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🎙️ 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 -...

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DeFi Dad ⟠ defidad.eth

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39,601 просмотров • 1 месяц назад •via X (Twitter)

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🎙️ New The Edge Podcast 🫡 Strata: Why DeFi Is Finally Ready for Risk Tranching | DeFi Frontier 0:00 - Intro 2:14 - Founding Strata 3:40 - What is tranching? 7:14 - Why tranching will now take off in DeFi 13:43 - How Strata tranches risk for yields 17:05 - Splitting yields into junior vs senior 21:49 - Screenshare of a Strata market 26:40 - Balancing senior vs junior TVL 29:26 - Tranching vs insurance 38:13 - How Strata works with RWAs 42:59 - DeFi’s big issue: mispriced yields 46:00 - How builders onboard with Strata 49:12 - Closing 🙏 Thanks to Frontera Labs CoFounder & CEO Vish🃏 for joining us to discuss Strata!
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🎙️ New The Edge Podcast 🫡 Strata: Why DeFi Is Finally Ready for Risk Tranching | DeFi Frontier 0:00 - Intro 2:14 - Founding Strata 3:40 - What is tranching? 7:14 - Why tranching will now take off in DeFi 13:43 - How Strata tranches risk for yields 17:05 - Splitting yields into junior vs senior 21:49 - Screenshare of a Strata market 26:40 - Balancing senior vs junior TVL 29:26 - Tranching vs insurance 38:13 - How Strata works with RWAs 42:59 - DeFi’s big issue: mispriced yields 46:00 - How builders onboard with Strata 49:12 - Closing 🙏 Thanks to Frontera Labs CoFounder & CEO Vish🃏 for joining us to discuss Strata!

DeFi Dad ⟠ defidad.eth

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🎙️ New The Edge Podcast 🪷 The Next Battle In DeFi Lending Is What's Inside Your Vault | DeFi Frontier 0:00 - Intro 2:22 - The team behind Lotus 3:45 - The problem with shared pool design 7:23 - The “missing middle” in DeFi lending 9:31 - The problem with isolated markets 11:17 - What does Lotus aim to solve? 13:40 - The elevator pitch for Lotus 19:54 - How tranching plays a role in Lotus 24:00 - Demo of Lotus and how it works 28:56 - Credora ratings in Lotus 33:19 - Earning more with productive debt 37:52 - Productive debt dampens rate volatility 42:13 - How Lotus differs handling bad debt 45:08 - Who will use Lotus? 48:04 - What uses could Lotus unlock? 50:49 - Security, audits, and lessons from rsETH 57:02 - Closing + Lotus launch 🙏 Thanks to Lotus Protocol Founder David Reising for joining us!
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🎙️ New The Edge Podcast 🪷 The Next Battle In DeFi Lending Is What's Inside Your Vault | DeFi Frontier 0:00 - Intro 2:22 - The team behind Lotus 3:45 - The problem with shared pool design 7:23 - The “missing middle” in DeFi lending 9:31 - The problem with isolated markets 11:17 - What does Lotus aim to solve? 13:40 - The elevator pitch for Lotus 19:54 - How tranching plays a role in Lotus 24:00 - Demo of Lotus and how it works 28:56 - Credora ratings in Lotus 33:19 - Earning more with productive debt 37:52 - Productive debt dampens rate volatility 42:13 - How Lotus differs handling bad debt 45:08 - Who will use Lotus? 48:04 - What uses could Lotus unlock? 50:49 - Security, audits, and lessons from rsETH 57:02 - Closing + Lotus launch 🙏 Thanks to Lotus Protocol Founder David Reising for joining us!

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🎙️ New The Edge Podcast 🕛 From Goldman to DeFi: Building Institutional Yields for Stablecoins and BTC 0:00 - Intro 1:27 - Arpan’s background 3:58 - Why choose to build in DeFi 7:58 - What institutions want in DeFi 14:08 - A changing landscape, retail vs insitutions 18:05 - What is Noon? 23:57 - Beyond self-reported transparency 27:29 - Noon's multi-strategy yield engine 32:53 - How Noon achieves 9% yields 36:44 - Private credit exposure 41:31 - New Noon tBTC yields and strategies 44:41 - NOON token launch 50:02 - Closing 🙏 Thanks to Noon Founder Arpan for joining us!

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🎙️ New The Edge Podcast 💱 Tori: Tokenizing 15% Yield From Institutional FX Markets, Uncorrelated With Crypto | DeFi Frontier 0:00 - Intro 1:50 - Sam’s background 4:05 - What trade is Tori tokenizing? 5:13 - Why DeFi yields often collapse 11:23 - How Tori strategies earn yield 14:35 - Capacity to scale the Tori trade 16:46 - Two-token model: trUSD vs strUSD 17:27 - Coming DeFi integrations for Tori 19:14 - Risks to using Tori 26:39 - Expected launch time for Tori 27:26 - Closing 🙏 Thanks to Tori Finance Founder Nox for joining us!

