Mads Mathiesen is a Research Partner at Maven 11.In this episode, we’re joined by a crypto-native VC fund Maven 11 to explore what it really means to be early in crypto. We discuss how their team identifies high conviction investments, like opinionated applications, consumer apps, and stablecoin payment systems. Plus, more on why the next wave of winners may look different from the last!------🔗 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🪄 NEWTON | FINANCIAL FREEDOM ON AUTOPILOT🔮 PYTH NETWORK | SMARTER DATA FOR SMARTER CONTRACTS🤙 SKALE NETWORK | THE GAS-FREE INVISIBLE L1 BLOCKCHAIN📊 iYIELD | YOUR FINANCIAL PICTURE, SIMPLIFIED🏦 MANTLE | INNOVATING THE FUTURE OF ONCHAIN FINANCE🐡 PUFFER UNIFI | A BASED ROLLUP TO ETHEREUM WITH NATIVE YIELDS🌔 MOONWELL | THE LEADING LENDING AND BORROWING APP ON BASE⚙️ GEARBOX PROTOCOL | ONCHAIN LENDING REIMAGINED🥞 SYRUP.FI | INSTITUTIONAL-GRADE YIELD------Timestamps0:00 - Intro4:02 - Being early at Maven 116:34 - What got Mads into crypto11:04 - Has crypto lost its way?13:35 - Making early stage investing more accessible15:58 - How private investments typically work at crypto VCs19:37 - Criticisms over high FDV token launches24:20 - Fat protocol vs fat app thesis28:42 - Sponsor break29:22 - How fat protocol winners might perform in the fat app era33:14 - Can fat protocol winners evolve for better value accrual?36:04 - Huge opportunity for app developers who understand infra39:02 - Why invest in “opinionated applications”41:41 - Sponsor break43:19 - Investing in “extensions of existing ecosystems”46:25 - The demand to invest in consumer apps50:08 - Outsized opportunity remains in stablecoins56:37 - Trends around yield-bearing stablecoins1:00:27 - Private credit boom coming onchain1:08:10 - What learning resource would Mads recommend?1:10:50 - Closing------🔗 Guest Links 🔗► Maven 11 website: https://www.maven11.com/► Maven 11 on X: https://x.com/Maven11Capital► Mads on X: https://x.com/0xRainandCoffee► Tim Roughgarden Lectures: https://www.youtube.com/channel/UCcH4Ga14Y4ELFKrEYM1vXCg------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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1:12:52
How Kinetiq Will Supercharge Hyperliquid DeFi With The kHYPE LST
Omnia is the CoFounder of Kinetiq.In this episode, we cover the native liquid staking protocol for Hyperliquid, with the upcoming launch of its LST for HYPE, called kHYPE. We dive into how kHYPE can unlock new utility and yield opportunities across Hyperliquid DeFi, the architecture behind its staking design, and the early institutional demand for exposure to HYPE through Kinetiq’s platform.------🔗 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🪄 NEWTON | FINANCIAL FREEDOM ON AUTOPILOT🔮 PYTH NETWORK | SMARTER DATA FOR SMARTER CONTRACTS🤙 SKALE NETWORK | THE GAS-FREE INVISIBLE L1 BLOCKCHAIN📊 iYIELD | YOUR FINANCIAL PICTURE, SIMPLIFIED🏦 MANTLE | INNOVATING THE FUTURE OF ONCHAIN FINANCE🐡 PUFFER UNIFI | A BASED ROLLUP TO ETHEREUM WITH NATIVE YIELDS🌔 MOONWELL | THE LEADING LENDING AND BORROWING APP ON BASE⚙️ GEARBOX PROTOCOL | ONCHAIN LENDING REIMAGINED🥞 SYRUP.FI | INSTITUTIONAL-GRADE YIELD------Timestamps0:00 - Intro3:49 - Founding Kinetiq6:04 - Early conviction for Hyperliquid13:24 - Expected yield for kHYPE18:40 - How will kHYPE yield be distributed?22:14 - Sponsor break22:54 - The importance of precompiles for HL and Kinetiq32:17 - Anticipation and audits for upcoming Kinetiq launch37:40 - iHYPE, liquid staking for institutions43:47 - Sponsor break45:26 - Institutional demand for a HYPE LST48:40 - What are builder codes?56:34 - How Kinetiq differentiates as an LST1:01:11 - Closing------🔗 Guest Links 🔗► Kinetiq website: https://kinetiq.xyz/► Kinetiq on X: https://x.com/kinetiq_xyz► Omnia on X: https://x.com/0xOmnia------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 Kinetiq. 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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1:04:20
The Return of Olympus: Zeus on Surviving, Evolving, and Scaling OHM
Zeus is the Founder of Olympus.In this episode, the anonymous DeFi founder Zeus does his first podcast appearance in 4 years to share how Olympus survived the bear market, restructured its vision, and is now scaling the programmatic money OHM with new products like Cooler Loans V2 and a $275M treasury.------🔗 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🪄 NEWTON | FINANCIAL FREEDOM ON AUTOPILOT🔮 PYTH NETWORK | SMARTER DATA FOR SMARTER CONTRACTS🤙 SKALE NETWORK | THE GAS-FREE INVISIBLE L1 BLOCKCHAIN📊 iYIELD | YOUR FINANCIAL PICTURE, SIMPLIFIED🏦 MANTLE | INNOVATING THE FUTURE OF ONCHAIN FINANCE🐡 PUFFER UNIFI | A BASED ROLLUP TO ETHEREUM WITH NATIVE YIELDS🌔 MOONWELL | THE LEADING LENDING AND BORROWING APP ON BASE⚙️ GEARBOX PROTOCOL | ONCHAIN LENDING REIMAGINED------Timestamps0:00 - Intro5:27 - The founding of Olympus12:29 - Success came so much faster than expected21:27 - Why Olympus was able to scale when every fork failed29:59 - Surviving the bear market38:52 - Sponsor break39:33 - Why Zeus took a break44:22 - What is Range Bound Stability (RBS)?55:01 - Why they disabled RBS?59:42 - Cooler Loans and OHM treasury strategies1:21:01 - Sponsor break1:22:39 - How Olympus compares to the Saylor BTC trade1:43:06 - Olympus’s investment in Berachain1:51:27 - Closing------🔗 Guest Links 🔗► Olympus website: https://www.olympusdao.finance/► Olympus on X: https://x.com/OlympusDAO► Zeus on X: https://x.com/ohmzeus------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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1:56:22
Ethereum's Fundamentals Are Surging, Now What About ETH?
