TN Lee is the CoFounder of Pendle Finance and Stephen is the Founder at DeFi Dojo.

In this episode, we host a deep dive on ideas and strategies for farming with stablecoins on Pendle along with updates for future permissionless market listings, plus their unreleased leveraged yield trading platform Boros.

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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

🪄 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

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Timestamps

0:00 - Intro
5:40 - Why Pendle is so important to DeFi Dad
7:42 - How Pendle found product-market fit
11:06 - Pendle preparing for permissionless listings
18:41 - DeFi Dojo and Nomatic on flood of new stablecoin products
26:14 - Overview of PTs (Principal Tokens)
28:52 - Overview of Pendle LPs and how they work
37:23 - The benefits of vePENDLE
38:37 - How Nomatic uses Pendle YTs (Yield Tokens)
43:42 - Sponsor break
45:43 - DeFi Dojo’s favorite Pendle looping strategies
50:58 - How DeFi Dad identifies potential opportunities on Pendle
53:11 - DeFi Dojo’s on the importance of oracles when looping Pendle positions
54:54 - Nomatic’s favorite YT strategies
58:56 - TN on institutional adoption of Pendle
1:05:28 - Closing + update on Boros

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🔗 Guest Links 🔗

► Pendle Finance website: https://www.pendle.finance/
► Pendle on X: https://x.com/pendle_fi
► TN Lee on X: https://x.com/tn_pendle
► DeFi Dojo on X: https://x.com/phtevenstrong

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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.

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!

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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

🪄 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

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Timestamps

0:00 - Intro
4:02 - Being early at Maven 11
6:34 - What got Mads into crypto
11:04 - Has crypto lost its way?
13:35 - Making early stage investing more accessible
15:58 - How private investments typically work at crypto VCs
19:37 - Criticisms over high FDV token launches
24:20 - Fat protocol vs fat app thesis
28:42 - Sponsor break
29:22 - How fat protocol winners might perform in the fat app era
33:14 - Can fat protocol winners evolve for better value accrual?
36:04 - Huge opportunity for app developers who understand infra
39:02 - Why invest in “opinionated applications”
41:41 - Sponsor break
43:19 - Investing in “extensions of existing ecosystems”
46:25 - The demand to invest in consumer apps
50:08 - Outsized opportunity remains in stablecoins
56:37 - Trends around yield-bearing stablecoins
1:00:27 - Private credit boom coming onchain
1:08:10 - What learning resource would Mads recommend?
1:10:50 - Closing

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🔗 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

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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.

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.

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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

🪄 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 | EARN INSTITUTIONAL DEFI YIELD

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Timestamps

0:00 - Intro
3:49 - Founding Kinetiq
6:04 - Early conviction for Hyperliquid
13:24 - Expected yield for kHYPE
18:40 - How will kHYPE yield be distributed?
22:14 - Sponsor break
22:54 - The importance of precompiles for HL and Kinetiq
32:17 - Anticipation and audits for upcoming Kinetiq launch
37:40 - iHYPE, liquid staking for institutions
43:47 - Sponsor break
45:26 - Institutional demand for a HYPE LST
48:40 - What are builder codes?
56:34 - How Kinetiq differentiates as an LST
1:01:11 - Closing

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🔗 Guest Links 🔗

► Kinetiq website: https://kinetiq.xyz/
► Kinetiq on X: https://x.com/kinetiq_xyz
► Omnia on X: https://x.com/0xOmnia

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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. 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.