DeFi Dad ⟠ defidad.eth
@DeFi_Dad • 182,210 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
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Videos
🎙️ New The Edge Podcast 💡 Octav Founder Shares His DeFi Playbook: Options, Uniswap LPs, and Tokenized Stocks 0:00 - Intro 2:11 - From BTC mining to DeFi Summer 6:34 - How Octav offers early signal 8:53 - What new DeFi is most exciting? 16:41 - Huge LP returns on RHC 20:57 - Robinhood using USDG 22:32 - Hedging Uniswap LPs with options 27:02 - Why he moved from Base to RHC 28:13 - HL, Kinetiq, and why Elysium 32:19 - Ideas for managing longs next year 40:23 - Are crypto FDV multiples out of line? 42:22 - Why ETH is a SoV, plus top 3 liquid bags 46:46 - Shopping list: VVV, DIME 48:36 - DIME/Paradex bull thesis 52:38 - What is tacticallsXYZ? 57:06 - Tacticalls demo, FOMO for options 1:03:13 - Octav demo, tracking any wallet 1:11:00 - Closing 🙏 Thanks to Octav Labs CoFounder and CEO mbaril010 for joining us!
DeFi Dad ⟠ defidad.eth17,874 Aufrufe • vor 5 Tagen
🎙️ New The Edge Podcast 🐂 Kool Krypto: The Story Behind The Anon DeFi Investor & Trader | What He's Betting On This Cycle 0:00 - Intro 2:25 - From mining BTC at 13 to fund manager 5:25 - Early to ETHLend and DeFi 7:38 - The poker game that led to a fund 10:26 - Is TradFi “in the arena” with DeFi? 14:17 - Early to onchain perps like GMX, HL 20:13 - Liquid fund, yield gen, and a little VC 23:28 - Why Kool doesn’t trade memecoins 28:01 - The DRV bull thesis 41:14 - Kool’s winning BTC call spread 45:58 - Pros/cons of Derive’s RFQ trading 50:14 - AI agents, a tailwind for options 52:50 - His onchain options trading tools 56:29 - Pros/cons of options vs perps 1:02:37 - Managing risk and closing trades 1:05:35 - Why Opulent October makes sense 1:11:12 - His viral ETH call spread on Derive 1:17:38 - Bull thesis for KNTQ 1:25:07 - Derive V3’s ability to list new markets 1:28:31 - What if HL/Lighter launch options? 1:34:19 - Why Kool remains bullish on LIT 1:38:24 - Closing 🙏 Thanks to KoolKrypto for joining us!
DeFi Dad ⟠ defidad.eth116,099 Aufrufe • vor 1 Monat
🎙️ 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.eth269,845 Aufrufe • vor 6 Monaten
🎙️ New The Edge Podcast 🐎 Could Derive V3 Be "The Lighter" of Onchain Options on Ethereum? | DeFi Frontier 0:00 - Intro 2:29 - Building blocks for onchain options 7:56 - The massive TAM for onchain options 11:28 - What is Derive V3? A new ZK app 16:48 - Where will V3 launch? 22:12 - Could V3 be a zkRollup like Lighter? 26:37 - Advantage of onchain options over TradFi 31:47 - New tokenized stocks and RWA markets 35:50 - Onchain options still in the early innings 42:16 - V2 settled billions, V3 is about trillions 46:06 - Closing 🙏 Thanks to Derive.xyz CoFounder and CEO Nick Forster | Derive for joining us!
DeFi Dad ⟠ defidad.eth80,226 Aufrufe • vor 1 Monat
🎙️ New The Edge Podcast ✊ Why Fundamentals Are Finally Winning and Where This DeFi Investor's Putting His Money | The Thesis 0:00 - Intro 2:22 - Background at DeFiance Capital 4:57 - Moving back to fundamentals 11:53 - Memecoins led back to fundamentals 22:19 - StablecoinX Ethena DAT trade 25:04 - Why altcoin DATs are more interesting 27:29 - DeFi yield for public markets 30:53 - The founder is all that matters 38:30 - What are inference capital markets? 44:50 - Why Venice VVV is a clean trade 50:13 - Orbio, a degen bet on AI inference 53:21 - Ranking Kyle’s investments by sector 1:02:44 - Up-and-coming tokens 1:05:13 - October and is the market bottom in? 1:10:45 - Closing 🙏 Thanks to Kyle for joining us!
