Podcast

Discover new episodes of The Edge Podcast.

Podcast

Ethereum Is a Vault, ETH Is the Lock: A Framework for ETH's Fair Value Today and $55k to $138k by 2030

Jun 19, 2026

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3 min read

Ethereum Is a Vault, ETH Is the Lock: A Framework for ETH's Fair Value Today and $55k to $138k by 2030

Tom Dunleavy on how to value ETH today, why DCF doesn't make sense, and the math behind an overdue repricing for ETH

DeFi Dad

DeFi Frontier

Altura's Multi-Strategy Yield: Gold Trading, Funding Rate Arb, and Private Credit

Jun 15, 2026

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2 min read

Altura's Multi-Strategy Yield: Gold Trading, Funding Rate Arb, and Private Credit

Altura's COO on building a yield vault that doesn't collapse when crypto does

DeFi Dad

Podcast

How Superstate Is Building the Bridge Between $700 Trillion in TradFi and DeFi

Jun 12, 2026

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2 min read

How Superstate Is Building the Bridge Between $700 Trillion in TradFi and DeFi

Robert Leshner on why tokenization is the evolution that all of DeFi's been building towards

DeFi Dad

Revenue Meta

How Jupiter Built One of the Most Diversified Revenue Engines in DeFi

Jun 5, 2026

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2 min read

How Jupiter Built One of the Most Diversified Revenue Engines in DeFi

Jupiter's COO on five major revenue streams benefitting JUP value accrual

DeFi Dad

Podcast

Why Private Credit Is Moving Onchain, And What DeFi Gets Right and Wrong About It

May 31, 2026

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2 min read

Why Private Credit Is Moving Onchain, And What DeFi Gets Right and Wrong About It

A roundtable with Fasanara, Noon, and infiniFi on stress tests, transparency, and what belongs onchain

DeFi Dad

DeFi Frontier

Why DeFi Is Finally Ready for Risk Tranching

May 24, 2026

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2 min read

Why DeFi Is Finally Ready for Risk Tranching

A new DeFi Frontier pod on splitting yields into senior vs junior tranches, mispriced yields, and why these market conditions are the perfect storm for Strata

DeFi Dad

DeFi Frontier

A New Tokenized 15% Yield From Institutional FX Markets, Uncorrelated With Crypto

May 21, 2026

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2 min read

A New Tokenized 15% Yield From Institutional FX Markets, Uncorrelated With Crypto

A first look at how Tori works with hedged FX carry trades, their two-token model, and why DeFi needs yield from outside crypto

DeFi Dad

DeFi Frontier

The Next Battle In DeFi Lending Is What's Inside Your Vault

May 6, 2026

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2 min read

The Next Battle In DeFi Lending Is What's Inside Your Vault

Why Lotus is building a new credit engine that Aave and Morpho simply can't

DeFi Dad, +1

DeFi Frontier

How to Earn Stablecoin Yield with DeFi Options on Rysk

May 5, 2026

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2 min read

How to Earn Stablecoin Yield with DeFi Options on Rysk

Daniele Ugolini on cash secured puts, covered calls, and why DeFi options are finally working

DeFi Dad, +1

Podcast

The Alchemix Comeback: V3 Delivers Long-Awaited Redesign

May 1, 2026

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2 min read

The Alchemix Comeback: V3 Delivers Long-Awaited Redesign

Founder Scoopy Trooples on new vaults, a fixed yield primitive, 90% LTV, and why he's not quitting

DeFi Dad, +1

Podcast

The $250k ETH Thesis: Wall Street Is Betting ETH Beats Gold and Bitcoin

Apr 22, 2026

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2 min read

The $250k ETH Thesis: Wall Street Is Betting ETH Beats Gold and Bitcoin

Etherealize's new report on why ETH is a superior monetary good destined to capture the premium of gold and BTC

DeFi Dad, +1

Revenue Meta

How Sky's Largest Sub-DAO Is Earning $27.8M Revenue In A Bear Market

Apr 20, 2026

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3 min read

How Sky's Largest Sub-DAO Is Earning $27.8M Revenue In A Bear Market

Sam McPherson on Spark's revenue, buybacks, and how they can climb back to $80M

DeFi Dad, +1

DeFi Frontier

How Saturn Is Tokenizing Saylor's 11.5% STRC Yield for DeFi on Ethereum

Apr 15, 2026

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3 min read

How Saturn Is Tokenizing Saylor's 11.5% STRC Yield for DeFi on Ethereum

Could this be DeFi's next major yield frenzy?

