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EXCLUSIVE: How To Earn Real Bitcoin Yield Without Impermanent Loss with Michael Egorov Impermanent loss: crypto's most misnamed problem that has permanently damaged countless LP portfolios. In today's episode, & Wayne Sim sit down with Curve Finance founder, Michael Egorov to cover: > The Math Behind Impermanent Loss >...

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The Rollup

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52,798 просмотров • 1 год назад •via X (Twitter)

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Фото профиля The Rollup
The Rollup1 год назад

📺YouTube: 🎙️Spotify: 🎧Apple:

Фото профиля Lark Davis
Lark Davis1 год назад

A smart man turned $12K into $15M by buying FARTCOIN at $83K market cap. He aped into $ai16z with $3K and is currently sitting on $1.7M realized and $16.6M in unrealized profits. Subscribe now and join 130K+ investors prepping for the next big cycle.

Фото профиля Andy
Andy1 год назад

@robbie_rollup @CurveFinance fun times, and glad to have finally talked @newmichwill

Фото профиля NFTPerks 🇵🇹
NFTPerks 🇵🇹1 год назад

@ayyyeandy @robbie_rollup @CurveFinance This episode sounds super interesting

Фото профиля Roman from FeeSaver
Roman from FeeSaver1 год назад

@ayyyeandy @robbie_rollup @CurveFinance What date is yb scheduled to launch?

Фото профиля 0xAlus (RWA) ➡ @consensus2025 Toronto
0xAlus (RWA) ➡ @consensus2025 Toronto1 год назад

@ayyyeandy @robbie_rollup @CurveFinance Onwards and upwards 🔥

Фото профиля josemmm
josemmm1 год назад

@ayyyeandy @robbie_rollup @CurveFinance 👀

Фото профиля blankdiorr
blankdiorr1 год назад

@yieldbasis @ayyyeandy @robbie_rollup @CurveFinance ⚡️

Фото профиля Make Crypto Great Again : XEN
Make Crypto Great Again : XEN1 год назад

@newmichwill @ayyyeandy @robbie_rollup @CurveFinance great interview. Michael sounds just like Jack Levin @mrJackLevin and its not just their accent 😉

Фото профиля Poopman (💩🧱✨)
Poopman (💩🧱✨)1 год назад

@ayyyeandy @robbie_rollup @CurveFinance Hell yeah YB

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Legion co-founder sat down for another exciting interview with Michael Egorov from yieldbasis and Crypto Dave from Kraken to discuss YB and its potential as they tackle impermanent loss in DeFi, starting with BTC. 00:00 - Introduction 01:25 - YieldBasis and the Rise of Onchain Fundraising 09:27 - Impermanent Loss: Core Challenges and Liquidity Strategies 15:39 - Curve Pools Explained: Impermanent Loss in Liquidity Provision 18:17 - YieldBasis Tokenomics Unpacked 27:20 - Balancing Bitcoin Yields with YieldBasis Emissions 31:21 - The Future of DeFi and Its Bridge with Traditional Finance 35:41 - Bitcoin’s Journey: From Digital Gold to Institutional Asset 37:48 - North Star Metrics Driving YieldBasis Growth 43:37 - Reaching Diverse Audiences Across the DeFi Community 47:33 - Rapid-Fire Q&A 48:37 - ICOs vs IPOs: Looking Ahead
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A very interesting conversation about the yieldbasis token design with Michael Egorov and Vasily Sumanov 00:00 - Introductions 03:40 - VE Tokenomics Invention 07:31 - Emergent Behaviors 09:20 - Michael's Lessons from Curve 14:13 - Revenue Distribution and Long-Term Liquidity 20:20 - YieldBasis Overview 33:11 - Leveraging Bitcoin for Yield 40:01 - Dynamic Rebalancing and Impermanent Loss 43:14 - The Role of CurveUSD in YB 46:52 - YB Token: Governance and Economics 52:40 - Decentralized Governance and Security
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Bitcoin is known as digital gold. But is it also the new real estate? Core DAO 🔶’s head of institution Hong Sun and Michael Saylor think so. Hong explains how bitcoin is evolving, BTCFi is reshaping institutional strategy and what's next for the multi-trillion dollar asset class. Listen in on Talking Tokens Podcast: Timestamps 0:00 – Who is Hong Sun & what is Core? 0:54 – From Paxos to BTCFi: Hong's journey 2:01 – Why bitcoin yield matters for adoption 2:34 – Yield without custody risk: Time locks explained 4:03 – lstBTC and tokenizing yield 5:44 – ETF buyers vs. yield seekers: the next wave 6:51 – How institutions are thinking about BTC yield 8:12 – Why time locks minimize risk 10:25 – Tax efficiency & regulatory clarity 11:08 – From gold to fixed income: Bitcoin's new narrative 13:14 – Allocating bitcoin in portfolios 15:01 – Is bitcoin the new real estate? 17:14 – Growth of BTCFi across L1s 19:28 – Core as infra for Bitcoin utility 21:30 – New products: Rev+ and more 23:29 – Sharing gas fees with builders 24:37 – The stablecoin connection to BTCFi 26:28 – Monetizing distribution for issuers 27:27 – Incentives for builders & devs on Core 29:33 – Educating institutions on safe BTC yield 32:24 – BTCFi: treasuries, ETFs & traders 34:08 – Positive carry for market makers 35:25 – What dual staking unlocks 38:13 – BTCFi TAM & billion-dollar upside 40:23 – Composable Bitcoin in traditional finance 42:15 – Liquidity, volatility & macro impacts 44:14 – Hong’s advice: think big, build aligned systems

