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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...

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Laura Shin

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26,793 просмотров • 6 месяцев назад •via X (Twitter)

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Robinhood is integrating DeFi rails behind the scenes. Institutional DeFi is hitting record adoption despite weak retail sentiment. Sid Powell explains how Maple Finance reached nearly $2 billion in active loans during a bear market, and how neobanks and traditional asset managers are driving global adoption. FT John Gillen - WartimeEthereum.eth Sid Powell 🥞 Tune in to know more ⏱TIME POINTS⏱ 00:00 - Intro 01:28 - Institutional Bull Market vs Retail Bear Market 04:26 - Record Loan Growth And On-Chain Yield Demand 06:48 - How Maple Finance Is Different From Aave And Morpho 09:35 - Co-opetition: Maple Vs The DeFi Ecosystem 12:02 - Maple's Robinhood Chain Partnership 14:50 - The Focus On Growing On-Chain Capital Markets 17:45 - The DeFi Mullet Framework: What's Next? 20:18 - Sponsor: Securitize 20:56 - Sponsor: Bitget 21:28 - How Protocol Revenue Flows To The SYRUP Token 24:37 - New Tokenomics: Rules-Based Buyback Program 28:11 - What Happens To SYRUP Tokens After The Buyback? 30:01 - Maple's Alignment With The SYRUP Token 33:31 - Long-Term Value Drivers For On-Chain Asset Management 36:53 - Crypto Industry Outlook For H2 2026
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Robinhood is integrating DeFi rails behind the scenes. Institutional DeFi is hitting record adoption despite weak retail sentiment. Sid Powell explains how Maple Finance reached nearly $2 billion in active loans during a bear market, and how neobanks and traditional asset managers are driving global adoption. FT John Gillen - WartimeEthereum.eth Sid Powell 🥞 Tune in to know more ⏱TIME POINTS⏱ 00:00 - Intro 01:28 - Institutional Bull Market vs Retail Bear Market 04:26 - Record Loan Growth And On-Chain Yield Demand 06:48 - How Maple Finance Is Different From Aave And Morpho 09:35 - Co-opetition: Maple Vs The DeFi Ecosystem 12:02 - Maple's Robinhood Chain Partnership 14:50 - The Focus On Growing On-Chain Capital Markets 17:45 - The DeFi Mullet Framework: What's Next? 20:18 - Sponsor: Securitize 20:56 - Sponsor: Bitget 21:28 - How Protocol Revenue Flows To The SYRUP Token 24:37 - New Tokenomics: Rules-Based Buyback Program 28:11 - What Happens To SYRUP Tokens After The Buyback? 30:01 - Maple's Alignment With The SYRUP Token 33:31 - Long-Term Value Drivers For On-Chain Asset Management 36:53 - Crypto Industry Outlook For H2 2026

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LIVE NOW - Coinbase x Morpho: The DeFi Mullet is Here! | Will Robinson & Paul Frambot Join us for a groundbreaking episode exploring the historic partnership between Coinbase 🛡️ and Morpho Labs, bringing DeFi's power to millions through Bitcoin-backed loans. Featuring Paul Frambot 🦋 from Morpho Labs and Will Robinson | wrobinson.eth 🛡️ from Coinbase, as we dive deep into how this integration represents the perfect embodiment of the "DeFi mullet" - fintech in the front, DeFi in the back. -------------- TIMESTAMPS 0:00 Intro 5:02 DeFi Integration 7:19 Technical Implementation 11:32 Why Morpho? 15:34 Tech Tree for Crypto 19:25 Base Deployment 22:13 Personal Accounts and Yields 26:41 Morpho's Vision 36:08 What’s Next? 39:58 Closing & Disclaimers
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Today’s episode with Paul Frambot 🦋, cofounder and CEO of Morpho 🦋, dives into: - What it takes to build a global, open credit network - How the arrival of real distribution changed the calculus for institutions - Why he thinks the onchain credit market will balloon from $30B to $200T TIMESTAMPS: 00:47 The Evolution of On-Chain DeFi Lending 02:15 Building Morpho: Challenges and Philosophy 04:07 Early DeFi Traction and Growth Strategies 05:59 Morpho: Positioning as an Open Credit Network 07:46 Vetting Ecosystem Builders and Developers 09:47 Robinhood Earn Partnership & Mainstream Adoption 15:07 Institutional vs. Retail Strategies 16:40 The Apollo Asset Management Partnership 17:35 How Institutions Evaluate DeFi Risks 19:48 Navigating SEC Regulation and Compliance 27:02 Security Strategies: Addressing Lazarus Group Threats 31:56 Morpho’s Future Roadmap & 5-Year Vision 37:01 Core Principles for Thriving in the Crypto Industry Watch below or on X:

