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DROPS E19: Cyrille Contributor f(x) Protocol and AladdinDAO (STABLE, LEVERED) - How DeFi can deliver true transparency and sustainability in finance Cyrille explains how f(x) Protocol is redefining Stablecoins with fully on-chain, audited systems - no middlemen, no VC influence, and organic yield powered by real activity. We talk...

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MR SHIFT 🦁

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26,802 просмотров • 10 месяцев назад •via X (Twitter)

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DROPS E25: Shaaran 🛸 from Multipli.fi: Why Trillions Will Soon Move On-Chain! In this episode, Shaaran breaks down why stablecoins, tokenization, on-chain yield, and the US debt system are all converging into the biggest shift crypto has ever seen - and how Multipli is building the infrastructure to power it. We talk about: - How Shaaran went from 13-year-old Solidity hacker to building a million-user exchange - Why “stablecoins aren’t stable” and how the US debt system resembles a Ponzi - Why the US wants stablecoin adoption - and why yields can’t be passed - The coming tokenization wave: gold, oil, bank reserves, sovereign wealth, everything - The coming “global hunt for yield” as trillions move on-chain - How Multipli helps any asset (BTC, gold, RWA) - generate transparent, risk-adjusted yield And much more! Timestamps 0:00 Introduction 1:29 Welcome To Drops 2:10 Having A Crazy Week 2:42 Who Is Shaaran 4:06 How Shaaran Found Interest In Ethereum 5:04 Something To Help Build Trust 6:12 You Left And Came Back, Why? 7:28 Where Does The Fire In The Belly Come From 9:04 Why Is Blockchain Beautiful 10:19 Where The Fascination With Crypto Comes From 11:39 Stable Coins Losing 5% Per Year 11:57 What Is A Ponzi Scheme 12:45 Ponzi Scheme Connected With U.S Government 15:47 When Did This System Start 17:47 How Could A 5% Rate Jump To 10% 19:03 What If The Rates Go Down 20:52 Why Stable Coins Matter For The U.S 24:56 Why The Yield Bill Not Allowed To Be Passed 26:12 Trillions Of Dollars In Banks Tokenized, Why? 30:26 0% Yield On Tokenized Assets? 31:36 No Built In Yield Explained To Mom 33:27 What Happens To Yield Once Everything’s Tokenized 35:16 Explain Multipli To Your Mom 35:50 Why Take The Risk For 3–4% Yield 38:29 How Much Bitcoin Is In Your Protocol 39:12 Explain How Blackrock Cracked The Code On ETFs 40:42 Examples Of Multipli Producing Yield 44:15 What Does Overcollaterized Mean 45:02 Risk For Losing My Gold 45:58 One Thing To Remember
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DROPS E25: Shaaran 🛸 from Multipli.fi: Why Trillions Will Soon Move On-Chain! In this episode, Shaaran breaks down why stablecoins, tokenization, on-chain yield, and the US debt system are all converging into the biggest shift crypto has ever seen - and how Multipli is building the infrastructure to power it. We talk about: - How Shaaran went from 13-year-old Solidity hacker to building a million-user exchange - Why “stablecoins aren’t stable” and how the US debt system resembles a Ponzi - Why the US wants stablecoin adoption - and why yields can’t be passed - The coming tokenization wave: gold, oil, bank reserves, sovereign wealth, everything - The coming “global hunt for yield” as trillions move on-chain - How Multipli helps any asset (BTC, gold, RWA) - generate transparent, risk-adjusted yield And much more! Timestamps 0:00 Introduction 1:29 Welcome To Drops 2:10 Having A Crazy Week 2:42 Who Is Shaaran 4:06 How Shaaran Found Interest In Ethereum 5:04 Something To Help Build Trust 6:12 You Left And Came Back, Why? 7:28 Where Does The Fire In The Belly Come From 9:04 Why Is Blockchain Beautiful 10:19 Where The Fascination With Crypto Comes From 11:39 Stable Coins Losing 5% Per Year 11:57 What Is A Ponzi Scheme 12:45 Ponzi Scheme Connected With U.S Government 15:47 When Did This System Start 17:47 How Could A 5% Rate Jump To 10% 19:03 What If The Rates Go Down 20:52 Why Stable Coins Matter For The U.S 24:56 Why The Yield Bill Not Allowed To Be Passed 26:12 Trillions Of Dollars In Banks Tokenized, Why? 30:26 0% Yield On Tokenized Assets? 31:36 No Built In Yield Explained To Mom 33:27 What Happens To Yield Once Everything’s Tokenized 35:16 Explain Multipli To Your Mom 35:50 Why Take The Risk For 3–4% Yield 38:29 How Much Bitcoin Is In Your Protocol 39:12 Explain How Blackrock Cracked The Code On ETFs 40:42 Examples Of Multipli Producing Yield 44:15 What Does Overcollaterized Mean 45:02 Risk For Losing My Gold 45:58 One Thing To Remember

