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The Edge

The Edge

By: 4RC
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Join investors and power-users, DeFi Dad and Nomatic from Fourth Revolution Capital (4RC) as they guide through the fast-paced world of crypto, including DeFi, NFTs, Web3 social media, gaming, and more! Gain your own edge from conversations with industry leaders, such as founders, developers, and fund managers who share insights and analysis at the edge of new technology. Whether you're a seasoned pro or just starting your crypto journey, this is the podcast for you.4RC Economics Personal Finance
Episodes
  • How Ostium Aims To Make Every Global Market Tradable Onchain
    Dec 29 2025

    Kaledora Fontana Kiernan-Linn is the CoFounder and CEO of Ostium.

    In this episode, we learn how Ostium is building a next-gen trading platform on Arbitrum, bringing deep liquidity to asset classes like commodities, equities, indices, and RWAs onchain, while pursuing a unique long-term vision to reinvent CFD-style market access through DeFi.

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    🔗 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/

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    The Edge Podcast Sponsor Resources

    ♉︎ TOROS | EXPONENTIAL GAINS WITH LEVERAGED TOKENS

    ♦️ REDSTONE | THE LEADING MODULAR BLOCKCHAIN ORACLE

    🌅 NEUTRL | THE NEXT GENERATION OF CRYPTO-NATIVE YIELD

    🌞 SOLSTICE | PERMISSIONLESS INSTITUTIONAL YIELD

    ⚔️ KATANA | DEEP LIQUIDITY & REAL YIELD

    🔊 DECIBEL | THE NEW SOUND OF TRADING

    🥞 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

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    Timestamps

    0:00 - Intro and background
    10:47 - Why work in markets
    15:06 - Ostium genesis and vision
    23:31 - Overview of the Ostium platform
    26:10 - Leverage for different asset classes onchain
    30:19 - Liquidity challenges
    39:49 - The 100x opportunity and competitive advantages
    45:05 - How will Ostium use their $20M Series A
    50:05 - Closing

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    🔗 Guest Links 🔗

    ► Ostium website: https://www.ostium.com/
    ► Ostium on X: https://x.com/ostiumlabs
    ► Kaledora on X: https://x.com/kaledora

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    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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    52 mins
  • Can Blockspace Futures Lead To A Gasless, Real-Time Ethereum?
    Dec 24 2025

    Kevin Lepsoe is the Founder of ETHGAS.

    What if Ethereum could feel instant? In this episode, we explore whether blockspace futures trading could pave the way toward a gasless, real-time Ethereum, and what that would mean for DeFi, MEV, validators, and the broader L2 scaling roadmap.

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    🔗 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

    ♉︎ TOROS | EXPONENTIAL GAINS WITH LEVERAGED TOKENS

    ♦️ REDSTONE | THE LEADING MODULAR BLOCKCHAIN ORACLE

    🌅 NEUTRL | THE NEXT GENERATION OF CRYPTO-NATIVE YIELD

    🌞 SOLSTICE | PERMISSIONLESS INSTITUTIONAL YIELD

    ⚔️ KATANA | DEEP LIQUIDITY & REAL YIELD

    🔊 DECIBEL | THE NEW SOUND OF TRADING

    🥞 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

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    Timestamps

    0:00 - Intro
    2:03 - Kevin’s background
    7:18 - Why Ethereum
    9:45 - The vision for ETHGAS
    10:26 - Understanding real-time Ethereum
    12:40 - Impact on DeFi protocols like Uniswap
    21:14 - Supporting the L2 roadmap
    24:20 - Eliminating MEV and disrupting
    28:30 - Tradeoffs
    34:24 - Competition
    40:06 - Revenue potential and monetization
    44:20 - Roadmap and rollout for ETHGAS
    45:56 - Early partners like ether.fi
    47:19 - Discussions with EF
    49:01 - Closing

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    🔗 Guest Links 🔗

    ► ETHGAS website: https://ethgas.com/
    ► ETHGAS on X: https://x.com/ethgasofficial
    ► Kevin Lepsoe on X: https://x.com/lepsoe

    ------
    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 Kevin all hold ETH. Since recording, DeFi Dad and Nomatic invested as angels in ETHGAS. 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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    52 mins
  • You're Valuing Ethereum Wrong (And Here's Why)
    Dec 23 2025

    William Mougayar is an author, entrepreneur, investor, and Ethereum advocate.

    In this episode, we explore why Ethereum shouldn’t be valued like a stock, but instead understood as a public good infrastructure, more like the Internet valued through the lens of dependence, economic flow, and trust.

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    🔗 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

    ♉︎ TOROS | EXPONENTIAL GAINS WITH LEVERAGED TOKENS

    ♦️ REDSTONE | THE LEADING MODULAR BLOCKCHAIN ORACLE

    🌅 NEUTRL | THE NEXT GENERATION OF CRYPTO-NATIVE YIELD

    🌞 SOLSTICE | PERMISSIONLESS INSTITUTIONAL YIELD

    ⚔️ KATANA | DEEP LIQUIDITY & REAL YIELD

    🔊 DECIBEL | THE NEW SOUND OF TRADING

    🥞 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

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    Timestamps

    0:00 - Intro
    2:10 - William’s background and Ethereum’s genesis
    6:13 - Sponsor break
    8:45 - Crypto’s next era will be driven by fundamentals
    15:31 - Why the Internet is the right valuation comparison
    23:33 - Why Ethereum should be valued as a public good
    31:28 - The layers of the Internet vs Ethereum
    34:19 - How the Internet has been valued
    39:27 - Valuing Ethereum based on Internet valuation frameworks
    45:51 - What do we blame ETH’s mispricing on?

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    🔗 Guest Links 🔗

    ► William's Ethereum report: https://ethmrc.com/the-internets-blueprint-for-ethereum-a-trillion-dollar-public-goods-valuation-framework/
    ► William's blog: https://wamougayar.xyz/
    ► Ethereum Market Research Center on X: https://x.com/ethereum_mrc
    ► William Mougayar on X: https://x.com/wmougayar

    ------
    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 William 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.

    Show More Show Less
    1 hr
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