Ryan Berckmans is an Ethereum community member and ETH investor.In this episode, we unpack the disconnect between Ethereum’s surging fundamentals and its lagging market price, exploring what’s driving real adoption, why ETH demand hasn’t followed through (yet), and what could finally flip the narrative.------🔗 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🪄 NEWTON | FINANCIAL FREEDOM ON AUTOPILOT🔮 PYTH NETWORK | SMARTER DATA FOR SMARTER CONTRACTS🤙 SKALE NETWORK | THE GAS-FREE INVISIBLE L1 BLOCKCHAIN✨ TANSSI | LAUNCH YOUR SYMBIOTIC RESTAKED NETWORK IN MINUTES📊 iYIELD | YOUR FINANCIAL PICTURE, SIMPLIFIED⏳ HOURGLASS | LEVERAGED AIRDROP FARMING AND BOOSTED POINTS🏦 MANTLE | INNOVATING THE FUTURE OF ONCHAIN FINANCE🐡 PUFFER UNIFI | A BASED ROLLUP TO ETHEREUM WITH NATIVE YIELDS🌔 MOONWELL | THE LEADING LENDING AND BORROWING APP ON BASE⚙️ GEARBOX PROTOCOL | ONCHAIN LENDING REIMAGINED------Timestamps0:00 - Intro5:32 - Ryan’s roots in Ethereum6:41 - The Ethereum scaling roadmap is working11:52 - The value of decentralization16:55 - Metrics that signal Ethereum is winning like “app capital”23:49 - If everyone wants a faster/cheaper L1, why's so much value on Ethereum?30:05 - Sponsor break30:46 - The impact of US regulators on Ethereum and crypto35:14 - Understanding Ethereum’s dominance in RWAs and stablecoins41:12 - The TLDR on Ethereum L1 upgrades coming49:12 - Sponsor break50:51 - What needs to happen for ETH price to go up55:47 - Distractions this cycle vs getting back to our roots with crypto 1:03:32 - Boosting confidence for the next class of ETH buyers1:06:15 - Should Ethereum find its own Saylor?1:10:40 - Closing------🔗 Guest Links 🔗► Ryan on X: https://x.com/ryanberckmans► Ryan's Total App Capital Chart: https://x.com/ryanberckmans/status/1912388250200650207► Kevin Owocki and Ryan's post on Ethereum Must Prioritize Real-World Growth: https://x.com/owocki/status/1907416214743261603------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, Nomatic, and Ryan all 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.
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1:12:29
YIELD TALKS: Institutional-Grade Yield, DeFi-Native Access, Inside Maple Finance
Joe Flanagan is CoFounder of Maple Finance and Martin de Rijke is Head of Growth.In this episode, we explore how Maple Finance is creating real yield for stablecoin holders by connecting DeFi lenders with institutional borrowers, plus how Syrup.fi unlocks a yield-bearing composable token for any DeFi lender to access.------🔗 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🪄 NEWTON | FINANCIAL FREEDOM ON AUTOPILOT🔮 PYTH NETWORK | SMARTER DATA FOR SMARTER CONTRACTS🤙 SKALE NETWORK | THE GAS-FREE INVISIBLE L1 BLOCKCHAIN✨ TANSSI | LAUNCH YOUR SYMBIOTIC RESTAKED NETWORK IN MINUTES📊 iYIELD | YOUR FINANCIAL PICTURE, SIMPLIFIED⏳ HOURGLASS | LEVERAGED AIRDROP FARMING AND BOOSTED POINTS🏦 MANTLE | INNOVATING THE FUTURE OF ONCHAIN FINANCE🐡 PUFFER UNIFI | A BASED ROLLUP TO ETHEREUM WITH NATIVE YIELDS🌔 MOONWELL | THE LEADING LENDING AND BORROWING APP ON BASE⚙️ GEARBOX PROTOCOL | ONCHAIN LENDING REIMAGINED------Timestamps0:00 - Intro 2:04 - Maple Finance from last cycle to now7:03 - Why has Maple grown so much the last year?12:23 - Sponsor break15:20 - How does Maple serve lenders and borrowers?21:13 - Overview of Maple institutional offerings25:33 - What to know about loan terms, collateral, liquidations, reserves, and withdrawals28:50 - What is Syrup.fi and syrupUSDC?32:52 - The differentiation for syrupUSDC yield + integration with Pendle38:11 - Sponsor break40:28 - The syrupUSDC real yield vs how to earn bonus yield with Drips46:17 - What’s the appetite among institutional clients for DeFi yield exposure?53:01 - Closing------🔗 Guest Links 🔗 ► Maple Finance website: https://maple.finance/► Syrup.fi website: https://syrup.fi/► Maple Finance on X: https://x.com/maplefinance► Joe on X: https://x.com/joe_defi► Martin on X: https://x.com/MartindRijke------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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