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DROPS E35: Core DAO 🔶 - Bitcoin yield without giving up your Bitcoin Rich is one of the initial contributors to Core DAO, the leading Bitcoin scaling solution. He's also a long-time Zcash holder and early backer of Z Protocol , a new privacy chain built on Core's Satoshi Plus consensus. We talk Bitcoin yield, financial privacy, AI surveillance, and why the next big move in crypto might not be where most people are looking. We talk about: - How Core DAO lets you earn yield on Bitcoin by time-locking it - without ever giving up custody - Why borrowing against Bitcoin makes sense now - OG Bitcoiners rotating to Zcash - what "transition" actually means and whether it's bad for Bitcoin - Z Protocol as the DeFi layer for private money - Why AI has made financial surveillance trivial - and why that accelerates privacy adoption - How Agents are leaving full financial fingerprints - and why privacy needs to be default on at the chain level And much more... Timestamps: 0:00 - Introduction 2:05 - What does Rich Rines do? 3:00 - Financial Freedom 4:09 - Journey from Bitcoin to Zcash 6:40 - Zcash Philosophy 8:38 - Transition to Zcash 11:20 - Who is Rich Rines? 11:46 - Bitcoin as Pristine Collateral 14:28 - Criticisms of Borrowing Strategy 16:52 - Explaining CORE 18:58 - Bitcoin Yield Story 20:29 - Misconception regarding CORE 22:08 - Time Lock 23:34 - Risk of using CORE 24:37 - Strategies used by CORE 26:42 - What Bitcoin Holders Want? 28:46 - Bitcoin Yield 30:10 - CORE Alpha 32:44 - SatPay 34:19 - Power Grid Thesis 35:37 - Satoshi Plus 37:07 - What is Z? 38:12 - Benefits of long-term Zcash Holder 40:01 - Vertical Integration 43:12 - Privacy for Agents 44:41 - Faux Privacy 46:14 - Privacy vs Government 49:01 - Zcash’s Future 50:01 - Conclusion
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DROPS E35: Core DAO 🔶 - Bitcoin yield without giving up your Bitcoin Rich is one of the initial contributors to Core DAO, the leading Bitcoin scaling solution. He's also a long-time Zcash holder and early backer of Z Protocol , a new privacy chain built on Core's Satoshi Plus consensus. We talk Bitcoin yield, financial privacy, AI surveillance, and why the next big move in crypto might not be where most people are looking. We talk about: - How Core DAO lets you earn yield on Bitcoin by time-locking it - without ever giving up custody - Why borrowing against Bitcoin makes sense now - OG Bitcoiners rotating to Zcash - what "transition" actually means and whether it's bad for Bitcoin - Z Protocol as the DeFi layer for private money - Why AI has made financial surveillance trivial - and why that accelerates privacy adoption - How Agents are leaving full financial fingerprints - and why privacy needs to be default on at the chain level And much more... Timestamps: 0:00 - Introduction 2:05 - What does Rich Rines do? 3:00 - Financial Freedom 4:09 - Journey from Bitcoin to Zcash 6:40 - Zcash Philosophy 8:38 - Transition to Zcash 11:20 - Who is Rich Rines? 11:46 - Bitcoin as Pristine Collateral 14:28 - Criticisms of Borrowing Strategy 16:52 - Explaining CORE 18:58 - Bitcoin Yield Story 20:29 - Misconception regarding CORE 22:08 - Time Lock 23:34 - Risk of using CORE 24:37 - Strategies used by CORE 26:42 - What Bitcoin Holders Want? 28:46 - Bitcoin Yield 30:10 - CORE Alpha 32:44 - SatPay 34:19 - Power Grid Thesis 35:37 - Satoshi Plus 37:07 - What is Z? 38:12 - Benefits of long-term Zcash Holder 40:01 - Vertical Integration 43:12 - Privacy for Agents 44:41 - Faux Privacy 46:14 - Privacy vs Government 49:01 - Zcash’s Future 50:01 - Conclusion