Jacquelyn Melinek

26,125 просмотров • 1 год назад

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
53:05

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

MR SHIFT 🦁

106,089 просмотров • 3 месяцев назад

My conversation with OpenAI co-founder Greg Brockman This is the most detailed first-person account of the 72 hours after Sam Altman was fired. We also go deep on what comes next: the global race to AGI, why ChatGPT stopped showing reasoning, how much of OpenAI's own code is now written by AI ("it's hard to know what percent is not"), and the untold story of how OpenAI actually started in 2015. 00:00:00 Introduction 00:00:49 Meeting Sam Altman and Starting OpenAI 00:02:40 Building the Founding Team 00:04:25 DeepMind's Lead Over OpenAI 00:04:54 Changing OpenAI to a For-Profit Model 00:06:05 Breakthrough Moments at OpenAI 00:08:22 What Dota 2 Meant for OpenAI 00:10:04 Reasoning Versus Prediction 00:11:59 Tensions Grow at OpenAI 00:15:44 Sam Altman's Firing 00:17:49 Greg Quits OpenAI 00:19:56 Sam Explores Deal with Microsoft's Satya 00:20:28 Petition for Altman's Return 00:23:43 Ilya Sutskever Leaves OpenAI 00:24:59 Lessons Learned after Sam Ousting 00:28:22 The Thing Ilya Said that Greg Can't Forget 00:32:22 Is AI Going Parabolic? 00:33:24 How Much of OpenAI's Code is Written by AI? 00:36:21 Do AI Chatbots Tell Us What We Want to Hear? 00:38:06 The Global AI Race to Reach AGI 00:38:40 What Happens if US Doesn't Reach AGI First? 00:39:49 Are Countries Stealing AI Advancements? 00:40:38 Why ChatGPT No Longer Shows Reasoning 00:41:47 The Finite Constraints of Compute 00:43:38 On Investing Early in Data Centers 00:46:31 The Future of Data Center Specialization 00:47:52 How to Decide Whose Queries to Serve 00:49:08 OpenAI on Consumer vs Enterprise Models 00:53:05 Data Centers in Space? 01:00:56 What Should AI Regulation Look Like? 01:04:33 The Future of AI-Powered Entrepreneurship 01:04:44 AI and Job Loss 01:07:15 The Skills Young People Should Invest In 01:11:30 What Does Success Look Like For You? Full episode on X below. Also find it on: • YouTube: • Spotify: • Apple:
1:11:41