DeFi Dad ⟠ defidad.eth29,275 Aufrufe • vor 26 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 7 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.eth167,839 Aufrufe • vor 6 Monaten
🎙️ New The Edge Podcast 🕵️ Private DeFi Is Coming: Why Privacy Is Ethereum's Next Frontier | Lean Ethereum 0:00 - Intro 2:31 - Why Ethereum? 5:11 - What is broken with privacy today? 6:52 - What should be private in DeFi? 11:50 - The call for privacy on Ethereum 15:05 - Private txns on Ethereum by 2027 20:53 - Importance of FOCIL for Ethereum 26:51 - When will private DeFi be ready? 30:58 -Network vs protocol vs wallet-based privacy 35:04 - Aztec’s approach to privacy 38:14 - Private DeFi on Ethereum vs Zcash 41:22 - Privacy for institutional investors 43:36 - Network meta data and privacy 45:44 - The future UX of privacy on Ethereum 51:22 - Closing 🙏 Thanks to Ethereum Foundation Researcher soispoke.eth for joining us!
DeFi Dad ⟠ defidad.eth43,689 Aufrufe • vor 1 Monat
![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.eth260,073 Aufrufe • vor 1 Jahr
🎙️ 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😴 | Saturn for joining us!
DeFi Dad ⟠ defidad.eth129,201 Aufrufe • vor 6 Monaten
🎙️ New The Edge Podcast 🥷 You Know Zcash, But Railgun Lets You Use Any Asset Privately Across All Ethereum DeFi 0:00 - Intro 1:55 - Why privacy matters 4:18 - What is Railgun? 5:50 - How to do a private swap with Railgun 9:42 - Railgun is like a safe, but not a mixer 12:47 - Common uses of Railgun 16:50 - The privacy set problem explained 20:00 - Is Railgun similar to an L2? 23:48 - Balancing act of unstoppable access 25:49 - Railgun vs Zcash differences explained 30:47 - Which apps can I use with Railgun? 33:25 - Wallet-level privacy vs app-level privacy 41:41 - Railgun’s relationship with the EF 47:43 - Will privacy be optional? 52:16 - RAIL token: staking, governance, and yield 54:32 - Closing 🙏 Thanks to RAILGUN - Private Ethereum DeFi Privacy Researcher Alan for joining us!
DeFi Dad ⟠ defidad.eth16,078 Aufrufe • vor 19 Tagen
🎙️ New The Edge Podcast 🤔 Is It Time to Buy ENA? Ethena Pay, The Equity Basis Trade, and The Token Cleanup 0:00 - Intro 2:33 - Lito’s background in DeFi 10:45 - What is Ethena Pay? 14:14 - Ethena Pay’s edge as a neobank 19:45 - Mobile app breakthrough for DeFi 25:05 - Competing among DeFi neobanks 29:41 - Ethena’s new equity basis trade 34:18 - Other strats underpinning sUSDe yield 36:56 - ENA token cleanup announced 40:23 - StablecoinX, the ENA DAT 42:47 - What’s next at Ethena? 45:23 - Ethena Pay's key features 50:26 - Closing 🙏 Thanks to Ethena Pay Head of Growth lito for joining us!