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NEW Solana Sessions dives into Harmonic’s plan to bring Nasdaq onchain Its cofounder Ben ⌛ explains how it’s creating an open, competitive marketplace on Solana with plans to scale to 1M TPS Timestamps 00:00 – Intro: Solana’s progress & how Temporal fits in 01:03 – Creating an “onchain Nasdaq” for Solana 02:15 – Ben’s background: from math & CS student to interning at Citadel 03:19 – What drew him from traditional finance to crypto 04:11 – First impressions of Solana’s speed and performance 05:25 – Why Ben left HFT firms to build in decentralized finance 06:20 – Problems with centralized markets and the appeal of DeFi transparency 07:04 – How Solana achieved real efficiency and low fees 08:50 – Understanding more about Harmonic 10:15 – Why sequencing and inclusion latency matter for DeFi apps 11:35 – Standardizing Solana’s transaction rules with ACE (Application Controlled Execution) 13:13 – Why open sequencing helps apps like DEXs and liquidators 14:04 – Bringing predictability and competition to Solana’s block production 15:32 – How multiple builders competing improves network throughput 16:51 – The goal: Solana reaching 10 to 100x throughput with stability 18:06 – Long-term potential can be 1 million TPS and sustainable decentralization 19:22 – How open sequencing improves inclusion, latency and efficiency 20:57 – Building trust between validators, builders, and applications 22:13 – Preventing toxic block-building practices 23:46 – Why transparency and fairness increase validator revenue 25:04 – What “success” looks like for Solana developers and apps 26:33 – Why Solana’s user and institutional adoption is accelerating 28:10 – The role of liquidity providers and market competition 29:12 – Institutional capital, DeFi adoption & network maturity 31:04 – Advice from Ben: ignore short-term noise, keep building 32:33 – Closing thoughts & future of open blockchain design Watch on X:
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I spoke with Maple's Sid Powell (Sid Powell 🥞 ) and Paul Frambot 🦋 of Morpho about where institutional crypto lending is heading, why DAOs struggle to move fast, and what the DeFi mullet model really requires to work. Don’t miss it! Timestamps: 🏦 0:58 What makes Maple Finance a hybrid between CeFi and DeFi lending 🌾 3:37 How Maple's Syrup stablecoin generates yield from institutional loans 🤝 7:14 Why Ethena proposed using Maple as a backing asset for USDe 🏛️ 11:43 How institutional interest in crypto has held up despite the bear market ⚙️ 18:05 How Maple thinks about multi-chain deployment and Ethereum vs. Solana 🗳️ 22:25 Why DAO governance creates tension with moving nimbly as a business 🦙 35:24 How Morpho powers Coinbase's DeFi lending with a Web2 user experience 🔄 49:27 Why Morpho V2 introduces fixed-rate, fixed-term lending to DeFi 🏗️ 59:52 How Morpho's foundation-only structure avoids the DAO governance trap 🤖 1:05:28 Why Morpho uses formal verification, not just AI, to defend against smart contract hacks

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There’s no such thing as a free +10% DeFi yield Risk curators have been at the center of the storm. Steakhouse Financial’s SebVentures breaks down what most DeFi users misunderstand about yield, vault safety, and the coming stablecoin wave on Bits + Bips Plus: the liquidity problem with tokenized onchain credit funds & the role of new stablechains like Tempo and Plasma 👇 Timestamps: 🥩 0:27 Understanding Steakhouse Financial and its growth rate 🧠 2:27 What “risk curation” actually means and why Steakhouse focuses on institutions 💵 5:20 How Steakhouse Financial vaults generate stablecoin yields ⚙️ 8:07 What risk curators can—and can’t—control in a decentralized environment ⚠️ 12:56 What recent volatility revealed about #DeFi vaults and the collapse of Stream Finance 📉 17:01 Whether “safe” high yield is even possible 🧱 19:06 The liquidity problem with tokenized credit funds onchain 🌊 27:16 How Steakhouse is positioning for the stablecoin boom ⛓️ 28:52 How stablechains like #Tempo and #Plasma could change the game 🏦 30:15 Why Steakhouse plans to integrate tokenized deposits 🌍 32:23 Steakhouse’s 2026 bet on non-USD #stablecoins

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What if a crypto balance sheet was not just sitting there? What if it could become a growth engine? hyunsu.hl explains why Hyperion is building beyond the treasury model and how DeFi monetization, staking, and validator economics could create a new kind of public market company. Here’s my conversation with Hyunsu Jung. Timestamps: 0:00 - Why Hyperion DeFi is not just another crypto treasury 1:22 - Why Hyperliquid created a new kind of public company 3:03 - Hyunsu Jung’s background before Hyperion 5:31 - What most people still miss about DeFi monetization 7:30 - Why Hyperliquid is becoming a serious trading venue 9:21 - Breaking down the triple dip strategy 12:08 - The five revenue streams behind Hyperion 15:11 - How off chain capital connects to on chain DeFi 16:23 - The profit model and why execution matters 19:25 - What makes Hyperion different from MicroStrategy 21:04 - Why Hyperliquid’s numbers are hard to ignore 24:25 - Why traditional traders are paying attention now 28:06 - How investors can access Hyperion DeFi through public markets 30:07 - The Inovia pivot and the investors behind Hyperion 32:53 - What could break the model and how risk is managed 35:20 - Why Hyperion is all in on Hyperliquid 37:39 - HIP4, new market structures, and what comes next 39:47 - Inside the team building Hyperion 41:04 - Will more DATs launch on Hyperliquid 43:57 - Lightning round on HYPE, DeFi, and real alpha 47:13 - Hyunsu Jung on meaning, leadership, and building at the right time Watch the full video on YouTube: #HyunsuJung #ConstantinKogan #HyperionDeFi #Hyperliquid #DeFi #Crypto #PublicMarkets #DigitalAssetTreasury #HYPE #Blockchain #HolisticInvestments

