The Edge Podcast

• Let Ethereum Cook: The Foundation’s Push for ZK, Privacy, and Tokenization

  James Smith is Head of Ecosystem at the Ethereum Foundation.In this episode, we unpack everything Ethereum is building right now, some of it driven by initiatives at the Ethereum Foundation. From breakthroughs in zk technology and privacy to a growing wave of real-world asset tokenization poised to bring trillions onchain, this conversation highlights why we remain laser-focused on Ethereum. Our guest, James, is among the best at bridging the gap between builders and listeners, breaking down what’s being built across the Ethereum ecosystem in simple, relatable terms.------🔗 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🌅 NEUTRL | THE NEXT GENERATION OF CRYPTO-NATIVE YIELD🌞 SOLSTICE | PERMISSIONLESS INSTITUTIONAL YIELD⚔️ KATANA | DEEP LIQUIDITY & REAL YIELD🥞 SYRUPUSDC BY MAPLE | DEFI'S PREMIUM YIELD ASSET🏦 MANTLE | INNOVATING THE FUTURE OF ONCHAIN FINANCE🐡 PUFFER INSTITUTIONAL | STAKING SOLUTIONS FOR SCALE🌊 RIVER | A CHAIN-ABSTRACTION STABLECOIN SYSTEM⚙️ GEARBOX PROTOCOL | ONCHAIN LENDING REIMAGINED------Timestamps0:00 - Intro6:37 - James's background10:06 - Philosophical differences that make Ethereum different18:37 - Ethereum Foundation’s new focus vs legacy EF24:31 - The incentives just make sense on Ethereum27:55 - Sponsor break29:11 - “The internet has no CEO," understanding decentralization37:14 - All the ways Ethereum is cooking39:30 - Building products for Wall St’s backend40:24 - Why zk is an enormous breakthrough44:20 - Sponsor break45:40 - Privacy will be a feature for many on Ethereum50:33 - Tokenization of RWAs on Ethereum is up only52:22 - What the Fusaka upgrade means for all of us54:12 - Future surprises coming from EF57:40 - The most misunderstood thing about the EF58:58 - Closing------🔗 Guest Links 🔗► EF website: https://ethereum.foundation/► EF on X: https://x.com/ethereumfndn► James Smith on X: https://x.com/james_gaps------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 both are long term ETH holders. 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.

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• Understanding The Risky Business of DeFi’s Risk Curators

  Ruca is Head of Growth and Giel (aka deepcryptodive) is Head of Risk Curation at kpk.In this episode, we discuss the role of DeFi's risk curators, the individuals and teams responsible for assessing, pricing, and managing risk across DeFi lending markets and tokenized yield vaults. We talk about how risk curation has become both an essential service and a risky business of its own, as witnessed firsthand in Stream Finance's recent xUSD blowup.------🔗 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🌅 NEUTRL | THE NEXT GENERATION OF CRYPTO-NATIVE YIELD🌞 SOLSTICE | PERMISSIONLESS INSTITUTIONAL YIELD⚔️ KATANA | DEEP LIQUIDITY & REAL YIELD🥞 SYRUPUSDC BY MAPLE | DEFI'S PREMIUM YIELD ASSET🏦 MANTLE | INNOVATING THE FUTURE OF ONCHAIN FINANCE🐡 PUFFER INSTITUTIONAL | STAKING SOLUTIONS FOR SCALE🌊 RIVER | A CHAIN-ABSTRACTION STABLECOIN SYSTEM⚙️ GEARBOX PROTOCOL | ONCHAIN LENDING REIMAGINED------Timestamps0:00 - Intro 5:34 - History of kpk9:38 - What is the job of a risk curator in DeFi?13:53 - Distinguishing between permissionless lending markets and vaults24:23 - What happened with Stream Finance and xUSD?32:52 - Sponsor break34:07 - How do risk curators make money?38:07 - The role of risk ratings in DeFi41:34 - Could risk curators run liquid strategies in their own markets/vaults?46:24 - Sponsor break47:43 - Risk of hard-coded fundamental oracles vs market price oracles57:06 - DeFi must prioritize safety over higher yields1:01:26 - kpk’s approach to risk curation1:05:30 - kpk’s retail-facing DeFi product suite1:07:11 - Closing------🔗 Guest Links 🔗► kpk website: https://kpk.io/► kpk on X: https://x.com/kpk_io► Giel on X: https://x.com/deepcryptodive------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. 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.

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• YIELD TALKS: Can AI Replace Human Curators In DeFi?

