DeFi Dad ⟠ defidad.eth
@DeFi_Dad • 181,065 subscribers
⟠ DeFi super-user, educator, angel 🎙️ Host/Producer of The @Edge_Pod 📰 Subscribe to newsletter & pod: https://t.co/Pm9e0APe9B 📺 Watch on: https://t.co/txxZZAhqsW
Videos
🎙️ New The Edge Podcast 📈 The $250k ETH Thesis: Why Wall Street Is Betting ETH Beats Gold and Bitcoin 0:00 - Intro 3:06 - Background on Wall Street 5:18 - ETH is better money than BTC or gold 10:03 - What is productive money? 12:15 - Wall Street buys ETH as productive money 16:02 - The institutional crypto bull market 18:08 - Three demand drivers for ETH 20:53 - Why ETH wasn’t reaching its full potential 25:20 - What happened for ETH to reprice 30:47 - ETFs, Schwab, Tom Lee 32:41 - Bitcoin's security budget problem 33:33 - Censorship resistance + decentralization 39:54 - Path to $250,000 ETH price 44:37 - Ethereum's shipping velocity 46:02 - Ethereum roadmap accelerated by AI 51:43 - Risks to $250k ETH thesis 55:37 - What investors still don’t get about ETH 58:19 - What’s Etherealize been working on? 58:55 - Closing 🙏 Thanks to Etherealize CoFounder Vivek Raman and Researcher/Author of their new report, Michael McGuiness for joining us!
DeFi Dad ⟠ defidad.eth266,180 Aufrufe • vor 1 Monat
Will tokenized assets flip crypto-native assets in DeFi? Robert Leshner says yes, and I agree. It's now inevitable, just a matter of when. $700 trillion is waiting offchain to become TVL. Can't imagine not being bullish on DeFi or the #1 chain hosting >50% of DeFi, Ethereum 🫡
DeFi Dad ⟠ defidad.eth13,327 Aufrufe • vor 3 Tagen
🎙️ New The Edge Podcast 🟠 Michael Saylor's BTC-Backed STRC Is Coming For A $300T Market 0:00 - Intro 2:46 - CJ’s background and role 7:23 - What Strategy does with Bitcoin 10:40 - Why offer perpetual preferred equity 14:58 - Which instrument is most senior? 16:44 - How AI helped design Strategy instruments 19:18 - What is STRC? 23:23 - Where does STRC yield come from? 26:14 - ATM program explained 29:21 - How STRC enables Strategy to buy BTC 36:49 - A $300T market + impact on BTC price 41:48 - MSTR vs STRC investors 44:36 - Who is buying STRC right now? 47:04 - DeFi teams tokenizing STRC 51:41 - What are the real risks for STRC? 55:00 - Would Strategy ever sell BTC? 57:50 - Why STRC is Strategy’s "iPhone moment" 1:01:55 - Closing 🙏 Thanks to Chaitanya Jain from Strategy for joining us!
DeFi Dad ⟠ defidad.eth179,210 Aufrufe • vor 2 Monaten
Tokenized STRC (Strategy) yield could be a massive source of RWA yield for DeFi yield investors. Since recording, we know of three teams having launched STRC-backed yield-bearing tokens on Ethereum Mainnet. Apyx ($110M) Saturn Foundation ($40M) Buck ($2.5M) In the latest The Edge Podcast, Chaitanya Jain from Strategy explains why DeFi could be massive for the distribution of STRC's 11.5% yield.
DeFi Dad ⟠ defidad.eth167,324 Aufrufe • vor 2 Monaten
This is the most excited I've been to buy ETH in years. Lowest daily RSI for ETH in history, all while fundamentals of what's been built and who's building on Ethereum is stronger than ever, plus investors fleeing to quality in the bear. Shared my bull thesis on The Rollup TV with Andy and why the worse the sentiment in these bear market years is always the best buying opportunity.