Constantin Kogan

31,611 просмотров • 3 месяцев назад

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DROPS E17: Hugo Philion Founder of Flare ☀️: Bridging data and smart contracts across multiple blockchains. We dive deep into how Hugo is rethinking the very fabric of decentralized finance - from building a data layer that connects every major blockchain, to unlocking the untapped potential of XRP and Bitcoin, to his bold takes on fiat collapse, wealth inequality, and why true decentralization still matters more than ever. We talk about: - Building Flare as the "London of crypto" - a hub connecting XRP, Bitcoin, Dogecoin & more - Why XRP is massively underserved and misunderstood - Crypto as a tool to defend middle-class wealth against fiat decay - His prediction for Bitcoin hitting $500K–$1M long term - The future of decentralized, non-custodial yield on XRP And much more! Timestamps 0:00 - Introduction 1:37 - Welcome To Drops 2:15 - Wealth Tax In Singapore 4:44 - What Kevin Does Outside Podcasting 6:37 - How Are You Doing 9:05 - Thoughts On The UK 10:55 - Politicians In Democracies Thoughts 13:33 - How The UK Got Here 15:20 - Who Are You 16:04 - Something To Make Us Trust You 18:10 - Crypto & Blockchain A Big Deal 20:36 - Motivation To Erode Middle Class Wealth 23:55 - Using Crypto To Preserve Wealth 25:19 - Bitcoin Reaching $1 Million 26:15 - Housing And Real Estate Comparison 29:17 - What Is Flare Network 32:00 - Analogy To Explain Flare Network 34:38 - Why Focus On XRP 36:23 - Answer To XRP Being Questionable 39:08 - Biggest Strengths In XRP Ecosystem 42:19 - The Next Ecosystem To Work With 43:49 - XRP Staking Explained 47:15 - One Thing To Remember

MR SHIFT 🦁

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MR SHIFT 🦁

64,521 просмотров • 4 месяцев назад

LIVE NOW: Why Vaults Are a Ticking Time Bomb | ilemi from Herd 🦬 DeFi vaults make yield feel simple. Behind one deposit can sit dozens of markets, recursive wrappers, leverage, curators, and risk assumptions most users never see. Andrew Hong joins David Hoffman to tell us about: • Why vaults are becoming crypto’s one-click financial layer • How Coinbase and institutions could take them mainstream • Where risk creep and hidden dependencies enter • Why transparency must come before ratings --- TIMESTAMPS 0:00 Introducing DeFi Vaults 2:20 From Yearn to Morpho 3:58 Why One-Click Yield Is Growing 9:02 Coinbase Earn and the Safer End of Vaults 11:40 How Vaults Rebalance Capital 14:38 Leverage, RWAs, and Higher Yields 18:28 When Strategies Go Seven Layers Deep 20:43 The Summer Finance Exploit 23:56 The Incentive to Take More Risk 27:59 An Inevitable but Unstable Product 29:45 Regulation and the Role of Curators 34:10 The Transparency Gap 39:32 Misaligned Incentives and Liability 41:48 What Happens When Vaults Reach Mainstream Users 46:22 What the Vault Sector Needs 51:13 How to Evaluate a Vault 53:41 Did DeFi Reinvent the Bank? 58:01 What to Watch Next 1:03:44 What Herd Is Building
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LIVE NOW: Why Vaults Are a Ticking Time Bomb | ilemi from Herd 🦬 DeFi vaults make yield feel simple. Behind one deposit can sit dozens of markets, recursive wrappers, leverage, curators, and risk assumptions most users never see. Andrew Hong joins David Hoffman to tell us about: • Why vaults are becoming crypto’s one-click financial layer • How Coinbase and institutions could take them mainstream • Where risk creep and hidden dependencies enter • Why transparency must come before ratings --- TIMESTAMPS 0:00 Introducing DeFi Vaults 2:20 From Yearn to Morpho 3:58 Why One-Click Yield Is Growing 9:02 Coinbase Earn and the Safer End of Vaults 11:40 How Vaults Rebalance Capital 14:38 Leverage, RWAs, and Higher Yields 18:28 When Strategies Go Seven Layers Deep 20:43 The Summer Finance Exploit 23:56 The Incentive to Take More Risk 27:59 An Inevitable but Unstable Product 29:45 Regulation and the Role of Curators 34:10 The Transparency Gap 39:32 Misaligned Incentives and Liability 41:48 What Happens When Vaults Reach Mainstream Users 46:22 What the Vault Sector Needs 51:13 How to Evaluate a Vault 53:41 Did DeFi Reinvent the Bank? 58:01 What to Watch Next 1:03:44 What Herd Is Building

Bankless

35,769 просмотров • 29 дней назад

Even though Plume just launched its mainnet in June, it already has $5B assets in the pipeline and over half of all RWA holders in crypto Its cofounder Chris Yin shares on Talking Tokens Podcast how Plume went from a product app to a full chain, why most tokenized assets fail, and what it takes to make RWAs usable. Timestamps 0:00 – What is Plume Network? 1:32 – Chris’s background: DeFi summer, yield farming, and app-layer insights 2:15 – Why most tokenized assets fail: no usage, no velocity 4:03 – Why Plume had to build its own chain 5:42 – Tokenization isn’t enough — here’s what else matters 8:01 – RWAs as crypto’s biggest opportunity (bigger than all DeFi) 9:33 – Stable yield, composability, and how users interact with assets 12:16 – What makes tokenized assets actually usable 14:00 – Top-down vs bottoms-up tokenization 16:00 – Mineral Vault: onboarded 80K holders in a month 19:12 – Plume’s Phase 2: onboarding non-crypto users 20:30 – Why real traction > flashy launches 22:41 – The real numbers behind RWA growth 25:50 – Plume’s 2025 goal: $1B in clean, onchain RWA value 27:48 – Structured products will unlock the next wave 30:50 – Long-term vision: an onchain BlackRock 32:10 – It’s not about one asset — it’s the full stack 36:36 – Honoring Co-Founder Eugene Chen 39:25 – Final advice: focus long-term, but adapt fast
51:44

