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/

------
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.

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

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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, 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.

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

------
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

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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, 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.

Wojtek Pawlowski and Ioan Moldovan are the CoFounders of Accountable.

In this episode, we explore how real-time financial verification could help surface risk earlier across DeFi, CeFi, and even TradFi. The team behind Accountable explains how a new standard in verifiable, privacy-preserving reporting can change the way markets assess solvency, performance, and trust before problems escalate.

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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

------
Timestamps

0:00 - Intro
7:38 - Founders’ backgrounds
14:38 - The problem with “trust me bro” DeFi
23:00 - Building for real-time financial verification
25:18 - How Accountable preserves privacy
32:53 - Real-time reporting for TradFi
40:02 - What is a Data Verification Network?
49:07 - Examples of Proof of Solvency dashboards
56:42 - Marketplace for verifiable yields
1:00:16 - Live verifiable yield vaults on Accountable
1:03:07 - How teams can get started with Accountable
1:06:48 - Accountable business model
1:08:43 - Closing

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🔗 Guest Links 🔗

► Accountable website: https://accountable.capital/
► Accountable on X: https://x.com/AccountableData
► Wojtek on X: https://x.com/VVojtek_P

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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. Since recording, DeFi Dad has invested in Accountable. 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.

Nick van Eck is the CoFounder and CEO at Agora.

In this episode, Nick explains why he believes stablecoins are entering their "second inning," how enterprises are beginning to adopt stablecoins at scale, and what it actually takes to build payment infrastructure that operates at the speed of the internet.

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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

------
Timestamps

0:00 - Intro
4:56 - History of Nick’s family in finance
13:15 - Pitching crypto and stablecoins to friends
17:39 - Seeing early opportunity in DeFi and stablecoins
23:22 - Has crypto lost its magic?
26:19 - Where are we in the adoption curve for stablecoins?
29:33 - How Agora fits into the payments landscape
34:25 - What does Agora actually do for clients
37:31 - How Agora clients earn revenue
40:05 - How Agora makes money
43:07 - Competitors
46:57 - Considerations for enterprises launching stablecoins
49:04 - Opportunities in the stablecoin boom
53:15 - Fundraising
54:15 - What’s next
55:26 - Closing

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🔗 Guest Links 🔗

► Agora website: https://www.agora.finance/
► Agora on X: https://x.com/agorafinance
► Nick on X: https://x.com/nick_van_eck

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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.

Johann Kerbrat is Crypto General Manager at Robinhood.

In this episode, we unpack why Robinhood built its own Ethereum L2 and how it plans to power 24/7 markets for tokenized stocks, digital assets, pre-IPO company trading, and the next wave of onchain financial products such as stablecoins and prediction markets.

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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

♦️ 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

🔊 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

------
Timestamps

0:00 - Intro
7:13 - Johann’s background
10:18 - Robinhood leans into DeFi
13:50 - The evolution of Robinhood’s services
16:36 - Why Robinhood built an Ethereum L2 with Arbitrum
24:26 - Sponsor break
25:43 - Tokenization will unlock 24/7 markets
30:12 - 1000 tokenized stocks trading onchain
32:27 - Significance of access to trade pre-IPO companies
37:51 - Regulation remains a big challenge
42:47 - Sponsor break
44:35 - Advanced trading features
46:18 - Robinhood prediction markets
48:54 - Could Robinhood offer a token launchpad?
50:37 - Stablecoins and the USDG initiative
58:06 - Robinhood Ventures invests in Lighter
1:02:08 - Could Robinhood ever offer crypto-backed loans?
1:04:59 - Robinhood in 5 years
1:06:47 - Closing

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🔗 Guest Links 🔗

► Robinhood website: https://robinhood.com/
► Robinhood on X: https://x.com/RobinhoodApp
► Johann Kerbrat on X: https://x.com/JohannKerbrat

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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 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.

David Schamis is the Founding Partner and CIO of Atlas Merchant Capital and now CEO of Hyperliquid Strategies.

In this episode, David breaks down how serious seasoned investors think about valuing Hyperliquid, from the bull case for HYPE to the economics behind running the largest HYPE DAT in the world. We discuss what's unique about Hyperliquid, navigating mNAV dynamics as a DAT , and why Hyperliquid is well positioned to become financial infrastructure for bringing RWAs and Wall Street onchain.

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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

♦️ 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

🔊 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

------
Timestamps

0:00 - Intro
5:59 - David and Bob Diamond’s careers
8:16 - How did they learn about Hyperliquid?
14:02 - The bull thesis for valuing HYPE
19:57 - Are regulators ready to embrace DeFi?
25:04 - Sponsor break
26:20 - Growing trade volume in HIP-3 markets
30:23 - What is Hyperliquid Strategies?
33:11 - Navigating market dynamics with mNAV
44:52 - Sponsor break
46:39 - Staking considerations for Hyperliquid Strategies
49:47 - Operating expenses behind running a DAT
52:02 - Merger + new PURR ticker
53:26 - Insights into Jeff’s vision
58:16 - Closing

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🔗 Guest Links 🔗

► Hyperliquid Strategies on X: https://x.com/hypestrat
► David Schamis on X: https://x.com/dschamis

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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. Nomatic holds HYPE. 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 new episode of Yield Talks on The Edge Podcast, we dive into an overview of HIP-3 markets, Kinetiq’s token launch tomorrow, and what a Hyperliquid builder might speculate on happening next, following the upcoming one year anniversary of the HYPE airdrop.

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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

♦️ 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

🔊 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

------
Timestamps

0:00 - Intro
4:32 - What is Kinetiq?
6:21 - Overview of HIP-3
9:19 - How will HIP-3 markets differentiate?
16:15 - Who is trading HIP-3 markets?
19:54 - Sponsor break
21:12 - What else is Kinetiq building?
25:47 - Importance of KNTQ launch
28:20 - Why expand beyond liquid staking?
33:42 - What should Hyperliquid bulls be paying attention to?
39:43 - Sponsor break
41:31 - Hyperliquid ecosystem maturing
43:56 - Thoughts on upcoming team unlocks for HYPE
53:22 - Will there be a new points program or token burn for HL?
59:30 - 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. Nomatic and DeFi Dad are angel 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.