DeFi Dad ⟠ defidad.eth19,457 Aufrufe • vor 8 Tagen
🎙️ New The Edge Podcast 🪐 How Saturn Is Tokenizing Michael Saylor's 11.5% $STRC BTC-Backed Yield For DeFi | DeFi Frontier 0:00 - Intro 2:21 - Saturn CoFounders background 4:47 - Why build Saturn? 6:57 - Why Saylor’s excited for STRC in DeFi 10:14 - Three major DeFi use cases 14:59 - How Saturn distributes STRC yield 15:58 - Where STRC yield comes from 17:06 - 2-token design: USDat vs sUSDat 18:48 - Is USDat a stablecoin? 20:56 - How STRC vs USDat peg works 24:29 - Opportunity for STRC to grow 28:37 - STRC demand will eat into fixed income 31:50 - DeFi is starving for a yield like STRC 35:43 - Can STRC become the risk-free rate? 37:20 - 24/7 trading of STRC onchain 39:16 - Impact of perps for STRC 41:46 - How far could STRC reasonably drop 43:50 - What’s live now on Saturn? 45:23 - Closing 🙏 Thanks to Saturn Foundation CoFounders Ellis Osborn and kevin😴 for joining us!
DeFi Dad ⟠ defidad.eth128,709 Aufrufe • vor 2 Monaten
New The Edge Podcast is out! In market corrections like this, we continue our search for DeFi tokens backed by real revenue, clear value accrual, and healthy cashflows. Jupiter seems to check every box, so we invited them to share more on a new episode of Revenue Meta.
DeFi Dad ⟠ defidad.eth17,580 Aufrufe • vor 13 Tagen
![If you do anything today, please listen to this 3-min clip on what Co-CEO Joseph Chalom refers to as The ETH Opportunity... FYI, Joe is the former Head of Digital Assets Strategy at BlackRock, who drove the creation of IBIT, ETHA, and BUIDL. "The more assets and transactions that are secured on the Ethereum network, have been proven to increase the value of ETH..." "If you look at the last 5 years, for each $2 secured on the network, on Ethereum and the L2s, it's driven about $1 of market cap value of Ethereum [ETH]..." "And if you take a step back and say stablecoins are at this size today, but Treasury Secretary Scott Bessent says it's gonna grow to a trillion over the next 3 years, if you look at the adoption of RWAs, which is in the first inning and can literally go j-curve, the value of tokenized assets which could be measured in the trillions or tens of trillions... they are gonna be secured by a decentralized network. We believe the vast majority is gonna be Ethereum. That is a bull case for ETH..." "If more assets are secured on the Ethereum network, the value of ETH will go up, and the value of it being a trust commodity, the highest value of money, is gonna be critically important if you believe we are at a paradigm shift, and that's what I call the ETH opportunity. It's not a trade, it's an ETH opportunity." "And for all of those who feel like they missed the early days of crypto, you are at still a very early entry point in the adoption of Ethereum and that is the long term ETH opportunity, not the ETH trade." ACCELERATE 🚀](https://image.24vids.com/tw-1956382051604615290/amplify_video_thumb/1956380413691138051/img/CBz4OEsUyr7ow2dn.jpg)
If you do anything today, please listen to this 3-min clip on what Co-CEO Joseph Chalom refers to as The ETH Opportunity... FYI, Joe is the former Head of Digital Assets Strategy at BlackRock, who drove the creation of IBIT, ETHA, and BUIDL. "The more assets and transactions that are secured on the Ethereum network, have been proven to increase the value of ETH..." "If you look at the last 5 years, for each $2 secured on the network, on Ethereum and the L2s, it's driven about $1 of market cap value of Ethereum [ETH]..." "And if you take a step back and say stablecoins are at this size today, but Treasury Secretary Scott Bessent says it's gonna grow to a trillion over the next 3 years, if you look at the adoption of RWAs, which is in the first inning and can literally go j-curve, the value of tokenized assets which could be measured in the