Even though Plume just launched its mainnet in June, it already has $5B assets in the pipeline and over half of all RWA holders in crypto Its cofounder Chris Yin shares on Talking Tokens Podcast how Plume went from a product app to a full chain, why most tokenized assets fail, and what it takes to make RWAs usable. Timestamps 0:00 – What is Plume Network? 1:32 – Chris’s background: DeFi summer, yield farming, and app-layer insights 2:15 – Why most tokenized assets fail: no usage, no velocity 4:03 – Why Plume had to build its own chain 5:42 – Tokenization isn’t enough — here’s what else matters 8:01 – RWAs as crypto’s biggest opportunity (bigger than all DeFi) 9:33 – Stable yield, composability, and how users interact with assets 12:16 – What makes tokenized assets actually usable 14:00 – Top-down vs bottoms-up tokenization 16:00 – Mineral Vault: onboarded 80K holders in a month 19:12 – Plume’s Phase 2: onboarding non-crypto users 20:30 – Why real traction > flashy launches 22:41 – The real numbers behind RWA growth 25:50 – Plume’s 2025 goal: $1B in clean, onchain RWA value 27:48 – Structured products will unlock the next wave 30:50 – Long-term vision: an onchain BlackRock 32:10 – It’s not about one asset — it’s the full stack 36:36 – Honoring Co-Founder Eugene Chen 39:25 – Final advice: focus long-term, but adapt fast

Jacquelyn Melinek

24,633 просмотров • 1 год назад

Today on MCG: ksett | Derive.xyz 99% of people in crypto know perps but few understand options... Ksett breaks down why they are the next frontier, how they will be accessible on-chain, and why $22.3 billion in notional volume is just the beginning 👇 00:46 - Meet Ksett 01:19 - Background 01:37 - From user to team member 02:11 - Most people know perps — why options are the next step 02:48 - Perps limitations 03:36 - What you can build with options 04:42 - The team 05:56 - What Derive offers 08:59 - On-chain benefits 09:33 - Self-custodial 11:53 - How Derive came to be 21:26 - Who is the target audience? 21:55 - The institutional set 22:10 - The broker program 23:47 - Agentic trading 27:05 - A retail agent version 28:32 - Is Derive bridging CeFi to DeFi? 29:38 - Commodities on Derive 41:10 - Coinbase acquisition 42:17 - $22.3 billion in notional volume 43:28 - Governance and tokenomics 45:40 - Options MM program 50:31 - The SEC side and regulation 51:37 - White label opportunities 51:53 - 35% of fees go to buybacks 57:07 - Wrap up and takeaways
59:24

Today on MCG: ksett | Derive.xyz 99% of people in crypto know perps but few understand options... Ksett breaks down why they are the next frontier, how they will be accessible on-chain, and why $22.3 billion in notional volume is just the beginning 👇 00:46 - Meet Ksett 01:19 - Background 01:37 - From user to team member 02:11 - Most people know perps — why options are the next step 02:48 - Perps limitations 03:36 - What you can build with options 04:42 - The team 05:56 - What Derive offers 08:59 - On-chain benefits 09:33 - Self-custodial 11:53 - How Derive came to be 21:26 - Who is the target audience? 21:55 - The institutional set 22:10 - The broker program 23:47 - Agentic trading 27:05 - A retail agent version 28:32 - Is Derive bridging CeFi to DeFi? 29:38 - Commodities on Derive 41:10 - Coinbase acquisition 42:17 - $22.3 billion in notional volume 43:28 - Governance and tokenomics 45:40 - Options MM program 50:31 - The SEC side and regulation 51:37 - White label opportunities 51:53 - 35% of fees go to buybacks 57:07 - Wrap up and takeaways

MCG

10,272 просмотров • 3 месяцев назад

NEW POD - r-r o'leary ⛛ 🕊️ – core developer of DarkFi Squad – joins me to articulate how privacy-preserving blockchain infrastructure can unlock new forms of anonymous coordination, DAO governance, and capital allocation. We pulled the threads on the philosophical underpinnings of the Lunarpunk and how privacy-first systems like DarkFi can empower communities to define new futures through encrypted trust. 00:00 – Intro 03:06 What Is DarkFi? 08:47 Why Privacy Matters 12:48 Upcoming DarkFi Releases 14:44 What Mining DarkFi Means 18:47 Vision for DarkFi’s Future 23:07 Applications Only Possible with Privacy 26:57 Working Anonymously with a Team 27:11 Inside the DarkFi DAO 36:56 DAO Privacy Levels & Voting 39:55 Evolution of DAOs with ZK Tech 40:56 No EVM Compatibility, Simplicity Philosophy 52:32 Building on ZK with Low-Level Language 53:07 Where to Learn More About DarkFi At we are building capital allocation for the next internet. Learn more @
57:01

