Mantle’s Big Bets: Ethereum L2, ETH Treasury, DeFi Neobank, and Bybit
Tim is the Global Head of Strategy at Mantle and YZ is Product Lead.Mantle is placing some of the biggest bets on their Ethereum L2, a DeFi neobank (UR), a long-standing $500M ETH treasury, and a new major Bybit partnership. In this episode, we unpack the implications of all this in growing demand for their DeFi economy.------🔗 Essential Show Links 🔗► Newsletter: https://the-edge.xyz► Youtube: https://youtube.com/@DeFiDad► Apple: https://tinyurl.com/edgepod► Spotify: https://tinyurl.com/edgepodspotify► Linktree: https://linktr.ee/edge_pod► Follow DeFi Dad: https://x.com/DeFi_Dad► Follow Nomatic: https://x.com/Nomaticcap► Learn DeFi: http://defidad.com/------The Edge Podcast Sponsor Resources♦️ REDSTONE | THE LEADING MODULAR BLOCKCHAIN ORACLE♉︎ TOROS | EXPONENTIAL GAINS WITH LEVERAGED TOKENS🥞 SYRUPUSDC BY MAPLE | DEFI'S PREMIUM YIELD ASSET🦅 FALCON | OVERCOLLATERIZED SYNTHETIC DOLLAR - POINTS PROGRAM NOW LIVE⚡ SPARK | THE ONCHAIN CAPITAL ALLOCATOR🐡 PUFFER INSTITUTIONAL | STAKING SOLUTIONS FOR INSTITUTIONAL SCALE📈 RUMPEL | TURN POINTS INTO PROFITS⚙️ GEARBOX PROTOCOL | ONCHAIN LENDING REIMAGINED------Timestamps0:00 - Intro6:48 - Tim and YZ’s roles at Mantle11:30 - What is Mantle Index Four (MI4)?14:07 - UR, a money app for crypto natives17:40 - What will drive new users to DeFi neobanks?20:25 - Bybit partnership and its implications for Mantle23:12 - Sponsor break24:17 - Expectations for Bybit-Mantle rollout26:25 - Mantle’s ETH treasury and thoughts on DATs31:26 - The road to $80k ETH33:16 - Sponsor break34:10 - Could Mantle ever deploy an MNT DAT?35:06 - Why Mantle as an L2?37:27 - Closing------🔗 Guest Links 🔗► Mantle website: https://mantle.xyz/► UR website: https://ur.app/► Mantle on X: https://x.com/mantle_official► Tim on X: https://x.com/tx0zz► YZ on X: https://x.com/ngyingzhong------All opinions expressed by hosts and podcast guests are solely their own opinions. Podcast guests and hosts may have positions in the assets or other matters discussed in this podcast. DeFi Dad and Nomatic hold ETH. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. Do your own research. This is not a recommendation or endorsement to buy any token(s) related to any platform(s) discussed.