trillions or tens of trillions... they are gonna be secured by a decentralized network. We believe the vast majority is gonna be Ethereum. That is a bull case for ETH..." "If more assets are secured on the Ethereum network, the value of ETH will go up, and the value of it being a trust commodity, the highest value of money, is gonna be critically important if you believe we are at a paradigm shift, and that's what I call the ETH opportunity. It's not a trade, it's an ETH opportunity." "And for all of those who feel like they missed the early days of crypto, you are at still a very early entry point in the adoption of Ethereum and that is the long term ETH opportunity, not the ETH trade." ACCELERATE 🚀
DeFi Dad ⟠ defidad.eth259,820 Aufrufe • vor 10 Monaten
🎙️ New The Edge Podcast 🏦 Why Private Credit Is Moving Onchain — And What DeFi Gets Right and Wrong About It 0:00 - Intro 2:53 - Fasanara on private credit in DeFi 10:55 - Opportunity for tokenization is huge! 16:31 - Valid concerns about private credit onchain 20:52 - Why Noon deployed into Fasanara FTAC 23:25 - How Noon manages liquidity demands 27:22 - Why infiniFi deployed into mGLOBAL 31:48 - FBG stress test on Fasanara and DeFi 43:17 - What DeFi must get right in next phase 48:04 - Real-time verification can improve TradFi 52:53 - How infiniFi is betting on private credit 58:12 - What shouldn't work well onchain 1:04:41 - Closing 🙏 Thanks to Fasanara Capital Head of Tokenization David Vatchev, Noon Founder Arpan, and infiniFi CoFounder Rob Montgomery🦞 for joining us!
DeFi Dad ⟠ defidad.eth20,407 Aufrufe • vor 19 Tagen
🎙️ New The Edge Podcast 🐂 The ETH Opportunity: Why SharpLink Is All-In 0:00 - Intro 7:22 - Joe's career at BlackRock 11:09 - Jason’s role and experience 13:15 - Importance of Ethereum and ETH 19:07 - Why Joe joined SharpLink 21:35 - The Trustware Report 29:02 - The ETH Opportunity 35:17 - SBET's edge over an ETH ETF 37:58 - Urgency to accumulate ETH 39:49 - Why ETH over BTC as treasury asset? 45:28 - DeFi institutional adoption 50:48 - Raising capital to buy more ETH 55:37 - Leveraging institutional relationships 56:57 - Strategic partnership with Consensys 59:38 - Why SharpLink is working with Linea 1:02:58 - Closing 🙏 Thanks to SharpLink (SBET) Co-CEO Joseph Chalom and Consensys.eth CSO Jason Linehan for joining us!
DeFi Dad ⟠ defidad.eth176,720 Aufrufe • vor 10 Monaten
🎙️ New The Edge Podcast ⏳⚡️ Can Blockspace Futures Lead To A Gasless, Real-Time Ethereum? 0:00 - Intro 2:03 - Kevin’s background 7:18 - Why Ethereum 9:45 - The vision for ETHGAS 10:26 - Understanding real-time Ethereum 12:40 - Impact on DeFi protocols like Uniswap Labs 🦄 21:14 - Supporting the L2 roadmap 24:20 - Eliminating MEV and disrupting 28:30 - Tradeoffs 34:24 - Competition 40:06 - Revenue potential and monetization 44:20 - Roadmap and rollout for ETHGAS 45:56 - Early partners like ether.fi 47:19 - Discussions with EF 49:01 - Closing 🙏 Thanks to ETHGAS Founder Kevin Lepsoe for joining us!
DeFi Dad ⟠ defidad.eth89,815 Aufrufe • vor 5 Monaten
🎙️ New The Edge Podcast 🏗️ Linea's SharpLink Play and Building The Ideal L2 For Ethereum 0:00 - Intro 7:10 - How Linea got started 12:13 - What is Etherex? 15:46 - Building loyal liquidity 18:49 - SharpLink (SBET) could deposit billions 28:14 - Building institutional-grade security 31:50 - Native ETH yield 34:05 - Equal access for all DeFi users 34:48 - Designing the ideal L2 for Ethereum 39:21 - Will other L2s follow Linea’s lead? 40:39 - Benefit of bridged ETH being staked 43:56 - Tokenomics synergy for builders 46:45 - No VC unlocks 49:05 - Linea governance + Linea Consortium 50:39 - An L2 that's truly EVM equivalent 55:12 - Etherex and Linea partnership 1:04:23 - Linea’s next steps 1:06:34 - Closing 🙏 Thanks to Head of Linea.eth, Declan Fox and Etherex Lead Trantor for joining us!