NEW POD - r-r o'leary ⛛ 🕊️ – core developer of DarkFi Squad – joins me to articulate how privacy-preserving blockchain infrastructure can unlock new forms of anonymous coordination, DAO governance, and capital allocation. We pulled the threads on the philosophical underpinnings of the Lunarpunk and how privacy-first systems like DarkFi can empower communities to define new futures through encrypted trust. 00:00 – Intro 03:06 What Is DarkFi? 08:47 Why Privacy Matters 12:48 Upcoming DarkFi Releases 14:44 What Mining DarkFi Means 18:47 Vision for DarkFi’s Future 23:07 Applications Only Possible with Privacy 26:57 Working Anonymously with a Team 27:11 Inside the DarkFi DAO 36:56 DAO Privacy Levels & Voting 39:55 Evolution of DAOs with ZK Tech 40:56 No EVM Compatibility, Simplicity Philosophy 52:32 Building on ZK with Low-Level Language 53:07 Where to Learn More About DarkFi At we are building capital allocation for the next internet. Learn more @

Kev.Ξth, GG24 is live💰✨

12,773 просмотров • 1 год назад

E137: From exposing Bitcoin’s biggest weakness to onboarding FIFA and MapleStory - Avalanche🔺 CEO and Founder Emin Gün Sirer🔺⚔️ - founder of Ava Labs 🔺, the company behind Avalanche - shares the journey from building Karma (a pre-Bitcoin digital currency) to pioneering Avalanche, the multi-chain blockchain reshaping crypto's infrastructure. From early academic battles with Bitcoin maxis to onboarding FIFA and MapleStory Universe, this is one of the wildest rides in Web3. Timestamps 0:00 Introduction 1:59 Opening Comments 2:55 What Is Your Mission 3:39 Who Are You 6:00 Business vs PHD Program 7:21 Chip on The Shoulder 9:32 Partnerships Jupiter, Money Badgers, Mantle 10:27 Chip On The Shoulder (Continued) 11:55 What Is An Internet Currency 13:55 Why Was Bitcoin Better 15:46 Biggest Flaws In Bitcoin 19:17 Is Maximalism A Good Thing 21:18 Does Maximalism Help Bitcoin 22:05 Fascination With Bitcoin & Crypto 23:33 Evolution With Time 25:11 Broader Crypto Use 27:26 Partnerships Trezor Sui 28:15 Avalanche Explained Simply 28:48 Shiny Object, Why People Fall For It 33:08 Moving Towards Show Me Era 34:27 What Emin Did Different 36:45 What Did You Do Wrong 38:10 Does The Best Tech Win 40:03 Avalanche, Home of Layer Ones? 42:10 How Does Avalanche Scale 43:38 The Gaming Blockchain 48:21 Real World Assets on Defy 50:31 How Big Is RWA 50:58 Why Transformation Is Slow 52:36 FIFA On Avalanche Blockchain, Why? 53:28 Endgame For Avalanche 56:48 Personal Difficulties While Building 58:30 What Did You Change Afterwards 1:01:25 Why Live In New York 1:03:40 Debanked After Moving 1:09:05 Crypto Full Mainstream, How? 1:10:43 Biggest Prediction In 12 Months
1:12:36

E137: From exposing Bitcoin’s biggest weakness to onboarding FIFA and MapleStory - Avalanche🔺 CEO and Founder Emin Gün Sirer🔺⚔️ - founder of Ava Labs 🔺, the company behind Avalanche - shares the journey from building Karma (a pre-Bitcoin digital currency) to pioneering Avalanche, the multi-chain blockchain reshaping crypto's infrastructure. From early academic battles with Bitcoin maxis to onboarding FIFA and MapleStory Universe, this is one of the wildest rides in Web3. Timestamps 0:00 Introduction 1:59 Opening Comments 2:55 What Is Your Mission 3:39 Who Are You 6:00 Business vs PHD Program 7:21 Chip on The Shoulder 9:32 Partnerships Jupiter, Money Badgers, Mantle 10:27 Chip On The Shoulder (Continued) 11:55 What Is An Internet Currency 13:55 Why Was Bitcoin Better 15:46 Biggest Flaws In Bitcoin 19:17 Is Maximalism A Good Thing 21:18 Does Maximalism Help Bitcoin 22:05 Fascination With Bitcoin & Crypto 23:33 Evolution With Time 25:11 Broader Crypto Use 27:26 Partnerships Trezor Sui 28:15 Avalanche Explained Simply 28:48 Shiny Object, Why People Fall For It 33:08 Moving Towards Show Me Era 34:27 What Emin Did Different 36:45 What Did You Do Wrong 38:10 Does The Best Tech Win 40:03 Avalanche, Home of Layer Ones? 42:10 How Does Avalanche Scale 43:38 The Gaming Blockchain 48:21 Real World Assets on Defy 50:31 How Big Is RWA 50:58 Why Transformation Is Slow 52:36 FIFA On Avalanche Blockchain, Why? 53:28 Endgame For Avalanche 56:48 Personal Difficulties While Building 58:30 What Did You Change Afterwards 1:01:25 Why Live In New York 1:03:40 Debanked After Moving 1:09:05 Crypto Full Mainstream, How? 1:10:43 Biggest Prediction In 12 Months