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🎙️ 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!

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🎙️ 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😴 for joining us!

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DeFi Dad ⟠ defidad.eth

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🎙️ 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!
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🎙️ 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!

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🎙️ New The Edge Podcast 💸 The Next Generation of Tokenized RWA Yields in DeFi 0:00 - Intro 6:07 - Sonya’s background at Steakhouse 10:26 - Romeo’s background at Abraxas 17:33 - Appetite for institutional capital onchain 20:02 - State of looping in DeFi 25:37 - The mission behind 3F 33:31 - The rise of tokenized arbitrage funds 38:44 - Example of how 3F works 45:26 - Adjustable leverage for structured yields 51:45 - Future asset classes to use 3F 53:25 - Closing 🙏 Thanks to 3F CoFounders Sonya Kim and Romeo for joining us!

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DeFi Dad ⟠ defidad.eth

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🎙️ New The Edge Podcast ⚡️ Lighter's Founder on Ethereum's Fastest DEX: LIT, Robinhood, and The TradFi-DeFi Bridge 0:00 - Intro 2:19 - Vlad’s background 6:47 - What is Lighter? Five goals 10:36 - High-performance trading on Ethereum 14:41 - Processing 500 million orders a day 16:33 - Vlad at Bitmine (NYSE-BMNR) $ETH shareholder meeting 18:32 - Robinhood $68M investment 22:16 - Lighter vs. Hyperliquid and CEXs 26:33 - How the LLP works and how it differs 29:51 - The LIT token launch 31:45 - Post-TGE reality and marathon ahead 33:48 - LIT token: Staking, fees, and LLP 37:31 - Revenue and buybacks 39:43 - The new Lighter mobile app 41:03 - DeFi is not antithetical to regulators 43:00 - What’s next? 45:12 - Closing 🙏 Thanks to Lighter Founder & CEO Vladimir Novakovski for joining us!

DeFi Dad ⟠ defidad.eth

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DeFi Dad ⟠ defidad.eth

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🎙️ New Revenue Meta on The The Edge Podcast 💳 Building Crypto's Revolut: Inside ether.fi's DeFi Bank 0:00 - Intro 1:25 - business: Stake, Liquid, Cash 2:30 - TVL vs revenue, what optimizes for 6:22 - How Cash is tripling revenue share 8:51 - How ETH price affects revenue 10:25 - Digital asset treasury partnerships 11:47 - Surviving Oct 10 with zero liquidations 17:22 - Cash spend hit $126M in Q4, up 160% QoQ 19:35 - The largest non-custodial crypto card 22:54 - Customer acquisition costs 25:33 - Is the card business profitable on its own? 26:29 - The $100B corporate card opportunity 30:39 - Lean team of 38 employees 32:07 - 2025 revenue hit $50M 34:31 - Tokenholder rights 41:03 - Why does buybacks 44:28 - What if BlackRock ever acquired 48:47 - Going mainstream beyond DeFi 50:18 - Vaults as essential infra for a DeFi bank 52:58 - Mr. Beast's neofinance app, a rising tide 54:17 - Tokenized stocks and gold in March 57:10 - Closing 🙏 Thanks to ether.fi CoFounder & CEO Mike Silagadze🛡 for joining us!
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🎙️ New Revenue Meta on The The Edge Podcast 💳 Building Crypto's Revolut: Inside ether.fi's DeFi Bank 0:00 - Intro 1:25 - business: Stake, Liquid, Cash 2:30 - TVL vs revenue, what optimizes for 6:22 - How Cash is tripling revenue share 8:51 - How ETH price affects revenue 10:25 - Digital asset treasury partnerships 11:47 - Surviving Oct 10 with zero liquidations 17:22 - Cash spend hit $126M in Q4, up 160% QoQ 19:35 - The largest non-custodial crypto card 22:54 - Customer acquisition costs 25:33 - Is the card business profitable on its own? 26:29 - The $100B corporate card opportunity 30:39 - Lean team of 38 employees 32:07 - 2025 revenue hit $50M 34:31 - Tokenholder rights 41:03 - Why does buybacks 44:28 - What if BlackRock ever acquired 48:47 - Going mainstream beyond DeFi 50:18 - Vaults as essential infra for a DeFi bank 52:58 - Mr. Beast's neofinance app, a rising tide 54:17 - Tokenized stocks and gold in March 57:10 - Closing 🙏 Thanks to ether.fi CoFounder & CEO Mike Silagadze🛡 for joining us!