DeFi Dad ⟠ defidad.eth130,648 Aufrufe • vor 10 Monaten
🎙️ New The Edge Podcast ⚔️ Why Katana ⚔️ Is Not An L2, It's A DeFi Super App 0:00 - Intro 2:04- Matthew’s background in DeFi 6:24 - Katana’s origin story 10:25 - vbAssets, why yield goes to participants 12:00 - How Vault Bridge works with Morpho 17:38 - Vitalik L2 comments and Eth alignment 21:50 - How Katana can win over users 25:12 - IDEX acquisition and Katana Perps 28:06 - 5 revenue-generating businesses 30:55 - Built for retail and institutions 32:51 - ve(3,3) flywheel at the network level 44:35 - KAT vs vKAT vs avKAT 48:08 - OKX and Binance programs 52:29 - Endgame to tap into fintech liquidity 54:32 - Why Katana is aligned with Polygon 59:20 - What Matthew is most excited for 1:01:26 - Closing 🙏 Thanks to Katana ⚔️ CEO Matthew Fisher for joining us!
DeFi Dad ⟠ defidad.eth40,028 Aufrufe • vor 2 Monaten
!["Something interesting that Vitalik mentioned was that none of that [Ethereum scaling] roadmap took into account AI developments. My kind of personal hot take is they're actually gonna ship this [strawmap] faster than people think. Iterations in things like Claude, helping out with the Ethereum developer community." - Nomatic ---------- "No one's ready for Ethereum to actually ship faster than what we think. No one's ready for Ethereum to actually go into like the driver's seat of winning mode, while retaining the most important quality, which is decentralization. I mean, as software becomes more commoditized and as development cycles get faster and faster, it's gonna be easier and easier to spin up new chains. But the one thing no one can recreate is a fully decentralized smart contract chain. Ethereum has the most amount of nodes. That can't be recreated. If anyone wants to cut corners and try and create a blockchain, they need a tiny validator set. They need a centralized validator set. Everyone knows what the tradeoffs are. So Ethereum kind of has the best of both worlds where it went slow when it needed to, during regulatory overhang, and now it can go a lot faster than people think. It's gonna be post-quantum money way faster. It's gonna be money for AI agents way faster than we think. And I think it'll flippen Bitcoin faster than we think as well. And I think that needs to happen during a bull cycle." Vivek Raman, CoFounder of Etherealize](https://image.24vids.com/tw-2056713987254051036/amplify_video_thumb/2056477631541899264/img/f8lmKWBN8cjlJp5E.jpg)
"Something interesting that Vitalik mentioned was that none of that [Ethereum scaling] roadmap took into account AI developments. My kind of personal hot take is they're actually gonna ship this [strawmap] faster than people think. Iterations in things like Claude, helping out with the Ethereum developer community." - Nomatic ---------- "No one's ready for Ethereum to actually ship faster than what we think. No one's ready for Ethereum to actually go into like the driver's seat of winning mode, while retaining the most important quality, which is decentralization. I mean, as software becomes more commoditized and as development cycles get faster and faster, it's gonna be easier and easier to spin up new chains. But the one thing no one can recreate is a fully decentralized smart contract chain. Ethereum has the most amount of nodes. That can't be recreated. If anyone wants to cut corners and try and create a blockchain, they need a tiny validator set. They need a centralized validator set. Everyone knows what the tradeoffs are. So Ethereum kind of has the best of both worlds where it went slow when it needed to, during regulatory overhang, and now it can go a lot faster than people think. It's gonna be post-quantum money way faster. It's gonna be money for AI agents way faster than we think. And I think it'll flippen Bitcoin faster than we think as well. And I think that needs to happen during a bull cycle." Vivek Raman, CoFounder of Etherealize
DeFi Dad ⟠ defidad.eth17,022 Aufrufe • vor 1 Monat
🎙️ New The Edge Podcast 🤔 Ethereum Is Winning—So Why Is ETH Still Undervalued? 0:00 - Intro 6:18 - Origin of Etherealize and Vivek’s background 9:51 - Danny’s background 13:22 - How Etherealize acts on behalf of Ethereum 22:58 - Funding Etherealize with EF grant 29:39 - EF's strategy to ensure Ethereum is resilient 32:56 - The day-to-day for Etherealize 35:20 - Disconnect between Ethereum network vs ETH 39:47 - Why BlackRock BUIDL chose Ethereum 42:44 - Will L2 growth lead to value accrual for ETH? 48:58 - Fragmentation vs scaling single blockchain 53:16 - The elevator pitch for ETH/Ethereum 56:50 - ETH is the backbone of civilization infra 59:19 - Closing 🙏 Thanks to Etherealize CoFounders dannyryan and Vivek Raman for joining us!