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Today’s episode with Andrew McCormick, head of institutional and market developmenat Chainlink, dives into: - Why retail brokers are the key unlock for tokenization adoption - How retail brokers that aren't offering tokenized assets by 2030 could be left behind - What DTCC's move into tokenized securities could mean for TradFi-DeFi convergence TIMESTAMPS: 01:56 How Andrew defines tokenization 02:32 How the meaning of tokenization has changed 03:06 What “institutional” means at Chainlink 04:11 How institutional adoption changed in 2026 05:48 How banks are changing their view of digital assets 07:19 Chainlink's evolution beyond oracles 08:37 How Chainlink positions itself with financial institutions 09:19 Institutional demand behind the scenes 10:30 How long institutional partnerships take 11:59 Which financial firms are moving fastest? 13:06 Will every retail broker offer tokenized assets? 13:32 How early is tokenization today? 14:13 Could public equities move fully onchain? 15:07 Could stocks eventually function like cash? 15:39 Rebuilding financial workflows with blockchain 17:15 Why institutions may have no choice but to follow 18:32 Which tokenized asset category breaks out next? 19:41 Why retail matters as much as institutions 22:26 Why Wall Street is increasingly interested in DeFi 24:09 What's driving institutions toward DeFi 24:54 Why putting assets onchain isn't enough 25:54 What Chainlink's institutional partnerships reveal 27:43 Do institutions trust crypto more now? 28:48 Why crypto prices matter less to institutions 29:37 How TradFi and DeFi could converge 30:07 What DTCC tokenization could unlock 31:35 Chainlink as financial infrastructure 32:31 The next catalyst for tokenization 33:29 From crypto skeptic to blockchain believer 35:23 Why collateral could be the next major unlock 36:13 Andrew's advice Watch below or on X:

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53,349 просмотров • 22 дней назад

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Forget “DeFi Summer.” Bitwise thinks we’re entering a DeFi decade. Stablecoins, tokenized stocks and other assets could bring a “tsunami of capital” onchain, driving more trading, lending and borrowing through protocols like Aave, Uniswap and Morpho. The real DeFi boom may still be ahead. FT John Gillen - WartimeEthereum.eth Ryan Rasmussen Ishmael Asad Subscribe so you don't miss the next one 👇 ⏱ TIME POINTS ⏱ 00:00 - Intro 01:07 - How Ish Won His Job at Bitwise 03:17 - Why Crypto Sentiment Flipped 07:53 - PRO 08:23 - New Crypto Bull Market? 12:49 - ETF Flows Are Back 16:06 - Robinhood Chain Frenzy 17:40 - Automated Token Portfolios 21:26 - Who Are ATPs For? 25:28 - Who Wins From Tokenization? 27:11 - Sponsor: Saber Money 27:52 - The “DeFi Decade” Begins? 30:53 - What If the Clarity Act Fails? 35:20 - Prediction Market Wars 38:24 - What Bitwise Is Researching Next 41:10 - Bitcoin Above $100K? 43:05 - Wrap-Up