MR SHIFT 🦁

93,188 просмотров • 11 месяцев назад

E159: Hyperliquid: Housing all of Finance jeff.hl came back on the When Shift Happens Podcast to talk about the Hyperliquid journey since the TGE and what the future holds for one of the most loved and prolific protocols in the space Hyperliquid Timestamps 0:00 Intro 2:01 Singapore 2:27 Reminiscing on the Token Launch 5:00 Was This Scale Of Wealth Expected? 6:28 Doing The Right Thing In Crypto 9:07 The Responsibility that comes with Billions of $ 11:10 Jupiter KAST 11:51 Bringing Hyperliquid to the masses 15:21 Pre TGE and Post TGE: Operational difference 20:13 Choices on what to build Internally vs Externally 22:05 How to build a reliable team 24:51 Did the Team celebrate the HYPE wealth Generation event? 26:45 How to test talents for High Integrity 28:31 How much does the Hyperliquid team sleep? 30:05 Employee Vesting Fears 31:41 Dealing with FUD 32:28 How Does Jeff Personally Handle FUD 35:02 Token "Buybacks" critics 37:20 Why Hyperliquid can't have Discretionary "Buybacks" 39:04 HyperEVM, explained Simply 40:00 Paradex Zodl 40:41 HyperEVM: Success so Far? 44:05 HIP-3, explained Simply 47:44 What makes Hyperliquid's approach different 48:19 Why Should People Care? 51:33 Bring All Finance On Chain 52:08 Why Is The Hyperliquid Approach Better? 53:47 Key Numbers showing that Hyperliquid Is Doing it right 59:01 What Has the Unit team demonstrated with spot trading on Hyperliquid in 2025 1:03:29 HIP-4: Outcome Markets 1:08:01 Trezor Sui 1:08:58 What does "Housing All Of Finance" mean? 1:10:51 Why Hyperliquid is not a crypto company 1:12:23 Why Does Hyperliquid have A Stablecoin USDH (Native Markets) 1:14:39 What Is Kinetiq & Why Does It Matter? 1:16:15 Why Is What HyperLend Is Building Important For HyperLiquid 1:23:39 Where did Fairness cost the most? 1:24:47 What should Hyperliquid be Remembered for? 1:25:24 Why should people stay in Crypto when there's an AI brain drain? 1:28:10 Closing Thoughts
1:29:06

E159: Hyperliquid: Housing all of Finance jeff.hl came back on the When Shift Happens Podcast to talk about the Hyperliquid journey since the TGE and what the future holds for one of the most loved and prolific protocols in the space Hyperliquid Timestamps 0:00 Intro 2:01 Singapore 2:27 Reminiscing on the Token Launch 5:00 Was This Scale Of Wealth Expected? 6:28 Doing The Right Thing In Crypto 9:07 The Responsibility that comes with Billions of $ 11:10 Jupiter KAST 11:51 Bringing Hyperliquid to the masses 15:21 Pre TGE and Post TGE: Operational difference 20:13 Choices on what to build Internally vs Externally 22:05 How to build a reliable team 24:51 Did the Team celebrate the HYPE wealth Generation event? 26:45 How to test talents for High Integrity 28:31 How much does the Hyperliquid team sleep? 30:05 Employee Vesting Fears 31:41 Dealing with FUD 32:28 How Does Jeff Personally Handle FUD 35:02 Token "Buybacks" critics 37:20 Why Hyperliquid can't have Discretionary "Buybacks" 39:04 HyperEVM, explained Simply 40:00 Paradex Zodl 40:41 HyperEVM: Success so Far? 44:05 HIP-3, explained Simply 47:44 What makes Hyperliquid's approach different 48:19 Why Should People Care? 51:33 Bring All Finance On Chain 52:08 Why Is The Hyperliquid Approach Better? 53:47 Key Numbers showing that Hyperliquid Is Doing it right 59:01 What Has the Unit team demonstrated with spot trading on Hyperliquid in 2025 1:03:29 HIP-4: Outcome Markets 1:08:01 Trezor Sui 1:08:58 What does "Housing All Of Finance" mean? 1:10:51 Why Hyperliquid is not a crypto company 1:12:23 Why Does Hyperliquid have A Stablecoin USDH (Native Markets) 1:14:39 What Is Kinetiq & Why Does It Matter? 1:16:15 Why Is What HyperLend Is Building Important For HyperLiquid 1:23:39 Where did Fairness cost the most? 1:24:47 What should Hyperliquid be Remembered for? 1:25:24 Why should people stay in Crypto when there's an AI brain drain? 1:28:10 Closing Thoughts