DeFi Dad ⟠ defidad.eth166,098 Aufrufe • vor 1 Jahr
🎙️ New The Edge Podcast 🪷 The Next Battle In DeFi Lending Is What's Inside Your Vault | DeFi Frontier 0:00 - Intro 2:22 - The team behind Lotus 3:45 - The problem with shared pool design 7:23 - The “missing middle” in DeFi lending 9:31 - The problem with isolated markets 11:17 - What does Lotus aim to solve? 13:40 - The elevator pitch for Lotus 19:54 - How tranching plays a role in Lotus 24:00 - Demo of Lotus and how it works 28:56 - Credora ratings in Lotus 33:19 - Earning more with productive debt 37:52 - Productive debt dampens rate volatility 42:13 - How Lotus differs handling bad debt 45:08 - Who will use Lotus? 48:04 - What uses could Lotus unlock? 50:49 - Security, audits, and lessons from rsETH 57:02 - Closing + Lotus launch 🙏 Thanks to Lotus Protocol Founder David Reising for joining us!
DeFi Dad ⟠ defidad.eth21,341 Aufrufe • vor 1 Monat
🎙️ New The Edge Podcast 🤗 Why Onchain Options Are Finally Working: Derive's 90% Market Share and What's Next? 0:00 - Intro 2:27 - Betting on onchain options in 2021 4:10 - Largest onchain options exchange 5:28 - Building “the infinite payoff factory” 11:59 - Why they never pivoted to perps 14:00 - The inflection point 16:37 - How RFQ works for size 18:04 - Yieldmageddon 22:19 - Vaults to be built on Derive 24:17 - Is there an LP pool-style product? 25:17 - From Lyra's AMM to Derive's CLOB 28:20 - What markets are live today? 29:09 - Which networks Derive supports 30:26 - HYPE options driving new growth 31:36 - What if HL launched options? 35:53 - Options have strong network effects 39:17 - RWA options markets coming 44:14 - Who trades on Derive? 46:13 - Growth charts 48:43 - Why options are countercyclical 51:09 - All value flows to DRV 55:08 - Synthetix’s acquisition proposal 57:43 - How big can Derive get? 1:00:27 - What's next? 1:02:03 - Closing 🙏 Thanks to Derive.xyz CoFounder & CEO for joining us!
DeFi Dad ⟠ defidad.eth33,805 Aufrufe • vor 2 Monaten
🎙️ New Revenue Meta on The The Edge Podcast 💳 Building Crypto's Revolut: Inside ether.fi's DeFi Bank 0:00 - Intro 1:25 - business: Stake, Liquid, Cash 2:30 - TVL vs revenue, what optimizes for 6:22 - How Cash is tripling revenue share 8:51 - How ETH price affects revenue 10:25 - Digital asset treasury partnerships 11:47 - Surviving Oct 10 with zero liquidations 17:22 - Cash spend hit $126M in Q4, up 160% QoQ 19:35 - The largest non-custodial crypto card 22:54 - Customer acquisition costs 25:33 - Is the card business profitable on its own? 26:29 - The $100B corporate card opportunity 30:39 - Lean team of 38 employees 32:07 - 2025 revenue hit $50M 34:31 - Tokenholder rights 41:03 - Why does buybacks 44:28 - What if BlackRock ever acquired 48:47 - Going mainstream beyond DeFi 50:18 - Vaults as essential infra for a DeFi bank 52:58 - Mr. Beast's neofinance app, a rising tide 54:17 - Tokenized stocks and gold in March 57:10 - Closing 🙏 Thanks to ether.fi CoFounder & CEO Mike Silagadze🛡 for joining us!