--------
38:43
--------
38:43
The Multi-Trillion-Dollar Opportunity for DeFi Unsecured Credit Markets
Jacob Chudnovsky is the Founder of 3Jane.In this episode, we explore how 3Jane is pioneering the holy grail of DeFi, unsecured credit and loans. Jacob explains how 3Jane will unlock a multi-trillion-dollar credit-based market for DeFi, by combining onchain and offchain credit scoring using zkTLS, innovative repayment mechanics, and a dual-token yield model to offer competitive lending yield, plus new DeFi use cases.------🔗 Essential Show Links 🔗► Newsletter: https://the-edge.xyz► Youtube: https://youtube.com/@DeFiDad► Apple: https://tinyurl.com/edgepod► Spotify: https://tinyurl.com/edgepodspotify► Linktree: https://linktr.ee/edge_pod► Follow DeFi Dad: https://x.com/DeFi_Dad► Follow Nomatic: https://x.com/Nomaticcap► Learn DeFi: http://defidad.com/------The Edge Podcast Sponsor Resources♦️ REDSTONE | THE LEADING MODULAR BLOCKCHAIN ORACLE♉︎ TOROS | EXPONENTIAL GAINS WITH LEVERAGED TOKENS🥞 SYRUPUSDC BY MAPLE | DEFI'S PREMIUM YIELD ASSET🦅 FALCON | OVERCOLLATERIZED SYNTHETIC DOLLAR - POINTS PROGRAM NOW LIVE⚡ SPARK | THE ONCHAIN CAPITAL ALLOCATOR🏦 MANTLE | INNOVATING THE FUTURE OF ONCHAIN FINANCE🐡 PUFFER INSTITUTIONAL | STAKING SOLUTIONS FOR INSTITUTIONAL SCALE📈 RUMPEL | TURN POINTS INTO PROFITS⚙️ GEARBOX PROTOCOL | ONCHAIN LENDING REIMAGINED------Timestamps0:00 - Intro6:48 - Jacob’s background9:00 - Opportunity for DeFi unsecured credit14:35 - How 3Jane assesses credit offchain and onchain21:53 - Sponsor break23:04 - How would 3Jane collect debt from delinquent borrowers?25:58 - Building the 3Jane credit score algorithm29:57 - Role of USD3 vs sUSD3 32:29 - How repayment works in 3Jane vs DeFi secured loans33:49 - Two-token yield setup with USD3 and sUSD335:10 - Sponsor break36:35 - Novel use cases for DeFi built on 3Jane40:10 - Q3 rollout expectations for 3Jane42:26 - Future of agentic users on 3Jane46:27 - Details on future 3Jane token47:55 - Closing------🔗 Guest Links 🔗► 3Jane website: https://www.3jane.xyz/► 3Jane on X: https://x.com/3janexyz► Jacob on X: https://x.com/_yakovsky------All opinions expressed by hosts and podcast guests are solely their own opinions. Podcast guests and hosts may have positions in the assets or other matters discussed in this podcast. DeFi Dad and Nomatic invested in 3Jane's seed round. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. Do your own research. This is not a recommendation or endorsement to buy any token(s) related to any platform(s) discussed.
--------
49:58
--------
49:58
YIELD TALKS: A New Way To Track Burned ETH With BETH
Zak is a long time Ethereum developer and a member of the Ethereum Community Foundation (ECF).In this brief Yield Talks session, we discuss a clever new idea for tracking tokenized burned ETH called BETH, designed to make it easily visible and auditable for anyone who's voluntarily burns ETH to improve ETH's monetary value. Zak shares how it might be useful for Ethereum ecosystem players such as L2s, who could prove how much ETH they've burned from transaction fees with BETH.------🔗 Essential Show Links 🔗► Newsletter: https://the-edge.xyz► Youtube: https://youtube.com/@DeFiDad► Apple: https://tinyurl.com/edgepod► Spotify: https://tinyurl.com/edgepodspotify► Linktree: https://linktr.ee/edge_pod► Follow DeFi Dad: https://x.com/DeFi_Dad► Follow Nomatic: https://x.com/Nomaticcap► Learn DeFi: http://defidad.com/------The Edge Podcast Sponsor Resources♦️ REDSTONE | THE LEADING MODULAR BLOCKCHAIN ORACLE♉︎ TOROS | EXPONENTIAL GAINS WITH LEVERAGED TOKENS🥞 SYRUPUSDC BY MAPLE | DEFI'S PREMIUM YIELD ASSET🦅 FALCON | OVERCOLLATERIZED SYNTHETIC DOLLAR - POINTS PROGRAM NOW LIVE⚡ SPARK | THE ONCHAIN CAPITAL ALLOCATOR🏦 MANTLE | INNOVATING THE FUTURE OF ONCHAIN FINANCE🐡 PUFFER INSTITUTIONAL | STAKING SOLUTIONS FOR INSTITUTIONAL SCALE📈 RUMPEL | TURN POINTS INTO PROFITS⚙️ GEARBOX PROTOCOL | ONCHAIN LENDING REIMAGINED------Timestamps0:00 - Intro to Zak and the ECF4:33 - What is Proof of Burn and BETH?6:33 - Sponsor break8:54 - Who is BETH designed for?9:54 - Excitement over BETH but questions remain13:45 - Will BETH ever trade above $0 or could it hold any value?15:40 - Sponsor break16:51 - Forcing better economic alignement between L2s and L118:26 - A better standard for easily tracking burned ETH21:17 - BETH apps and tracker needs to be built22:35 - Closing------🔗 Guest Links 🔗► Ethereum Community Foundation website: https://ethcf.org/► Proof of Burn and BETH blog post: https://ethcf.org/introducing-beth-eths-proof-of-burn-token/► ECF on X: https://x.com/ethcforg► Zak on X: https://x.com/0xzak------All opinions expressed by hosts and podcast guests are solely their own opinions. Podcast guests and hosts may have positions in the assets or other matters discussed in this podcast. DeFi Dad and Nomatic hold ETH. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. Do your own research. This is not a recommendation or endorsement to buy any token(s) related to any platform(s) discussed.