MR SHIFT 🦁

579,432 просмотров • 6 месяцев назад

DROPS E29: Ivo Grigorov, CEO at Real - The Trust Layer That Traditional Finance Has Been Waiting For From managing $1.2B in traditional finance to building an institutional-grade L1, Ivo is on a mission to bring real-world assets on-chain and rebuild trust between banks and crypto. We talk about: - Why trust is the missing link in tokenized real-world assets - How Real Finance is designing an L1 for banks and institutions - Turning a $100M guarantee scheme into smart contracts - Why crypto misunderstands sustainability and compounding - Bridging TradFi and Web3 with transparency, validators & on-chain metadata - Raising $29M and onboarding banks before mainnet launch And much more... Timestamps: 0:00 - Introduction 1:35 - Founder Life 2:37 - The Mission & Sacrifices 4:10 - Building globally before launch 5:00 - Background & Qualifications 6:23 - Childhood Experiences 09:58 - Co-founders & Partnership 12:55 - Credibility 15:16 - What Crypto misunderstood about TradFi? 19:39 - What TradFi misunderstood about Crypto? 24:26 - The Real Turning Point 26:46 - Credefi to Real Finance 32:00 - What’s RWA? 34:40 - What’s broken with RWAs? 36:58 - Real Finance in simple terms 38:09 - Institutional interest in Real Finance 41:28 - Success & Failures 41:58 - How Global Finance could change 43:02 - Crypto isn’t a slow process 45:35 - Conclusion
47:16

DROPS E29: Ivo Grigorov, CEO at Real - The Trust Layer That Traditional Finance Has Been Waiting For From managing $1.2B in traditional finance to building an institutional-grade L1, Ivo is on a mission to bring real-world assets on-chain and rebuild trust between banks and crypto. We talk about: - Why trust is the missing link in tokenized real-world assets - How Real Finance is designing an L1 for banks and institutions - Turning a $100M guarantee scheme into smart contracts - Why crypto misunderstands sustainability and compounding - Bridging TradFi and Web3 with transparency, validators & on-chain metadata - Raising $29M and onboarding banks before mainnet launch And much more... Timestamps: 0:00 - Introduction 1:35 - Founder Life 2:37 - The Mission & Sacrifices 4:10 - Building globally before launch 5:00 - Background & Qualifications 6:23 - Childhood Experiences 09:58 - Co-founders & Partnership 12:55 - Credibility 15:16 - What Crypto misunderstood about TradFi? 19:39 - What TradFi misunderstood about Crypto? 24:26 - The Real Turning Point 26:46 - Credefi to Real Finance 32:00 - What’s RWA? 34:40 - What’s broken with RWAs? 36:58 - Real Finance in simple terms 38:09 - Institutional interest in Real Finance 41:28 - Success & Failures 41:58 - How Global Finance could change 43:02 - Crypto isn’t a slow process 45:35 - Conclusion

MR SHIFT 🦁

40,246 просмотров • 6 месяцев назад

My conversation with Austin Campbell (Austin Campbell) on when Circle must freeze USDC and why they probably should've after the Drift exploit. 0:00 Intro 2:00 Freeze of USDC in 16 wallets 4:31 How bank freezes work 7:27 Circle's obligation to freeze 9:40 Does Circle's terms of service even apply? 11:24 The privity problem 13:20 The five-piece legal framework that functions like a safe harbor for institutions freezing assets 16:43 DeFi's second-order exposure to asset freezes 18:29 Can DeFi adapt? 21:03 Circle's response to the Drift exploit 22:34 DeFi and the legal system 24:27 Bitcoin as an alternative 28:18 Why people like intermediaries 31:04 The Drift exploit: why Circle should have frozen USDC 36:34 The difficult line between exploit and protocol use 38:27 Real world assets on chain: the DeFi trilemma Includes paid partnership with our sponsor, Day One Law. Nothing in this podcast is legal or investment advice.
43:17

My conversation with Austin Campbell (Austin Campbell) on when Circle must freeze USDC and why they probably should've after the Drift exploit. 0:00 Intro 2:00 Freeze of USDC in 16 wallets 4:31 How bank freezes work 7:27 Circle's obligation to freeze 9:40 Does Circle's terms of service even apply? 11:24 The privity problem 13:20 The five-piece legal framework that functions like a safe harbor for institutions freezing assets 16:43 DeFi's second-order exposure to asset freezes 18:29 Can DeFi adapt? 21:03 Circle's response to the Drift exploit 22:34 DeFi and the legal system 24:27 Bitcoin as an alternative 28:18 Why people like intermediaries 31:04 The Drift exploit: why Circle should have frozen USDC 36:34 The difficult line between exploit and protocol use 38:27 Real world assets on chain: the DeFi trilemma Includes paid partnership with our sponsor, Day One Law. Nothing in this podcast is legal or investment advice.

Jacob Robinson

22,912 просмотров • 4 месяцев назад