DeFi Dad ⟠ defidad.eth42,092 Aufrufe • vor 3 Monaten
Tomorrow, we publish a new The Edge Podcast with Robinhood GM of Crypto, Johann Kerbrat. This clip might be the clearest articulation I’ve ever heard on why Ethereum's roadmap is working, and why Robinhood chose to build its own L2 using Arbitrum. + Ethereum offers security, with proven decentralization + New L1s = centralized databases + EVM liquidity is essential for tokenized stocks & RWAs + Arbitrum’s tech stack wins on engineering merit No edits. No spin. Just a major U.S. fintech explaining why they’re building the future of finance on Ethereum. Real validation for those of us who are long term Ethereum/ETH investors. Here is the clip and transcript for Johann answering why Robinhood chose to build its own Ethereum L2: "You see a lot of companies right now building their own L1. And for us, we felt excited about this idea where we can control anything that we want to build and we don't have to deal with any other chain to talk to or anything like that. But at the same time, creating the security of a real proper decentralized chain is extremely difficult, as you know. And we basically get that for free with Ethereum. The network has been going on for a very long time now and the security is stable and it's decentralized. And I think that's really the key two points that we wanted to have. When you look at some of these new L1s that are being created, it's not really decentralized and it's not really secure. So at the end of the day, you're basically having like a... fancy database that is probably a bit slower to use than an actual database. And so we didn't really see the value in that. With Ethereum, we get the security by default. The second thing that we get by having an L2 is that you get all this liquidity that is already part of all the EVM compatible chains. And that was also a very important decision factor for us. If we really want to bring the stock market onto the chain, we need to have this liquidity. It's not going to be possible if it's in a closed loop or in a closed chain that nobody can access and you need to have like 20 different hoops before you can bridge to that chain. So for us, that was kind of the two elements that we really wanted to focus on and that's why we decided on building on Ethereum. And then we decided on Arbitrum mostly because we love the technology. There's a few things that we are excited about. For example, Stylus. It's a way that we can basically use different language into the chain and we can build on top of that. We also like the way that they prioritize transactions that is, we think, a better way than some of the competition. And so basically we'll use the Arbitrum stack and we'll create our own L2, which will make us also compatible with all the Arbitrum chains. And so we think it's kind of the best of all the worlds. But for us, the idea is like we will start with public stock, and then we think that we can tokenize anything really, not just stocks. It can be private stock, it can be art, it can be real estate, whatever you want to think of. And so we really wanted to have a platform that is kind of easy to build on and we can keep adding on it. At the same time, we know that regulation are going to be hard on some of these products, especially when it comes to financial products. You always have different regulators. You have different rules depending on the region. If you're in the EU versus the US versus LATAM. And so we felt like we wanted to have our own layer that we could customize for these needs. And then anyone that is building on the chain will also be able to benefit from what we are building, versus just putting everything in a contract that will be just good for the people that are using the Robinhood contracts. But so at this point, we announced the chain in June. We are in private test right now, and then we'll do more announcements in the future." Subscribe for the full episode tomorrow! ► Newsletter: ► Spotify: ► Apple: ► Youtube: ► Pods:
DeFi Dad ⟠ defidad.eth62,600 Aufrufe • vor 6 Monaten
On a new The Edge Podcast dropping today, matze | growthepie 🥧📏 shares an excerpt from their growthepie 🥧📏 report on Ethereum, explaining how Celo.eth/acc 🦇 🌳 cut security costs 99.8% running an Ethereum L2 instead of an L1. To just $13,200 per year 😇 560 times cheaper per-transaction for Celo users 🤌
DeFi Dad ⟠ defidad.eth86,553 Aufrufe • vor 9 Monaten