DeFi Dad ⟠ defidad.eth23,042 Aufrufe • vor 1 Monat
🎙️ New The Edge Podcast 🤝 Crypto Is No Longer In The Dreaming Phase, We're Now In The Big Boy Era 0:00 - Intro 2:18 - From lofty ideas to real use cases 7:37 - Every institution will migrate onchain 12:14 - What pushed TradFi to move onchain 18:06 - Security is everything for adoption 24:58 - CCIP and lessons from LZ exploit 30:18 - Prediction markets and Chainlink 34:31 - Are AI agents the next wave of new users? 40:21 - DeFi x TradFi misunderstandings 43:05 - Most bullish factor for Chainlink 45:30 - When DeFi becomes TradFi markets 50:48 - Closing 🙏 Thanks to Chainlink Chief Business Officer Johann Eid for joining us!
DeFi Dad ⟠ defidad.eth58,896 Aufrufe • vor 3 Monaten
🎙️ New The Edge Podcast 🏰 Building Citadel Securities For The Tokenized Era | DeFi Frontier 0:00 - Intro 1:33 - From commodities to crypto arbitrage 5:37 - What is Axis Prime? 6:30 - Why crypto businesses need Axis Prime? 8:39 - Balance sheet as a service 10:18 - Betting on stablecoin adoption 13:40 - Serving fiat x crypto conversions 16:14 - First six-figure OTC trade for a CEX 17:25 - Prime works with Origin Vault + sUSDx 19:36 - USDx, sUSDx, and the Origin Vault 21:07 - Axis yields over last 30 days 22:55 - Where does sUSDx yield come from? 23:52 - Onchain cap formation, serving businesses 24:47 - The challenge with trust + transparency 26:34 - How you earn the trust of DeFi lenders 29:32 - Has the market bottomed? 31:08 - Yield to earn from Robinhood mania 34:04 - Closing 🙏 Thanks to Axis CoFounder & CEO Chris ⌖ for joining us!
DeFi Dad ⟠ defidad.eth22,854 Aufrufe • vor 1 Monat
🎙️ New The Edge Podcast 🤝 Fundstrat's Sean Farrell On Bitcoin, ETH, and The Macro Case For Crypto In Every Portfolio 0:00 - Intro 3:03 - Sean’s role at Fundstrat Direct 6:31 - When DeFi became legit tech 12:47 - Sean and Tom Lee on differing views 20:04 - Market conditions for crypto improved 26:28 - Is this the market bottom? 28:47 - Price recovery before credit expansion 31:35 - Can DeFi tokens win next uptrend? 36:35 - DeFi best placed to accrue value 43:48 - TradFi/fintech integrating DeFi 46:16 - Is Wall Street bullish for crypto? 52:47 - CLARITY + possible political headwinds 57:34 - Case for ETH + BTC in every portfolio 1:03:00 - From niche markets to trillions 1:05:23 - Closing 🙏 Thanks to Fundstrat Head of Digital Asset Strategy Sean Farrell for joining us!
DeFi Dad ⟠ defidad.eth36,247 Aufrufe • vor 2 Monaten
🎙️ 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.eth166,246 Aufrufe • vor 1 Jahr
🎙️ 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 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.eth90,055 Aufrufe • vor 10 Monaten
🎙️ New The Edge Podcast ⚔️ Wartime Ethereum: The Case For ETH Going Much Higher 0:00 - Intro 3:01 - John's background 8:39 - Why focus on Ethereum and ETH 14:29 - Why Wartime Ethereum mode? 17:44 - Ethereum can’t be evil 20:23 - Trustware for economic systems 24:48 - Is Wall Street understanding ETH's value? 32:04 - Institutional bull run vs bearish retail 36:03 - When will ETH go up? 45:57 - CLARITY Act tailwind for Ethereum 52:11 - No EF funding crisis, just eco reshaping 59:05 - Decentralized AI makes case for Ethereum 1:08:39 - Questioning the rules of the system 1:10:33 - How to value ETH 1:14:29 - John's outlook for ETH price 1:18:23 - Closing 🙏 Thanks to John Gillen - WartimeEthereum.eth from Milk Road for joining us!
DeFi Dad ⟠ defidad.eth39,765 Aufrufe • vor 3 Monaten