DeFi Dad ⟠ defidad.eth
@DeFi_Dad • 182,568 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
Shorts
Videos
🎙️ 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.eth43,715 Aufrufe • vor 1 Tag
🎙️ 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.eth79,661 Aufrufe • vor 10 Tagen
🎙️ 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 5 Monaten
🎙️ 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 5 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.eth167,766 Aufrufe • vor 5 Monaten
🎙️ 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 5 Monaten
🎙️ 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 2 Monaten
🎙️ New The Edge Podcast 😱 Is It Time To Buy Back Into Crypto? 0:00 - Intro 2:15 - Ram’s background 4:51 - Why Is crypto pumping right now? 8:59 - Did the market bottom early? 11:10 - Can ETH outperform this cycle? 13:53 - Everyone’s offsides in this market 15:15 - Why bullish on HYPE and DeFi 16:57 - Uncertainty about CLARITY 19:24 - BTC as a momentum trade 24:52 - Bessent’s bond market intervention 28:26 - Expectations for Warsh’s speech 30:58 - How could markets respond to Warsh 33:10 - Why the AI CapEx bears are wrong 42:30 - Nvidia is the lender of last resort 45:29 - Would Ram rather invest in AI or crypto? 47:58 - The pitch for Lumida 51:25 - Tokenizing private investments 52:53 - Closing 🙏 Thanks to Lumida Wealth Management Founder Ram Ahluwalia CFA, Lumida for joining us!
DeFi Dad ⟠ defidad.eth22,118 Aufrufe • vor 21 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.eth260,032 Aufrufe • vor 1 Jahr
🎙️ 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.eth36,141 Aufrufe • vor 1 Monat
🎙️ New The Edge Podcast 🔓 How Re Brings Reinsurance, One of Finance's Most Exclusive Yield Sources, To DeFi 0:00 - Intro 1:38 - Building insurance tech before Re 6:36 - Reinsurance and why it matters 9:16 - How big is the reinsurance market? 10:05 - How Re brings reinsurance onchain 14:46 - The DeFi mullet and capital efficiency 18:46 - Growing with just 12 employees 22:45 - Re’s strategy for winning business 28:21 - The capital stack behind Re 35:07 - Re junior tranche and what’s it earning 36:40 - How Re differs from competitors 43:17 - AI's impact on Re future underwriting 46:47 - Re’s role in the growing RWAs 48:50 - Agentic operations within Re 52:28 - Tracking key growth metrics at Re 56:45 - Overview of the RE token 58:44 - Closing 🙏 Thanks to Re CoFounder and CEO Karn Saroya for joining us!
DeFi Dad ⟠ defidad.eth24,012 Aufrufe • vor 1 Monat
🎙️ 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 2 Monaten
🎙️ New The Edge Podcast ⁉️ Will Ethereum Be Quantum Safe? This EF Lead Researcher Says Yes | Lean Ethereum 0:00 - Intro 2:40 - Background + why focus on Ethereum 6:51 - What is Lean Ethereum? 13:58 - What is the quantum risk to blockchains? 17:18 - How real is the quantum threat? How soon? 21:52 - Resources needed for a quantum attack 27:01 - Will users need to migrate ETH or tokens? 32:51 - Will Glamsterdam or Hegota help? 34:49 - Tradeoffs in upgrading to quantum resistant 41:56 - The quantum research team at EF 46:28 - Can AI accelerate this research? 50:22 - Is Ethereum on track to be quantum-safe? 53:29 - Closing 🙏 Thanks to Ethereum Foundation Researcher Thomas Coratger for joining us!
DeFi Dad ⟠ defidad.eth14,863 Aufrufe • vor 25 Tagen
🎙️ New The Edge Podcast 💥 How Royco Risk Tranching Is Working Through Its First Real World Stress Test | DeFi Frontier 0:00 - Intro 2:37 - A DeFi risk tranching protocol 6:01 - Why RWAs are the future of yield 11:32 - What is Royco Dawn? 13:30 - The perfect asset to tranche 18:07 - Screenshare Royco live markets 22:01 - Observation period, first stress test 25:05 - How seniors stay protected 27:00 - What could end the observation period? 30:04 - How Royco tries to restore markets 31:25 - Estimating losses after 21-day period 33:40 - Design for juniors to not be wiped out 37:40 - Tranching vs insurance 41:23 - Is security in DeFi cooked? 43:49 - Opting for delayed settlement 47:54 - Royco Dusk preview 53:42 - Closing 🙏 Thanks to Royco Founder Jai Bhavnani for joining us!
DeFi Dad ⟠ defidad.eth39,601 Aufrufe • vor 2 Monaten
🎙️ New The Edge Podcast 🌉 How Superstate Is Building The Bridge Between $700 Trillion In TradFi and DeFi 0:00 - Intro 1:58 - What tokenization actually means? 3:41 - Tokenization is the evolution of DeFi 7:42 - Why Robert built Superstate 12:49 - Benefits for tokenized asset issuers 18:34 - How Superstate tokenized funds work 23:13 - Magic of automation in DeFi 26:28 - Straddling DeFi and compliance 30:02 - Regulation + CLARITY Act 39:36 - Categories of tokenized securities 41:26 - Differentiators for Superstate 44:57 - Tokenization's hockey stick moment 48:12 - Endgame is primary issuance onchain 49:16 - Closing 🙏 Thanks to Superstate Founder & CEO Robert Leshner for joining us!
DeFi Dad ⟠ defidad.eth45,762 Aufrufe • vor 3 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.eth166,226 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 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 8 Monaten
New @Edge_Pod's out! Pharos is an analytics platform to monitor stablecoins in real-time. In May, they rated pmUSD a D and flagged it before the depeg. Just three days later, it crashed to $0.116. Here's why you should use this free tool before touching any stablecoin.
DeFi Dad ⟠ defidad.eth13,812 Aufrufe • vor 1 Monat