--------
23:28
--------
23:28
10 Years In: Is Ethereum Headed In The Right Direction?
Matthias Seidl (Matze) is CoFounder and Lorenz Lehmann is Research Lead at growthepie.In this episode, we review growthepie's recent report on Ethereum's 10-year anniversary, "Building The World Ledger." Ethereum’s first decade has been defined by landmark upgrades such as The Merge and Dencun, the rise of Layer 2 scaling, and bold experiments that shape how value flows back to ETH. This episode breaks down the key milestones, ecosystem, use cases, and roadmap that will further cement Ethereum as the world’s most trustless and reliable ledger.------🔗 Essential Show Links 🔗► Newsletter: https://the-edge.xyz► Youtube: https://youtube.com/@DeFiDad► Apple: https://tinyurl.com/edgepod► Spotify: https://tinyurl.com/edgepodspotify► Linktree: https://linktr.ee/edge_pod► Follow DeFi Dad: https://x.com/DeFi_Dad► Follow Nomatic: https://x.com/Nomaticcap► Learn DeFi: http://defidad.com/------The Edge Podcast Sponsor Resources♦️ REDSTONE | THE LEADING MODULAR BLOCKCHAIN ORACLE♉︎ TOROS | EXPONENTIAL GAINS WITH LEVERAGED TOKENS🥞 SYRUPUSDC BY MAPLE | DEFI'S PREMIUM YIELD ASSET🦅 FALCON | OVERCOLLATERIZED SYNTHETIC DOLLAR - POINTS PROGRAM NOW LIVE⚡ SPARK | THE ONCHAIN CAPITAL ALLOCATOR🏦 MANTLE | INNOVATING THE FUTURE OF ONCHAIN FINANCE🐡 PUFFER INSTITUTIONAL | STAKING SOLUTIONS FOR INSTITUTIONAL SCALE📈 RUMPEL | TURN POINTS INTO PROFITS⚙️ GEARBOX PROTOCOL | ONCHAIN LENDING REIMAGINED------Timestamps0:00 - Intro5:46 - growthepie, an Ethereum analytics tool7:29 - The significance of Ethereum’s 10-year track record8:27 - Two most important upgrades, The Merge and Dencun11:20 - Impact of Dencun lowering transaction costs vs ETH burn bulls13:45 - The role of L2s in the Ethereum ecosystem16:49 - How does L2 success translate to ETH value accrual?24:33 - Sponsor break25:44 - Celo cut 99.8% of security costs becoming an L230:06 - Why might teams like Circle still launch an L1?34:30 - Most compelling use cases on Ethereum today38:27 - Sponsor break39:52 - Ethereum’s roadmap and future network upgrades43:17 - Scaling Ethereum L1 to 10k tps and what it means for L2s47:57 - Is Ethereum now headed in the right direction?50:33 - Closing------🔗 Guest Links 🔗► growthepie website: https://www.growthepie.com/► growthepie Ethereum report: https://www.growthepie.com/quick-bites/anniversary-report► growthepie on X: https://x.com/growthepie_eth► Matze on X: https://x.com/web3_data► Lorenz on X: https://x.com/LehmannLorenz------All opinions expressed by hosts and podcast guests are solely their own opinions. Podcast guests and hosts may have positions in the assets or other matters discussed in this podcast. DeFi Dad and Nomatic hold ETH. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. Do your own research. This is not a recommendation or endorsement to buy any token(s) related to any platform(s) discussed.
