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/

------
The Edge Podcast Sponsor Resources

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🔮 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

------
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/

------
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

------
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

------

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

------
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

------

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.

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.

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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

------
Timestamps

0:00 - Intro
5:27 - The founding of Olympus
12:29 - Success came so much faster than expected
21:27 - Why Olympus was able to scale when every fork failed
29:59 - Surviving the bear market
38:52 - Sponsor break
39:33 - Why Zeus took a break
44:22 - What is Range Bound Stability (RBS)?
55:01 - Why they disabled RBS?
59:42 - Cooler Loans and OHM treasury strategies
1:21:01 - Sponsor break
1:22:39 - How Olympus compares to the Saylor BTC trade
1:43:06 - Olympus’s investment in Berachain
1:51:27 - Closing

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🔗 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.

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.

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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

✨ 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

------
Timestamps

0:00 - Intro
5:32 - Ryan’s roots in Ethereum
6:41 - The Ethereum scaling roadmap is working
11:52 - The value of decentralization
16:55 - 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 break
30:46 - The impact of US regulators on Ethereum and crypto
35:14 - Understanding Ethereum’s dominance in RWAs and stablecoins
41:12 - The TLDR on Ethereum L1 upgrades coming
49:12 - Sponsor break
50:51 - What needs to happen for ETH price to go up
55:47 - Distractions this cycle vs getting back to our roots with crypto
1:03:32 - Boosting confidence for the next class of ETH buyers
1:06:15 - Should Ethereum find its own Saylor?
1:10:40 - Closing

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🔗 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.

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.

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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

✨ 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

------
Timestamps

0:00 - Intro
2:04 - Maple Finance from last cycle to now
7:03 - Why has Maple grown so much the last year?
12:23 - Sponsor break
15:20 - How does Maple serve lenders and borrowers?
21:13 - Overview of Maple institutional offerings
25:33 - What to know about loan terms, collateral, liquidations, reserves, and withdrawals
28:50 - What is Syrup.fi and syrupUSDC?
32:52 - The differentiation for syrupUSDC yield + integration with Pendle
38:11 - Sponsor break
40:28 - The syrupUSDC real yield vs how to earn bonus yield with Drips
46:17 - What’s the appetite among institutional clients for DeFi yield exposure?
53:01 - Closing

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🔗 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.

Rob Montgomery is the CoFounder and CEO at InfiniFi Labs and Ken Deeter is General Partner at Electric Capital, who led InfiniFi's most recent round.

In this episode, we explore how InfiniFi is introducing duration matching to DeFi to unlock more sustainable, higher-yield opportunities for stablecoin holders, alongside insights from Electric Capital on the future of yield innovation.

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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

✨ 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

------
Timestamps

0:00 - Intro
5:22 - Rob’s background
7:10 - Ken’s background and Electric Capital
9:59 - How does DeFi mature beyond degen games?
13:53 - What is fractional reserve banking?
16:01 - Automating fractional reserve banking with InfiniFi
18:50 - The need for more duration assets in DeFi
24:44 - Sponsor break
25:25 - Where InfiniFi yield comes from
30:30 - InfiniFi vs traditional banks
37:10 - DeFi needs to take bigger swings at bigger ideas
40:53 - Why Electric invested in InfiniFi and teams like it
43:55 - Sponsor break
45:34 - Who is InfiniFi built for?
49:49 - The opportunity for InfiniFi to work with RWAs
52:44 - The growing need to simplify exposure to yields
56:06 - Closing

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🔗 Guest Links 🔗

► InfiniFi website: https://infinifi.xyz/
► InfiniFi on X: https://x.com/infinifilabs
► Rob on X: https://x.com/RobAnon94
► Ken on X: https://x.com/Puntium

------

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 Electric Capital are all invested in InfiniFi. 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.

This episode comes from a recent panel discussion hosted by the DeFi team at GAIB. We were joined by DeFi experts such as Patrick, Founder of Dynamo DeFi, an anonymous DeFi investor who goes by DeFiMaximalist, and crypto YouTuber / investor Joe Takayama. We found the discussion to be very insightful and so we agreed to edit and republish the conversation as a podcast. We hope you enjoy it!

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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

✨ TANSSI | LAUNCH YOUR SYMBIOTIC RESTAKED NETWORK IN MINUTES

📊 iYIELD | YOUR FINANCIAL PICTURE, SIMPLIFIED

⏳ HOURGLASS | LEVERAGED AIRDROP FARMING AND BOOSTED POINTS

🧪 MANTLE | START YOUR RESTAKING JOURNEY TODAY WITH CMETH

🐡 PUFFER UNIFI | A BASED ROLLUP TO ETHEREUM WITH NATIVE YIELDS

🌔 MOONWELL | THE LEADING LENDING AND BORROWING APP ON BASE

⚙️ GEARBOX PROTOCOL | ONCHAIN LENDING REIMAGINED

------
Timestamps

0:00 - Intro
1:51 - Which DeFi teams are doing the best competing for liquidity and mindshare?
6:11 - Sponsor break
9:07 - Dynamo DeFi on choosing one stablecoin over another
11:45 - Joe Takayma on winning strategies for growing stablecoins
14:10 - DeFi Dad on the best real yields onchain
18:55 - Nomatic on the importance of mechanism design for sustainable yields
21:56 - Joe Takayama on lack of transparency holding back stablecoin growth
24:54 - Dynamo DeFi’s biggest concerns for stablecoin farming
26:43 - DeFi Dad on risk-minimized stablecoin lending to Aave, Fluid, and Pendle
29:52 - Sponsor break
32:07 - What factors will attract institutions to DeFi?
45:56 - Closing on new DeFi opportunity to tokenize exposure to AI sector

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🔗 Guest Links 🔗

► GAIB website: https://www.gaib.ai/
► GAIB on X: https://x.com/gaib_ai
► Patrick on X: https://x.com/patfscott
► Joe Takayama on YouTube: https://www.youtube.com/@Joe_bitcoin
► DeFiMaximalist on X: https://x.com/lstmaximalist

------

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.