  RightSide is a Core Contributor at Pendle and Vivaldi is a CoFounder at Symphony.In this live session of Yield Talks, we explore whether AI can improve upon the work of human curators in evaluating, managing, transacting, and securing DeFi markets.------🔗 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🌅 NEUTRL | THE NEXT GENERATION OF CRYPTO-NATIVE YIELD🌞 SOLSTICE | PERMISSIONLESS INSTITUTIONAL YIELD⚔️ KATANA | DEEP LIQUIDITY + REAL YIELD🥞 SYRUPUSDC BY MAPLE | DEFI'S PREMIUM YIELD ASSET🏦 MANTLE | INNOVATING THE FUTURE OF ONCHAIN FINANCE🐡 PUFFER INSTITUTIONAL | STAKING SOLUTIONS FOR INSTITUTIONAL SCALE🌊 RIVER | A CHAIN-ABSTRACTION STABLECOIN SYSTEM⚙️ GEARBOX PROTOCOL | ONCHAIN LENDING REIMAGINED------Timestamps0:00 - Intro4:13 - Guest backgrounds6:44 - Pendle’s view on the role of AI in DeFi10:28 - Pendle x Symphony integration and how AI plays a role14:09 - What Symphony’s working on17:46 - Sponsor break19:02 - How will the average Pendle user benefit from AI?24:55 - How can AI make DeFi safer for users?30:31 - What is the Virtuals Agent Commerce Protocol (ACP)?32:57 - Sponsor break34:18 - Explaining x402, the internet-native payment protocol37:56 - Discerning which AI agents are more skilled40:47 - Closing------🔗 Guest Links 🔗► Symphony website: https://www.symphony.io/► Vivaldi on X: https://x.com/vivaldi0x► Pendle website: https://www.pendle.finance/► Rightside on X: https://x.com/rightsideonly------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 are investors in Symphony. 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.

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• Is This The Next Best BTC Yield In DeFi?

  Michael Egorov is the Founder of Curve and yieldbasis.In this episode, the legendary DeFi founder walks us through his newly launched protocol called yieldbasis on Ethereum, designed to deliver the best Bitcoin yield yet. We explore how it works, its synergy with Curve, and how it aims to deliver a competitive yield-bearing version of BTC onchain in nearly any market conditions.------🔗 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🌅 NEUTRL | THE NEXT GENERATION OF CRYPTO-NATIVE YIELD🌞 SOLSTICE | PERMISSIONLESS INSTITUTIONAL YIELD🥞 SYRUPUSDC BY MAPLE | DEFI'S PREMIUM YIELD ASSET🏦 MANTLE | INNOVATING THE FUTURE OF ONCHAIN FINANCE🐡 PUFFER INSTITUTIONAL | STAKING SOLUTIONS FOR INSTITUTIONAL SCALE🌊 RIVER | A CHAIN-ABSTRACTION STABLECOIN SYSTEM⚙️ GEARBOX PROTOCOL | ONCHAIN LENDING REIMAGINED------Timestamps0:00 - Intro5:43 - Building Curve Finance since 20208:36 - Why build yieldbasis?11:53 - The challenge to productize BTC yield19:13 - How does yieldbasis work?25:27 - Sponsor break26:29 - Current BTC yields and performance28:20 - Synergy between Curve and yieldbasis32:10 - Earning BTC yield vs YB emissions34:19 - Why another protocol, why another token?36:19 - What’s new with YB tokenomics?38:50 - Why will users lock veYB?42:41 - Sponsor break44:00 - Potential for yieldbasis to work with BTC DATs44:49 - Understanding risks in yieldbasis48:55 - Performance during the recent Oct 10 crash51:25 - How big can yieldbasis scale to?53:22 - Exploring future assets for yieldbasis55:47 - Current TVL campaign, plus future caps raise1:02:47 - Closing------🔗 Guest Links 🔗► yieldbasis website: https://yieldbasis.com/► yieldbasis on X: https://x.com/yieldbasis► Michael Egorov on X: https://x.com/newmichwill------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 both hold BTC. 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.

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• Navigating The World of Ethereum L2s, According To L2BEAT

  Bartek Kiepuszewski is the Founder of L2BEAT.In this episode, Bartek breaks down the current landscape of Ethereum’s L2 ecosystem, from how L2s are categorized by stage, to what defines true decentralization, and why transparency remains a part of the foundation of Ethereum's social layer.------🔗 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🌅 NEUTRL | THE NEXT GENERATION OF CRYPTO-NATIVE YIELD🌞 SOLSTICE | PERMISSIONLESS INSTITUTIONAL YIELD🥞 SYRUPUSDC BY MAPLE | DEFI'S PREMIUM YIELD ASSET🏦 MANTLE | INNOVATING THE FUTURE OF ONCHAIN FINANCE🐡 PUFFER INSTITUTIONAL | STAKING SOLUTIONS FOR INSTITUTIONAL SCALE🌊 RIVER | A CHAIN-ABSTRACTION STABLECOIN SYSTEM⚙️ GEARBOX PROTOCOL | ONCHAIN LENDING REIMAGINED------Timestamps0:00 - Intro6:44 - Bartek’s background9:57 - Is Ethereum headed in the right direction?12:27 - Why Ethereum and L2s need L2BEAT19:51 - L2BEAT, the Rotten Tomatoes of L2s24:39 - Sponsor break25:41 - How L2BEAT is funded as a public good30:58 - Defining an Ethereum L234:35 - How does an L2 derive security from Ethereum L1?42:11 - The three distinct stages of an L247:14 - What do Arbitrum and Base need to progress to Stage 2?53:44 - Sponsor break55:04 - Thoughts on based rollups57:03 - Why might Robinhood have chosen to build an Ethereum L2?1:00:30 - Justified criticisms of L2s1:04:53 - What is Data Availability (DA)?1:11:37 - The fundamental role of zk scaling Ethereum1:16:19 - A future of zk-powered DeFi1:20:06 - Closing------🔗 Guest Links 🔗► L2BEAT website: https://l2beat.com/► Support L2BEAT: https://l2beat.com/donate► L2BEAT on X: https://x.com/l2beat► Bartek on X: https://x.com/bkiepuszewski------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. 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.

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