other decentralized protocols. They explore capital migration strategies, liquidity management, and the upcoming Royco Royalty program aimed at boosting user engagement. Expect cutting-edge insights into market trends and investment opportunities just before a significant deadline!

Misha Putiatin, Co-founder of Symbiotic, and Francisco Agosti, Co-founder of Tanssi, discuss the groundbreaking launch of Symbiotic's Mainnet, designed to enhance shared security for decentralized networks. The duo dives into Tanssi’s user-friendly platform that simplifies blockchain deployment, allowing developers to easily create sovereign chains. They emphasize the balance of immutability and flexibility in decentralized systems, address challenges in blockchain security, and share insights on future trends and collaboration within the ecosystem.

Gaspard Peduzzi, co-founder of Spectra Finance; Tim Shekikhachev, co-founder of Resolv; and Amadeo Brands, founder of YieldNest, join for an engaging discussion on decentralized finance. They dive into how Spectra earned over $220M TVL in under eight months and its unique fixed-rate earning mechanisms. The conversation also highlights the innovative features of yield-generating stablecoins and the exciting potential of automated market makers in transforming the DeFi landscape.

Juan Leon is a Senior Investment Strategist at Bitwise. In this episode, we sit down to discuss Bitwise's recent CIO memo, 'Ethereum: The Comeback Kid of 2025.' We explore why Juan’s team sees a turning point ahead for Ethereum and ETH, the significance of surging ETH ETF inflows, the $100T opportunity in tokenized real-world assets (RWAs), and how these trends could drive value accrual for ETH the asset. ------ 🔗 Essential Show Links 🔗 ► Edge Newsletter: https://the-edge.xyz ► Youtube: https://youtube.com/@defidad ► Apple: https://tinyurl.com/edgepod ► Spotify: https://tinyurl.com/edgepodspotify ► Linktree: https://linktr.ee/edge_pod ► Follow DeFi Dad: https://x.com/DeFi_Dad ► Follow Nomatic: https://x.com/Nomaticcap ► Learn DeFi: http://defidad.com/ ------ The Edge Podcast Sponsor Resources 🔮 PYTH NETWORK | SMARTER DATA FOR SMARTER CONTRACTS ⏳ HOURGLASS | LEVERAGED AIRDROP FARMING AND BOOSTED POINTS 🪄 TANSSI | LAUNCH YOUR SYMBIOTIC RESTAKED NETWORK IN MINUTES 📊 iYIELD | YOUR FINANCIAL PICTURE, SIMPLIFIED 🧪 MANTLE | START YOUR RESTAKING JOURNEY TODAY WITH CMETH 🐡 PUFFER UNIFI | A BASED ROLLUP TO ETHEREUM WITH NATIVE YIELDS 🌔 MOONWELL | THE LEADING LENDING AND BORROWING APP ON BASE ⚙️ GEARBOX PROTOCOL | ONCHAIN LENDING REIMAGINED 🐐 GOAT NETWORK | A BITCOIN L2 TO EARN WITH BTC & DOGE 📈 DEFINITIVE | THE MOST ADVANCED PLATFORM FOR ONCHAIN TRADE EXECUTION ------ Timestamps 0:00 - Intro 4:28 - What happened in 2024? 7:26 - ETH ETF inflows close strong EOY 9:59 - Will ETH ETFs incorporate staking in 2025? 11:52 - Why is tokenization such an outsized opportunity for Ethereum? 14:04 - RWA opportunity is $100T 16:20 - Stablecoin growth ahead 19:04 - Mantle mid-roll 19:43 - Ethereum’s dominance in tokenized assets 23:49 - Will more value onchain lead ETH to a higher price? 26:34 - Moonwell & GOAT Network mid-roll 27:42 - How will Ethereum onboard more retail investors? 30:37 - Can AI agents lead to sustainable utility on Ethereum? 33:07 - Why Juan remains a COIN bull? 35:43 - Dept of Labor to relax guidance against crypto in 401(k) plans 38:34 - New use case to catalyze more growth on Ethereum 41:37 - Price prediction for ETH in 2025 44:09 - Closing ------ 🔗 Guest Links 🔗 ► Bitwise website: https://bitwiseinvestments.com/ ► Juan's memo on ETH: https://experts.bitwiseinvestments.com/cio-memos/ethereum-the-comeback-kid-of-2025 ► Bitwise financial advisor survey: https://bitwiseinvestments.com/crypto-market-insights/the-bitwise-vettafi-2025-benchmark-survey ► Bitwise on X/Twitter: https://x.com/bitwiseinvest ► Juan Leon on X/Twitter: https://x.com/singularity7x ------ 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 both hold ETH. 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.