Milk Road Crypto

25,652 просмотров • 12 дней назад

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You experienced Term Auctions, you’ve signed the Blue Sheets, now it’s time to enter the Vault. Term Strategy Vaults are built on yearn V3, and are automated to make fixed-rate lending effortless. - Pick your strategy - Deposit your funds - Secure predictable yields Everything is audited, automated, and available for any user. Welcome to seamless DeFi, with Term. Let’s dive deeper 🧵 1/ What are Term Strategy Vaults? They’re automated DeFi tools that make fixed-rate lending effortless. Built on yearn V3, these vaults simplify liquidity management, reinvest earnings, and optimize risk-adjusted yields for passive investors. 2/ How does it work? Funds are re-balanced across lending positions while maintaining prudent portfolio risk controls: ▫️ Participate in Term Auctions & Blue Sheets. ▫️ Focus on fixed-rate lending = capital efficient and consistent yields. 3/ Why choose Term Strategy Vaults? 🔹 Automated lending + strict portfolio controls 🔹 Stable, reliable yields 🔹 Professional risk curation 🔹 Non-custodial + verifiable on-chain 4/ No expertise required! You deposit $USDC, $wETH, or other supported assets, and the vaults handle the rest. It's DeFi lending made simple. 5/ How secure is it? ☑️ Term Vaults are non-custodial. ☑️ Funds are locked in immutable smart contracts. ☑️ Protected by strict smart contract-enforced constraints. ☑️ Third-party audits reinforce safety. Your funds, your control. 6/ Who can benefit? Passive lenders who want set-it-and-forget-it lending. Yield hunters tired of inefficiencies in floating-rate protocols. Risk-conscious DeFi users who want professionally curated and tailored strategies, not a one-size-fits-all approach. 7/ Getting started is easy: > Pick a strategy based on your risk preference. >> Deposit your assets. >>> Relax while the vault optimizes yield. Why work harder when you can let your money work smarter? Start your Vaults journey →

Term Labs

633,368 просмотров • 1 год назад

DeFi mastered spot and perps. The missing primitive is options. I sat down with Nick Forster | Derive, CEO of Derive.xyz, to break down why onchain options are finally ready for institutional adoption, and why this could reshape DeFi’s next decade. 0:00 DeFi’s missing trading primitive: Options 0:43 Nick’s background (TradFi → DeFi) 3:14 Why crypto options adoption lagged (and why now) 7:34 Options as the next “yield engine” 11:51 How institutions use options to hedge (miners, mandates) 15:30 How to trade options on Derive (retail walkthrough) 16:03 Interface tour: expiries, strikes, premium 18:30 Payoff chart + liquidationless leverage explained 22:08 Why Deribit dominates options volume (liquidity network effects) 25:36 Why onchain options win long-term (collateral, programmability) 29:38 Security & risk management: staying alive for 5 years 33:37 DRV token: governance, fees, insurance fund, buybacks 36:56 What to try next: Dream app + building on Derive 39:00 Closing remarks + where to find Derive
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DeFi mastered spot and perps. The missing primitive is options. I sat down with Nick Forster | Derive, CEO of Derive.xyz, to break down why onchain options are finally ready for institutional adoption, and why this could reshape DeFi’s next decade. 0:00 DeFi’s missing trading primitive: Options 0:43 Nick’s background (TradFi → DeFi) 3:14 Why crypto options adoption lagged (and why now) 7:34 Options as the next “yield engine” 11:51 How institutions use options to hedge (miners, mandates) 15:30 How to trade options on Derive (retail walkthrough) 16:03 Interface tour: expiries, strikes, premium 18:30 Payoff chart + liquidationless leverage explained 22:08 Why Deribit dominates options volume (liquidity network effects) 25:36 Why onchain options win long-term (collateral, programmability) 29:38 Security & risk management: staying alive for 5 years 33:37 DRV token: governance, fees, insurance fund, buybacks 36:56 What to try next: Dream app + building on Derive 39:00 Closing remarks + where to find Derive

VirtualBacon

26,891 просмотров • 7 месяцев назад

2025 Will Be a Year of Crypto Competition. Can Ethereum Make a Comeback? of Aave and of Infinex join Unchained to discuss: 🤺 How Solana has outpaced Ethereum on key metrics 🤖 AI agents are revolutionizing DeFi and token launches 💹 Why ETH’s price cycle often overshadows its fundamentals 😱 What should be done about the Ethereum Foundation Plus, their predictions for crypto in 2025. 🔮 Timestamps: 00:00 Intro 03:35 Why 2024 marked a pivotal year for crypto 07:02 The impact AI agents could have on onchain innovation in 2025 14:47 AI agents emerging as a force in venture investing 22:10 How fundamentals-driven projects are set to dominate, according to Marc 26:05 Solana’s continued momentum against Ethereum 37:56 Is Base is cannibalistic to Ethereum, and can it compete with Solana? 42:53 Can Ethereum achieve its roadmap before competitors dethrone it? 52:30 How Coinbase seems to be prioritizing Ethereum and Base, and whether they’re intentionally penalizing Solana 1:00:10 How Ethereum’s reputation depends on price action over fundamentals 1:08:43 Why no one is happy with the Ethereum Foundation and what its purpose should be 1:24:57 Kain’s doubts about the native rollups proposal 1:31:12 Whether Ethena is pushing down the price of ETH 1:34:00 Kain and Marc’s thoughts on crypto phones like the forthcoming Solana Seeker 1:42:07 Key predictions from Kain and Marc for 2025 Thank you to our sponsors! Stellar Robinhood & Arbitrum Kelp Polkadot
1:48:59