My conversation with OpenAI co-founder Greg Brockman This is the most detailed first-person account of the 72 hours after Sam Altman was fired. We also go deep on what comes next: the global race to AGI, why ChatGPT stopped showing reasoning, how much of OpenAI's own code is now written by AI ("it's hard to know what percent is not"), and the untold story of how OpenAI actually started in 2015. 00:00:00 Introduction 00:00:49 Meeting Sam Altman and Starting OpenAI 00:02:40 Building the Founding Team 00:04:25 DeepMind's Lead Over OpenAI 00:04:54 Changing OpenAI to a For-Profit Model 00:06:05 Breakthrough Moments at OpenAI 00:08:22 What Dota 2 Meant for OpenAI 00:10:04 Reasoning Versus Prediction 00:11:59 Tensions Grow at OpenAI 00:15:44 Sam Altman's Firing 00:17:49 Greg Quits OpenAI 00:19:56 Sam Explores Deal with Microsoft's Satya 00:20:28 Petition for Altman's Return 00:23:43 Ilya Sutskever Leaves OpenAI 00:24:59 Lessons Learned after Sam Ousting 00:28:22 The Thing Ilya Said that Greg Can't Forget 00:32:22 Is AI Going Parabolic? 00:33:24 How Much of OpenAI's Code is Written by AI? 00:36:21 Do AI Chatbots Tell Us What We Want to Hear? 00:38:06 The Global AI Race to Reach AGI 00:38:40 What Happens if US Doesn't Reach AGI First? 00:39:49 Are Countries Stealing AI Advancements? 00:40:38 Why ChatGPT No Longer Shows Reasoning 00:41:47 The Finite Constraints of Compute 00:43:38 On Investing Early in Data Centers 00:46:31 The Future of Data Center Specialization 00:47:52 How to Decide Whose Queries to Serve 00:49:08 OpenAI on Consumer vs Enterprise Models 00:53:05 Data Centers in Space? 01:00:56 What Should AI Regulation Look Like? 01:04:33 The Future of AI-Powered Entrepreneurship 01:04:44 AI and Job Loss 01:07:15 The Skills Young People Should Invest In 01:11:30 What Does Success Look Like For You? Full episode on X below. Also find it on: • YouTube: • Spotify: • Apple:

Shane Parrish

450,952 просмотров • 3 месяцев назад

NEW EP: Real Revenue, Product Market Fit, and Distribution with Kenny Li The era of "build it and they will come" is over. In today's episode of Mammoth May 🦣, @ayyyeandy sits down with 🤓Kenny 李 of Manta Network (🔱,🔱) to explore: > Why DeFi Is Still Crypto's Only Real PMF > The Robinhood vs. Solana Question: Who Wins? > How 500 L2s All Look Exactly the Same > Why Starting Over Might Be The Key > Kenny’s View On > The Great L2 Consolidation Coming Full episode links below. Timestamps: 00:00 Intro 01:02 Magic Ad 01:18 TOKEN2049 Takeaways 03:30 Crypto's Value Model 05:41 New Revenue Approaches 08:27 Kenny's Core Strategy 10:49 Institutions Coming Onchain 12:35 Building for New Customers 19:20 Robinhood vs Solana 24:48 Base vs Ink 28:34 Niche-Specific Chains 30:00 Mantle Ad 30:43 Manta’s 2025 Focus 40:04 Streamlining Teams with AI
43:58

NEW EP: Real Revenue, Product Market Fit, and Distribution with Kenny Li The era of "build it and they will come" is over. In today's episode of Mammoth May 🦣, @ayyyeandy sits down with 🤓Kenny 李 of Manta Network (🔱,🔱) to explore: > Why DeFi Is Still Crypto's Only Real PMF > The Robinhood vs. Solana Question: Who Wins? > How 500 L2s All Look Exactly the Same > Why Starting Over Might Be The Key > Kenny’s View On > The Great L2 Consolidation Coming Full episode links below. Timestamps: 00:00 Intro 01:02 Magic Ad 01:18 TOKEN2049 Takeaways 03:30 Crypto's Value Model 05:41 New Revenue Approaches 08:27 Kenny's Core Strategy 10:49 Institutions Coming Onchain 12:35 Building for New Customers 19:20 Robinhood vs Solana 24:48 Base vs Ink 28:34 Niche-Specific Chains 30:00 Mantle Ad 30:43 Manta’s 2025 Focus 40:04 Streamlining Teams with AI