Tarun Gupta is the Founder at Coinshift. In this episode, we review a new yield-bearing stablecoin called csUSDL, designed to be the ultimate treasury reserve asset. With hundreds of billions sitting idle in stablecoins, Coinshift hopes to provide DAOs, onchain liquid funds, and even retail DeFi users with permissionless access to a more scalable yield-bearing stablecoin backed by RWAs. This is a great episode to also understand why builders work with Morpho, and why they see such a huge opportunity to meet the demand for yield-bearing stablecoins onchain. ------ 🔗 Essential Show Links 🔗 ► Edge Newsletter: https://the-edge.xyz ► Youtube: https://youtube.com/@defidad ► Apple: https://tinyurl.com/edgepod ► Spotify: https://tinyurl.com/edgepodspotify ► Linktree: https://linktr.ee/edge_pod ► Follow DeFi Dad: https://x.com/DeFi_Dad ► Follow Nomatic: https://x.com/Nomaticcap ► Learn DeFi: http://defidad.com/ ------ The Edge Podcast Sponsor Resources 🔮 PYTH NETWORK | SMARTER DATA FOR SMARTER CONTRACTS ⏳ HOURGLASS | LEVERAGED AIRDROP FARMING AND BOOSTED POINTS 🪄 TANSSI | LAUNCH YOUR SYMBIOTIC RESTAKED NETWORK IN MINUTES 📈 iYIELD | YOUR FINANCIAL PICTURE, SIMPLIFIED 🧪 MANTLE | START YOUR RESTAKING JOURNEY TODAY WITH CMETH 🐡 PUFFER UNIFI | A BASED ROLLUP TO ETHEREUM WITH NATIVE YIELDS 🌔 MOONWELL | THE LEADING LENDING AND BORROWING APP ON BASE ⚙️ GEARBOX PROTOCOL | ONCHAIN LENDING REIMAGINED 🐐 GOAT NETWORK | A BITCOIN L2 TO EARN WITH BTC & DOGE ------ Timestamps 0:00 - Intro 4:31 - Coinshift Accounting & Payments 7:47 - The state of how DAOs operate 9:59 - What is csUSDL? 13:04 - What’s unique about csUSDL? 15:58 - Who should use csUSDL? 17:08 - Mantle mid-roll 17:46 - Partnering with Paxos, Morpho, Steakhouse Financial 23:13 - How Coinshift maps to TradFi banking roles 26:48 - Challenges to building csUSDL 31:17 - Moonwell & GOAT Network mid-roll 32:24 - Coinshift incentive alignment with Morpho curators 34:02 - Use cases for csUSDL 36:14 - Possible future for csUSDL collateral 38:09 - Plans for SHIFT utility 40:35 - Partnering with large players to build csUSDL liquidity 43:26 - Closing ------ 🔗 Guest Links 🔗 ► Coinshift website: https://www.coinshift.xyz/ ► Coinshift on X/Twitter: https://x.com/0xcoinshift ► Tarun on X/Twitter: https://x.com/tarungupta1475 ------ 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 advisors to Coinshift. 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.