2025 Will Be a Year of Crypto Competition. Can Ethereum Make a Comeback? of Aave and of Infinex join Unchained to discuss: 🤺 How Solana has outpaced Ethereum on key metrics 🤖 AI agents are revolutionizing DeFi and token launches 💹 Why ETH’s price cycle often overshadows its fundamentals 😱 What should be done about the Ethereum Foundation Plus, their predictions for crypto in 2025. 🔮 Timestamps: 00:00 Intro 03:35 Why 2024 marked a pivotal year for crypto 07:02 The impact AI agents could have on onchain innovation in 2025 14:47 AI agents emerging as a force in venture investing 22:10 How fundamentals-driven projects are set to dominate, according to Marc 26:05 Solana’s continued momentum against Ethereum 37:56 Is Base is cannibalistic to Ethereum, and can it compete with Solana? 42:53 Can Ethereum achieve its roadmap before competitors dethrone it? 52:30 How Coinbase seems to be prioritizing Ethereum and Base, and whether they’re intentionally penalizing Solana 1:00:10 How Ethereum’s reputation depends on price action over fundamentals 1:08:43 Why no one is happy with the Ethereum Foundation and what its purpose should be 1:24:57 Kain’s doubts about the native rollups proposal 1:31:12 Whether Ethena is pushing down the price of ETH 1:34:00 Kain and Marc’s thoughts on crypto phones like the forthcoming Solana Seeker 1:42:07 Key predictions from Kain and Marc for 2025 Thank you to our sponsors! Stellar Robinhood & Arbitrum Kelp Polkadot

Laura Shin

99,322 просмотров • 1 год 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
1:05:54

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

36,171 просмотров • 2 месяцев назад

Lido just launched dual governance. 🤝 But what does that even mean? Hasu⚡️🤖 & Vasiliy Shapovalov from Lido delve into: ⚙️How the dual governance model works 📉 Whether this dilutes LDO token value 🏛️ What this means for DeFi—and if others will follow 🏦 Whether this might get institutions off the sidelines Timestamps: 🎬 0:00 Intro 🧩 2:07 What problem Lido’s new governance model is actually solving ⚙️ 7:33 How dual governance works—and why it’s such a big shift 🚀 15:32 Why Hasu says this changes everything for Lido 🧠 22:20 What the team had to weigh when designing the system 🛡️ 30:26 How Lido built in resistance to attacks 📉 32:02 Whether this system weakens the value of the LDO token 🗳️ 38:58 How they’re thinking about fixing DeFi’s voter apathy problem 🏦 45:29 Whether institutions will see this as a positive sign and embrace stETH 🌐 48:01 How this compares to Sky’s “emergency shutdown”—and whether DeFi will follow suit Thank you to for sponsoring this episode!
57:12

Lido just launched dual governance. 🤝 But what does that even mean? Hasu⚡️🤖 & Vasiliy Shapovalov from Lido delve into: ⚙️How the dual governance model works 📉 Whether this dilutes LDO token value 🏛️ What this means for DeFi—and if others will follow 🏦 Whether this might get institutions off the sidelines Timestamps: 🎬 0:00 Intro 🧩 2:07 What problem Lido’s new governance model is actually solving ⚙️ 7:33 How dual governance works—and why it’s such a big shift 🚀 15:32 Why Hasu says this changes everything for Lido 🧠 22:20 What the team had to weigh when designing the system 🛡️ 30:26 How Lido built in resistance to attacks 📉 32:02 Whether this system weakens the value of the LDO token 🗳️ 38:58 How they’re thinking about fixing DeFi’s voter apathy problem 🏦 45:29 Whether institutions will see this as a positive sign and embrace stETH 🌐 48:01 How this compares to Sky’s “emergency shutdown”—and whether DeFi will follow suit Thank you to for sponsoring this episode!

Laura Shin

23,852 просмотров • 1 год назад

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:
32:44

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:

Talking Tokens Podcast

27,122 просмотров • 10 месяцев назад