The Rollup

46,249 просмотров • 1 год назад

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 about: - How f(x) Protocol creates organic, sustainable on-chain yield - Why transparency and decentralisation must be at the centre of DeFi - The collapse of centralised trust after SVB and USDC’s depeg - Building FXUSD, a fully decentralised Stablecoin with real-time transparency - The Aladdin DAO model with no VC backing, no team allocation, 100% on-chain audits And much more! 0:00 Introduction 2:30 Explain What You Do Simply 3:50 Who Are You 4:16 From Tech To Crypto 6:18 Companies That Sparked Interest 7:03 Before DeFi, Yield Discussion 9:49 DAO Explained No Jargon 10:33 Why Build A DAO 12:32 What Is Aladdin DAO 13:25 Why You Decided To Join 15:15 Pricing Everything’s Onchain 15:42 Every Bit Of Code Audited? 18:18 No Team Token Allocation, Important? 20:05 Making It Work At Aladdin DAO 23:32 DAOs Working At Scale 24:44 f(x) Protocol Explained To Mom 25:43 What Happened In 2023 29:02 Silicon Bank Situation Simplified 30:45 No Decentralization Without Stable Coins 31:25 Difference Between f(x) And USDC 32:05 Yield Earned On FXUSD 33:19 Where The Yield Comes From 36:07 Why Everyone Isn’t Using f(x) Safe 37:27 Risk With f(x) Stable Coin 38:21 What Is A Funding Fee 40:19 Innovation To Remove Funding Fees 41:28 Exit Fee vs Ongoing Fee 42:04 Minimal Liquidation Risk 48:08 Market Cap Of $6 Million, Why? 50:04 One Thing To Remember
51:37

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 about: - How f(x) Protocol creates organic, sustainable on-chain yield - Why transparency and decentralisation must be at the centre of DeFi - The collapse of centralised trust after SVB and USDC’s depeg - Building FXUSD, a fully decentralised Stablecoin with real-time transparency - The Aladdin DAO model with no VC backing, no team allocation, 100% on-chain audits And much more! 0:00 Introduction 2:30 Explain What You Do Simply 3:50 Who Are You 4:16 From Tech To Crypto 6:18 Companies That Sparked Interest 7:03 Before DeFi, Yield Discussion 9:49 DAO Explained No Jargon 10:33 Why Build A DAO 12:32 What Is Aladdin DAO 13:25 Why You Decided To Join 15:15 Pricing Everything’s Onchain 15:42 Every Bit Of Code Audited? 18:18 No Team Token Allocation, Important? 20:05 Making It Work At Aladdin DAO 23:32 DAOs Working At Scale 24:44 f(x) Protocol Explained To Mom 25:43 What Happened In 2023 29:02 Silicon Bank Situation Simplified 30:45 No Decentralization Without Stable Coins 31:25 Difference Between f(x) And USDC 32:05 Yield Earned On FXUSD 33:19 Where The Yield Comes From 36:07 Why Everyone Isn’t Using f(x) Safe 37:27 Risk With f(x) Stable Coin 38:21 What Is A Funding Fee 40:19 Innovation To Remove Funding Fees 41:28 Exit Fee vs Ongoing Fee 42:04 Minimal Liquidation Risk 48:08 Market Cap Of $6 Million, Why? 50:04 One Thing To Remember

MR SHIFT 🦁

26,802 просмотров • 9 месяцев назад

NEW EP: The Aave Will Win Framework with Stani Kulechov Aave Labs is at its most critical crossroads proposing a new alignment framework that directs 100% of product revenue to the Aave DAO treasury under a token-centric model. In today's episode, we sit down with Stani.eth of Aave to cover: - The "Aave Will Win" Framework Explained - How v4's Modular Architecture Changes Everything - 100% Revenue Share: Labs to DAO - Consumer Apps, Cards & Enterprise Products - Brand Governance & Foundation Structure - Financing the Future vs Tokenizing the Past - Why This Is Aave's Defining Moment Full episode links below. Timestamps: 00:00 Intro 01:29 DeFi's Maturation & Token Design 04:55 Aave's ICO Origins & Evolution 10:48 Regulatory Uncertainty's Impact on DeFi 11:45 YEET, Trezor Ads 12:21 The Aave Will Win Proposal 21:42 Token-Centric Alignment Strategy 23:10 Why v4 Unlocks New Revenue Streams 31:27 Financing the Global Transition 32:44 inFiniFi Ads, Hibachi Ads 33:11 High-Margin Opinionated Products 39:01 Brand Governance Explained 42:12 Current Economics vs New Model 47:05 What Happens Next
51:22