DeFi Dad ⟠ defidad.eth

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🎙️ New The Edge Podcast 📊 Navigating The World of Ethereum L2s, According To L2BEAT 0:00 - Intro 6:44 - Bartek’s background 9:57 - Is Ethereum headed in the right direction? 12:27 - Why Ethereum and L2s need L2BEAT 19:51 - The Rotten Tomatoes of L2s 25:41 - How L2BEAT is funded as a public good 30:58 - Defining an Ethereum L2 34:35 - How does an L2 derive security from L1? 42:11 - Three distinct stages of an L2 47:14 - What Arbitrum and Base need to be Stage 2 55:04 - Thoughts on based rollups 57:03 - Why Robinhood chose an Ethereum L2 1:00:30 - Justified criticisms of L2s 1:04:53 - What is Data Availability (DA)? 1:11:37 - Fundamental role of zk scaling Ethereum 1:16:19 - A future of zk-powered DeFi 1:20:06 - Closing 🙏 Thanks to L2BEAT 💗 Founder bartek.eth for joining us!

DeFi Dad ⟠ defidad.eth

21,847 просмотров • 9 месяцев назад

The latest Talking Tokens Podcast x Solana Sessions episode with Ayyan Rahman, cofounder of OnRe dives into: - Why DeFi and RWAs need to be fully compatible - The future of tokenization beyond just putting assets onchain - The opportunity to revamp the reinsurance market and more We also discuss the need for DeFi security following the Drift exploit, as we recorded right before Kelp DAO's DeFi exploit, but this convo still rings true - if not even more now. TIMESTAMPS 00:00 Introduction 00:32 The Tokenization Illusion 01:59 Tokenization vs Reality 03:15 Why Reinsurance Actually Matters 06:22 The Real Unlock: Scaling Capital 09:05 Building a DeFi-Compatible Asset 12:14 What Breaks DeFi Under Stress 17:13 The Question That Actually Matters 22:07 Redefining Risk in DeFi 23:49 The Yield Trap 29:06 Best Gameplan for Growth 36:37 Where Adoption Actually Comes From Full episode here:
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The latest Talking Tokens Podcast x Solana Sessions episode with Ayyan Rahman, cofounder of OnRe dives into: - Why DeFi and RWAs need to be fully compatible - The future of tokenization beyond just putting assets onchain - The opportunity to revamp the reinsurance market and more We also discuss the need for DeFi security following the Drift exploit, as we recorded right before Kelp DAO's DeFi exploit, but this convo still rings true - if not even more now. TIMESTAMPS 00:00 Introduction 00:32 The Tokenization Illusion 01:59 Tokenization vs Reality 03:15 Why Reinsurance Actually Matters 06:22 The Real Unlock: Scaling Capital 09:05 Building a DeFi-Compatible Asset 12:14 What Breaks DeFi Under Stress 17:13 The Question That Actually Matters 22:07 Redefining Risk in DeFi 23:49 The Yield Trap 29:06 Best Gameplan for Growth 36:37 Where Adoption Actually Comes From Full episode here:

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26,084 просмотров • 4 месяцев назад

🎙️ New The Edge Podcast 💔 The Social Contract Is Broken: A Macro View On Crypto's Role 0:00 - Intro 1:49 - Tyler's background and perspective 4:07 - 2026 macro, how Boomers broke the system 10:21 - Why markets feel rigged 18:10 - Where real growth is in 2026 23:01 - Why bonds are dead for Millennials & Gen Z 35:03 - Moving back to building real things 40:26 - How IRs and bond volatility affect crypto 45:35 - Gold & silver, what BTC needs for new highs 49:28 - What DeFi can still become 52:17 - The next mega bid for crypto 57:16 - Closing 🙏 Thanks to Tyler Neville from Muddy Waters Capital and Forward Guidance for joining us!
59:48

🎙️ New The Edge Podcast 💔 The Social Contract Is Broken: A Macro View On Crypto's Role 0:00 - Intro 1:49 - Tyler's background and perspective 4:07 - 2026 macro, how Boomers broke the system 10:21 - Why markets feel rigged 18:10 - Where real growth is in 2026 23:01 - Why bonds are dead for Millennials & Gen Z 35:03 - Moving back to building real things 40:26 - How IRs and bond volatility affect crypto 45:35 - Gold & silver, what BTC needs for new highs 49:28 - What DeFi can still become 52:17 - The next mega bid for crypto 57:16 - Closing 🙏 Thanks to Tyler Neville from Muddy Waters Capital and Forward Guidance for joining us!

DeFi Dad ⟠ defidad.eth

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