--------
52:25
--------
52:25
How Ether.fi Built A Neobank With DeFi
Mike Silagadze is the CoFounder at ether.fi.In this episode, we dive into how Mike's team is building a full-service DeFi neobank. From native liquid staking to automated investing vault strategies, to real-world debit card spending, fiat on/off-ramps, tokenized stocks, and access to Hyperliquid perps, Mike explains how ether.fi is bridging onchain finance to the real world.------🔗 Essential Show Links 🔗► Newsletter: https://the-edge.xyz► Youtube: https://youtube.com/@DeFiDad► Apple: https://tinyurl.com/edgepod► Spotify: https://tinyurl.com/edgepodspotify► Linktree: https://linktr.ee/edge_pod► Follow DeFi Dad: https://x.com/DeFi_Dad► Follow Nomatic: https://x.com/Nomaticcap► Learn DeFi: http://defidad.com/------The Edge Podcast Sponsor Resources♦️ REDSTONE | THE LEADING MODULAR BLOCKCHAIN ORACLE♉︎ TOROS | EXPONENTIAL GAINS WITH LEVERAGED TOKENS🥞 SYRUPUSDC BY MAPLE | DEFI'S PREMIUM YIELD ASSET🦅 FALCON | OVERCOLLATERIZED SYNTHETIC DOLLAR - POINTS PROGRAM NOW LIVE⚡ SPARK | THE ONCHAIN CAPITAL ALLOCATOR🏦 MANTLE | INNOVATING THE FUTURE OF ONCHAIN FINANCE🐡 PUFFER INSTITUTIONAL | STAKING SOLUTIONS FOR INSTITUTIONAL SCALE📈 RUMPEL | TURN POINTS INTO PROFITS⚙️ GEARBOX PROTOCOL | ONCHAIN LENDING REIMAGINED------Timestamps0:00 - Intro5:57 - The impact of ETH’s rising price on ether.fi9:35 - Broader vision for ether.fi15:40 - ether.fi Liquid vaults17:03 - ether.fi Cash, bridging onchain and real-world spending24:17 - ether.fi offers a better DeFi neobank27:32 - Security and recovery features for Cash users29:59 - Fiat rails and virtual US bank accounts32:00 - Sponsor break33:11 - Integrating tokenized stocks into ether.fi35:53 - ether.fi Trade and offering new access to Hyperliquid40:50 - Sponsor break42:15 - Integration with HYPE LST for Cash and Liquid users43:16 - ether.fi looking to work with ETH treasury companies48:13 - Could Microstrategy ever tap into DeFi with eBTC?50:45 - Closing------🔗 Guest Links 🔗► ether.fi website: https://ether.fi/► ether.fi Cash sign-up (ref link): https://www.ether.fi/refer/defidad► ether.fi on X: https://x.com/ether_fi► Mike Silagadze on X: https://x.com/MikeSilagadze------All opinions expressed by hosts and podcast guests are solely their own opinions. Podcast guests and hosts may have positions in the assets or other matters discussed in this podcast. DeFi Dad invested in ether.fi's seed round. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. Do your own research. This is not a recommendation or endorsement to buy any token(s) related to any platform(s) discussed.
Join two seasoned crypto investors and DeFi power-users as they dive into the biggest (and often untold) stories shaping the future of digital assets—covering all you need to know about Ethereum, Bitcoin, and DeFi. Gain your own edge as an investor from comprehensive interviews with leading founders, investors, and developers you won’t hear elsewhere. For exclusive content, market updates, and DeFi yield opportunities, sign up for our free newsletter at the-edge.xyz.
Portugal