NEW EP: The Aave Will Win Framework with Stani Kulechov Aave Labs is at its most critical crossroads proposing a new alignment framework that directs 100% of product revenue to the Aave DAO treasury under a token-centric model. In today's episode, we sit down with Stani.eth of Aave to cover: - The "Aave Will Win" Framework Explained - How v4's Modular Architecture Changes Everything - 100% Revenue Share: Labs to DAO - Consumer Apps, Cards & Enterprise Products - Brand Governance & Foundation Structure - Financing the Future vs Tokenizing the Past - Why This Is Aave's Defining Moment Full episode links below. Timestamps: 00:00 Intro 01:29 DeFi's Maturation & Token Design 04:55 Aave's ICO Origins & Evolution 10:48 Regulatory Uncertainty's Impact on DeFi 11:45 YEET, Trezor Ads 12:21 The Aave Will Win Proposal 21:42 Token-Centric Alignment Strategy 23:10 Why v4 Unlocks New Revenue Streams 31:27 Financing the Global Transition 32:44 inFiniFi Ads, Hibachi Ads 33:11 High-Margin Opinionated Products 39:01 Brand Governance Explained 42:12 Current Economics vs New Model 47:05 What Happens Next

The Rollup

21,758 просмотров • 6 месяцев назад

SPECIAL: How To Position For The Institutional Crypto Frenzy with Arthur Hayes, Guy Young, and Omer Goldberg Wall Street's crypto breakthrough has begun, and stablecoins are the battleground. In today’s episode, and Wayne Sim sit down with Arthur Hayes, CIO of Maelstrom, Omer Goldberg, founder of and G | Ethena, founder of to explore: > The Biggest 'Brrrr' Since COVID > Trump's Tariffs & Rate Cuts > Why Macro Is Finally Lining Up For Crypto > Circle IPO & USDT Dominance > Ethena's New Converge Chain & USDtb > Real-Time Risk via AI + Oracles > What Institutions Actually Want Full episode links below. Timestamps: 00:00 Intro 01:02 Frax Ad 01:30 Guy and Omer’s Backgrounds 04:52 Arthur's Takes on Tariff’s 10:30 Circle’s Distribution Problem 12:49 Macro Market Realities & Potential Fallouts 18:19 Market Volatility Reactions 20:40 Ethena’s Institutional Relationships 29:21 Eastern vs Western Trading 35:09 Mantle Ad 35:51 RedStone Ad 40:07 Converge Chain Launch 101 47:37 Best Market Positioning Strategy 53:48 Next Era of Stablecoins
1:05:32

SPECIAL: How To Position For The Institutional Crypto Frenzy with Arthur Hayes, Guy Young, and Omer Goldberg Wall Street's crypto breakthrough has begun, and stablecoins are the battleground. In today’s episode, and Wayne Sim sit down with Arthur Hayes, CIO of Maelstrom, Omer Goldberg, founder of and G | Ethena, founder of to explore: > The Biggest 'Brrrr' Since COVID > Trump's Tariffs & Rate Cuts > Why Macro Is Finally Lining Up For Crypto > Circle IPO & USDT Dominance > Ethena's New Converge Chain & USDtb > Real-Time Risk via AI + Oracles > What Institutions Actually Want Full episode links below. Timestamps: 00:00 Intro 01:02 Frax Ad 01:30 Guy and Omer’s Backgrounds 04:52 Arthur's Takes on Tariff’s 10:30 Circle’s Distribution Problem 12:49 Macro Market Realities & Potential Fallouts 18:19 Market Volatility Reactions 20:40 Ethena’s Institutional Relationships 29:21 Eastern vs Western Trading 35:09 Mantle Ad 35:51 RedStone Ad 40:07 Converge Chain Launch 101 47:37 Best Market Positioning Strategy 53:48 Next Era of Stablecoins

The Rollup

135,136 просмотров • 1 год назад