Miguel de Vega is the Chief Scientific Officer at Nillion. In this episode, we discuss the potential for what's known as "humanity's first blind computer" and its role to play alongside AI and crypto. Miguel unpacks how Nillion addresses the challenges of handling high value data, by leveraging privacy enhancing technologies (PETs) to enable users to securely store data on a peer-to-peer network, and allow for computations to be executed on the masked data, without the traditional need to decrypt data ahead of computation. We review a variety of Web3 and Web2 use cases unlocked by Nillion for massive emerging markets such as decentralized AI, plus why Nillion will soon launch its own tokenized incentives. ------ 🔗 Essential Show Links 🔗 ► Edge Newsletter: https://the-edge.xyz ► Youtube: https://youtube.com/@defidad ► Apple: https://tinyurl.com/edgepod ► Spotify: https://tinyurl.com/edgepodspotify ► Linktree: https://linktr.ee/edge_pod ► Follow DeFi Dad: https://x.com/DeFi_Dad ► Follow Nomatic: https://x.com/Nomaticcap ► Learn DeFi: http://defidad.com/ ------ The Edge Podcast Sponsor Resources 🔮 PYTH NETWORK | SMARTER DATA FOR SMARTER CONTRACTS ⏳ HOURGLASS | LEVERAGED AIRDROP FARMING AND BOOSTED POINTS 📈 iYIELD | YOUR FINANCIAL PICTURE, SIMPLIFIED 🧪 MANTLE | START YOUR RESTAKING JOURNEY TODAY WITH CMETH 🐡 PUFFER UNIFI | A BASED ROLLUP TO ETHEREUM WITH NATIVE YIELDS 🌔 MOONWELL | THE LEADING LENDING AND BORROWING APP ON BASE ⚙️ GEARBOX PROTOCOL | ONCHAIN LENDING REIMAGINED 🐐 GOAT NETWORK | A BITCOIN L2 TO EARN WITH BTC & DOGE ------ Timestamps 0:00 - Intro 4:11 - Background 6:31 - What is humanity’s first blind computer? 8:50 - Web3 use cases 11:03 - Web2 use cases 14:46 - How Nillion fixes issues like the Lastpass hack 17:33 - How will Nillion marry different privacy-enhancing tech? 21:52 - Mantle ad 22:30 - Target users for Nillion 24:19 - What tokenized incentives drive Nillion network? 26:48 - How do you bootstrap Nillion? 28:48 - Moonwell and GOAT Network ad 29:56 - How Nillion works with decentralized AI 33:33 - Nillion Mainnet coming + partners 36:54 - Web2 partners and competitors 40:34 - Closing ------ 🔗 Guest Links 🔗 ► Nillion website: https://nillion.com/ ► Nillion on X/Twitter: https://x.com/nillionnetwork ► Miguel on X/Twitter: https://x.com/miguel_de_vega ------ 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 Nillion. 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.

Tycho Onnasch, a key contributor to Stacks, Stacking DAO, and Zest Protocol, shares insights into the vibrant world of Stacks DeFi. He discusses how Stacking DAO is revolutionizing yield opportunities while introducing stSTX for liquid stacking rewards in sBTC. The conversation covers recent upgrades that enhance transaction speed and features like SVTC, driving significant growth in Bitcoin's Total Value Locked. With innovative AI integration on the horizon, the future looks bright for Stacks DeFi!

Jai Prasad, Co-founder of DEFINITIVE, brings a wealth of experience from developing products for giants like Coinbase and Tesla. He delves into the differences between institutional and retail trading, showcasing how his platform enhances efficiency with advanced features like gasless trading. The conversation highlights the evolution of DeFi, emphasizing user-friendly solutions and the challenges faced in transitioning from CeFi. Jai also discusses innovative strategies in trading AI tokens and teases future innovations that promise to revolutionize on-chain trading.

Explore the revolutionary launch of a decentralized trading platform offering 10X non-liquidatable leverage without funding fees. Discover how V2 enhances leverage consistency and supports multiple collateral types. Delve into innovative features that make trading simpler and more cost-effective, including cryptocurrency deposits that avoid triggering taxable events. Plus, get insights on future plans for Bitcoin integration and the move to Layer 2, ensuring users navigate the evolving DeFi landscape with ease and excitement.