DeFi Dad, +1

Podcast

We Spoke To A Strategy Insider Who Helped Build STRC

Apr 8, 2026

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3 min read

We Spoke To A Strategy Insider Who Helped Build STRC

Chaitanya Jain on how STRC works, why the yield is real, and how STRC will be received by fixed income investors and stablecoin lenders

DeFi Dad, +1

Podcast

Why Katana Is Not An L2, It's A DeFi Super App

Apr 1, 2026

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3 min read

Why Katana Is Not An L2, It's A DeFi Super App

Matthew Fisher on vbTokens, Katana Perps, and big fintech liquidity coming onchain

DeFi Dad, +1

Podcast

Why Derive Survived The Graveyard of Onchain Options and Now Owns 90% Market Share

Mar 27, 2026

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2 min read

Why Derive Survived The Graveyard of Onchain Options and Now Owns 90% Market Share

Nick Forster on network effects, Yieldmageddon, and why their thesis finally paid off

DeFi Dad, +1

Podcast

One Stablecoin Yield Outperforming DeFi's Biggest Names By 50-100%

Mar 23, 2026

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2 min read

One Stablecoin Yield Outperforming DeFi's Biggest Names By 50-100%

How Noon sUSN delivers 9.5% yield with institutional-grade security

DeFi Dad, +1

Podcast

Why The Bear Market for Tokens Is Ending

Mar 18, 2026

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2 min read

Why The Bear Market for Tokens Is Ending

Theia Founder Felipe Montealegre on cheap valuations, tokenholder rights, and why being contrarian and right beats just being right

DeFi Dad, +1

Podcast

Across Token Buyout: The First Proposal to Convert Back to a Private Company

Mar 12, 2026

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2 min read

Across Token Buyout: The First Proposal to Convert Back to a Private Company

Hart Lambur explains the reasoning behind DeFi's first major token buyout

DeFi Dad, +1

Podcast

Mar 11, 2026

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2 min read

Which Blockchain Will AI Agents Choose?

Davide Crapis on building the railway for autonomous agent economies

DeFi Dad, +1

Podcast

Mar 5, 2026

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3 min read

The L2Beat of DeFi Risk: Inside Credora's Mission to Rate Every Vault

$10B rated, 80% Morpho coverage, and why institutions are already demanding credit ratings

DeFi Dad, +1

Podcast

Why No One Owns Their Stock and How We Unlock True Ownership for RWAs Onchain

Feb 28, 2026

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2 min read

Why No One Owns Their Stock and How We Unlock True Ownership for RWAs Onchain

Gabriel Shapiro on the existing centralized system for stock ownership, Ethereum's chance to change things, and building MetaLeX for onchain legal entities

DeFi Dad

Podcast

160% Growth QoQ: How Ether.fi Is Building Crypto's Onchain Revolut

Feb 20, 2026

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2 min read

160% Growth QoQ: How Ether.fi Is Building Crypto's Onchain Revolut

Mike Silagadze on $50M revenue in 2025, zero liquidations on Oct 10th, and why 2026 is the year they go mainstream

DeFi Dad

Podcast

Why This Ethereum Bull Remains Steadfast While Markets Panic

Feb 17, 2026

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2 min read

Why This Ethereum Bull Remains Steadfast While Markets Panic

Leo Lanza on his $80K ETH thesis, the CLARITY Act, and why alt-L1s are collapsing

DeFi Dad, +1

Podcast

"This Is A Marathon, Not A Sprint," Lighter's Post-TGE Reality

Feb 12, 2026

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2 min read

"This Is A Marathon, Not A Sprint," Lighter's Post-TGE Reality

After the hype fades, Lighter's Founder discusses what they're building next

DeFi Dad, +1

Podcast

Ethereum Is a Vault, ETH Is the Lock: A Framework for ETH's Fair Value Today and $55k to $138k by 2030

Altura's Multi-Strategy Yield: Gold Trading, Funding Rate Arb, and Private Credit

How Superstate Is Building the Bridge Between $700 Trillion in TradFi and DeFi

How Jupiter Built One of the Most Diversified Revenue Engines in DeFi

Why Private Credit Is Moving Onchain, And What DeFi Gets Right and Wrong About It

Why DeFi Is Finally Ready for Risk Tranching

A New Tokenized 15% Yield From Institutional FX Markets, Uncorrelated With Crypto

The Next Battle In DeFi Lending Is What's Inside Your Vault

How to Earn Stablecoin Yield with DeFi Options on Rysk

The Alchemix Comeback: V3 Delivers Long-Awaited Redesign

The $250k ETH Thesis: Wall Street Is Betting ETH Beats Gold and Bitcoin

How Sky's Largest Sub-DAO Is Earning $27.8M Revenue In A Bear Market

How Saturn Is Tokenizing Saylor's 11.5% STRC Yield for DeFi on Ethereum

We Spoke To A Strategy Insider Who Helped Build STRC

Why Katana Is Not An L2, It's A DeFi Super App

Why Derive Survived The Graveyard of Onchain Options and Now Owns 90% Market Share

One Stablecoin Yield Outperforming DeFi's Biggest Names By 50-100%

Why The Bear Market for Tokens Is Ending

Across Token Buyout: The First Proposal to Convert Back to a Private Company

Which Blockchain Will AI Agents Choose?

The L2Beat of DeFi Risk: Inside Credora's Mission to Rate Every Vault

Why No One Owns Their Stock and How We Unlock True Ownership for RWAs Onchain

160% Growth QoQ: How Ether.fi Is Building Crypto's Onchain Revolut

Why This Ethereum Bull Remains Steadfast While Markets Panic

"This Is A Marathon, Not A Sprint," Lighter's Post-TGE Reality

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